Tesla Daily: Tesla News & Analysis

Latest Episodes:

TSLA Outperforms, China Long-Range Model 3 Released (04.13.20) Apr 13, 2020

Show notes

➤ TSLA stock rises $100/share on Monday in a neutral macro environment ➤ Tesla releases made-in-China long-range and performance Model 3 ➤ Tow hitch option added for Tesla Model Y ➤ Elon Musk tweets about robotaxis and full-self driving

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Disclosure: Rob Maurer is long TSLA stock & derivatives

Giga Shanghai March Production, KBB Brand Awards, Elon Tweets, Short Interest (04.09.20) Apr 10, 2020

Show notes

➤ China Passenger Car Association reports on Tesla's production numbers from Gigafactory Shanghai for March, 2020 ➤ Tesla dominates in Kelley Blue Book's 2020 luxury vehicle brand awards ➤ Elon Musk tweets about Tesla Battery Day, Tesla Model Y to Europe, Plaid Powertrain, and Tesla Cybertruck ➤ TSLA stock short interest update ➤ Weekly jobs report continues to show significant growth in unemployment ➤ Toyota extends US factory shutdowns

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Disclosure: Rob Maurer is long TSLA stock & derivatives

Resumed US Production Target, Q2 & Full-Year Outlook (04.08.20) Apr 09, 2020

Show notes

➤ Tesla announces a targeted date to resume production in the United States alongside temporary pay reductions and furloughs ➤ Can TSLA still hit their annual guidance for vehicles deliveries? ➤ Forecast for Q2 and annual vehicle delivery and production numbers ➤ Was TSLA stock reaction justified?

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Disclosure: Rob Maurer is long TSLA stock & derivatives

Waymo Vs. Tesla (Employee Perspective), China LR Model 3 (04.07.20) Apr 08, 2020

Show notes

➤ 4:19 A former Tesla employee on the Autopilot team has moved over to Waymo and joined the Third Row podcast to discuss his perspective of both companies (https://www.youtube.com/watch?v=FP_YZ8pBCJ4) ➤ Bloomberg reports on imminent production of the long range single-motor Tesla Model 3 from Gigafactory Shanghai, including its range

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Disclosure: Rob Maurer is long TSLA stock & derivatives

Ventilator Design, Markets Rally, Dashcam/Sentry Updates, Jefferies Note (04.06.20) Apr 07, 2020

Show notes

- Tesla posts video update on in-house ventilator design - TSLA rises as stock market rallies - Twitter user @greentheonly previews some upcoming software features - Jefferies issues updated note on TSLA stock

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Sandy Munro Model Y Teardown Recap, TSLA Stock Slips (04.03.20) Apr 03, 2020

Show notes

Summarizing and discussing the key takeaways from the going Munro Tesla Model Y live teardown. Sandy Munro of Munro & Associates has been both critical and complimentary of Tesla in the past and that trend continues with the Tesla Model Y. This episode also includes discussion on TSLA stock which finished Friday +6% but fell -12% from after-hours trading on Thursday.

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Disclosure: Rob Maurer is long TSLA stock & derivatives

Q1 Delivery/Production Report Discussion (04.02.20) Apr 03, 2020

Show notes

Tesla today reported Q1 deliveries +40% compared to 2019 and production +33% to 2019, causing TSLA stock to rise by 18% in after-hours trading as Tesla's Model Y and Gigafactory Shanghai continue to ramp up. Today's episode recaps everything we learned from Tesla's report, and what was missing. How will TSLA stock react going forward?

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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Q1 & Future Tesla Outlook w/ Gali Russell of HyperChange (04.01.20) Apr 02, 2020

Show notes

YouTube link: https://youtu.be/3Houzq0eXmY

Today's discussion is with Gali Russell, founder of HyperChange, on our disparate forecasts for Q1 as well as what lies ahead for Tesla in the coming months and years.

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

Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20) Apr 01, 2020

Show notes

Tesla is expected to report Q1 2020 delivery and production numbers later this week. In today's episode, we go through the FactSet consensus estimates for Tesla's Q1 total deliveries as well as for Model 3, Model S, and Model X, and discuss how realistic these estimates are and how TSLA stock may react. I also provide my delivery and production estimates as well as the rationale behind them, and perhaps most importantly, the other wild cards I am watching for from this report.

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast

Disclosure: Rob Maurer is long TSLA stock & derivatives

Fremont Shelter-In-Place to Be Extended, Tesla Reopens Wuhan Store, TSLA & Stock Market Week Ahead (03.30.20) Mar 31, 2020

Show notes

➤ Taking a look at the week ahead for the stock markets and TSLA stock ➤ Alameda County, the location of Tesla's Fremont factory, reported to extend shelter-in-place order ➤ Tesla reopens a store in China ➤ Tesla delivers some ventilators to New York ➤ Tesla bids on big energy storage project with Megapack

Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypod...

Disclosure: Rob Maurer is long TSLA stock & derivatives