Tesla Daily: Tesla News & Analysis

Tesla Daily: Tesla News & Analysis

Rob Maurer

Last episode over 2 years ago
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Tesla Daily is a podcast covering all things Tesla, Inc., published every weekday. News on Tesla Motors, Tesla Energy, Tesla Solar, and Tesla Network is discussed in a concise and consistent manner, making it easy to stay up-to-date on the latest from Tesla. Dedicated to keeping investors and customers well-informed, Tesla Daily host Rob Maurer provides analysis and opinions on Tesla as a company, TSLA stock, and the future of the many industries Tesla competes in. Additionally, Tesla Daily covers major news from Elon Musk's SpaceX, Neuralink, and The Boring Company.

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Episodes (1428)

Cybertruck Gigafactory Location Analysis, Updated Short Interest (03.10.20)

- Elon tweets about a Cybertruck Gigafactory, analysis on the most likely locations - Updated TSLA short interest for the February 28th reporting date Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Mar 11, 2020 10 min

Tesla's 1,000,000th Vehicle & What It Means for Q1 (03.09.20)

Elon Musk just tweeted that Tesla has produced its 1,000,000th vehicle. In today's episode, we take a look at this incredible milestone for Tesla, and what it might imply regarding current production rates and Q1 production in total, as well as the potential implication for TSLA stock. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives  

Mar 10, 2020 5 min

Coronavirus, Y VINs, LR China Model 3, UBS Survey (03.06.20)

- Discussion on current state of coronavirus and Elon's tweet on the subject - Checking in on Model Y VINs - LR Model 3 approved for production in China - UBS survey on electric vehicles on Tesla's lineup Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Mar 07, 2020 10 min

Model Y VINs Assigned, Order Processing, Michigan Service (03.05.20)

- Tesla begins assigning the first VINs for Model Y customers - Model Y order processing walkthrough - Michigan Tesla service update Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Mar 06, 2020 6 min

GM's EV Day, Comparisons with Tesla, Other Tesla Notes (03.04.20)

- Recap of General Motors' EV Day for investors and media and how it compares to Tesla - A couple notes on Tesla autonomy Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Mar 05, 2020 10 min

Street-High Price Target, Fed Cuts Rates, China HW3 Issues, BMW i4 (03.03.20)

- Tesla stock (TSLA) has a new street-high price target from JMP Securities - Federal Reserve lowers interest rates in first "emergency cut" since 2008 - Tesla faces hardware 3.0 issues with Gigafactory Shanghai made Model 3s - BMW unveils BMW i4 electric vehicle concept, sharing some specs and other details Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer

Mar 04, 2020 12 min

Model 3 Track Package, MCU Upgrades, GigaBerlin/Model Y Updates (03.02.20)

- Discussion on TSLA stock and macro-environment - Model Y updates - Model 3 Track Package and Track Mode updates - MCU upgrades - Gigafactory Berlin groundbreaking update - Waymo raises capital - GM electric vehicle day Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Mar 03, 2020 10 min

Analyst Interview: Pierre Ferragu of New Street Research (02.28.20)

Pierre Ferragu of New Street Research has been one of the more bullish analysts covering TSLA stock over the last couple years, most recently posting a street-high (at the time) price target of $800 per share for TSLA stock. In this interview, Pierre joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. Recorded Wednesday, February 19th, 2020. You can find Pierre on Twitter @p_ferragu New Street Research: https://www.newstreetresearch.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 29, 2020 46 min

Coronavirus Pressures Stocks, Model Y Updates, Panasonic/Tesla, GF4 & Short Interest Updates (02.27.20)

- Discussion on the impact of coronavirus on the stock market and TSLA - More Model Y delivery invitations go out - Panasonic ends partnership at Gigafactory Buffalo - Gigafactory Berlin update - Updated short interest for February 14th Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 28, 2020 12 min

Interview: Ihor Dusaniwsky on TSLA Short Selling (02.26.20)

YouTube Link: https://youtu.be/JcPMqxA2vrU Ihor Dusaniwsky, Managing Director of Predictive Analytics at S3 Partners, joins Rob Maurer to discuss TSLA short selling. Have we seen a TSLA short squeeze? Are short sellers manipulating Tesla stock? Why isn't there more transparency in the stock market around short selling? How can you prevent your shares from being lent to short sellers? Are all short sellers betting against TSLA? Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 27, 2020 42 min

First Tesla Model Y Deliveries Scheduled, What Does it Mean for Production? (02.25.20)

Tesla begins scheduling Tesla Model Y deliveries for March 15th! What does this mean for production and what have we learned for Tesla's deliveries in 2020? How will this news effect TSLA stock in the short and medium terms? Will Model Y ramp faster than the Tesla Model 3? What about Gigafactory Shanghai? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 25, 2020 11 min

Guest Appearance on Hyperchange - TSLA Valuation, Licensing, & More (02.24.20)

In today's episode, I join Gali on Hyperchange to discuss our thoughts on Tesla over the last few weeks and where things are heading from here. Video is available on YouTube at: https://youtu.be/EyPyN_GJsXg Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 24, 2020 37 min

Analyst Interview: Dan Galves of Wolfe Research (02.23.20)

YouTube link: https://youtu.be/cQ61E7cpWAc Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's surging stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 23, 2020 52 min

S/X Range Increase, Model 3 Software Option, GM Closings, Renault, Taycan, Apple (02.17.20)

Tesla announces increased range for the Tesla Model S and the Tesla Model X for the second time in the last year. Interestingly, the most recent Tesla Model X increase is much more significant than the Tesla Model S increase. Discussion on the update, EPA ratings, underselling, strategy, and impact to TSLA including demand. Plus: ➤ New Model S wheels ➤ More Tesla Model 3 software options ➤ General Motors announces production cuts in some locations ➤ Renault significantly cuts dividend ➤ Porsche's first fire from the Porsche Taycan ➤ Bill Gates discusses Porsche Taycan ➤ Apple reduces Q1 guidance Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 18, 2020 13 min

Nissan Cuts Profit Forecast/Dividend, Tesla Begins Clearing Land for Gigafactory Berlin (02.14.20)

- Tesla updates prospectus for capital raise - Nissan stock falls on poor earnings, guidance reduction - Model 3 earns IIHS honors - Gigafactory Berlin land clearing begins - Boring Company makes progress in Las Vegas Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 15, 2020 5 min

$2B+ Capital Raise: Everything We Need to Know (02.13.20)

Tesla announces intent to raise more than $2B in capital in a common stock offering despite denying any desire to raise capital just a couple weeks ago. Here is everything investors should know, pros and cons, how it impacts TSLA and the company moving forward. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 14, 2020 11 min

Model 3 China Production, Updated Short Interest, Voluntary Model X Recall, German EV Incentives (02.12.20)

- Tesla issues voluntary recall for some Model X vehicles - Report on January made-in-China Model 3 production - Updated short interest for the January 31st settlement date - German EV incentive update - Battery acquisition speculation by HyperChange (Link) Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 13, 2020 6 min

Mercedes-Benz is Struggling; Reduces Dividend, Comments on Electrification, Plus Tesla Updates (02.11.20)

- Daimler reports Q4 and full-year 2019 earnings - Taking a look at the financials and comments on EVs made in the investor update and earnings call - Contrasting Tesla with Daimler and a quick update Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 12, 2020 10 min

Giga Shanghai/Buffalo Updates, Tesla Company Day, Air Suspension, Jaguar/Daimler (02.10.20)

- Gigafactory Shanghai resumes activity - Local update on Gigafactory Buffalo - Elon tweets about a Tesla event in April - Air suspension rumors for Model 3/Y - Jaguar I-PACE production update - Daimler workforce update Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 11, 2020 10 min

Matt Joyce & Rob Maurer Discuss 2020 Outlook, Trading Strategies, Options, Model Y, and More (02.07.20)

Matt Joyce and Rob Maurer discuss the latest developments for Tesla and outlook for 2020. Topics include: ➤ TSLA trading strategies, options trading, and margin ➤ Matt's investment history ➤ Reaction to Tesla's fantastic Q4 ➤ 2020 Q1 and full year expectations, risks, and upside ➤ Short selling and stock price manipulation ➤ Tesla Model Y increased efficiency ➤ Gigafactory Texas ➤ Batching and unwinding the quarterly delivery wave ➤ Follow Toom on Instagram @toomdips and tag 3 friends for a chance to win some Toom! ➤ Follow Rob on Instagram @tesladailypodcast Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives Disclosure: Matt Joyce is long TSLA stock

Feb 09, 2020 43 min

Fastest Growing Brand in the World: Interview with Brand Finance

Brand Finance values over 5000 brands each year across all sectors and geographies. In their recently published 2020 annual brand report, Tesla was ranked as the fastest growing brand in the world. Today's conversation is with Brand Finance's Technical Director, Alex Haigh, about the strength of Tesla's brand, valuation methodology, brand value of other automakers, and the impact of Elon Musk and Cybertruck on Tesla's brand. 2020 Brand Finance Annual Report: https://brandfinance.com/knowledge-centre/reports/brand-finance-global-500-2020/ Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 06, 2020 24 min

Texas Gigafactory, TSLA Drops 17% (02.05.20)

- TSLA stock cools off in a dramatic fashion - Elon Musk tweets about a Texas Gigafactory; discussion on the prospects for a Tesla factory in Texas Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 06, 2020 6 min

TSLA Hits Another All-Time High on Weird Trading, Ron Baron Discusses Tesla, Investors Adjust Positions, Ford Earnings (02.04.20)

- TSLA stock hits another all-time high - Long-time Tesla investor Ron Baron discusses Tesla stock at length on CNBC (https://youtu.be/R5QJlTMADGQ) - Baillie Gifford filing discloses change in TSLA ownership stake - Saudi Arabia's Public Investment Fund adjusts TSLA position - New Street Research changes rating on TSLA stock - Ford plummets after Q4 earning report - Tesla provides update on workplace safety during 2019 Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 05, 2020 12 min

TSLA Stock to $780, Panasonic Turns Profitable at Gigafactory Nevada (02.03.20)

- TSLA stock up nearly 20% and $130, discussion on what's going on and what to do from here - Panasonic turns profitable at Gigafactory Nevada - CATL signs supplier agreement with Tesla - Argus Research increases price target on TSLA Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 04, 2020 11 min

Third Row Elon Interview Highlights, ARK $7k Price Target (01.31.20)

- ARK Invest updates research on TSLA with new price targets (Link) - Model S Plaid in Motor Trend next week - Highlights from part two of the Elon Musk interview with Third Row (autonomy, batteries, difficulty in starting a new car company, international production) Links: Email: [email protected] Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Feb 01, 2020 11 min