Hey everybody, Rob Malware here, today we've got a pretty assortment, pretty random assortment

of Tesla news, including an announcement from Mercedes that actually plays into autonomy.

We'll talk about that.

We've got interesting updates on casting, not really updates, but more of reports that

will clarify, and a few other items as well.

Alright, starting off with the stock, Tesla today a little bit rougher of a day down

10% of a percent, closing at $242 even, rougher in comparison with the broader markets as we

talked about yesterday and overperformance despite the decline, but today the NASDAQ up to

10% of a percent, so we're getting a little bit of a rebounding with an underperformance

from Tesla today.

Alright, first thing here, I just want to quickly touch on a note from Adam Jonas,

a little bit more relevant to maybe the stock.

Jonas did release a note today, obviously Morgan Stanley, talking about the UAW strike and maybe

the relevance that that might have to Tesla, and just the changes in the environment,

kind of touching on what we had talked about yesterday actually, with Tesla being a bigger market

share now than it was back in 2019 when negotiations were last held for the UAW, which we covered

at that time as well, but basically just mentioning that the dynamics are a little bit different

now, there's a little bit more pressure put on both sides of both parties here, the UAW and

the automakers due to Tesla's growth and the market share that they're taking and the implications

that this has for the EV industry in general. So nothing that we haven't really talked about,

but just kind of trying to be aware of what information is going out there to institutional

investors from notes like this. Now, getting into something that got a lot of attention over the

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