4.8 • 1.1K Ratings
🗓️ 19 January 2022
⏱️ 19 minutes
🧾️ Download transcript
➤ New TSLA note from Credit Suisse demonstrates why the market is missing the story on Tesla, again…
➤ Nasdaq continues to struggle as yields rise
➤ Tesla increases price of FSD in the United States
➤ Following up on graphite supply chain
➤ Ford partners with ADT to copy Tesla
➤ Stellantis CEO spreads doubt on EVs
➤ CNBC interview Dan O’Dowd about Dawn Project
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Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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0:00.0 | Hey everybody Rob, now we're here and today we're talking about a new Tesla note from |
0:11.2 | Credit Suisse of very solid note overall I thought and they have increased their price |
0:14.4 | target on Tesla stock. |
0:15.4 | We'll talk about some of the thoughts from that. |
0:17.0 | Also got updates on FSD and the supply chain, some news from Ford and Stellantis and |
0:21.5 | a couple of other things as well. |
0:23.0 | First let's take a look at the markets, Tesla today actually fairing okay in a pretty |
0:26.6 | tough macro environment, Tesla ending down 1.8% to $1,030, 51 cents, that was a pretty |
0:32.4 | decent outperformance of the NASDAQ though the NASDAQ ended up down 2.6% and as we talked |
0:37.3 | about previously, anytime the NASDAQ is down more than 2%, that's going to be a bottom |
0:40.9 | desiled day for the market and then down more than 2.5% that's going to be one of the worst |
0:45.1 | 10 days in the last year and we've actually seen three of those worst 10 days come within |
0:49.5 | the last two weeks, those were January 5th, January 13th and then of course today slotting |
0:54.5 | in at the 8th worst day in the last year. |
0:56.7 | So tough environment for stocks right now especially for growth stocks I think Tesla |
1:00.0 | holding up pretty well and while it was down today still nice to see that over performance. |
1:03.7 | The yields were up again pretty significantly today with the 10 year approaching 1.9% now |
1:08.4 | sitting at a new 52 week high as for the NASDAQ it's now sitting in a 3 month low. |
1:13.8 | Remember the next Federal Reserve meeting that's going to happen on January 25th and 26th |
1:17.9 | so that is going to overlap actually with Tesla's earnings report. |
1:21.3 | Alright getting into Tesla's specific news first just a really quick update on full |
1:24.5 | self-driving. |
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