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Motorhead

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

Newsletter · By Motorhead · Official site

Indexed issues, last 90 days
13
Latest publication
Sep 29, 2026
Audience
Checking…
Earliest in this view
Jul 23, 2026

Latest issues

  1. Issue · Sep 29, 2026

    Tesla Q3 Deliveries Should Beat Estimates (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="692" src="https://substackcdn.com/image/fetch/$s_!tZ3_!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F43a3908b-80bf-4fc8-8a0a-d52600ddf477_1232x692.png"

  2. Issue · Sep 26, 2026

    FSD Crash Update: July Was the Deadliest Month on Record (opens the original)

    Excerpt · Critical tone

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    <img alt="" class="sizing-normal" height="768" src="https://substackcdn.com/image/fetch/$s_!BAoW!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F53d86fb1-f608-474f-bace-ed4c3be06ec8_1372x768.png"

  3. Issue · Sep 14, 2026

    Anthropic’s Call for Safety: SpaceX Valuation is in Peril (opens the original)

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    <img alt="" class="sizing-normal" height="640" src="https://substackcdn.com/image/fetch/$s_!RnIO!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F5c537c8c-d418-4d73-a38c-f9f8fb9a98b1_767x640.png" w

  4. Issue · Sep 4, 2026

    Tesla’s Cybercab Event Flops Hard (opens the original)

    Excerpt · Critical tone

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    <img alt="" class="sizing-normal" height="650" src="https://substackcdn.com/image/fetch/$s_!hY32!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff99ebdbd-85b3-4df6-9fd2-226941295f58_962x650.png" w

  5. Issue · Sep 2, 2026

    Tesla’s Cybercab Squeeze: Sell Into Strength (opens the original)

    Excerpt

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    <img alt="" class="sizing-normal" height="408" src="https://substackcdn.com/image/fetch/$s_!TXEB!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F8eec13da-b19f-4b3c-b5f7-20f7419578b1_837x408.png" w

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