Welcome to another weekend bonus episode of the Tech Mem Right Home, I'm Brian McCullough.

Well, I mentioned it a couple weeks ago, but Tesla has had quite the month. Maybe one of the

banner months of its entire life as a company. So no better time than now to

check in on the world of Elon Musk and to do so with Rob

Maower of the always excellent Tesla Daily Podcast. Why did Tesla stock shoot to the

Moon earlier this month? Why did it come back down a bit and then inch back

towards the moon later on this month? What are the fundamentals behind that excellent earnings

report? And is this it? Have the Tesla Bulls finally won?

Such a fascinating, fascinating company.

For contingency purposes, I'm going to say up front that we're recording the afternoon of February 14th, Valentine's Day. Happy Valentine's Day, Rob.

Yeah, you as well.

Well, listen, I don't, I'm trying to come up with some Valentine's joke analogy or something about what we're about to talk about. But, you know what, I feel like every time we talk it's mainly just me

being like okay Rob what the heck just happened before before we get to the

stock price and and everything that happened this month Before we should probably I'd like you to walk me through as best you can the earnings call and

specifically not the earnings call but the earnings report, specifically like, what were the key drivers, what did people hear that everyone thought was so good that I need to understand about what happened.

Sure, yeah, and I think for that it's probably best to go back kind of two earnings reports ago.

I don't think we've spoken since then, but that's really, that's really when the stock started to take off, was after the Q3 delivery and production

report and then the earnings report after that.

So basically what Tesla has demonstrated in the last, you know, six months or so is proof of concept of the business and that's been the big reason that the stock is appreciated in my mind.

So this year they delivered you know

367,000 vehicles they turned profitable in the second half of the year so

both in Q3 and Q4 they showed strong profits. That's always been you know

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