➤ Tesla supplier comments on Tesla’s situation in China, general operations, and competitive lead
➤ Possible notes from supplier investor call: https://bit.ly/3wrDpR4
➤ Updates on Giga Shanghai holidays and end of quarter incentives
➤ Reviewing Tesla’s recent price changes
➤ Rumors on Model Y demand, China exports, LFP, and more
➤ Updates on Plaid Model S after first deliveries
➤ Elon Musk clarifies Tesla’s Bitcoin position
➤ Canaccord Genuity changes TSLA price target
➤ New Zealand updates automotive taxes and credits
➤ Redwood Materials expands in Nevada

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 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

➤ First impressions from new Tesla Model S Plaid owners
➤ Additional details not covered at Tesla’s event
➤ Tesla updates design studio following first deliveries
➤ Analysts react to Plaid event
➤ Update on China as quarter end approaches

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

➤ Interactive look at expectations ahead of Tesla’s Model S delivery event on Thursday, June 10
➤ The Boring Company starts public operations in Las Vegas
➤ Model S VIN assignment

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla May China sales published by CPCA
➤ California registration data shows excellent Model Y sales
➤ Tesla updates Model S design studio ahead of launch
➤ Delivery event stage set up in process
➤ Bitcoin dips again
➤ Apple electric vehicle rumors resurface

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla sends out invites for Plaid Model S delivery event as Elon Musk cancels Plaid +
➤ Tesla President of Heavy Trucking, Jerome Guillen, leaves the company
➤ “Anonymous” message to Elon Musk
➤ Elon Musk discusses Tesla shareholder meeting
➤ FSD timeline update
➤ Tesla app may offer Tesla Insurance insight
➤ Gigafactory New York employment status

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Following reports of declining orders, new rumors surface about Tesla’s deliveries and production in China in May
➤ Giga Texas faces flooding
➤ Tesla spruces up test track ahead of delivery event
➤ Calendar 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 Jeff Sheets
Executive producer Jessie Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ TSLA stock falls on report of significant decline in net new orders for Tesla in China for May following
➤ Assessing what is known about the report, plausibility, impact on Tesla and TSLA stock
➤ Tesla issues two separate recalls on select Model 3 and Model Y vehicles
➤ CATL reportedly plans battery factory near Tesla
➤ Tesla files new Giga Berlin permit application including battery manufacturing
➤ Plaid Model S detail confirmed ahead of deliveries
➤ Elon Musk cryptically tweets about Bitcoin

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 Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Video link: https://youtu.be/hbk30TrdsOA

➤ Tesla’s Q2 results could surprise Wall St. despite supply chain headwinds
➤ Full breakdown of Q2 production possibilities and Tesla’s growth trajectory
➤ Credit Suisse highlights market share decline for Tesla
➤ Photos show new installation at Giga Texas

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 Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla removes another part from the Model 3 and Model Y following radar removal; is it too much?
➤ Elon Musk explains Tesla’s price increases
➤ First reports on Tesla Vision-only Autopilot performance
➤ Plaid Model S delivery event postponed
➤ AMD announces supply agreement with Tesla
➤ Elon Musk details benefits of castings
➤ Wall St. Journal uncovers communications between SEC and Tesla
➤ Tesla applies for trademark in restaurant services
➤ UK company shares insightful accident safety data
➤ Ford F-150 Lightning availability will be limited on select version

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 Chimney
Executive producer Tesla Summary
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New Tesla Cybertruck details disclosed in patent application publishing including references to range and payload, user interface images, and even drones
➤ Giga Berlin receives new approval
➤ Giga Texas interior photos
➤ Elon Musk comments on NHTSA safety information changes
➤ Tesla issues voluntary recall
➤ Ford F-150 Lightning specs may be better than announced

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 Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives