Hello and welcome to the Thursday July 26th 2018 edition of Tesla Daily on

official Tesla Podcast.

My name is Rob Maower.

Today we are talking about a couple of analyst notes,

as well as earnings from GM, Ford, and Fiat Chrysler.

Tesla's talk on Wednesday closed up 3.80% to $.84 this compared to the Nasdac up 1.17

percent. We had a couple new analyst notes yesterday one of which was from

Instanets Romit Shah. We've talked about his notes before,

but he has one of the highest price targets

on Tesla at $450, which he reiterated yesterday.

He noted, quote, our supply chain checks in Taiwan and Korea

indicate that Tesla is currently procuring model three parts at a rate of over 6,000 per week.

These parts include temperature management solutions, wiring harnesses, brake cams, gears, and axles. We also see third-quarter revenues benefiting from stronger

Model 3 ASPs, a higher than typical in-transit balance exiting Q2 and sequential improvement

for Model S and X deliveries."

A lot of good details just in that short note.

I really like how he is very specific in terms of the parts that he mentioned

when he mentioned supply chain checks.

I think too often we hear from analysts who

mentioned the checks that they've done and then give us no specific details

about that which doesn't leave us a lot to go off of. But in this case

instant net is referencing five unique parts, all being presumably procured at a rate of $6,000 per week.

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