Shanghai Sets New Production Rate Record, Tesla Dominating California, Dan O’Dowd (08.09.22)

➤ Tesla has set a new production rate record for Model Y at Giga Shanghai after upgrades
➤ Markets fall as CPI report expectations rise
➤ Tesla Model Y and Model 3 are leading sellers in California
➤ Dan O’Dowd continues campaign against Tesla➤

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Senate Passes EV Credit, Indonesia Nickel, Canada Lobbying, Shanghai, Lucid (08.08.22)

➤ The US Senate passes huge EV tax credit
➤ Link to marked-up EV bill: https://bit.ly/3OMSWmK
➤ Full explanation video: https://youtu.be/7yAdviya7Ls
➤ Tesla reportedly secures huge nickel contracts with Indonesian suppliers
➤ Tesla encourages Ontario to increase manufacturing incentives
➤ Giga Shanghai updates
➤ Elon Musk comments on FSD Beta
➤ Lucid reports earnings
➤ Schedule update

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Stock Split is Official, Shareholder Meeting Takeaways, EV Credit News, China Sales, Twitter (08.05.22)

➤ Tesla announces stock split details after shareholder approval
➤ Shareholder proposal passes despite board recommendation
➤ Takeaways from Tesla’s annual shareholder meeting
➤ EV tax credit updates
➤ China July sales report
➤ Elon Musk’s countersuit against Twitter

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

 



New Model Y Variant Report, China Loyalty Program, Solar Roof v3.5, Munro (08.03.22)

➤ New Model Y version reportedly coming soon with new battery out of China
➤ Automakers push back on EV tax credit language
➤ Tesla offers owners in China incentives to upgrade
➤ New Solar Roof reportedly in testing by Tesla
➤ Munro continues 4680 teardown
➤ Tesla updates S/X status for Europe
➤ Germany leaves door open on nuclear

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Game Changer For EV Charging, CATL Delays Announcement, Toyota Recall Issues (08.02.22)

➤ Tesla reportedly begins implementing game-changing new charging feature
➤ CATL reportedly delays factory announcement in wake of Pelosi visit to Taiwan
➤ Tesla add news Supercharger attraction in Germany
➤ Toyota continues to struggle with bZ4X recall

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Hertz Praises Tesla, Shareholder Meeting, Shanghai Update, Munro Interviews Ford (08.01.22)

➤ Hertz praises Tesla during quarterly earnings call
➤ Tesla opens voting for questions for Shareholder Meeting
➤ SpaceX to launch Tesla referrer photos into space
➤ Giga Shanghai updates
➤ Musk comments on Tesla short sellers
➤ FSD Beta 10.13 update
➤ IDRA rumor
➤ Munro & Associates interview Ford execs
➤ Musk countersues Twitter

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



TSLA Rallies, Musk Comments on Costs, PCE, Kimbal, 4680s, Petition (07.29.22)

➤ TSLA stock continues to fly as Elon Musk comments on stabilizing costs
➤ Core PCE rises
➤ Kimbal Musk exercises options, comments on Tesla’s outlook
➤ Elon Musk provides update on FSD Beta 10.13
➤ Munro extracts first 4680 cell
➤ Tesla launches cloud profiles
➤ Energy storage makes impact in Hawaii
➤ Date set for Musk court case with Twitter
➤ Rivian confirms layoffs
➤ Sign the petition on hybrid vehicles: https://chng.it/xrcgjS4QMT
➤ Letter template to for Senators: https://bit.ly/3Jhff2S

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Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Understanding Massive EV & Energy Tax Credit Proposal (07.28.22)

➤ Newly proposed changes to electric vehicle, solar, and energy storage tax credits have massive industry-wide implications
➤ Link to marked-up proposal: https://bit.ly/3OMSWmK
➤ GDP estimated to decline in Q2
➤ Amazon, Apple rise after earnings reports

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Fed Meeting, Berlin Rumors, Munro Teardown, Tesla Energy, Ford Earnings (07.27.22)

➤ Tesla’s production targets reported after downtime at Giga Berlin
➤ Stocks rally after Fed meeting
➤ Senators Manchin and Schumer announce agreement on major bill
➤ Munro & Associates continue 4680 battery pack teardown
➤ Tesla and Neoen receive new approval on battery project
➤ Ford beats earnings expectations

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
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Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk Refocuses, Market Updates, GM Earnings, Tesla Insurance, EV Incentives, Oliver Blume (07.26.22)

➤ Market updates as big week continues
➤ Elon Musk plans to put head down, focus on mission
➤ Tesla expands insurance product to new states
➤ New software update changes range prediction calculations
➤ GM reports earnings, highlighting Tesla’s dominance
➤ Germany to reduce EV incentives
➤ More insight on Volkswagen’s new CEO
➤ Mercedes plans to stop production on its first EV

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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