HyperChange

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Tesla Cuts Prices Across The Board (Except Model Y) May 27, 2020

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Tesla has dropped the prices of the US made Model 3 by $2,000 and the Model S and X by $5,000. Does this signal that the Model Y is cannibalizing sales of Tesla's other vehicles? Is the global recession finally catching up to Tesla? Or is this just Tesla passing along manufacturing efficiencies to its customers? I think it's a combination of all 3 factors ... and possibly to clear out inventory for a new Plaid Model S coming later this year ;)

Tesla Preparing V2G Virtual Power Plant Feature? ↔️⚡ May 25, 2020

Show notes

Electrek, Sandy Munro and Jeff Dahn are all hinting at Tesla's having the capability for bi-directional charging and vehicle-to-grid (V2G) features. Is Tesla getting ready to announce a new software feature that will allow its vehicles to put energy back on the grid? V2G has long been touted in academic circles as having the potential to stabilize the grid, and solve the expense (and very pollutive) dispatch curve problem. If Tesla succeeds with massive batteries and virtual power plants, peaker plants could be a thing of the past. ARK Invest pegs this as an ~$800B global market opportunity.

Disrupting Financial Media w/ Jeremy of Financial Education Channel May 21, 2020

Show notes

An interview with Jeremy, the creator of the Financial Education Youtube channel. He is a pioneer of being an independent video creator in the financial space, and inspired me to start HyperChange. Today Jeremy has almost 500,000 subscribers on his main channel, and makes videos about the stocks market and personal finance.

Why I'm Not Buying The Nikola Motors IPO May 19, 2020

Show notes

Nikola Motors, a battery/fuel-cell startup is getting ready to list on the NASDAQ via a IPO/reverse merger with VectoIQ. While I'm a fan of the company's ambitious vision, after analyzing the business strategy and Founder Trevor Milton's track record, I'm skeptical. What's your take on this IPO? Would you buy in at a $6B+ valuation?

Vehicle-To-Grid + Autobidder = Gamechanger for Teslas May 18, 2020

Show notes

Leaked slides from a recent Jeff Dahn presentation imply that Tesla's new 1M mile battery cells, will be capable of vehicle to grid charging. This hardware capability combined with Tesla's new Autobidder software, could generate major revenue from utilities, for Tesla owners. Renewables are causing increasing strain to the grid without storage, and Tesla's vehicles could be the perfect buffer to store this intermittent power. Do you think Tesla will announce V2G at Battery Investor Day??

Spotify Should Let Us Invest In Artists 💰🎨 May 12, 2020

Show notes

Spotify's new partnership with Cash App, Fundraising for Artists, has got me scheming! This payment layer within the Spotify App could be the future of democratizing/digitizing the record label model, and letting us invest in our favorite musicians & podcasters! I would love to be able to invest in my favorite musician's next big project.

Sandy Munro Is Long Tesla Stock May 07, 2020

Show notes

Interview with Sandy Munro of Munro & Associates about his Model Y teardown!! We cover the Octovalve, new stamping machine, Cybertruck, Sandy's work on a VTOL jet and his thoughts on Elon Musk's idea for a home HVAC system. Sandy is a Detroit/auto industry legend, it was a pleasure having him on the show and hearing how excited he is about Tesla's technology.

Speculating on Tesla’s DBE Maxwell Cell w/ The Limiting Factor May 06, 2020

Show notes

An interview with The Limiting Factor about Tesla's upcoming Battery Investor Day. We analyze the potential for Tesla to bring battery cell production in house, with Maxwell's Dry Battery Electrode technology. These new battery cells can be produced cheaper and faster, while being more efficient, lasting longer and maintaining very little (or no) cobalt. If Tesla announces this it is poised to be a gamechanger for the EV & transportation industry.

Tesla Q1 2020 📊 Texas Cybertruck Terafactory, Elon Rant & Robotaxis Apr 30, 2020

Show notes

Full analysis of Tesla's Q1 2020 financial results & conference all. Elon musk hints at a new Gigafactory for the Cybertruck, and says battery investor day will be in late May, in either California or Texas. Overall, Tesla continues to invest rapidly in new growth initiatives as demand is strong, and cashflow improves. Despite a depressing macro situation, the future has never looked brighter for Tesla!

Tesla Q1 2020 Earnings Preview 🔮 Apr 27, 2020

Show notes

Preview of what I'm expecting Tesla to report as part of its Q1 2020 earnings on Wednesday. My estimates are for $5.7B in revenue, and an operating loss of $270M. I also think there is a good chance that Tesla confirms (or at least doesn't drop) its guidance for deliveries of 500,000+ cars in 2020.

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