4680 Production Ramp, Casting Patent, Uber Rumor, SpaceX Split, Ford, Ultium (02.18.22)

➤ Tesla shares significant 4680 battery milestone which hints at production ramp progress
➤ New Tesla casting patent published
➤ Rumor on Tesla and Uber drivers
➤ Reuters compares automotive recalls
➤ SpaceX plans to split stock
➤ Ford rumored to consider splitting off EV business
➤ Thoughts on GM’s Ultium batteries
➤ The Boring Company completes proposal for Miami tunnel

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



Pushback on SEC, New NHTSA Investigation, Texas Model Y, Consumer Reports (02.17.22)

➤ Tesla and Elon Musk push back on the SEC
➤ NHTSA opens new investigation into Tesla Autopilot over phantom braking
➤ More than 100 Model Y vehicles spotted outside of Giga Texas
➤ Tesla offers new retrofit in China
➤ Consumer Reports replaces Model 3 on top-recommended EV list
➤ Decision on state flexibility for emissions standards expected soon
➤ Clarification on lithium discussion

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



US Investigating Tesla Short Sellers + Huge Lithium Supply Contract, Hummer EV (02.16.22)

➤ United States Department of Justice reportedly investigating more short sellers for conspiracy (https://bit.ly/3JypkY1)
➤ FOMC meeting minutes published
➤ Tesla signs massive lithium contract
➤ China factory rumors
➤ Footage from inside Giga Texas posted on Snapchat
➤ NHTSA approves change to headlight regulation
➤ Tesla rapidly rising in brand consideration
➤ FSD Beta comments
➤ All-electric Hummer specs
➤ Herbert Diess “ask me anything” recap

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



Short Seller Returns, Musk Donates $5.5B, Reverse Summon, South Korea, SpaceX (02.15.22)

➤ Famed Tesla short seller David Einhorn discloses new short position against TSLA
➤ Elon Musk discloses $5.5 billion dollar charitable donation
➤ PPI report comes in higher than expected
➤ Reverse Summon rumored to be expanding internally
➤ CNBC reports on FSD Beta
➤ Tesla updates VIN methodology
➤ South Korea questions Tesla’s marketing and sales process
➤ GM announces production restart date for Chevy Bolt
➤ SpaceX and Starlink updates

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



4680 Battery Info, Texas Model Y, China Production, Potter Note, Super Bowl (02.14.22)

➤ New Model Y vehicles spotted at Giga Texas
➤ Leaked information on Tesla’s 4680 production rate and yield
➤ CPCA reports on Tesla sales and production numbers for January
➤ BYD rumored to supply Tesla with blade battery in March
➤ Tesla expands non-Tesla Supercharging
➤ Tesla increases Model Y paint prices in Germany
➤ Piper Sandler increases TSLA price target
➤ Super Bowl brings unprecedented amounts of EV advertisement

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



An Announcement (02.11.22)

➤ Join Rob Maurer for an announcement

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

#Tesla #TSLA #Investing

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



Here’s How I Think About Tesla & Inflation (02.10.22)

➤ Stock market and TSLA react to inflation news and interest rate expectations
➤ California DFEH moves forward with legal action, Tesla issues response
➤ Yet another over-the-air recall issued by Tesla
➤ Tesla China selects location for design center
➤ Tesla directors leaves for Ford
➤ Canadian automotive supply chain pressure
➤ Toyota reduces production guidance again

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



Giga Berlin Updates, Transportation Secretary, Heat Pump, Crashes, Model X, Roadster (02.09.22)

➤ Multiple updates on Giga Berlin approval timeline
➤ Transportation Secretary Pete Buttigieg comments on Tesla
➤ Tesla files over-the-air recall for heat pump issue
➤ Past Tesla crashes resurface
➤ Global Equities Research issues TSLA update
➤ Elon Musk comments on Model X ramp problems
➤ Franz von Holzhausen discusses Tesla Roadster progress
➤ Herbert Diess schedules Reddit AMA

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



President Biden FINALLY Says Tesla + Senators Question Elon Musk (02.08.22)

➤ President Biden mentions Tesla for the first time in his presidency
➤ CNBC reports on steering electronic control units
➤ Berlin water supply hearing is delayed
➤ European Union to discuss new emissions standards inclusive of PHEV data
➤ Senators question Autopilot design in open letter to Elon Musk
➤ Volvo announces mega castings

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



SEC Subpoena, 10-K Takeaways, China Update, App Store, Starlink (02.07.22)

➤ Tesla discloses a subpoena from the SEC in regards to corporate governance
➤ Tesla sets new capital expenditures target for 2024, adjusts deferred revenue expectations
➤ Checking in on Giga Shanghai over Chinese New Year
➤ Wall Street Journal article highlights strong Tesla demand
➤ Tesla rumored to be building app store
➤ Ford announces temporary production halts
➤ SpaceX sends team to Fiji

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



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