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stephanie valdez streaty

T3 · host / generalist

Director of Industry Insights at Cox Automotive, providing analysis on automotive market trends and EV adoption.

1 call·1 name·0% bull·last heard 3 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
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$TSLATesla

Tesla Q2 beat driven by Europe but US sales drop 20% as affordability remains key

Stephanie Valdez Streaty notes Tesla's European growth offset US declines, with high gas prices and incentives helping, while Chinese OEMs gain share globally and affordable EV launches are critical for US adoption.

Bloomberg Tech2026-07episode →

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  • $TSLA

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$TSLA
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Tesla
MEDstephanie valdez streaty·Bloomberg Tech·3 months ago·Tesla Deliveries Jump 25% | Bloomberg Tech 7/02/2026
Tesla Q2 beat driven by Europe but US sales drop 20% as affordability remains key
Stephanie Valdez Streaty notes Tesla's European growth offset US declines, with high gas prices and incentives helping, while Chinese OEMs gain share globally and affordable EV launches are critical for US adoption.
"THE MARKET WAS EXPECTING SOME STABILIZATION WHICH WE GOT, BUT THEN TESLA DELIVERED SOME ACCELERATION. WHEN I LOOK AT THE MARKET, IF YOU LOOK -- IF YOU PEEL THE ONION, IT IS -- OUR…"
11:05
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Electric Vehiclesmixed
Tesla Q2 beat driven by Europe, but US demand weakens as affordability remains key
Stephanie Valdez Streaty highlights Tesla's European growth offsetting US declines, with high gas prices and incentives helping, while Chinese OEMs gain share globally and affordable EV launches are critical for US adoption.