Leaked Production Info, Lithium Refining Facility, Giga Berlin, Twitter (09.08.22)

➤ A leaked recording of a Tesla executive presentation reveals new details on Tesla vehicle and energy product production
➤ Tesla files application for refining project in Texas
➤ Neuralink plans offices in Texas
➤ Tesla seeking public feedback on Berlin project

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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



Record Shanghai Production in August, Megafactory, Service, Superchargers, Rivian (09.08.22)

➤ Tesla sets production record at Giga Shanghai in August despite downtime
➤ Chengdu lockdowns extended
➤ Tesla expands hiring for Megafactory
➤ Elon Musk comments on Tesla service
➤ Tesla polls for new Supercharger locations
➤ Mercedes-Benz and Rivian announce partnership agreement
➤ Chevy announces more details on EV Equinox
➤ Elon Musk comments on Apple & Starlink

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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



Safety Rating Record, China Delivery Times, Canada, S&P, Superchargers, Apple (09.07.22)

➤ Tesla’s new Model Y breaks Euro NCAP safety rating record
➤ Estimated wait times drop again in China
➤ Canadian minister comments on Tesla communication
➤ S&P responds to inquiry on Tesla’s credit rating
➤ Tesla plans new largest Supercharging location
➤ Giga Berlin receives cosmetic upgrade
➤ Delaware court responds to amendment arguments in Twitter case
➤ Apple announces satellite connectivity with iPhone 14

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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



Goldman Meets With IR, Wolfe Upgrade, US Sales, FSD, Powerwall, Battery Experts (09.06.22)

➤ Goldman Sachs issues new note on TSLA after meeting with investor relations
➤ Wolfe Research upgrades TSLA to Buy rating
➤TrueCar estimates August sales for Tesla
➤ China insured vehicle report
➤ FSD beta rollout expands as Tesla increases price
➤ Elon Musk comments on Powerwall supply
➤ Battery “experts” share thoughts on Tesla’s 4680 progress
➤ Fleetpool announces Tesla ordering milestone
➤ Twitter case 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



Credit Rating Failures Create Opportunity For Tesla Investors (09.02.22)

➤ Moody’s responds to inquiry about Tesla’s credit rating, attempts to justify non-investment grade rating
➤ Nord Stream 1 pipeline halted
➤ Calendar for the week ahead

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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



August China Sales, Canada Factory Possibilities, Price Target Increase, Full Self-Driving Name (09.01.22)

➤ CPCA official comments on Tesla’s Shanghai sales for August
➤ Tesla continues lobbying in Canada
➤ Piper Sandler increases TSLA price target
➤ California Senate passes bill regarding marketing of ADAS features
➤ Tesla delivers first Model Ys to Japan
➤ AXA apologizes for stunt
➤ Volkswagen unable to meet software target
➤ Cruise issues voluntary software recall

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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



Wait Times Reduced, Dumbest Test Ever, VPP, Giga Berlin, Mining, BMW, SpaceX (08.31.22)

➤ Tesla reduces delivery date estimates on Model Y in US and China
➤ AXA Insurance carries out nonsensical test
➤ Tesla begins deliveries of Model Y in Singapore
➤ Full interview of Elon Musk at ONS: https://vimeo.com/744634172
➤ Tesla VPP serves another event in California
➤ Giga Berlin event planned
➤ Ford & Rivian push for fewer mining restrictions
➤ BMW celebrates hydrogen
➤ NASA selects SpaceX for more crewed missions
➤ SpaceX static fire test

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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



4680 Innovation Rumors, Fremont Building Permit, Manufacturing Credit, Dealerships, Starlink (08.30.22)

➤ Rumors of new innovations for Tesla’s 4680 batteries: https://youtu.be/L_G-ic-aWvM
➤ Tesla files for battery-related building permit in Fremont
➤ More thoughts on the new advanced manufacturing production credits
➤ Tesla challenges dealership laws in Louisiana
➤ FSD Beta 10.61.1 begins rolling out
➤ J.D. Power releases innovation survey results
➤ Elon Musk adds to list of reasons for Twitter termination
➤ Lucid files to potentially raise up to $8B
➤ Royal Caribbean cruise business announces SpaceX 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



Massive New Battery Credits, Analyst Updates, Power Restrictions, 4680 Packs, ONS, Japan VPP (08.29.22)

➤ The Inflation Reduction Act changes more than the EV tax credit, it outlines massive credits for battery production putting billions at stake for Tesla and others
➤ Analysts continue to react to Giga Berlin tours
➤ Checking in on power restrictions in Sichuan, China
➤ 4608 packs pile up at Giga Texas
➤ Elon Musk speaks at ONS conference
➤ FSD beta updates
➤ Tesla announces virtual power plant project in Japan

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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 Y Europe, Starlink, Berlin Tours, Panasonic Factory, Ford, Twitter (08.26.22)

➤ Tesla opens orders for RWD Model Y across Europe
➤ Market falls after Fed comments
➤ Tesla to leverage SpaceX technology
➤ Jefferies updates targets after Berlin tour
➤ Panasonic reportedly planning another US factory
➤ Ford raises Mach-E pricing
➤ Musk’s request called absurdly broad in Twitter hearing

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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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