Q1 Delivery Estimates, Preview, and Wild Cards (03.31.20)
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 Mo...
1 Apr 202016min
Fremont Shelter-In-Place to Be Extended, Tesla Reopens Wuhan Store, TSLA & Stock Market Week Ahead (03.30.20)
➤ 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 C...
31 Mar 20207min
Gigafactory Nevada Workforce Reduction, Gigafactory Shanghai Production, Tesla/GM Ventilators, Analyst Updates (03.27.20)
➤ Checking in on the stock markets as the stimulus packages passes the House and is signed by President Trump ➤ Tesla reduces workforce at Gigafactory Nevada ➤ Reports on Tesla's Model 3 production ra...
28 Mar 202014min
Furloughs in Norway, Stop Sign & Stop Light Autopilot, Jobs Report (03.26.20)
- New jobs report shows steep rise in unemployment in the US - Two Tesla employees reportedly test positive for COVID-19 - Tesla reportedly furloughs some employees in Norway - Elon Musk retweets auto...
26 Mar 20207min
Gigafactory NY to Reopen For Ventilators, $2T+ Stimulus Passes Senate Vote (03.25.20)
- Medtronic CEO discusses partnership with Tesla and ventilator situation in the US - Gigafactory Buffalo to reopen ASAP to product ventilators - Congress leaders reach agreement on stimulus package, ...
26 Mar 20208min
Economic Indicators, Model Y Review, Updated TSLA Short Interest (03.24.20)
As stock markets, and TSLA stock, rise on the apparent imminence of a stimulus deal, economic indicators are hitting decade-lows. Today's discussion is macro-focused on commentary out of Congress and ...
25 Mar 20207min
$41,000 Model Y, Heat Pump/Casting, VINS, Macro Check In (03.23.20)
- Discussion on base price Model Y - Elon tweets about the advanced engineering employed in the Model Y - Checking on Model Y VINS heading into quarter end - Discussion on the macro environment and up...
24 Mar 202016min
Panasonic Halting Operations at Gigafactory Nevada, States Locking Down (03.20.20)
- More states continue to move towards lockdown, including Nevada - Goldman Sachs and Bridgwater Associates provide forecasts on economic impact of coronavirus - Panasonic plans to halt operations at ...
21 Mar 202010min
