Model 3 Turns Three: Looking Back on a Revolution (07.28.20)

Article: https://www.thestreet.com/tesla/articles/looking-back-on-a-revolution-tesla-model-3-turns-three

On July 28, 2017—three years ago today—Tesla’s decade-long master plan came to fruition when Tesla handed over the first BlueStar, now known as Model 3, vehicles to customers. The goal for BlueStar was clear from the start: drive volume.

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Giga Berlin, Megapack, Short Interest, Musk NYT Interview, BMW EV Plans (07.27.20)

➤ Tesla’s Giga Berlin continues to advance rapidly as Brandenburg state official discusses Tesla’s local battery plans: https://www.rbb24.de/studiofrankfurt/wirtschaft/tesla/2020/tesla-gruenheide-batterie-steinbach-musk-wasser.html & https://www.benzinga.com/news/20/07/16770111/teslas-european-battery-production-location-confirmed-by-brandenburg-minister-of-economics-and-energ
➤ Groundbreaking on Tesla Energy / Tesla Megapack project in Nevada
➤ TSLA short selling now sits right around $20B
➤ Elon Musk grants the New York Times another interview: https://www.nytimes.com/2020/07/25/style/elon-musk-maureen-dowd.html
➤ BMW sets new sustainability targets, announces EV plans, and begins converting Munich factory

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Part II: Q2-20 Earnings Report Recap (07.23.20)

Part 1: https://youtu.be/X3i_Z9cd7Fg

➤ Tesla Q2 2020 earnings report recap – part two
➤ Summary and takeaways from Tesla’s second quarter earnings call and shareholder update
➤ Focus on batteries, autonomy, and manufacturing
➤ Discussion on Tesla Energy and Tesla Insurance

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Q2-20 Earnings Report Recap (07.22.20)

➤ Tesla Q2 earnings report recap
➤ For the second quarter, Tesla reported a GAAP profit of $104M, granting the company eligibility for inclusion in the S&P 500 index
➤ Tesla confirms Austin, Texas as location of next gigafactory
➤ Full review of TSLA’s financials and the implications of second quarter results

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Part 2: Exploring S&P 500 Inclusion (07.21.20)

➤ Part 1: Will Tesla Stock Keep Going Up? Exploring the Mechanics of S&P 500 Inclusion (TSLA) https://youtu.be/JN8PNPBkaWc
➤ Part 2: Continuing to explore the mechanics and implications of a Tesla’s potential inclusion into the massive S&P 500 index specifically focusing on timing, TSLA weighting in the index funds, benchmarking, synthetic funds, options positions, and selection committee variances

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Q2-20 Tesla Earnings Report Preview (07.20.20)

➤ Tesla Q2-2020 earnings report consensus estimates, Tesla Daily forecast, and financial preview
➤ FactSet and company compiled consensus estimates for Tesla’s second quarter
➤ Analysis of profitability outlook, automotive gross margin, regulatory credits, Model Y, Giga Shanghai, and what to watch for TSLA’s 2Q earnings report and earnings call

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Model Y Test Drives, NY EV Charging, Baird Price Target, Robinhood, and More (07.17.20)

Tesla solar or vehicle referral link: https://www.tesla.com/referral/matthew38789

➤ TSLA stock closes the week at $1,500/share heading into earnings next week
➤ NY state announces significant investment into electric vehicle infrastructure
➤ Baird analyst Ben Kallo increases price target on TSLA stock
➤ Further analysis on number of users holding TSLA in Robinhood accounts
➤ Tesla updates solar referral program
➤ Tesla begins offering Model Y test drives — plus analysis on the timing of initial Model 3 test drive offering
➤ Update on the Science Channel’s statement that Tesla is producing 13 millions cells each day at Giga Nevada

Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypod…

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Solar Update, Giga Output, GA4.5, Model Y Interest, Price Targets, Firmware Update (07.16.20)

➤ Tesla lowers opening price of solar panels again
➤ Science Channel tours Tesla Giga Nevada: https://vimeo.com/438899385
➤ Tesla reportedly prepares to expand Model Y general assembly
➤ Tesla Model Y interest increases after price drops
➤ Credit Suisse, Citi increase TSLA stock price targets
➤ Tesla releases firmware 2020.28.2

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Musk’s Twitter Hacked, Q2 Earnings Call Questions (07.15.20)

Links to Say questions:
1. https://saytechnologies.com/s/85a92f13
2. https://saytechnologies.com/s/039c0d54
3. https://saytechnologies.com/s/af13e2a4

➤ Elon Musk and other prominent Twitter accounts have been hacked
➤ Discussing questions for Tesla’s second quarter earnings call next week
➤ Musk shares a conceptual render of Giga Berlin

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotzi
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



Model Y Long Range Will Surprise, Coronavirus Cases, China Rumors, Giga Texas, BMW iX3 (07.14.20)

➤ As coronavirus cases continue to rise, California begins increasing restrictions and places Alameda County on monitoring list
➤ Electrek reports on Tesla’s internal coronavirus tracking data
➤ Tesla VP Tao Lin reportedly meets with Chongqing, China officials sparking factory rumors
➤ Travis County approves Tesla’s tax abatement proposal for Giga Texas
➤ BMW announces full details of all-electric iX3 SUV
➤ Tesla increases peak charging rate to 250 kW for Model S and Model X
➤ Analyzing Elon Musk’s announcement that Tesla no longer plans to produce a standard range Model Y, as well as the recent Model Y price reduction

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

Plaid producer Who Why
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Nick Wood
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre Kent
Executive producer Bryce Langlotz
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives



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