EVs & Autonomous Vehicles stocks on X

EVs & Autonomous Vehicles stocks trending on X

The vehicle electrification and self-driving stack — EV makers (Tesla, Rivian, Chinese ADRs), lidar sensor specialists, autonomous-driving software platforms, and the robotaxi networks racing to commercialise. Driven by Tesla's robotaxi rollout, Chinese EV competition, and the lidar/ADAS supply chain becoming an investible second-derivative play.

EVs & Autonomous Vehicles stocks trending on X

Top stocks by X chatter

Tesla, Inc.$TSLA

Auto - Manufacturers

$358.08+0.42%

1Y-15.1%

18,174 posts1×

Bullish sentiment

Tesla ripped ~7% on Cybercab manufacturing news — bulls hyped the unboxed line producing one car every 5–10 seconds — plus FSD V14.2 rollout, and call flow ran ~4:1 versus puts on ~$780M of daily premium. Options are pricing bullish continuation into $400; the pushback is only 'still down 21% YTD, wait for confirmation over $368.'

Driven by hype

Tesla is the EV maker that turned itself into a bet on Cybercab volumes and FSD monetization. Still down 22% YTD, the stock caught a ~7% pop on unboxed-line manufacturing footage, and options are pricing continuation into $400. • The core business punches below the multiple: revenue grew 16% YoY last quarter at a 4.2% operating margin — Tesla trades like a robotaxi platform while earning like a stressed carmaker. • A 326x P/E doesn't sit on today's numbers: the market is paying for Cybercab and FSD revenue not yet in the P&L, and Q2's -34% EPS surprise showed how fast the story cracks on execution. • CFO Taneja's $938K sale is routine RSU dressing — the Musk hasn't-sold-since story stays intact. Oct 28 is the referee: Cybercab ramp plus auto margin above 6% breaks the coil toward $400; a sub-6% quarter with Cybercab in single-digits resolves it back toward $310.

Uber Technologies, Inc.$UBERStrong Fundamentals

Software - Application

$70.97-0.64%

1Y-27.5%

3,378 posts1×

Bullish sentiment

COO Andrew Macdonald just dropped $5.31M buying 70k UBER shares at ~$75.83 — his ownership jumped to 426k shares, ~16% of his disclosed holding — and it stacks on the February CFO buy ($1.6M), Nancy Pelosi's May calls, Ackman's Pershing Square position and Saudi PIF's $5.5B stake. Trading around 15x P/FCF; the pushback is only the TSLA robotaxi disruption thread, which longs shrug off.

Comeback attempt

Uber is the rideshare and delivery platform that finally became a real cash machine — 17% ROIC, ~7% free-cash-flow yield, and now trading at a mid-teens multiple. It has been de-rated on the Tesla/Waymo robotaxi disruption fear, and insider action is starting to argue the opposite. • The insider tape is doing a lot of talking: CEO Khosrowshahi's $10M open-market purchase and COO Macdonald's $5.3M buy at ~$76 stack on top of the February CFO buy, Ackman's Pershing Square stake and the Saudi PIF's $5.5B position — that combination is not what a team about to be disrupted usually does. • The core P&L is the healthiest it has ever been: $57.8B FY26 revenue consensus, ~11% operating margin, and $2.3–2.8B of quarterly free cash flow — this is a business earning what it needs to earn to weather any competitive transition, not one being propped up. • The chart is coiling, not confirming yet: sitting at just 16% of the 52-week range, tape below both the 50- and 200-day, with volume flat — the setup rewards a clear robotaxi-response headline, not another quiet drift. The turnaround needs one of: a robotaxi partnership announcement that puts Uber on the platform side of the disruption, or a Q3 print that shows margin still expanding. What invalidates it: a Waymo/Tesla capacity number that shows real share loss in a top-3 US market.

NIO Inc.$NIO

Auto - Manufacturers

$3.58-0.56%

1Y-49.0%

1,503 posts1.1×

Mixed sentiment

NIO's tape is genuinely split. Bulls stack the case for a fundamentals turn — Q2 revenue $4.74B, deliveries +49.4% YoY, Q1 gross margin at a four-year-high ~19%, adj op profit turning positive, and ES9 at ~30% of NIO-brand volume — and float the unpriced optionality of US market access as a Trump/Xi state-visit tailwind. Bears counter with a new 52-week low, RSI 22, Q3 guidance implying only 0.3-3.1% sequential growth, and the Slotkin-Moreno bill possibly locking Chinese EVs out entirely. Both sides are loud.

Broken story

NIO is a Chinese premium EV maker, once positioned as the domestic Tesla and now a much cheaper stock than that framing survives. A fresh 52-week low into an already-broken tape says the market is done giving the story the benefit of the doubt. • The delivery side is doing what management said it would: August deliveries were 35,836 units up 14.5% YoY, and Q1 revenue was up 122% YoY — the volume story is intact and 0.54x trailing sales is genuinely cheap by any auto benchmark. • The balance sheet is the specific reason the tape breaks anyway: debt-to-equity is 6.12x, operating margin is negative, and free cash flow was negative $14B in the trailing year — that ratio at $3.60 is why bears are calling $3 a margin-call level, not a metaphor. • The chart says distribution has taken over: 1% of the 52-week range, 20% below the 50-day, 30% below the 200-day, RSI at 22 — this is not oversold-and-bouncing, this is a stock the market thinks needs to raise equity at a lower price first. A turn needs a Nov 24 print with cash-burn narrowing to sub-¥5B and any credible external financing commitment — either meaningfully changes the read. Another quarter of deep burn or a Chinese consumer-EV price-war escalation is what forces the equity raise the tape is anticipating.

Rivian Automotive, Inc.$RIVN

Auto - Manufacturers

$15.23-1.99%

1Y+6.4%

565 posts1.1×

Bullish sentiment

Rivian bulls are calling $20B priced-for-bankruptcy on a name that just cashed $300M from Uber, expects another $250M this year, and holds an initial 10,000-vehicle order plus a 40,000-vehicle option — plus separately disclosed software licensing fees on every vehicle running Rivian's driver system. Bulls flag $16-$17 as the technical breakout, R2 launch color, robotaxi tests expanding to Chicago. One impatient investor jokes about a class action if autonomy updates don't land by September 30.

Lucid Group, Inc.$LCID

Auto - Manufacturers

$4.04-1.94%

1Y-79.5%

419 posts1.1×

Bearish sentiment

Lucid Motors is one of the loudest bearish tapes in the window. The stock is down 34% in August, the CEO killed a production shift because inventory is growing faster than sales, and quarterly EBITDA sits at -$901M. A vocal Saudi-market poster calls Vision 2030 execution a failure, argues the Cosmos will not ship to customers before 2028, and predicts bankruptcy. Bulls point at Cosmos as the mass-market bet and oil at $100 as a demand tailwind, but their thread reads more hopeful than confident.

Ford Motor Company$F

Auto - Manufacturers

$13.365-1.00%

1Y+15.1%

417 posts1×

Mixed sentiment

Ford draws negative political attention — Transportation Secretary Duffy blasts F for China ties and a Musk-linked letter is speculated. Balanced by a $148K June $15 call buy and general 'chart-master' framing versus GM; read is contested, headline-risk driven.

XPeng Inc.$XPEV

Auto - Manufacturers

$10.34+1.08%

1Y-51.8%

385 posts0.8×

Bullish sentiment

XPeng commissioned what it calls the world's first automated humanoid-robot production line — 80%+ automated with 85% supply-chain overlap with EVs — and IRON humanoid rolls off the line under its own power ahead of end-2026 mass production and 2027 commercial rollout. August wholesale +2.8% MoM with MONA L03 (+235%) becoming the top seller. Wall Street is still pricing this as an EV company, not the robotics beat.

General Motors Company$GM

Auto - Manufacturers

$84.29-1.27%

1Y+44.2%

370 posts1×

Mixed sentiment

General Motors chatter is thin, mainly a market-cap comparison versus Tesla (GM $79B vs Tesla $1.39T) and a chart-play mention. Crypto-side 'GM' token discussion runs in parallel; the equity signal is neutral-to-mildly-directional.

Arbe Robotics Ltd.$ARBE

Semiconductors

$0.667-3.64%

1Y-53.1%

299 posts0.3×

Bullish sentiment

Arbe Robotics announced that Arbe + Hirain were selected by 'one of the world's largest automotive groups' for a Level 3 autonomous driving program covering multiple brands in China — series production starts Q4 2027. Stock ripped +25–30% intraday on 92.5M+ shares (well above average) with NHTSA's Tesla 'Radar Saves Us' investigation reinforcing the imaging-radar thesis.

TE Connectivity plc$TEL

Semiconductors

$202.2+0.39%

1Y-4.9%

286 posts1×

Bullish sentiment

Telcoin community frames an approved state bank charter, a chart-loading breakout from years-long support, and bull-flag setups projecting +8,000% into the $0.09-0.10 region. Chatter is entirely crypto/token, not TE Connectivity the equity.

ChargePoint Holdings, Inc.$CHPT

Specialty Retail

$8.91+1.02%

1Y-16.3%

226 posts0.9×

Bullish sentiment

ChargePoint completes a Stage 2 monster-volume breakout with the first pullback on massively decreasing volume in a heavily shorted name. One skeptic flags huge cash burn as a caveat, but chartists are dominant.

Ouster, Inc.$OUST

Semiconductors

$33.99+3.66%

1Y+14.3%

224 posts0.9×

Bullish sentiment

Ouster posters are riding a Physical-AI-platform thesis, calling native-color LiDAR the industry gold standard and cheering a fresh Flyability collaboration heading to INTERGEO 2026 in Munich (Sep 15-17). One trader is up 145% in three months on OUST plus $ASST concentration, and the Amazon warrant relationship gets flagged as a smart-money tell. No dissent.

Baidu, Inc.$BIDUStrong Fundamentals

Internet Content & Information

$88.55-2.04%

1Y-28.5%

209 posts0.8×

Mixed sentiment

Baidu is off ~7% on US/China AI-fight rhetoric and an Arete downgrade to Hold with PT cut to $108, while bulls point to Stock Connect access, HKEX Tech 100 inclusion next week, and DuMate embedding as buy-the-selloff angles. Directional tone is contested.

Aurora Innovation, Inc.$AUR

Software - Application

$6.36-1.24%

1Y+5.0%

132 posts1×

Bullish sentiment

Aurora Innovation is bullish — leading first-mover in long-haul autonomous trucking ($1T TAM growing to $1.5T by 2030), share price +60% YTD 2026. Second-gen driverless trucks rolling without human backup, targeting 20-25 by end of Q3 and 200+ by EOY; Roush ramping to 1,000/year production. Customer contracts stacking, D-FW positioned as launchpad to Houston/El Paso/Phoenix.

Li Auto Inc.$LI

Auto - Manufacturers

$12.03+2.30%

1Y-53.9%

93 posts0.9×

Mixed sentiment

Chinese EV bulls remain conflicted. August units land NIO 35.8K vs XPEV 39.1K vs LI 37.7K — but Q2 vehicle margins are NIO 18.5%, XPEV 12.1%, LI 9.4%. Li Auto did just launch the RMB 509,800 MEGA Home with a double-lane-change test at 120 km/h. Bulls point to NIO's rising cash pile; the price-to-sales pitch favors $NIO.

MicroVision, Inc.$MVIS

Hardware, Equipment & Parts

$1.63+6.54%

1Y-90.5%

92 posts1.1×

Bullish sentiment

MicroVision announced the launch of its MicroVision Semiconductor, Inc. business unit and released a 2026-2031 AR technology roadmap plus Lidar 2.0 timeline. Isuzu's Level-4 autonomous truck/bus rollout in Japan/N America starting FY2027 leans on MVIS perception. Uniformly bullish tone.

SES AI Corporation$SES

Auto - Parts

$0.58-5.75%

1Y-54.7%

91 posts0.9×

PendingInsufficient posts on X for reliable sentiment analysis.

Pony AI Inc. American Depositary Shares$PONY

Software - Application

$6.55-1.80%

1Y-61.8%

86 posts1.2×

Bullish sentiment

Pony AI posts describe an expanding autonomous-driving thesis. Contributors emphasize Uber launching its first European autonomous rides in Zagreb powered by Pony and operated by Verne, Q2 revenue around $70M, an $8.80 breakout level to watch with volume, and "big Mojo" momentum posting. The Uber partnership is framed as opening a European rollout template with driverless progression ahead.

Aeva Technologies, Inc.$AEVA

Semiconductors

$14.40+1.48%

1Y-9.3%

60 posts0.9×

Bullish sentiment

The little chatter there is around Aeva is bullish and thin — accounts stack it with $OUST and $LIDR as the next-era autonomous-driving trio and push a $60 target. Bulls frame the volatility as buyable, calling the LiDAR name a rare triple play across AI data-center optics, AV, and robotics.

Mobileye Global Inc.$MBLY

Auto - Parts

$7.82-1.26%

1Y-43.3%

57 posts0.9×

Bullish sentiment

Mobileye posters cheer the first insider purchase in over a year — Director Frank Yeary bought 12,360 shares at $7.98 (~$100K) as an open-market transaction, indirectly held via family trust — plus a second insider (Yeboah-Amankwah) buying 11,841 shares. Users frame sub-$8 as a long-term gift. Sentiment is bullish on the insider-signal.

Toyota Motor Corporation$TM

Auto - Manufacturers

$192.21-1.67%

1Y-3.3%

56 posts1×

Bullish sentiment

Toyota Motor posters cheer TM as a quality-at-a-price name — >3% dividend, 30%+ net financial assets, 10x earnings, 1x TBV, and aggressive buybacks — plus the 50%+ global hybrid market share moat. One user flags TM as a bull-flag technical setup. Some noise on 508K Camry recall. Sentiment is bullish on the value+moat thesis.

AEye, Inc.$LIDR

Software - Infrastructure

$1.18-2.48%

1Y-54.6%

52 posts0.9×

Bullish sentiment

Discord-alert traders are pointing at $LIDR as one of the multibaggers of the week (+51.3% VIP room performance), and a fundamental buyer tags it a Strong Buy with a $8 PT alongside $OUST, $AEVA and $NVDA in the autonomous-driving basket. CFO Conor Tierney is hosting 1-on-1s at H.C. Wainwright in NYC Sept 14-16.

Aptiv PLC$APTV

Auto - Parts

$43.34-0.94%

1Y-47.9%

47 posts0.9×

Bearish sentiment

APTV underperformance is being questioned as 'interesting' amid VW's turnaround plan including 50K additional global job cuts. The auto-supplier tape is soft.

WeRide Inc.$WRD

Software - Application

$5.502-1.57%

1Y-46.5%

45 posts1.2×

Bullish sentiment

Chatter is very bullish on WeRide after Q2 delivered revenue up 82% YoY to ~231.7M RMB with gross margin expanding ~900bps QoQ, driven by higher-margin sales of the L2++ ADAS software. Bulls describe R&D spend up as investment in the growth roadmap and highlight a fresh fleet of Robobuses arriving in Singapore joining existing GXR and Robosweeper deployments. Founder Tony Han demonstrated WRD 3.0 through Guangzhou downtown rush hour with zero intervention in a two-hour livestream. Skeptics flag unrelenting R&D-driven cash burn masks the top-line beat.

XCHG Limited American Depositary Share$XCH

Electrical Equipment & Parts

$3.116-2.46%

1Y-87.9%

45 posts1.1×

Bullish sentiment

Chia followers cite the professional resistance to a coordinated attack and the roadmap as reasons for FOMO, and buzz around the fork that lets any phone farm plots. Vendor and marketplace posts reference relistings at 15 XCH and a 6% USDT monthly interest instrument backed by XCH royalties.

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EVs & Autonomous Vehicles stocks trending on X

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EVs & Autonomous Vehicles stocks trending on X