Prefab Superchargers, EV Credit, China Margins, S/X VIN Assignment, ID.4 (04.07.21)

➤ Tesla adopts new strategy for Supercharger rollout
➤ Transportation Department emails shares infrastructure plan funding details for electric vehicles
➤ Morgan Stanley says owning TSLA stock is less risky than not owning it
➤ Discussing Tesla’s margin on the Model 3 in China
➤ Some orderers of the refreshed S/X have delivery estimates pushed out while the first VINs may have been assigned
➤ Tesla’s CFO reportedly buys property in Texas
➤ Sandy Munro discusses first impressions of the Volkswagen ID.4
➤ Following up on Giga Press casting
➤ SpaceX launch update

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Plaid producer Who Why
Plaid producer Ice Lakes Investments
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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