New EV Credit Proposal, NHTSA Safety Update, Semiconductor Fabrication, Driver Monitoring, China Production (05.27.21)

➤ Everything you ever wanted to know about the new EV tax credit proposal, including overlooked details and implications for Tesla
➤ NHTSA updates safety information on Tesla vehicles following radar removal
➤ Tesla reportedly offering to pay ahead for semiconductors and may have interest in purchasing fabrication business
➤ Firmware on new Tesla deliveries adds driver monitoring feature
➤ Tesla calls Plaid + order holders
➤ China April production numbers released
➤ Tax credit documents: https://bit.ly/3fPPNDf

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



Tesla Vision, FSD Pricing, Powerwall Sales, Berlin Fire, Emissions Lawsuit (05.26.21)

➤ Tesla announces full transition to ‘Tesla Vision’ and removal of radar hardware from select vehicles
➤ Full Self-Driving option and subscription pricing rumors
➤ Tesla announces Powerwall installation milestone offering insight into Tesla’s energy business
➤ Fire reported at Giga Berlin
➤ Royal Dutch Shell loses emissions court case

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



Interview: Pierre Ferragu w/ Rob Maurer on Tesla Profitability & More (05.25.21)

Pierre Ferragu of New Street Research joins Rob Maurer on Tesla Daily to discuss Tesla’s return on investment, operating leverage, competitive positioning, delivery outlook, supply chains, cryptocurrency, and more.

0:00 Introduction
0:59 Understanding Tesla’s profitability
5:07 The right to make money
7:54 New Street’s TSLA note – cash return
16:34 Operating margin outlook
21:00 Tesla vs. TSMC
27:11 Tesla vs. BMW / Daimler
29:41 Tesla’s structural advantages
36:27 Does this increase Pierre’s bullishness?
38:34 Accelerating growth
43:43 Pierre’s new Model Y
45:21 Reaction to Tesla/Musk’s involvement in cryptocurrency
52:09 What concerns are you hearing?
53:01 2021 delivery expectations

You can find Pierre on Twitter @p_ferragu
New Street Research: https://www.newstreetresearch.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 Jeff Sheets
Executive producer Jessie Chimney
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



New Autopilot Page, Radar, TSLA Stock, Wells Fargo Initiation, Megacharger, Lawsuit, F-150, Batteries (05.24.21)

➤ Tesla updates website including Autopilot page
➤ TSLA stock starts the week strong, but trails off to end the day while Elon Musk tweets about cryptocurrency
➤ Tesla spotted testing vehicle with lidar sensor
➤ Plaid Model S delivery estimate updated
➤ First Megacharger installation reported
➤ Norway owners win lawsuit against Tesla, pending possible appeal
➤ Ford unveils more details on the commercial, lower price Ford F-150 Lightning
➤ CATL announces production on new battery chemistry
➤ Indonesia and LG strike deal on battery factory

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



Cybertruck Reservations vs. F-150, Bank of America TSLA Price Target, More Price Changes, Russia, Castings (05.21.21)

➤ Ford releases new information on the all-electric F-150 Lightning which highlights a key win for Tesla’s Cybertruck
➤ Bank of America lowers price target on TSLA stock
➤ Tesla increases vehicles prices yet again
➤ Plaid+ Model S orders halted on Tesla’s website
➤ Elon Musk discusses Tesla’s future in Russia
➤ More castings at Giga Texas
➤ Roadster update

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



New Roadster Details, Model S Delivery Date, UK Rumors, Cybertruck vs. Ford F-150 Lightning (05.20.21)

➤ Tesla’s Roadster just began being displayed at the Petersen Automotive Museum, unveiling some new details alongside Elon Musk tweets
➤ Tesla finally schedules delivery event for refreshed Model S
➤ Musk continues to tweet about Dogecoin
➤ UK factory rumors surface after reports of Musk visit
➤ Analysis of Ford’s all-electric F-150 Lightning with details published after the unveiling event
➤ Comparing the Ford F-150 Lightning to Tesla’s Cybertruck
➤ F-150 Lightning technical specs: https://ford.to/3bI0Xc9

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Bitcoin Crash Could Impact Tesla’s Q2, Giga Berlin/Texas, Analyst Updates, Cybertruck, Stellantis (05.19.21)

➤ Cryptocurrency markets crashed 30% – 50% on Wednesday, and the sharp drop in bitcoin prices could impact Tesla’s Q2 earnings report
➤ Elon Musk tweets about diamond hands
➤ Giga Berlin receives preliminary approval on equipment installation
➤ Giga Texas castings spotted in large numbers
➤ Elon Musk responds to New Street Research report
➤ Wedbush comments on current market, TSLA outlook
➤ Cybertruck timeline discussion
➤ Stellantis announces change to dealership structure

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Biden EV Plans, Model Y Update, Potential Part Shortage, TSLA, New Street Research (05.18.21)

➤ Elon Musk provides updates on “next-gen” Model Y from Giga Berlin and Giga Texas
➤ President Biden speaks about infrastructure and electric vehicles plans to Ford employees, White House releases info on potential credit structure
➤ Electrek reports on vehicle accumulation at Fremont due to part shortage
➤ Renaissance Technologies adds to TSLA position in first quarter
➤ Pierre Ferragu of New Street Research issues updated report on TSLA
➤ Tesla reportedly ships thousands of vehicles to South Korea
➤ Lamborghini announces electric vehicle roadmap

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Truth About TSLA Stock, Michael Burry, Front Casting, Berlin, Doge, Model S, VPP, EVE (05.17.21)

➤ What is going on with Tesla stock recently, and how much are Elon Musk’s tweets impacting its performance?
➤ Michael Burry reportedly “bets $530M” against TSLA stock, but the headlines are misleading
➤ Photo of a newly cast Tesla part signals big milestone
➤ Elon Musk visits Giga Berlin, comments on timelines
➤ Elon Musk continues to tweet about bitcoin and dogecoin
➤ Tesla spotted testing a new Model S at Laguna Seca
➤ Green Mountain Power provides update on virtual power plant project
➤ EVE Energy Co. comments on Tesla rumors

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
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



New Battery Supplier, Model S Update, European Expansion, China Status (05.14.21)

➤ Tesla reportedly close to adding another new battery supplier
➤ TSLA stock ends a streak of declining days
➤ Model S order holders receive updated delivery estimates
➤ Tesla expands in Eastern Europe
➤ Morgan Stanley issues note on Tesla 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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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