Production Report Denied, November Sales, Taiwan, FSD Beta, F-150, Twitter (12.05.22)

➤ Tesla reportedly denies reports of production reduction in December
➤ CPCA reports wholesale sales numbers for Tesla in November
➤ China reportedly plans to continue loosening Covid-19 restrictions
➤ Tesla delivers first vehicles in Taiwan
➤ November registrations for Germany / UK
➤ Musk comments on FSD v11
➤ Tesla Semi production line report
➤ Interesting Cybertruck design drawing displayed by Tesla
➤ Ford F-150 Lightning sales drop month-over-month
➤ Musk share positive news on Twitter advertisers

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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



Semi Battery, Charging, & Delivery Details + China Update (12.02.22)

➤ More information on the Tesla Semi regarding the vehicle’s battery, charging, and deliveries to Pepsi
➤ Updates on Tesla in China
➤ SpaceX receives important FCC authorization

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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

Disclosure: Rob Maurer is long TSLA stock & derivatives



Chief Designer Discusses What’s Next, Cybertruck, Semi & Elon Musk (11.30.22)

➤ Tesla’s Franz von Holzhausen discusses Tesla’s next vehicle, Tesla’s Cybertruck, Semi, and working with Elon Musk: https://youtu.be/xTH3Nm_Ca1g
➤ Market rallies after comments from Fed chairman
➤ California Department of Transportation confirms large Tesla order
➤ Elon Musk meets with Apple CEO Tim Cook
➤ Netflix CEO Reed Hastings defends Musk
➤ Ukrainian President Zelensky comments on Musk

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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



China Insured Vehicles, South Korea, Cybertruck, S&P Research, Brand Favorability, Mobile App (11.29.22)

➤ New weekly insurance numbers out of China show continued strength
➤ Looking at TSLA short interest
➤ South Korean government discusses Tesla factory in more detail
➤ Cybertruck hiring updates
➤ Cybertruck casting machine update
➤ S&P shares research on EV market
➤ Tesla appears to update rear screen in refreshed S/X
➤ Hertz begins adding Superchargers
➤ Tesla updates mobile app
➤ Volkswagen discusses Foxconn partnership

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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



Model 3 Refresh Rumors, China Update, Giga Berlin Production, Semi, FSD Wide Release (11.28.22)

➤ Report on refreshed Model 3 coming in 2023
➤ Updates on Tesla’s Giga Shanghai
➤ Giga Berlin reportedly hits record production
➤ Tesla announces launch in Thailand
➤ Elon Musk comments on Semi test
➤ Tesla opens FSD Beta to all North American customers
➤ Report on Tesla semiconductor partnership
➤ Elon Musk mentions possibility of making phone
➤ Aptera announces use of NACS

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Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
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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 Upgraded, Analysts Updates, South Korea, BYD, Dolby Atmos, Australia (11.23.22)

➤ TSLA stock upgraded by long-time Tesla bear
➤ FOMC minutes released
➤ Morgan Stanley issues new note on Tesla
➤ Wedbush comments on Tesla
➤ Elon Musk notes possibility of factory in South Korea
➤ BYD plans price increase in China
➤ Tesla reportedly planning to add Dolby Atmos functionality
➤ Musk comments on v11 release
➤ Australia moves forward on EV credit

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#Tesla #TSLA #Investing

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



AP Engineers Discuss Simulation, Weekly China Insured Vehicles, New Referral Program, Pininfarina (11.22.22)

➤ Tesla Autopilot engineers discuss FSD training, simulation progress
➤ BazelCon: https://youtu.be/ol5hwjr48Q4
➤ Price cut rumor reporting in China
➤ New weekly insured vehicles numbers in China
➤ Volkswagen lowers China sales target
➤ Tesla updates referral program in the US
➤ Supercharger milestone
➤ Model Y Track Mode update
➤ FSD Beta expands to more owners
➤ Pininfarina Battista sets new acceleration records
➤ Sony / Honda comments on differentiating from Tesla

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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



Energy Updates, Hardware 4, v11 Release Notes, Apple Music, Recalls (11.21.22)

➤ Interesting development in Australian energy market could have implications for Tesla Energy
➤ Tesla brings new energy storage project online in UK
➤ China concerns rise
➤ Report on TSMC and Tesla
➤ FSD Beta v11 full release notes
➤ Peterson exhibit opens
➤ Apple Music appears to be coming soon to Tesla vehicles
➤ Two more over-the-air recalls
➤ Volkswagen’s OTA update

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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 Safety Score Component, Insurance Expansion, S/X, New Merch (11.18.22)

➤ Tesla updates Safety Score, adds new scoring factor
➤ Peterson exhibit opens to media
➤ Tesla Insurance expands to new state
➤ Model S/X imminent in Switzerland
➤ Tesla adds new shop items

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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



Volkswagen Delays EV Plans, Tesla NPS, Supercharging, Musk Email, GM, Cruise (11.17.22)

➤ Volkswagen reportedly makes major changes to EV plans
➤ Bullard, George comment on rates
➤ Tesla tops EV Net Promoter Score survey
➤ Italy added to expanded Supercharger test
➤ Musk emails Twitter managers
➤ GM discusses EV profitability
➤ Cruise expands hours of operation

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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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