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Michael McGrath on Muck Rack

Michael McGrath

As seen in: Wiley Online Library, Seeking Alpha, Journal Inquirer, Truthout, JD Supra, The National Law Review, Lexology, National Defense, Money Inc, The Boar and

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Articles

Tesla's Robotaxi Stalls And Its Valuation Decline Starts

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By Michael McGrath
| Seeking Alpha
Jul 23, 2026, 7:17 PM ET, , , , , , , Summary Tesla, Inc. and CEO Elon Musk appear to be deprioritizing the robotaxi initiative. Momentum in TSLA's robotaxi business has stalled, raising doubts about near-term commercialization. This shift may impact TSLA's growth narrative and valuation tied to autonomous driving. Investors should reassess expectations for robotaxi-driven upside in TSLA's investment thesis. Elon Musk and Tesla, Inc.
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Sorting Out Semiconductor Valuations

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By Michael McGrath
| Seeking Alpha
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, INTC, AMD, TXN, TSM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I own stock in most of these companies.
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Apple's Possible New iPhone Pricing Strategy

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By Michael McGrath
| Seeking Alpha
Jul 06, 2026, 10:21 AM ET, , Summary Apple faces sharply higher memory costs, with DRAM up 600% and NAND up 350% since 2022, pressuring iPhone pricing. AAPL’s historic strategy of minimal price hikes may shift, as Tim Cook signals unavoidable increases to offset unsustainable component costs. Apple Intelligence requires at least 8GB RAM, making only recent and upcoming iPhones eligible, potentially driving a major upgrade cycle.
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