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Hana Ito
@HANA_ITO · JOINED 2025
2.9K FOLLOWERS
Autos and the electrification supply chain.
From cells to charging. I model unit economics per vehicle, not per narrative.
LATEST
0:20
NOTESEMICONDUCTORSVIDEO
Intel: pricing is holding because the substitute does not exist
The premium tier has decoupled from the commodity tier on price. Substitution is the only thing that closes that gap and it is not technically available.
AUG 20, 2026 · 9,847 VIEWS
Everything
0:20
NOTESEMICONDUCTORSVIDEO
Intel: pricing is holding because the substitute does not exist
AUG 20, 2026 · 9,847 VIEWS
0:19
CALLTSLALongVIDEO · CALL · CARDS
Tesla: the energy business has outgrown its label
AUG 14, 2026 · 1,617 VIEWS
0:18
CALLINTCLongVIDEO · CALL · CARDS
Intel: order intake bottomed and nobody has marked it
AUG 10, 2026 · 10,862 VIEWS · 25.87 → 89.47 · +245.8%
CALLINTCLong
Intel: the cycle turned two quarters before the revisions will
Bookings troughed two quarters ago and the revision cycle follows intake with a lag. Consensus is still anchored to the trough print.
AUG 10, 2026 · 10,255 VIEWS · 23.61 → 90.05 · +281.4%
RESEARCHTSLALongCALL · THESIS · CARDS
Tesla: cost per unit is falling faster than price
Cost per vehicle fell faster than average selling price for the first time in six quarters. That is the only configuration in which this business scales profitably.
JUL 11, 2026 · 2,132 VIEWS · 269.55 → 365.44 · +35.6%
NOTEAUTOS
Tesla: storage is the line item that re-rates this
Storage backlog now extends past combined installed capacity and grid operators are signing multi-year fixed-price contracts, which is the opposite of the vehicle business.
JUL 3, 2026 · 595 VIEWS
RESEARCHTSLALongCALL · THESIS
Tesla: the manufacturing curve is finally ahead of the pricing curve
Manufacturing efficiency has caught up with the pricing decisions taken two years ago.
JUL 3, 2026 · 5,528 VIEWS · 217.71 → 266.43 · +22.4%
RESEARCHINTCLongCALL · THESIS · CARDS
Intel: this is a pricing structure, not a cycle
Contract pricing held firm while the commodity tier rolled over. There is no second source at the required specification, which makes this structural rather than cyclical.
JUN 23, 2026 · 9,271 VIEWS · 23.66 → 27.37 · +15.7%
RESEARCHTSEM.TALongCALL · THESIS
Tower Semiconductor: the attach rate is the number that matters
The high-margin attach is growing twice as fast as the headline line. Consensus models it as an accessory rather than as the mix shift it has become.
MAY 29, 2026 · 490 VIEWS · 8024.32 → 8427.29 · +5.0%