Q2 Delivery & Production Report (07.02.22)
➤ Rob Maurer walks through Tesla's Q2 delivery and production report, how it compares to expectations, and what it means going forward Shareloft: https://www.shareloft.com Twitter: https://www.twitter...
2 Juli 202212min
Q2 Forecast, Texas Expansion, Macro, Goldman, 4680, Schedule (06.30.22)
➤ Walking through what to expect from Tesla's Q2 delivery and production report ➤ Q2 GDP forecast dropped to negative ➤ PCE comes in below expectations ➤ Goldman Sachs publishes new TSLA note ➤ Permit...
1 Juli 202221min
Wild Giga Texas Report, China Data, EV Business Models, J.D. Power IQS, Munro (06.29.22)
➤ Tesla reportedly increases Giga Texas Model Y production drastically ➤ Tesla Annual Shareholder Meeting drawing ends soon: https://www.tesla.com/2022shareholdermeeting ➤ New China insurance data ➤ U...
30 Juni 202214min
Musk Comments On Master Plan Part 3, Tesla Mining, Texas LR Model Y, Diess (06.28.22)
➤ Elon Musk comments on Tesla's Master Plan Part 3 and Tesla's level of interest in mining ➤ Albemarle looks to expand US lithium capacity ➤ Report on Samsung's 4680 battery progress ➤ Tesla begins Lo...
29 Juni 202212min
Giga Berlin Rumors, China Updates, Twitter Inactivity, Volkswagen (06.27.22)
➤ Tesla may be significantly increasing production at Giga Berlin ➤ Looking ahead at the calendar ➤ Updates on Tesla in China ➤ Elon Musk crosses 100M Twitter followers as inactivity continues ➤ Volks...
28 Juni 202210min
Index Rebalancing, Credit Suisse, Giga Texas Production, Giga Shanghai, Annual Meeting (06.24.22)
➤ Tesla begins assigning more VINs out of Giga Texas ➤ Credit Suisse updates price target on TSLA stock ➤ Discussion on Russell 1000 and index rebalancing ➤ Updates on Giga Shanghai ➤ Tesla adds EAP t...
24 Juni 202218min
Possible New Credit Access, Virtual Power Plant, China Incentives, Texas Model Y (06.23.22)
➤ Understanding the Renewable Fuel Standard, RIN credits, and how this multibillion dollar market could change the trajectory of the auto and energy industries in the United States ➤ China reportedly ...
24 Juni 202213min
Explaining Musk's "Gigantic Money Furnace" Comments + Tesla Shanghai Confusion (06.22.22)
➤ Elon Musk discusses Tesla's production challenges, cash burn, FSD, and Cybertruck in new interview (https://youtu.be/u5w_VkAx6tc) ➤ Multiple reports on Giga Shanghai shutdowns cause confusion ➤ Morg...
23 Juni 202214min
