Stellantis

3 statements across 2 episodes · 1 bullish · 2 bearish · 2 people on the record · first statement Feb 1, 2024 by Corey Cantor · said 16 times in 6 episodes since 2022 · across every show →

Mentions by year

brought up most by Sam Jaffe (8), Shayle Kann (3), Michael Dunne (2), Corey Cantor (2), Dan Steingart (1)

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2026 2 mentions in 1 episode
2024 6 mentions in 2 episodes 3 per episode
2023 6 mentions in 2 episodes 3 per episode
2022 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Stellantis, oldest first

Feb 1, 2024 bearish
Opinion
Cantor: Big Three lack even a quarter of Tesla's EV scale competency
“None of them has really pulled into the same kind of space, or even half or a quarter of the space that Tesla occupies in terms of competency on their kind of scale up of EVs.”
Corey Cantor Feb 1, 2024 ▶ 13:42 What’s really happening in the U.S. EV market?
Jun 11, 2026 bullish
Prediction Open · timeframe Jun 2031
Chinese automakers will inevitably enter the US market via JVs or acquisitions
“Potentially, but I think realistically it's like gravity or water. The Chinese are going to find a way in and it may be by acquiring Stellantis or a Nissan or a plant inside or rebadging. It's a leap motor, but it's badged a Dodge and people start to show.”
Michael Dunne Jun 11, 2026 ▶ 32:40 How China is reshaping the global auto market
Jun 11, 2026 bearish
Prediction Open · timeframe Jun 2031
Chinese automakers will likely acquire vulnerable legacy brands like Nissan and Stellantis
“One is Nissan, and the other is Stellantis, the group that owns, you know, Fiat, and Maserati, and Jeep, and Chrysler brands. Those two are the most vulnerable, so what will happen is either they'll joint venture with the Chinese And eventually be taken over b…”
Michael Dunne Jun 11, 2026 ▶ 16:45 How China is reshaping the global auto market
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