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Tesla Daily: Tesla News & Analysis

Details on Munro Teardown, China Sales, Rivian Production, Boring Company, Sun Valley (07.06.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 7 July 2022

⏱️ 11 minutes

🧾️ Download transcript

Summary

➤ Munro associate shares more details on the Texas-made 4680 Model Y teardown
➤ Instructions on how to vote for annual meeting: https://ir.tesla.com/shareholders/vote
➤ Preliminary report for Tesla sales in China in June
➤ Rivian ramps up production in the second quarter
➤ Musk comments on FSD timeline for The Boring Company
➤ Sun Valley conference kicks off

Shareloft: https://www.shareloft.com
Twitter: https://www.twitter.com/teslapodcast
Patreon: https://www.patreon.com/tesladailypodcast
Tesla Referral: https://ts.la/robert47283

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

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everybody, Rob Mauer here, and today we are talking about some behind-the-scenes details

0:11.4

of the Monroe 4680 Model Y tear down they've shared on Reddit.

0:15.4

Also got some news on Tesla's sales in China, second quarter production for Rivian, some

0:19.8

updates on the boring company, and more.

0:22.0

Not too much action with the stock today, Tesla finishing down 6.0% to close at $695.20

0:27.2

while the NASDAQ was up about a third of a percent.

0:29.7

This was following the release of the Fed meeting minutes from the June meeting, which

0:32.9

the market seemed to have taken stride, not too much volatility, a little bit, but not

0:36.3

too much volatility, following that release.

0:39.2

Quick reminder here at the start, as we do have a lot of Tesla shares represented in this

0:43.0

audience, make sure to vote your shares for Tesla's annual meeting.

0:46.6

Tesla today sent a reminder out about doing that, this will determine if Tesla is able

0:49.6

to do their 3-4-1 stock split as they intend.

0:52.4

Oftentimes I think a lot of retail shareholders just kinda write these things off and don't

0:55.8

worry about voting because they, you know, assume that they're not going to affect the

0:58.7

vote, this is not true.

1:00.3

Tesla in this email notes that there are about 6 million Tesla shareholders, a lot of those

1:03.9

being retail investors, and yeah, passive funds have a lot of shares, but retail shareholders

1:08.3

have a lot of shares too, especially for a company like Tesla.

1:11.1

So it is important to vote, I don't care how you vote, but it is important to vote.

1:14.1

Tesla has made this very easy, they've put together a guide on how to vote across many

1:17.8

different brokerages, and I will link to that page in the description.

...

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