Tesla Daily: Tesla News & Analysis

➤ Tesla starts to bring paint shop equipment on to Giga Berlin site ➤ Newly discovered Supercharger location may be the biggest worldwide ➤ Electrek tweets about mysterious thicc battery cell ➤ Daimler reaches settlement agreement in the US over emissions test allegations ➤ Nikola Motors reportedly under Department of Justice investigation after research report, following reports of SEC investigat...

➤ Elon Musk updates on timeline for significant update to Tesla's Autopilot and Full Self-Driving software ➤ TSLA stock fully recovers from worst single-day performance in less than a week ➤ Goldman Sachs issues updated note on TSLA exploring Tesla app downloads ➤ Bill Gates casts doubt on Tesla's Semi plans, Musk responds ➤ Nikola Motors reportedly under SEC investigation after research report ➤...

➤ Bloomberg and Reuters report that Tesla plans to export from Giga Shanghai — is it a sign of demand constraints in China or a move to optimize logistics? ➤ Looking back at Tesla's previous comments about Giga Shanghai ➤ UBS, JMP Securities weigh in on TSLA in updated notes ahead of Battery Day and after Tesla's $5B capital raise ➤ Elon Musk tweets about Battery Day, Tesla's HVAC plans ➤ EU repor...

➤ Giga Berlin timeline and completion percent discussed by Tesla executive ➤ Analysis of Tesla's current factory expansion plans ➤ Brandenburg Minister of Economics comments on Giga Berlin employee counts, hinting at huge growth ➤ Tesla reportedly looking to expand Giga Berlin site with new land purchase ➤ Public hearing for discussion on Giga Berlin approval scheduled for September 23 ➤ Recap and...

➤ TSLA stock rebounds after its worst single-day performance ever ➤ Giga Texas project schedule possibly shared on TeslaMotorsClob forum ➤ Global Times reports on Phase 2 progress at Giga Shanghai ➤ Tesla expands hiring at Giga New York in renewed effort to grow solar business ➤ Estimated Tesla delivery wait times updated again ➤ Elon Musk comments on Lucid Motors founder Peter Rawlinson, who also...

➤ TSLA stock has its worst day in history, finishing trading -21% ➤ S&P announces index adjustments, but leaves Tesla and Zoom out of the S&P 500 index for the time being ➤ Tesla completes $5.0B capital raise through follow-on stock offering ➤ Elon Musk meets with Volkswagen CEO Herbert Diess in Germany, test drives VW ID.3 ➤ Diess shares thoughts on the Tesla Model Y ➤ Elon Musk discusses Giga Be...

Rob Maurer of Tesla Daily is joined live by Gordon Johnson, founder and CEO of GLJ Research, to discuss the bull and bear cases for TSLA stock at its nearly $400B valuation. Johnson has a $19 price target on TSLA stock. Timestamps: 0:00 Introduction and Gordon Johnson's bear case 6:24 Is Tesla's automotive business burning cash? 11:57 Is Tesla's growth story over? 13:50 Are electric vehicles disru...

➤ Tesla starts sending invitations for upcoming Battery Day event and annual shareholder meeting ➤ TSLA stock falls, illustrating disadvantages of at-the-market offering ➤ Major TSLA investor Baillee Gifford reduces stake in the stock ➤ Bank of America increases TSLA price target ➤ Elon Musk in Germany for Giga Berlin meetings Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patr...

➤ Tesla sets up possible $5B capital raise through an equity distribution offering of TSLA stock ➤ Exploring the dynamics of the offerings and what it means for Tesla's business ➤ Checking in on S&P 500 inclusion after TSLA's stock split, surge in share price, and potential capital raise news ➤ Tesla Model Y spotted with camouflage in China ➤ Remembering Jack Rickard: https://www.echovita.com/us/o...

➤ TSLA stock hits new all-time highs as 5-for-1 stock split is completed ➤ Tesla begins rolling out firmware version 2020.36 with new features ➤ Elon Musk heads to Germany for Giga Berlin and Tesla RNA microfactories ➤ Tesla expands supercharging partnership with major US retailer ➤ Neuralink progress update includes mention of Tesla ➤ Ford's chief of product development and purchasing discusses t...

➤ Tesla has faced criticism for its reliance on regulatory credit sales to achieve full-year GAAP profitability and S&P 500 inclusion eligibility. Today's episode explores this argument and other considerations that should be made when discussing TSLA's profitability. ➤ California approves budget of hundreds of millions of dollars for electric vehicle charging infrastructure Twitter: https://www.t...

➤ Tesla CEO Elon Musk gives some new hints on Tesla's upcoming Battery Day and what Tesla is teasing in the background image on the Battery Day webpage ➤ Walking through Tesla's tabless battery patent ➤ Sandy Munro reports on some updates from a new Model Y ➤ Tesla prepares to open a new high-capacity delivery center in China ➤ New job openings at Giga Shanghai hint at progress on Phase 2, Model Y...

Founder & CEO of New Constructs, David Trainer, joins Rob Maurer of Tesla Daily to discuss the recently published research by New Constructs which calls TSLA stock "The Most Dangerous Stock for Fiduciaries". David and Rob discuss valuation metrics, profitability, risk vs. reward, long-term growth, investment philosophies, valuation models, market share, competition, and more. You can find New Cons...

➤ Tesla China posts infographic detailing improvements to the Tesla Model Y from Tesla's one-piece casting machine ➤ California fires lead to evacuation orders and warnings near Tesla's Fremont factory ➤ A new application from Tesla may show Tesla's plans to update the trim on the Tesla Model 3 Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid p...

➤ Tesla announces event details for upcoming Battery Day & annual shareholder meeting and includes a background image which may be a teaser for the events ➤ Discussion on silicon nanowire anode battery technology and a battery startup which has moved their headquarters next to Tesla's Fremont facilities: Amprius Technologies ➤ Fortune article discussed: https://fortune.com/longform/race-build-bett...

Jim Cramer joins Rob Maurer on Tesla Daily to discuss Wedbush's new $3,500 price target on TSLA stock, Tesla's growth in China, Battery Day, planned obsolescence and more. Timestamps: 0:00 Wedbush increases TSLA bull case price target to $3,500 per share on China upside, Battery Day expectations 4:00 Impact of planned obsolescence for Tesla and other automakers 5:32 Can Tesla justify its market sh...

➤ TSLA stock hits yet another all-time high, but falls into market close ➤ Tesla appeal spans generations in new satisfaction survey from Consumer Reports ➤ Tesla's President of Automotive solicits job applications to help Tesla expand their service network ➤ Tesla applies for approval from the US Federal Communications Commission for a new in-vehicle monitoring system Twitter: https://www.twitter...

On Tesla Daily's third anniversary, we're checking in behind-the-scenes on what has been accomplished and, more importantly, what is yet to come. Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Tr...

➤ TSLA stock continues to hit new all-time highs, hitting $2,000 per share and a $375B market cap ➤ Panasonic discusses expanding investment in Tesla's Gigafactory in Nevada, demand for Tesla's vehicles ➤ Exploring Tesla's production capacity ➤ California heat wave causing wildfires and blackouts incites criticism of renewable energy sources, demonstrates need for energy storage 3-year anniversary...

Jim Cramer joins Rob Maurer on Tesla Daily to discuss Tesla's valuation, Elon Musk, Wall St.'s expectations for Tesla's upcoming battery day, and Tesla's advantages versus its competition. Timestamps: 0:00 Introduction 0:43 How has Cramer's thinking on Tesla evolved over time? 4:18 Is TSLA stock overvalued at $1,900 per share? 6:08 What are the expectations for Tesla's Battery Day? Does Tesla have...

➤ Is Tesla quietly developing and building the world's fastest, most advanced supercomputer? Looking at the details of Tesla's "Project Dojo". ➤ TSLA stock continues to set new all-time highs after announcing a 5 for 1 stock split and continued analyst upgrades ➤ Elon Musk provides an updated timeline for "quantum leap" Autopilot update ➤ Is Elon Musk teasing the Plaid powertrain on Twitter? ➤ Tes...

➤ Tesla has founded an insurance brokerage business in China ➤ Following up on questions about TSLA's upcoming stock split ➤ Elon Musk tweets about Tesla's one-piece casting machine for the rear body of the Tesla Model Y ➤ Is Elon Musk teasing the Plaid powertrain on Twitter? ➤ Tesla makes significant change to its destination charging program ➤ Lucid Air gets 517 miles of range in unofficial repl...

➤ Rob Maurer presents the bull case for TSLA stock and why the company is not overvalued at its current market cap near $300B ➤ This presentation was given to Northwestern master's program students on August 12, 2020 and was followed by a question and answer session Timestamps 2:21 Background on Tesla Daily 3:52 Bull case presentation begins 7:16 Tesla's lead in electrification 10:43 Tesla's lead...

➤ Tesla has announced a 5 for 1 stock split on TSLA stock: analyzing the impacts ➤ What happens to TSLA shares in a stock split? What happens to TSLA options in a stock split? ➤ Does the TSLA stock split have anything to do with TSLA getting in to the S&P 500? ➤ Should Tesla have split their stock? Was 5 for 1 the right split? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patr...

➤ China's XPeng Motors has filed paperwork with the SEC in preparation for a multi-billion dollar initial public offering on the US stock market under ticker XPEV ➤ Analysis of XPeng's F-1 filing as well as an overview of their business and products and how they compare to Tesla ➤ Tesla continues rapid expansion of Giga Shanghai ➤ Giga Texas land costs are disclosed, and criticized by some for bei...