Sales Growth in Europe, Musk Joins Twitter Board, GM-Honda Partnership, Volkswagen (04.05.22)

➤ Top markets in Europe report Q1 sales showing Tesla’s growth dominance
➤ Looking ahead at the macro calendar
➤ Tesla launches Model Y in Israel
➤ Elon Musk joins Twitter board of directors with ownership condition
➤ Morgan Stanley shares institutional investor opinions on Musk’s Twitter involvement
➤ GM and Honda announce expanded EV partnership
➤ Volkswagen struggles with OTA software updates
➤ Scheduling update

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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



Elon Musk Buys Huge Twitter Stake, Giga Shanghai Halt Continues, TSLA Rallies (04.04.22)

➤ Elon Musk has disclosed the acquisition of nearly 75 million shares of Twitter stock, making him the largest individual shareholder
➤ TSLA stock rallies after delivery report
➤ Tesla schedules Q1 earnings
➤ Giga Shanghai production halt continues despite conflicting report
➤ Giga Texas gets prepped for Cyber Rodeo event
➤ Tesla releases FSD Beta update
➤ Elon Musk comments on Supercharger margins
➤ Polestar and Hertz announce EV partnership
➤ Delivery report livestream follow up

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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



Forecast: Q1 Delivery and Production Report (04.01.22)

➤ Rob Maurer discusses his expectations for Tesla’s Q1 delivery and production report, what to watch for, and what we might learn for the rest of the year
➤ GM, Toyota, Nissan, and other automakers report US sales

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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



Shanghai Shutdown Extended, Boring Company Rumor, Solar Roof, Vision Patent, Canada (03.31.22)

➤ Tesla reportedly extends production halt at Giga Shanghai
➤ Analyzing a strange rumor on The Boring Company
➤ TSLA outperforms in Q1
➤ Tesla reportedly stops scheduling new Solar Roof installations
➤ Patent explaining Tesla’s autonomy approach published
➤ New third-party subscription offer features Tesla
➤ Canada announces emissions reduction plan

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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



Mining Exec Highlights Tesla’s Lead, Important Nickel Contract, Defense Act, Giga Shanghai, Credit Suisse (03.30.22)

➤ Mining executive talks about Tesla’s materials advantage
➤ Tesla reportedly closes on supply contract with major nickel producer
➤ President Biden reportedly considering Defense Production Act as soon as this week
➤ Lockdowns continue in Shanghai, impacting Tesla supplier
➤ Credit Suisse issues note ahead of delivery and production report
➤ Gene Munster discusses Tesla’s advantages on CNBC

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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 Giga Press, Giga Berlin, Morgan Stanley Note, FSD Beta, Geofencing, SEC (03.29.22)

➤ Tesla supplier announces event to show off new, larger Giga Press casting machine
➤ Giga Berlin continues with deliveries, including first outside of Germany
➤ Drone footage inside factory offers comparison with competition: https://youtu.be/IO5XC1x27gg
➤ Cadillac LYRIQ production: https://youtu.be/JxY8FPDB1T4
➤ Morgan Stanley note on TSLA stock split
➤ Elon Musk comments on FSD Beta in Europe
➤ Discussing geofencing of FSD
➤ Tesla/Elon Musk respond in SEC dispute
➤ Lotus unveils all-electric SUV

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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 Announcement, Karpathy, Giga Shanghai, Musk Talks Tesla Bot (03.28.22)

➤ TSLA stock rallies after stock split announcement
➤ SEC’s proposed settlement distribution plan ruled on by court
➤ Deutsche Bank ups Tesla earnings estimates
➤ Tesla’s director of artificial intelligence, Andrej Karpathy, takes a sabbatical
➤ Tesla reportedly halts production at Giga Shanghai again
➤ Elon Musk discusses Tesla Bot in new interview (https://bit.ly/3wMg8MM)
➤ Tesla applies for energy storage permit at Giga Texas
➤ NHTSA makes determination on emissions fines

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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



Research & Development, Goldman Sachs Note, FSD Priority, LG, Musk (03.24.22)

➤ Analyzing Tesla’s research and development spending compared to competition
➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations
➤ Tesla corrects FSD loophole
➤ LG plans to invest in US battery factory
➤ Elon Musk plans to leave short-lived board stint
➤ Tesla Daily schedule update

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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



Streak Continues, Morgan Stanley Notes, Regulatory Credits, Hertz, Shell, SpaceX (03.23.22)

➤ Tesla stock continues impressive run as broader market fades
➤ Looking ahead at the last week of Q1
➤ Morgan Stanley shares thoughts on Tesla’s Master Plan Part 3
➤ SEC and Tesla discussed regulatory credit reporting
➤ Hertz updates EV page to include Tesla Model Y
➤ Shell offers Tesla vehicle subscriptions
➤ Giga Texas updates
➤ Stellantis and LG announce multi-billion dollar battery factory
➤ Toyota buys back stock
➤ SpaceX raises prices on launches and Starlink

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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 Rockets, Giga Berlin Opens, & Elon Musk Shares Insane Growth Targets (03.22.22)

➤ Elon Musk’s comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla’s growth
➤ Tesla delivers first vehicles from Giga Berlin
➤ TSLA stock has best day in months
➤ Giga Fest Texas gets approved
➤ China delivery estimates extended again
➤ SEC responds to Tesla and Elon Musk in legal battle
➤ Nancy Pelosi discloses TSLA trading action
➤ CATL scouts battery factory locations in North America
➤ Nickel finally trades without halting on LME

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

Plaid producer Who Why
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



Close Menu