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Tesla Daily: Tesla News & Analysis

Elon Musk’s “Extreme” Master Plan Extends Beyond Tesla (03.21.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 21 March 2022

⏱️ 11 minutes

🧾️ Download transcript

Summary

➤ Elon Musk comments on the scope of the next “Master Plan”
➤ Tesla set for first deliveries from Giga Berlin
➤ Nickel prices returning to normalcy
➤ Jefferies issues updated TSLA note
➤ New Tesla energy project in Australia
➤ Tesla China shares new Giga Shanghai manufacturing video
➤ GM begins production of Cadillac LYRIQ
➤ Updates on SpaceX

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

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

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everybody, Rob Mauer here. Welcome back to Tesla Daily. Today we're talking a little

0:11.0

bit about some updates on Gigaburlin as we await that delivery event. Also got an update

0:15.2

from Elon Musk on the scope of Master Plan Part 3. News from Jeffries, they have increased

0:19.7

their Tesla estimates below their price target, an update on Gigashang High and a couple

0:23.7

other items as well. Another strong day for Tesla Stock, the fifth

0:26.9

green day in a row, and a good overperformance today, Tesla up 1-3-quarters percent to

0:30.9

$921.16, while the NASDAQ was down 4-10s of a percent on the day. Quick look at some macro

0:37.2

items to start off the week just taking a look at the calendar. We had Fed Chairman Jerome

0:40.5

Powell speak today that caused a little bit of volatility in the market. I don't really

0:43.6

think there was much there for us to spend too much time going through and he will speak

0:47.0

again on Wednesday so that could continue. But again, with the Fed meeting last week,

0:50.6

I don't think those are too consequential. And I kind of expect the same for the rest

0:53.9

of the major events on the calendar for this week, but obviously still a lot going on

0:58.5

from a macro perspective that doesn't slot nicely into a calendar. I also wanted to take

1:02.5

a quick look at nickel pricing as we've been kind of monitoring that. So as we talked

1:06.0

about, the trading for nickel futures did open back up on the London middle exchange.

1:09.8

They put trading limits in place so that the volatility would be reduced a little bit.

1:13.7

Every single day, it's hit those trading limits as it continues to drop. Price today

1:16.9

fell another 15% which was again the limit down to $31,380 per metric ton. So prices steadily

1:23.7

returning more to normal ranges after that huge short squeeze up to $100,000 per ton.

1:28.6

All right, on to Tesla stuff. We do have a couple of quick updates here on Gigabriline

1:32.2

as we had talked about. The handover delivery event is scheduled for tomorrow, March 22nd.

...

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