➤ Condensed reaction to Tesla’s Q3 earnings report, earnings call, and shareholder letter
➤ Initial reaction to earnings: https://youtu.be/t4u9MSjFq-A
➤ Tesla’s Q3 earnings call and recap: https://youtu.be/zOxG2q3ZeIU

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 Jeffrey Yu
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

➤ Analyst consensus estimates are set ahead of Tesla’s Q3 earnings report
➤ Understanding the differences between earnings forecasts and how to contextualize Tesla’s results
➤ Bank of America and Morgan Stanley issue TSLA updates ahead of earnings
➤ NHTSA expected to make two new staff appointments
➤ Tesla Cybertruck spotted with side-view mirrors
➤ News on Tesla’s gigafactory in New York

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 Jeffrey Yu
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

➤ Volkswagen CEO invites Elon Musk to speak to top VW management
➤ TSLA stock continues to rally towards all-time high
➤ Tesla begins delivering refreshed Model X
➤ Tesla partners to launch electricity plan in Germany
➤ Update on EV tax credit status
➤ Foxconn unveils EV plans

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 Jeffrey Yu
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 closes off strong week ahead of Q3 earnings
➤ Q3 earnings forecast update
➤ Tesla updates Cybertruck webpage, ordering process
➤ Report on Model X deliveries
➤ Tesla opens UK Model Y design studio
➤ Tesla launches new version of Tesla Insurance in Texas
➤ New mobile app code hints at new product features
➤ US new car sales prices continue to rise
➤ LA Auto Show opens voting for new EV people’s choice awards (https://zevas.laautoshow.com)

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 Jeffrey Yu
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

➤ YouTube link: https://youtu.be/UieeGa82kLw
➤ Rob Maurer walks through his forecast / earnings estimates for Tesla’s Q3 2021 earnings report

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
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 Jeffrey Yu
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ NHTSA forces to Tesla to explain why a recall was not issued in regards to a feature update
➤ NHTSA requests information from Tesla on FSD Beta early access program
➤ Volkswagen CEO shares company job loss concerns with Supervisory Board
➤ Tesla reaches new nickel supply agreement
➤ New details on Tesla’s refreshed Model S/X battery packs: https://youtu.be/JRT32j-RZZc
➤ Model 3 tops used car market on interesting metric
➤ House Representatives urge support of union-made EV credit
➤ New chip shortage impacts reported

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 Jeffrey Yu
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

➤ China Passenger Car Association reports record Tesla sales in China for the third quarter
➤ Tesla wins lawsuit against accuser of brake failure and unintended acceleration in China
➤ Tesla Semi Megacharger reportedly being installed at Giga Nevada
➤ Elon Musk comments on further rollout of FSD Beta
➤ Tesla publishes new video on crash testing process (https://youtu.be/9KR2N_Q8ep8)
➤ Possible news on Tesla pricing in India
➤ CATL to invest in battery recycling facility
➤ GM and LG reach agreement on Bolt recall
➤ Lucid reveals Dream Drive
➤ Mattel announces Cybertruck Mega Bloks set

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 Jeffrey Yu
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

➤ Tesla holds Giga Fest at Giga Berlin, allowing unprecedented access and unveiling new details about the factory
➤ FSD Beta version 10.2 released to broader customer base
➤ Update on status on refreshed Model X
➤ Michael Burry seeks to clarify bet against TSLA stock

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 Jeffrey Yu
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

➤ Tesla schedules Q3 2021 earnings report
➤ Discussion on Elon Musk’s comments during Tesla’s annual shareholder meeting and how 4680 battery production may be ramping up
➤ Elon Musk mentions possible Solar Roof “campaign”
➤ Tesla gets set up for Giga Fest in Berlin
➤ Canaccord Genuity raises TSLA price target
➤ Elon Musk likes tweet about Company X conglomerate
➤ The Boring Co makes progress on new project
➤ JB Straubel interviewed by Jason Calacanis: https://youtu.be/aWR5-mo8f1g?t=1358
➤ FSD Beta 10.2 set for release

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 Jeffrey Yu
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

➤ Rob Maurer’s reaction and recap following Tesla’s 2021 annual shareholder meeting

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
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 Jeffrey Yu
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