➤ Alex Potter of Piper Sandler publishes forecast of EV sales by brand through 2040, comments on TSLA as an investment
➤ Adam Jonas of Morgan Stanley releases note discussing Tesla’s capacity expansion
➤ Bitcoin falls to new quarterly low, will impact Tesla’s Q2 financials
➤ Tesla to hold energy event in China
➤ Discussion on China delivery wait times
➤ Volkswagen ID.4 reportedly struggling to gain traction in China

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Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Executive producer Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives