Hey everybody, we're up now we're here and today we're going to be talking about the

semiconductor supplier issue that has been affecting the automotive industry as a whole.

Then we do have a few other topics to go through as well.

This is a live episode because after we go through this, I do have some thoughts to share

that I thought would be best shared live.

So we're going to do the kind of normal episode structure, but it will be live so bear with

me as always.

But we'll get into it.

We'll start off just looking at the stock today.

So finish down 5.3% to $804.82.

That compared to the NASDAQ, which is hidden here on the video, but down a quarter of a

percent.

So it was a tough day for Tesla today, especially relative to the broader market.

Other automakers did, you know, at least the ones I looked at, fair worse than the market

today as well.

I think GM and Ford were right around down 2%, Neo probably in that ballpark as well.

So I don't know that this drop was entirely isolated to Tesla, but certainly Tesla moved

a little bit further.

Perhaps related to the supply of semiconductor.

So let's move into that topic.

For whatever reason I've had, I don't know, 50 to 100 people asked me about this over

the last two days, whether that's in the YouTube comments or on Twitter or on Patreon.

...