Tesla Daily: Tesla News & Analysis

➤ Tesla files proxy statement for shareholder meeting and announces 3-1 stock split plan ➤ CPI numbers come in higher than expected ahead of Fed meeting ➤ More info on new 4680 vehicles ➤ Tesla expands Model Y to new countries ➤ Elon Musk comments on FSD Beta Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla...

➤ Elon Musk tells Tesla to prepare for nutty quarter in all-hands meeting ➤ CPCA reports Tesla's sales and production in China for May ➤ Reuters reports on June production target ➤ NHTSA elevates investigation on Tesla Autopilot ➤ New info on 4680 battery performance ➤ UBS upgrades TSLA rating ➤ Model Y spotted in new country ➤ KBB reports on vehicles price changes ➤ Switzerland cuts EV incentive...

➤ Tesla supply chain news on batteries, autonomous driving hardware, China production and more ➤ Tesla begins external deliveries of Texas-made Model Y ➤ CPCA set to report May numbers ➤ Twitter plans to provide data to Musk ➤ News on IDRA Giga Press ➤ EU sets stricter emissions targets Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon....

➤ New interior photos of the Tesla Cybertruck show updates from prototype ➤ Target investor update may carry broader market implications ➤ FSD Beta expands significantly ➤ Musk's Twitter financing reportedly on hold ➤ Tesla pushes back on DFEH discrimination lawsuit ➤ News from IDRA open house ➤ Filing shows Tesla still has interest in radar ➤ Volkswagen software efforts face major challenges ➤ De...

➤ Tesla finalizes lithium supply contract ➤ Elon Musk pushes back on Twitter in new SEC filing ➤ Tesla denied EV incentive in Texas ➤ New Tesla Energy project opens ➤ Apple unveils next-generation CarPlay interface ➤ Gates defends TSLA short ➤ Solar tariffs cut ➤ Supercharger map updated ➤ Rivian sends letter to shareholders ➤ Starlink gets permission in France Shareloft: https://www.shareloft.com...

➤ Tesla lays off employees as Elon Musk reportedly has a "super bad feeling" about the economy ➤ Tesla reschedules AI Day 2 ➤ New Elon Musk interview: https://youtu.be/AeeeEDSekG8 ➤ Old Tesla referral program resurfaces ➤ May auto sales reported ➤ Cruise to begin commercial operations Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.co...

➤ Goldman Sachs and others react similarly after visits with Tesla investor relations team ➤ Battery cost outlook updated by Goldman Sachs ➤ Piper Sandler notices change in wait time tracker ➤ Analysis of IDRA Giga Press shipping times ➤ Bloomberg NEF releases annual EV outlook study, calls peak ICE ➤ Ernst & Young release EV adoption study ➤ EU to crack down on PHEVs ➤ Ford CEO commits to new dir...

➤ Elon Musk emails all Tesla and SpaceX employees about unacceptable remote work ➤ Shareloft update (previous announcement here: https://youtu.be/5KdjErsVki8) ➤ News on Texas-made Model Y ➤ Panasonic provides update on 4680 progress ➤ GM slashes price of Chevy Bolt Timestamps: 0:00 Intro 0:33 Announcement 5:27 Rest of episode Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patre...

➤ Tesla SVP Drew Baglino discusses battery industry growth, mining, geopolitics, Solar Roof and more: https://youtu.be/-JUlVEDitlA ➤ Mizuho releases new TSLA note ➤ Shanghai moves towards next phase of re-opening, announces action plan including EV incentive ➤ Elon Musk confirms details on IDRA Giga Press casting machine ➤ SpaceX FAA approval delayed again Twitter: https://www.twitter.com/teslapod...

➤ TSLA stock continues to rally, has the share price bottomed? ➤ Credit Suisse issues new Tesla note after visit to Fremont ➤ NHTSA seeks more information on recent Tesla fire ➤ Twitter shareholders sue Elon Musk ➤ New study shows Tesla driver safety ➤ JD Power reports on EV consideration ➤ Rivian makes leadership adjustments Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patre...

➤ Legacy auto brands "could disappear" from China according to automotive CEO ➤ Jefferies reduces TSLA price target, cites Elon Musk concerns ➤ Tesla prepares for fourth ship from Shanghai ➤ Shanghai port capacity begins to normalize ➤ Tesla files for business in Thailand ➤ BYD announces more details on new BYD Seal ➤ SEC proposes more ESG disclosure requirements Twitter: https://www.twitter.com/t...

➤ New SEC filing from Elon Musk updates Twitter financing and implications for TSLA stock ➤ Musk comments on Tesla's valuation ➤ Reuters reports on SEC's battle with Elon Musk ➤ Update on Giga Berlin expansion ➤ Some Tesla deliveries temporarily on hold in EU ➤ Indonesian minister comments on Tesla negotiation ➤ Volkswagen dealers share concern about new EVs ➤ Volkswagen and Stellantis resolve som...

➤ TSLA stock drops to 11-month low, hits 50% drop from previous high ➤ Discussion on investing mindset ➤ Daiwa Securities lowers TSLA price target ➤ Giga Shanghai production update ➤ Volkswagen comments on supply chain outlook ➤ Toyota cuts production forecast ➤ Tesla dominates US premium segment ➤ FSD v11 update ➤ New Tesla mobile app feature ➤ More on Idra Giga Press ➤ Gwynne Shotwell comments o...

➤ Tesla takes steps to ramp back up production at Giga Shanghai, plus a look at how Q2 production might shake out ➤ Update on Giga Berlin ➤ IDRA teases 9000-ton Giga Press ➤ Tesla set to speak at Hot Chips conference ➤ Multiple Tesla fires reported over the weekend ➤ Tesla submits plans for elaborate Supercharging station ➤ Tesla requests rule change for Texas grid Twitter: https://www.twitter.com...

➤ Elon Musk accused of misconduct, denies allegations ➤ Tesla to set up "hardcore" legal team ➤ Report on Tesla in Indonesia ➤ Elon Musk meets with Brazilian government in Brazil ➤ Updates on Giga Shanghai ➤ Tesla reportedly adds shift at Giga Berlin ➤ Public rollout of FSD Beta 10.12 begins ➤ TSLA no longer top stock in ARK innovation fund ➤ Ford faces legal trouble in Germany Twitter: https://ww...

➤ One of Tesla's largest shareholders advocates for stock buyback, should Tesla do it? ➤ FSD Beta 10.12 release notes leak ➤ Wedbush reduces TSLA price target ➤ California mayor discloses massive Supercharging site ➤ NHTSA investigates Tesla crash in a California ➤ Twitter execs discuss possible acquisition ➤ Bill Gates declines to comment on Tesla again Twitter: https://www.twitter.com/teslapodca...

➤ S&P kicks out Tesla from S&P 500 ESG due to poor score ➤ Nasdaq slump continues, TSLA drops ➤ Elon Musk dives further into political Twitter ➤ Tesla prepares first 4680 vehicles for external delivery ➤ Supercharger network expansion test widens ➤ China considers adjustments to EV inventive plan ➤ Tesla becomes a top-seller in California ➤ Morgan Stanley note ➤ AI Day update ➤ FSD Beta 10.12 begi...

➤ Staying focused through a noisy period of time ➤ Update on Tesla China ➤ Experian reports on US EV registrations ➤ Piper Sandler lowers TSLA price target ➤ Elon Musk on the the All In podcast: https://youtu.be/CnxzrX9tNoc ➤ Twitter files preliminary proxy statement on acquisition ➤ Tesla schedules a second AI Day ➤ Argo AI starts driverless testing in Miami and Austin Twitter: https://www.twitte...

➤ Production rumors on Giga Berlin and Giga Shanghai ➤ TSLA underperforms broader market ➤ Bridgewater Associates sells out of TSLA ➤ 4680 batteries at Tesla Automation in Germany ➤ Elon Musk hosts president of Indonesia ➤ FSD Beta 10.12 update ➤ Tesla Autopilot tested by AAA ➤ Uber adds feature for requesting EVs ➤ Tesla Semi orders ➤ Elon Musk participates in All In summit Twitter: https://www.t...

➤ Elon Musk announces Twitter acquisition is on hold ➤ TSLA stock rallies with market ➤ Tesla re-evaluates plans for India ➤ Shanghai officials comment on lockdown status Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre...

➤ Elon Musk is reportedly seeking additional equity financing to allow further adjustment of margin loan for Twitter acquisition ➤ PPI report in line with expectations ➤ TSLA volume hits 3-month high ➤ Update on Giga Shanghai production ➤ Court makes ruling in Tesla, Elon Musk lawsuit ➤ Tesla reportedly raises Supercharger prices ➤ Tesla finds delivery loophole in Wisconsin ➤ Quebec announces fund...

➤ Thoughts on the current market and TSLA stock's decline ➤ Video with Pierre Ferragu: https://youtu.be/jWww2-JdYx4?t=324 ➤ Consumer Price Index increases above expectations ➤ Toyota operating income falls below Tesla's, warns on materials costs ➤ Tesla begins exports from Shanghai for Q2 ➤ Elon Musk comments on next version of FSD Beta ➤ Panasonic discusses Tesla's battery demand ➤ Volkswagen ann...

➤ Elon Musk explains Tesla's lead, ridiculous demand, production constraints, and more in interview with Financial Times: https://youtu.be/VfyrQVhfGZc ➤ China Passenger Car Association reports April sales and production numbers ➤ Confusing reporting on the status of Giga Shanghai production ➤ Update on German EV incentives Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon....

➤ TSLA continues falling as markets decline ➤ Morgan Stanley updates Tesla forecasts ➤ JP Morgan sends new communication on stock split ➤ Update on Giga Shanghai production upgrades ➤ Elon Musk set to speak with JB Straubel at Financial Times conference ➤ Musk meets with EU official, plans to meet President of Indonesia ➤ Twitter acquisition uncertainty rises with tech selloff ➤ Germany reportedly...

➤ Tesla has released their annual impact report, disclosing new information on their competitive advantages ➤ Report on Giga Shanghai suggests return to full production ➤ Tesla secures new nickel contract ➤ Tesla raises prices in Canada ➤ Elon Musk provides update on FSD Beta Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts...