4.8 • 1.1K Ratings
🗓️ 6 April 2022
⏱️ 11 minutes
🧾️ Download transcript
➤ Tesla prepares Giga Texas for Cyber Rodeo event
➤ Analyst issue notes and price target updates following Q1 delivery report
➤ China lockdowns continue to threaten production, supply chains impacted
➤ Report on Giga Berlin energy requirements
➤ CATL makes progress on factory in Germany
➤ Volkswagen discusses volume and growth plans
➤ Toyota exploring vision-only autonomous driving
➤ Rivian reports Q1 delivery and production numbers
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Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Michael Pastrone
Executive producer Richard Del Maestro
Executive producer John Beans
Music by Evan Schaeffer
Disclosure: Rob Maurer is long TSLA stock & derivatives
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0:00.0 | Hey everybody, Rob Maurer here, and today we're going to be catching up on the situation |
0:10.9 | in China, some of the supply chain challenges going on there, also catch up on the price |
0:14.6 | target updates we've seen on Tesla over the last couple of days, we've also got news |
0:18.0 | from CATL, Volkswagen, Toyota, Rivian, and a couple other items as well. |
0:22.2 | Alright, another tough day in the markets today, Tesla was down 4.2% closing at $1,045.76, |
0:27.4 | the NASDAQ also down significantly 2.2% on the day. |
0:31.4 | As we had talked about yesterday, a couple of hours before market closed, the FOMC, that |
0:34.8 | our open market committee did release their meeting minutes from their March meeting. |
0:38.0 | Unfortunately with the travel today, I haven't had any time to do any research on that, |
0:41.3 | so we won't go into detail on that, but just be aware that that did happen today. |
0:45.0 | I did successfully make it down to Austin looking forward to the event tomorrow, it looks |
0:48.4 | like Tesla is setting up some pretty interesting things so far. |
0:51.9 | And Joe Tagmire in his drone flyover video last night did find a number of covered cars |
0:55.8 | that presumably Tesla will have on display, alongside the semi there as well, you can |
0:59.6 | see. |
1:00.6 | Which by the way does now have that top white piece installed, so just single color paint. |
1:04.5 | Anyway, it isn't uncommon for Tesla to show off their prototype vehicles at events |
1:08.3 | like this, I think that would be expected. |
1:10.0 | However, what's kind of interesting here is that you can see in the covers here, two |
1:13.7 | polygon shapes, which would obviously be cyber trucks, and we've only seen one of these |
1:18.3 | at events before. |
1:19.6 | Maybe it's just the new and the old prototype, maybe they just have a couple that they |
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