Hey everybody, Rob Meyer here. Happy Friday. Today we should have a pretty quick episode

as we don't have a whole lot of news. We've got an analyst update from Deutsche Bank after

they have toured Gigafactory Texas following the shareholder meeting. We've got some updates

on some other plans for Tesla's factories, news on the Chevy Silverado EV and just a couple

of the quick items as well. All right, looking at the stock, really nice day for Tesla

up 1.8% to close at $180.14 while the NASDAQ was down a quarter percent on the day. So while

we didn't have as much of an outperformance yesterday on strong performance, at least strong

green performance, nice to see that today with a significant outperform of the market.

All right, getting into the update from Deutsche Bank, they have reiterated a buy rating on

Tesla, maintaining their price target of $200 per share after the shareholder meeting

and a tour of Gigafixis. I assume this was a more robust tour than Tesla gave shareholders

at the shareholder meeting. It was only about 10 minutes there. So I assume they got more

specific walkthrough from IR. But after the tour, they said that they feel that Gigafixis

is well designed and runs very efficiently and is clearly making good progress and ramping

up both vehicles and battery cells volume and an installing tooling for cyber truck. So that's

a good sign to see. Obviously, the shareholder meeting, the Tesla talked about how they still view

that as being on track for initial deliveries this year. So Deutsche Bank, I'm not sure if they

would have been able to see any of the cyber truck tooling, but just from comments made by the

people on the tour, sounds like that is going well. So exciting to see that update from them.

They also said that all in, we came away and encouraged that Tesla could deliver cost

improvements and efficiencies in the quarter ahead, in the quarter ahead, which may help offset

some of the pressures, but we still worry the company may have to take additional price cuts

...