HyperChange

Latest Episodes:

Tesla Battery Day Implications w/ Motley Fool Oct 06, 2020

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My interview with Brian Feroldi of the Motley Fool, covering Tesla's Battery Day, the new 4680 battery cell, the Plaid Model S, Cybertruck, Tesla Semi, solarroofs and more. This was recorded on Friday, 10/02/2020. Thanks to the Motley Fool for having me!

Tesla Q3 Deliveries Imply Record Profits 🤑 Oct 03, 2020

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Tesla reports record Q3 deliveries of 139,300, up 43% year over year. These record breaking numbers (in delivery & production) imply a huge financial beat and profit coming. The best part is this is just the start of Tesla posting consecutive quarters, of record deliveries and revenue. I think the company could still hit its (pre-COVID) guidance of 500K deliveries this year. An EPIC achievement while the whole auto industry is in shambles.

Tesla's Battery Skunkworks Unlocks The Model 2 Oct 02, 2020

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Full breakdown of Tesla's Battery investor day. From the new 4680 cell, to the tabless electrode, to the potential of the Model 2 ... I try and summarize one of the most important days in Tesla history. The cat is out of the bag, Tesla is bringing cell production in house and scaling like crazy. They plan to hit 100GWh/yr by 2022 of this new cell. That's triple Tesla's 2020 battery consumption. This implies Tesla is getting ready to sell Ms of vehicles per year.

Reminiscing On The Tesla 10 Bagger w/ James Stephenson Sep 13, 2020

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Interview with James Stephenson, fellow Tesla shareholder, and prominent Tesla Twitter community member. James has been fighting the FUD with incredible analysis on Twitter for years, and has even been applauded by Elon Musk for his insight. In this podcast we discuss how Tesla has evolved in the two years since we were featured in a Wall Street Journal article about the company going private at $420 per share #funding secured

How I Value My Tesla Shares 🤓 Sep 10, 2020

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Tesla now trades at a valuation of ~$400B, making it the world's largest automaker and one of the largest public companies in the world. Can the current financials justify this valuation? How far out, and what assumptions must you have for TSLA to make sense at these prices? In this video I walk through my thinking as a long-term investor, and why I'm still very bullish on Tesla and have never been more confident in the company. From robotaxis, to solarroofs, Tesla is much more than a car company. Eventually, I believe we are looking at multi-trillion dollar tech behemoth, that will have changed our energy and transportation systems forever.

GM & Nikola Partner... lol 😂🤣 Sep 09, 2020

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GM is partnering with Nikola Motors to build its EV and FCEV pickups and semi trucks. As part of the deal, Nikola is issuing $2B in new stock to GM for "in-kind" services. It looks like both companies are super desperate. Nikola needed an OEM partner to build the Badger, and GM wanted good press for it's EV division (along with $2B in shares). What are your thoughts on this deal? Should Tesla be concerned (lol)?

HyperChange Is Getting A Tesla!!!! 🍾🥳 Sep 01, 2020

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I can't even believe it! I'm getting a Model Y!!!!! Tesla stock has been going up so much, I just couldn't resist. We will be documenting the whole process of the HyperShip, from ordering to delivery, to epic roadtrips!! Huge thank you to all the HyperChangers & Patreons for making this possible. It's a dream come true :)

Projecting Tesla's 2020 Financial Results 🤓📈 Aug 27, 2020

Show notes

Putting pen to paper and estimating Tesla's financials for Q3 and Q4 of 2020. As the stock price keeps soaring to new highs, I thought it was the perfect time to get back to fundamentals :) I'm expecting back to back record quarters of deliveries, revenue and profitability, starting this quarter. My biggest questions heading into the end of the year are ... how fast will China ramp? is Model Y cannabalizing Model 3 in the US/North America? Is the Plaid Model S/X launching at battery investor day?

Tesla + Amprius = VTOL Jet? 🔋⚡🛩️ Aug 25, 2020

Show notes

Rumors are swirling. Tesla has sent out battery day invites with a teaser image that appears to show 'silicon nanowires' ... Amprius Technologies, a silicon anode/nanowire startup just relocated right next to Tesla's top secret Project Roadrunner Battery facility ... and Elon Musk is replying to Amprius tweets about reaching an energy density of 400Wh/kg, confirming it's only 3-4 years away from mass production. This is huge!!

Tesla Stock At $2,000: Are We Crazy? Aug 24, 2020

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Tesla stock is up 822% in the past year, to $2,000+. The market capitalization is almost $400. I'm holding all my shares. Are we crazy? Is this a ridiculous valuation? Or will Tesla's Autopilot self-driving software justify a market capitalization worth Trillions? How many factories are already price in? We cover everything. going through the mind of a long-term Tesla investor in this 'chill' style podcast.

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