➤ Rob Maurer and Jim Cramer discuss Tesla’s Q2 2021 earnings report and investor call
➤ Reaction to TSLA stock declining despite earnings beat
➤ Is Elon Musk underpromising?
➤ Bitcoin impact on Tesla
➤ Competition and industry / supply chain challenges
➤ Elon Musk’s comments on Apple
➤ What’s going on with Tesla solar?
➤ Tesla Gigafactory and battery progress
➤ What Wall St. is missing with TSLA’s Q2 results

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 Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Rob Maurer shares takeaways from Tesla’s Q2-21 earnings report and earnings call. Earnings call recap starts at 20:36.

YouTube link to report recap: https://youtu.be/5MEp3Ed_N2s
YouTube link to earnings call recap: https://youtu.be/SXCFP7KY_wg

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 Tesla Summary
Executive producer Jeffrey Yu
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

YouTube Link: https://youtu.be/-KBBLOtx1d0

Will Tesla beat analyst consensus estimates when the company reports Q2 2021 earnings on Monday, July 26?

Rob Maurer discusses what to expect from Tesla’s Q2-21 earnings report and the most important financial results to watch for.

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypod…
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 Tesla Summary
Executive producer Jeffrey Yu

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla production in China numbers have been reported, suggesting a month-over-month decline in June from May
➤ Tesla China reportedly creates customer relations management department
➤ New energy vehicles credits reportedly begin trading period in China
➤ Tesla opens Virtual Power Plant Beta in California, sharing new details
➤ Ron Baron comments on June quarter for Baron Funds, highlights Elon Musk
➤ Quick PSA: https://youtu.be/yuINaBrcTTo

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 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

➤ Elon Musk joins Cathie Wood and Jack Dorsey for a discussion at The B Word conference
➤ Tesla reportedly plans for early redemption of $1.8B of bonds
➤ Tesla sells off part of Maxwell Technologies
➤ BHP and Tesla agree on nickel supply contract
➤ Tesla adjusts hardware upgrade price on FSD subscription
➤ Clarification on a TSLA price target

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 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

➤ Tesla Semi production status update
➤ Elon Musk comments on expanded Supercharger network access
➤ Model S deliveries on hold
➤ Morgan Stanley issues updated note with thoughts on FSD Subscription
➤ Quick survey on FSD subscription take rate
➤ Price increase in Europe
➤ Greenland government comments on oil exploration

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 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

➤ New rumor surfaces on Tesla Cybertruck — assessing the rumor and adding new context
➤ Rumors on Tesla’s Supercharger network access
➤ Thoughts on Tesla’s FSD subscription and new updates from Elon Musk
➤ Tesla added to popular mobile game
➤ Elon Musk set to speak at bitcoin conference
➤ Tesla plans to start virtual power plant in California
➤ Correction on Long Range Model 3 in China

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 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

➤ Munro & Associates compare Model Y thermal management system design to Ford Mustang Mach-E
➤ Elon Musk provides update on FSD beta progress
➤ Tesla unveils new details in updated Tesla Energy page
➤ Tesla removes Long Range Model 3 from China design studio
➤ Rivian delays first deliveries
➤ Volkswagen makes a decision on Herbert Diess

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 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

➤ Elon Musk shares new information on the Tesla Cybertruck
➤ Tesla increasing peak Supercharging rate
➤ Understanding impact of Supercharging changes
➤ Survey on imported electric vehicles in Japan
➤ Chevy Bolt recall related to fires
➤ Mustang Mach-E faces problems in Norway

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 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

➤ Tesla pushes back on owner’s claim of brake failure in China
➤ German court rules on contest of Giga Berlin temporary approvals
➤ Tesla updates specs of Model 3 in Canada
➤ Experian releases registration data, showing Tesla’s lead in the US in the beginning of the year
➤ Checking in on estimated delivery timelines
➤ News on US federal EV tax credit status
➤ LG increases battery production investments

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 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