Hey everybody, Rob Mauer here for a relatively quiet news day for Tesla, but we do have

a relatively strong track record rumor for domestic sales in China for the month of November.

That has some pretty interesting implications, so we'll take some time to analyze that.

I've also seen a little bit of discussion around a potential S&P 500 rebalance, so I just

want to clarify that topic for people that may have seen that.

Also got the latest news on Herbert Deese and the Volkswagen board, and a couple of

other things to go through, including Tesla's offering of a bunch of different cyber-related

products over the last few days.

Looking at the markets, another tougher day for Tesla today, finishing down about 1% to

$1,084.60 while the NASDAQ was up about 8-10-7%.

So a bit of an underperformance there for Tesla, but it did seem to be a tougher day in

general for EV makers for whatever reason, not sure exactly why, but Rivian, Lucid,

Neo, X-Pang, all were down 4-5%.

Still no more form for us from Elon disclosing further sales of Tesla's stock, since that

does have to be within two days of sales, not seeing a form last night means that there

were at least no sales through Monday.

Alright, first up here, we're going to be looking at a rumor regarding Tesla's domestic

sales in China for the month of November.

This is coming from Twitter from the account, Tesla Shanghai not an official account, but

remember we have vetted their track record, and while it has not been perfect, largely when

these numbers are being reported after the month closed, they've been pretty spot

on.

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