HyperChange

Latest Episodes:

Tesla's Roadrunner Battery Cells Are Ramping 🤫🔋 Jun 25, 2020

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New documents confirm Tesla is expanding battery manufacturing and R&D operations in Palo Alto. This essentially confirms Tesla's 'Project Roadrunner', a top secret initiative with the goal of producing battery cells in house (with a cost below $100kWh). With up to 100 people working in 4 shifts 24/7, it seems like Tesla is truly ramping capacity of these new cells. But many questions remain ... Do these cells use the Maxwell Dry Battery Electrode (DBE) tech? Are these cells going into the new Plaid Model S? How many battery packs can Tesla produce in Palo Alto/Fremont?

Closing Out My Spotify Options Trade 📈 Jun 22, 2020

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Update on my Spotify options trade from 3/4 weeks ago. I decided to close out my position with a 110% profit & return to my option retirement! I'm still holding all my Spotify shares and am very pumped about the future they are building. Remember nothing on HyperChange is financial advice!!

Tesla Impact Report Sets A New Standard ♼🌎 Jun 18, 2020

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Tesla has posted it's most in-depth corporate sustainability report yet. This analysis of the company's ever improving carbon emissions per vehicle, shows why Tesla is way ahead of the pack. From tailpipe emissions, to battery efficiency, to water usage, Tesla continues to push the envelope on becoming as sustainable as possible! This makes me so proud to be a shareholder :)

Model Y production is booming! 🎙 Jun 16, 2020

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Doing a live radio broadcast about Tesla’s ramping Model Y deliveries! I just saw my first two in the wild! This was my first time trying this content format & having people call in, it was so fun, thanks for joining!

Arcimoto Announces Sandy Munro Partnership, Exclusive Mark Frohnmayer Interview Jun 10, 2020

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I caught up with Arcimoto CEO/Founder Mark Frohnmayer to discuss his new partnership with Sandy Munro, to help bring the FUV into mass production. These are two of my favorite people in the EV/transportation world, and I think Sandy Munro will add a lot of value to Arcimoto's production ramp. His industry expertise can cut costs, improve ramp speed, and bring decades of Detroit experience to Arcimoto's team.

Nikola’s $12B Valuation Makes No Sense w/ Matt Joyce Jun 08, 2020

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Deep dive into Nikola Motors, the hydrogen/electric truck startup that recently completed a reverse merger to list on the NASDAQ, and trades for a valuation of ~$12B ($35.97 per share). I'm joined by Matt Joyce to break down the company's strategy & CEO Trevor Milton's ambitious vision. The company's claims to have breakthrough battery and hydrogen fuel cell technology, seem too good to be true. And a valuation of ~$12B+ for a company with less than $1M in revenue last year and an operating loss of $88M? Only time will tell if Nikola is the real deal. For now, I'm very skeptical.

Can Zoom become a $100B company? Jun 03, 2020

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Zoom reports Q1 FY21 revenue of $328M, up 169%. The company reported record EBIT of $23M, and $251M of free cash flow in the quarter. Revenue guidance for the full year has increased to $1.775-$1.8B, implying 187% growth from last year. With a market capitalization of $60B, this implies a 34X forward price/sales ratio. Will Zoom's fundamentals be able to grow fast enough to justify a $200/share price? I'm torn. On one hand, I see huge potential for Zoom to be a digital communication layer connecting our global economy ... on the other hand I see a company that needs to double revenue for the next 2 years (after FY21) to justify its sky high valuation ... what are your thoughts?

Synthetic Graphite For Next Generation EV Batteries w/ Dr. Chris Burns Jun 01, 2020

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Interview with Novonix COO and Co-Founder, Dr. Chris Burns. The former Jeff Dahn researcher turned advanced battery materials entrepreneur, is on the cusp of commercializing a new synthetic graphite called PureGraphite. Tesla battery researcher Jeff Dahn has been touting Novonix's new dry particle microgranulation (DPMG) breakthrough as having huge potential. Panasonic/Sanyo (who supplies Tesla's batteries) and Samsung are already partnered with Novonix and working to commercialize the PureGraphite. Could there be a Tesla/Novonix partnership announced at Battery Investor Day?

What’s Tesla/Maxwell’s Relationship with the Battery 500 Consortium? May 29, 2020

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Could a Department of Energy project known as the Battery 500 Consortium be working with Tesla to commercialize next generation lithium ion batteries? On May 19th, the Battery 500 Consortium released an update about its project, saying they've achieved an energy density of 350 Wh/kg., that can last for 350 charge cycles. This is a huge improvement from a couple years ago, and signals the technology is on the path towards commercialization. Shirley Meng is one of the leading researchers in the group, and has worked with Maxwell Technologies extensively in the past (before Tesla acquired them). Maxwell is also an electrode supplier for the Battery 500 Consortium's project. What do all these clues mean? Is this breakthrough in academia tied to what Tesla will announce at its upcoming battery investor day??

Breaking Down My Spotify Options Trade 🎧💹 May 28, 2020

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Ever since the Joe Rogan news, I've been thinking more and more about Spotify's push into video content later this year. Not only did I buy stock, but. also bought some long-term call options (which I almost never do). In this video I break down the structure of my trade and thoughts behind it! More Spotify videos soon about the valuation!

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