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

$311.2+0.76%

1Y+1.0%

20,926 posts-26%

Mixed sentiment

Sentiment on Tesla is a hardened faith community trying to hold through a brutal tape - the stock is down 33% YTD and posted lowest weekly RSI since April 2024. Bulls are pointing at Cybercab sightings in Fremont/San Antonio/Charlotte, 67 unsupervised robotaxis in Austin, Optimus posts, and the 10M-vehicle milestone as reasons the story is intact. Skeptics and burned holders are loud too ('five years no returns,' 'a million wiped since $400'). Robotaxi optimism vs. post-earnings exhaustion is the dominant split.

Driven by hype

Tesla is now two companies wearing the same ticker: the EV maker whose margins have compressed to single digits, and the robotaxi/AI-power platform showing up in cities across the Sun Belt. The market has been charging AI-platform prices while getting mostly car-company earnings — and this year, it stopped paying. • The auto business no longer supports the multiple: Q2 EPS printed $0.33 versus $0.50 expected — a 34% miss — with operating margins stuck near 5%, a profitability profile that does not justify a 326x trailing P/E on its own. • The robotaxi rollout is real: 67 unsupervised Cybercabs live in Austin approaching 80% unsupervised runs, plus fresh sightings in Charlotte, San Antonio, Houston and Tampa — the first quarter where 'robotaxi' means fleet units on public roads. • The tape damage is severe: at the 5th percentile of its 52-week range, ~38% off the December ATH, weekly RSI at its lowest since April 2024, roughly $500B of market cap erased — plus reported talks to sell the China business to unlock a SpaceX merger, a re-org that would fundamentally change what TSLA is. The honest frame is a company whose fundamentals are getting worse while its long-dated call options ripen — a real bull case for anyone patient enough to sit through more downside. What restarts the move is Q3 auto margins bottoming or formal robotaxi revenue; what confirms breakdown is another miss into Oct 28 with no fleet-scale monetization update.

Uber Technologies, Inc.$UBER

Software - Application

$70.36-0.01%

1Y-19.8%

3,086 posts+11%

Bullish sentiment

Sentiment on Uber is buy-the-drawdown bullish. Bulls cite Ackman ($1.98B Pershing Square position), Tepper, and multiple Congress members buying, Uber testing its own autonomous fleet in downtown SF and Vancouver, Waymo raising at a $126B valuation (nearly Uber's whole market cap), and 14x P/FCF being 'the bottom.' The Delivery segment continues closing the gap with Mobility. Skeptics point to the 52-week low, the Waymo partnership ending, and Tesla robotaxi competition. 'Consumers will still open the Uber app' is the loudest Ackman bull quote.

Proven numbers

Uber runs mobility (rides), delivery (food/grocery), and freight — the marketplace connecting drivers, restaurants, and shippers on both sides. The stock has been quietly grinding down all year, touched a fresh 52-week low this week, and heads into a Q2 print that has to answer whether the sell-off is bottoming or extending. Where things stand: • The business is compounding steadily: revenue grew 14% YoY to $13.2B last quarter, free cash flow ran $2.3B in the same window, and operating margin is 15% — a real business now, not the growth-at-any-cost story it used to be. • The valuation is unusually cheap for the growth: 17x trailing PE and ~14x price-to-free-cash-flow, at a moment when the consumer-tech comp set sits well above — a ~6.8% FCF yield alone supports the stock even if growth cools. • The delivery M&A is a real bet: on July 16 Uber signed a €41.50 cash takeover of Delivery Hero SE — a transformative cross-border expansion that closes in H2 2027, so balance-sheet reshaping starts before it accrues to earnings. • Uber One is what's compounding underneath: subscribers just crossed 50M with five new regional grocery partners, and the subscription contribution is the piece the sell-off narrative has been ignoring. • Insider prints are quiet: the July filings are all in-kind tax withholdings on RSU exercises, not open-market bets — no conviction signal in either direction. Tuesday's Q2 print is the arbiter — a beat with a raise on mobility trip-growth probably marks the 52-week low as the bottom; a soft ride-hailing take-rate or a Delivery Hero integration-cost surprise extends the grind.

Lucid Group, Inc.$LCIDRising on

Auto - Manufacturers

$7.38-9.11%

1Y-70.0%

2,282 posts+16%

Bullish sentiment

Sentiment on Lucid Motors is bullish after Saudi Prince Alwaleed Bin Talal disclosed a 5% stake ($150M) sending shares +20% AH. Bulls cite the +38% monthly rally, ~75% short interest driving squeeze potential, PIF Saudi backing eliminating bankruptcy risk, Uber/Lucid SF robotaxi testing underway, and the Cosmos prototype sighting. Bears note the ongoing dilution concerns and the aesthetic critique of prototype design. 'Real king of EV' framing dominates the retail bull posts.

Comeback attempt

Lucid is the premium-EV maker best known for the Air sedan and now ramping the Gravity SUV, majority-controlled by Saudi Arabia's Public Investment Fund. The stock has been in a slow-motion collapse — down 70% over the past year, 96% over five — and now heads into a print that has to show the recent restructuring is producing results. The setup: • Revenue is finally re-accelerating off a tiny base: Q1 2026 revenue of $282M was +20% YoY; consensus has it jumping to ~$1.95B FY26 → $4B FY27 as the Gravity SUV ramp lands. • The unit economics are still upside-down: gross margin ran -110% last quarter (every car ships at a loss before any operating cost) and operating margin -337% — no other major EV OEM is losing this much per unit at this scale. • PIF is still funding it: another $800M draw on the Ayar Third Investment Company delayed-draw facility closed July 6, on top of prior tranches — the sovereign remains the lender of last resort, but each draw ratchets the eventual dilution when it converts. • Management is finally cutting: an 18% US workforce reduction (~$158M annualized savings) landed in June, the COO role was eliminated, and a new CFO was named with the Q2 pre-release — aggressive cost-cut is now company policy, not aspiration. • The 23.5M share incentive-plan increase approved in June is another calibrated dilution — the sub-$8 share price is the direct consequence of the equity-issuance treadmill. Tuesday's print is what tests the turnaround — a Q2 gross margin move from -110% toward -80%, plus Gravity delivery specifics that credibly support a $4B FY27 line, is what puts a floor under the shares; anything soft on either extends the down-drift, and the next PIF draw is what happens by default.

Ford Motor Company$F

Auto - Manufacturers

$14.68-1.21%

1Y+32.6%

1,740 posts+2%

Bullish sentiment

Sentiment on Ford is decidedly bullish after Q2 crushed estimates (revenue $48.3B beat, EPS $0.42 vs $0.30 est, adj EBIT $1.72B vs $1.31B) and FY guidance raised to $10-11B (from $8.5B). Bulls cite Citi upgrading to Buy with $20 PT, Jefferies upgrading to Buy at $17.50 PT, Ford joining the US Army tactical-truck bid, and the F-Series recovery being framed as on track. Bears note EBIT is still -26% YoY. Boomer-friendly 'accumulate under $10, sell at $19' framing captures the retail crowd. Shares +7% AH.

NIO Inc.$NIO

Auto - Manufacturers

$4.88+0.83%

1Y+0.2%

1,635 posts+11%

Bullish sentiment

Sentiment on NIO is a defiant turnaround narrative: bulls point to CEO William Li's $23M CXMT stake now worth $132M, the 5th-gen battery-swap station rollout, ES8/ES9 taking 39% of the RMB 400K NEV market, and multiple Wall Street PTs implying 40-66% upside. Renaissance Technologies buying is being read as institutional validation. Skeptics note a broken daily support and warn 'this cannot be more clear, NIO is a $47 stock today' feels detached from a $4-5 tape. Chinese-language accounts are loud on the bull side.

Rivian Automotive, Inc.$RIVN

Auto - Manufacturers

$15.22-9.57%

1Y+18.3%

1,315 posts+55%

Bullish sentiment

Sentiment on Rivian is bullish post-Q2 (revenue $1.658B +27% YoY, GAAP loss $0.63 vs $0.78 est, gross profit $130M, R2 deliveries beginning). Bulls cite Piper Sandler upgrading to Overweight with a $20 PT, the point-to-point autonomy rollout by year-end, positive test-drive experiences on R2, and Amazon van orders as continuing tailwinds. Bears note automotive gross margin is still -14% ex-regulatory-credits and $108M of the beat was from credit sales. Rivian as the-new-Tesla framing is loud in the community.

General Motors Company$GM

Auto - Manufacturers

$88.86+0.52%

1Y+66.6%

976 posts-2%

Bullish sentiment

Sentiment on General Motors is decidedly bullish after Trump publicly credited tariffs for 'saving GM,' Jefferies upgraded to Buy with $99 PT (from $90), and GM crushed Q2 with $4.3B adj EBIT beating expectations even excluding a $500M tariff adjustment. Bulls cite the fresh in-vehicle AI system launch later this year, 6th consecutive profitable quarter in China, Stage 2 breakout, and the measured-move target near $100. Bears essentially absent; even critics acknowledge the tape and Trump-boost. Reads as institutional flow supporting the turnaround.

XPeng Inc.$XPEV

Auto - Manufacturers

$13.00+0.15%

1Y-28.6%

938 posts+47%

Bullish sentiment

XPeng is bullish and internationally expanding. A new XPeng model reportedly booked 50,000 orders in the first hour, and management announced five new BEV/EREV models for Australia over the next six months across 50 stores, with NGP smart-driving landing in 2027. Bulls flag the 200,000th G6 delivered at the Bahrain launch, humanoid-robotics progress, and China's MIIT standards push. Overhang: a China regulator safety inspection at GAC AION and XPENG factories over passenger safety.

LiveWire Group, Inc.$LVWR

Auto - Manufacturers

$1.81-12.14%

1Y-51.7%

764 posts+4%

Bullish sentiment

LiveWire chatter is exclusively day-trader momentum promotion celebrating recent squeezes of 100%+ from the $1.50 area to the $3s and 540% intraday moves. Multiple 'watchlist' services claim wins on LVWR alongside DFNS and INLF. Key momentum levels flagged at $3.25 reaction and $3.57 breakout. Tone is uniformly bullish with typical scan-and-play framing rather than fundamentals.

Baidu, Inc.$BIDUStrong Fundamentals

Internet Content & Information

$111.11+3.38%

1Y+26.4%

540 posts+46%

Bullish sentiment

Baidu is bullish. Chinese AI plays are ripping higher after the overnight rebound in semis and AI in the US and rally in South Korea (with BABA, BIDU, GDS, KC all in the move). Apollo Go's real goal is expanding globally into right-hand drive markets, with London being the first (Hong Kong as the proving ground). Traders model a medium-term move to $181-$214 before a final correction and note a long-term buy zone at $28.47-$96.26.

TE Connectivity plc$TEL

Semiconductors

$205.69-0.43%

1Y-0.0%

496 posts+21%

Bullish sentiment

Sentiment on Telcoin (TEL crypto) is loyal-community bullish through a 96%+ drawdown from ATH. Bulls cite the fully chartered US digital-asset bank status, the fresh patents around on-chain stablecoins with embedded depository functions, the eUSD architecture (with eEUR/eZAR/eTRY coming), the 2→18 decimal token upgrade for mainnet gas, and MNO validators actively testing. 'Weak hands almost gone, mainnet coming' is the loudest chant. Skeptics remind that 'community disappeared' and even bears are bored. Reads as devoted holders through capitulation.

Ouster, Inc.$OUST

Semiconductors

$39.01+9.79%

1Y+66.9%

433 posts+22%

Bullish sentiment

Sentiment on Ouster is bullish-bruised, with holders framing the $470M cash on a $2.3B market cap as 'a steal for both retail investors and institutions' ahead of next-week earnings. Bulls cite BlackRock's disclosed 8.5% stake, the 1,000+ LiDAR customer base, an Amazon-warrant-acquisition thesis, and the General Dynamics TRX-series integration. A visible 'physical AI bottom' argument runs through the sample. Bears note the stock got dragged 6-11% in single days on broader semi selling despite ostensibly good news. Reads as accumulate through weakness.

Aurora Innovation, Inc.$AUR

Information Technology Services

$6.45+3.37%

1Y+11.0%

391 posts0%

Bullish sentiment

Aurora Innovation reads uniformly bullish, adding two commercial deployments of its second-generation driverless trucks: Value Truck on Dallas-Laredo and Fort Worth corridors, and Charger Logistics on Dallas-Laredo. Morgan Stanley reiterated Overweight and raised PT to $14 citing 200+ driverless truck fleet visibility; Oppenheimer targets $15. Bulls frame autonomous trucking as 'solved' with the ramp still very early. Support built around $5.80.

Mobileye Global Inc.$MBLY

Auto - Parts

$7.94+0.51%

1Y-44.2%

298 posts-27%

Bullish sentiment

Mobileye is bullish and analyst-supported. Piper Sandler upgraded MBLY to Overweight from Neutral and raised PT to $12 from $10 (~42% upside from $8.47), calling out MBLY near a valuation floor while proactively deploying capital. Needham reiterated Buy with an unchanged $13 PT. Retail flags the Mentee acquisition as an additional path to humanoid-robotics exposure and treats MBLY as a call option on optical AV alongside CXCI/AGLT.

Toyota Motor Corporation$TM

Auto - Manufacturers

—

1Y—

196 posts

Mixed sentiment

Toyota is mixed. Bulls flag noticeable strength returning: TM rebounded off $190.90 key support and is pressing $192.15/$193.18 with perpetual futures now live on BingX. But Toyota is broadening production suspensions after the Kumamoto earthquake disrupts its supply chain: the Fukuoka plant shutdown gets prolonged and the Aichi facility halts operations. A snarky comparison notes Toyota's production pace (9M cars every ~10 months) versus Tesla's.

MicroVision, Inc.$MVIS

Hardware, Equipment & Parts

$0.266+8.75%

1Y-76.0%

131 posts+36%

Bullish sentiment

MicroVision discussion is bullish and thematic, with holders leaning heavily on the sensor-fusion-versus-camera-only debate after Volvo dropped Luminar LiDAR and Musk's 'I tried to warn them' quote. Threads flag Q2 earnings Aug 6, US regulatory scrutiny of Chinese LiDAR, and long-dated AR/laser-beam-scanning optionality tied to a projected $5T humanoid-robot TAM by 2050.

Pony AI Inc. American Depositary Shares$PONY

Software - Application

$7.87-0.88%

1Y-41.4%

82 posts+41%

Bullish sentiment

Pony AI is described as a hidden gem at ~$3B market cap — one of the few companies with a genuine self-driving AI model that bulls call radical but true. Bear voices essentially absent.

XCHG Limited American Depositary Share$XCH

Industrial - Machinery

$0.443-1.29%

1Y-62.5%

82 posts+9%

Mixed sentiment

Chia chatter is split. Bears warn of an endless decline heading toward exchange delistings, a market-maker-driven farmer capitulation, and a nightmare scenario of a short liquidation. Bulls counter with a Chia-Maxi tone, growing BEPE memecoin liquidity (13,000-14,000 XCH LP), NFT auction activity (40+ XCH bids on BepeChad GFY), a thin float allowing '$10 candle' possibilities, and a potential god-candle catalyst.

Aeva Technologies, Inc.$AEVA

Semiconductors

$17.54+6.56%

1Y-5.9%

53 posts+27%

Mixed sentiment

Aeva Technologies is being framed as a beaten-up robotics-adjacent name; the stock has cracked its 200-day moving average, and shares are down roughly 45-55% alongside Ouster in a broader lidar unwind. A minority sees $12-$14 as a buyable bullish-wedge base with a stretch case to $40 by year-end for humanoid-robot exposure, while an outright bear calls it a scam heading the way of Luminar. Sample is thin and directionally split.

BorgWarner Inc.$BWA

Auto - Parts

$63.74-1.04%

1Y+73.2%

41 posts+21%

PendingInsufficient posts on X for reliable sentiment analysis.

Richardson Electronics, Ltd.$RELL

Hardware, Equipment & Parts

$18.29+0.88%

1Y+81.4%

39 posts+21%

Bullish sentiment

Richardson Electronics is bullish. Northland upgraded RELL to Outperform from Market Perform and raised PT to $24 from $14 calling Q4 FY2026 an inflection point (~35% upside from $17.77). LRCX (RELL's biggest customer) had a record up day on strong earnings, framing constructive read-through to Richardson. Chartists flag the 50 DMA holding well; call activity on RELL is active. Some giveback of prior earnings gains blamed on broader market, not fundamentals.

BYD Company Limited$BYDDY

Auto - Manufacturers

$11.91-0.42%

1Y-18.7%

30 posts+8%

Bullish sentiment

BYD is bullish across multiple growth vectors. HKD 12M ($1.54M) Hong Kong charging-site tender secured for the ultra-fast Megawatt network; the Racco electric kei-car scored 5,000+ orders in its first week of Japan pre-sales; BYD files an AI-child-and-pet-detection patent; first humanoid robot debuts in August; Denza Z9S opens pre-sales Aug 3 (up to 920 km CLTC range). BYD ranks 91st on Fortune Global 500 (top Chinese company). H1 domestic pressure partly offset by overseas growth.

Electrovaya Inc.$ELVA

Electrical Equipment & Parts

$8.22-3.97%

1Y+67.8%

27 posts+53%

Bullish sentiment

Electrovaya rallied roughly 70% in premarket after Raymond James raised its price target to $22 from $14 and reiterated a Strong Buy on further technology validation. Traders describe closing near-dated calls into strength and eyeing LEAPs once introduced, calling it a long-term favorite that fully develops in 2027-2028. The stock gave back much of the move as broader tech risk appetite cooled, but the setup remains constructive.