Investment Grade, FSD 11.3.2, WaPo Article, Solar, BYD, Xpeng, Toyota (03.20.23)
➤ Tesla receives credit rating upgrade from Moody's ➤ Credit Suisse acquired by UBS ➤ Tesla begins FSD Beta 11.3.2 rollout, possible progress on USS replacement ➤ Washington Post article on FSD ➤ Morg...
21 Mars 202314min
Giga Berlin Double Down, Charging Survey, Clarification, Polestar, SpaceX (03.16.23)
➤ Tesla files expansion plans for Giga Berlin ➤ Banks back First Republic ➤ Clarification on prior episode ➤ Tesla tops JD Power home charging survey ➤ Polestar teases EV update ➤ Starship update Shar...
17 Mars 20238min
Europe Wait Times, PPI, V11 FSD, V4 Supercharger, Volkswagen ID.2 (03.15.23)
➤ Tesla wait times increase in Europe ➤ Bank fears continue ➤ PPI report below expectations ➤ Tesla plans to continue rolling out V11 FSD Beta ➤ Refreshed S/X arrive in China ➤ Tesla wins defamation s...
16 Mars 202316min
China Sales Surge, BYD Update, V4 Supercharger, Boring Co, GPT-4 (03.14.23)
➤ Tesla sales are surging in China ahead of quarter end ➤ Contact form: https://forms.gle/FuzXMtUF9swXzj8M6 ➤ CPI comes in higher than expectations ➤ Elon Musk, BYD comment on report ➤ V4 Supercharger...
15 Mars 20239min
Fed Backing, SEC Filings, TSLA Downgrade, BYD Batteries, Powerwall, Safety, Plaid, VW (03.13.23)
➤ Fed backs bank depositors as SVB, Signature Bank collapse ➤ Rate expectations drop ➤ Various Tesla SEC filings ➤ Wolfe Research downgrades TSLA stock ➤ Report on Tesla's use of BYD batteries ➤ Tesla...
14 Mars 202315min
Silicon Valley Bank Collapse, Rates, China Production, BYD, Mexico, GPT-4 (03.10.23)
➤ Silicon Valley Bank collapses, stoking fear in markets ➤ Unemployment rises ➤ Tesla China production and sales report ➤ BYD cuts price, dealer reportedly pushes Tesla misinformation ➤ Materials part...
10 Mars 202315min
New Ultra Red, Cybertruck, GM Workforce, EU, Silicon Valley Bank (03.09.23)
➤ GM announces massive employee buyout plan ➤ Tesla introduces new color to Model S and Model X, other updates ➤ Tesla adds new Cybertruck positions at Giga Texas ➤ Morgan Stanley note discusses Cyber...
10 Mars 20239min
FSD v11.3.1 Begins Rollout, NHTSA Investigation, China, Inventory, HW4 (03.07.23)
➤ Tesla begins to expand FSD Beta v11.3.1 to outside customers ➤ Fed's Powell continues Senate discussion ➤ Berenberg downgrades TSLA stock ➤ NHTSA opens preliminary investigation on Tesla ➤ China Feb...
8 Mars 202314min
