Two things:
1. This episode is best viewed with video at https://youtu.be/hXuch9WbKyI
2. I am traveling the rest of the week and will be back to the podcast on Monday 01/13, have a great weekend!

Tesla (TSLA) stock has been on a tear, up 178% over the last seven months, and doubling in the last 90 days to become the most valuable American automaker in history. Today’s episode takes a look at the ten factors that have led to such a strong reversal, as well as a look at what ISN’T pushing the stock up, and where TSLA goes from here.

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Iran attacks base in Iraq sheltering US troops
– Credit Suisse and Argus Research issue new price targets on TSLA stock

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla begins Model Y program at Gigafactory Shanghai
– Tesla delivers first made-in-China Model 3s to non-employee customers
– Elon Musk discusses China plans
– New Jersey and Massachusetts EV credit updates
– Tesla subreddit hits another milestone
– SpaceX launch

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla reports production and delivery numbers for Q4-2019, including an update on Gigafactory Shanghai production
– Tesla lowers price of made-in-China Model 3

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Canaccord Genuity raises price target on TSLA
– Delivery event reportedly scheduled for Gigafactory Shanghai non-employee customers
– Elon Musk may have hinted at Gigafactory Shanghai production rate
– Quick discussion on Q1 potential

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Last check on Netherlands, Norway, and Spain registrations
– More comments emerge from Tesla’s China management
– Projected timing for delivery and production report
– Tesla closes the year with a couple more awards
– First video podcast! Happy New Year!

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla begins made-in-China Model 3 deliveries with special handover event at Gigafactory Shanghai
– Discussing Q4 delivery estimates with a new note from Cowen out today, as well as FactSet consensus estimates and likelihood of a beat or miss
– Tesla reportedly informs some customers they will be unable to take delivery before end-of-year
– Leaked Elon Musk email discusses TSLA stock price
– Panasonic executive comments on Gigafactory 1 production
– Car & Driver gives an unfortunate update on their long-term Model 3 test

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Tesla schedules event for first deliveries of made-in-China Model 3s
– Tesla granted purchase tax exemption for made-in-China Model 3
– Cybertruck, ATV featured in music video

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Wedbush Securities raises price target on TSLA stock
– Updated short interest for the 12/13 settlement date
– Elon discuss software capability in a series of tweets
– Possible update on Tesla made-in-China Model 3 delivery timeline

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

– Firmware 2019.40.50, including new visualizations, begins rolling out to early access members
– Tesla secures $1.4B debt facility in China
– Rivian completes another capital raise
– BMW reportedly under SEC investigation

Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share

Links:
Email: tesladailypodcast@gmail.com
Twitter: @teslapodcast
Patreon: patreon.com/tesladailypodcast

Ludicrous producer Vincent Smith
Executive producer Rob Gill
Executive producer Rish Singh
Executive producer Nick Wood
Executive producer Fela Winkelmolen
Executive producer Troy Cherasaro
Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives