Research & Development, Goldman Sachs Note, FSD Priority, LG, Musk (03.24.22)
➤ Analyzing Tesla's research and development spending compared to competition ➤ Goldman Sachs has lowered automotive industry forecasts, but raised Tesla expectations ➤ Tesla corrects FSD loophole ➤ L...
24 Mars 202212min
Streak Continues, Morgan Stanley Notes, Regulatory Credits, Hertz, Shell, SpaceX (03.23.22)
➤ Tesla stock continues impressive run as broader market fades ➤ Looking ahead at the last week of Q1 ➤ Morgan Stanley shares thoughts on Tesla's Master Plan Part 3 ➤ SEC and Tesla discussed regulator...
23 Mars 202210min
TSLA Rockets, Giga Berlin Opens, & Elon Musk Shares Insane Growth Targets (03.22.22)
➤ Elon Musk's comments at Giga Berlin explain why Wall Street is still not properly forecasting Tesla's growth ➤ Tesla delivers first vehicles from Giga Berlin ➤ TSLA stock has best day in months ➤ Gi...
22 Mars 202213min
Elon Musk's "Extreme" Master Plan Extends Beyond Tesla (03.21.22)
➤ Elon Musk comments on the scope of the next "Master Plan" ➤ Tesla set for first deliveries from Giga Berlin ➤ Nickel prices returning to normalcy ➤ Jefferies issues updated TSLA note ➤ New Tesla ene...
21 Mars 202211min
Search Interest Spiking, China Production Updates, Supply Chain, Drones, Megapack, Lucid (03.18.22)
➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity ➤ Giga Shanghai resumes production ➤ Semiconductor supply chain pressure increases due to earthquake ➤ ...
18 Mars 202210min
Master Plan, Part 3 (03.17.22)
➤ Elon Musk announces a Master Plan, Part 3 is in the works for Tesla ➤ Update on water supply for Giga Berlin ➤ Tesla reportedly delays $1B bond sale ➤ Conflicting report on Giga Shanghai production ...
17 Mars 202213min
Shanghai Halt, Rates, Morgan Stanley IR Meeting, Software Clues, Diess, Apple (03.16.22)
➤ Morgan Stanley tours Tesla's Fremont factory and meets with Tesla's investor relations team ➤ Federal Open Market Committee concludes March meeting, raises rates ➤ Giga Shanghai reportedly halts pro...
16 Mars 202212min
Analyzing Tesla's Huge Price Increases, Labor Secretary, Tesla Insurance, Hardware 4 (03.15.22)
➤ Tesla implements one of their biggest price hikes ever just one week after raising prices ➤ Mixed PPI report ➤ Rumor on Tesla orders ➤ US Labor Secretary meets with Elon Musk ➤ Tesla Insurance looki...
15 Mars 202212min
