Hey everybody, we're up now. We're here happy Friday. Today, we're going to be talking

about Sanio Monroe starting the tear down of the plaid model S motors. We've also got

an upgraded rating from day one on Tesla stock. Possibly some news on vehicle identification

numbers from Texas. Of course, our daily SEC battle update news on FSD beta in Canada,

Tesla Energy and a couple other items as well. Another pretty strong day for the markets

today, though the NASDAQ did trail behind the S&P in the Dow. Those were both up to and

two and a half percent respectively. The NASDAQ only up 1.6 percent. So not all that

surprising to see Tesla a little bit lower performance in that environment, up 1.1 percent

on the day closing at $809.87. Yesterday, we talked a little bit about some of the macro

and supply chain challenges that could crop up and specifically affect Tesla due to

the Russian invasion and the possibility of other sanctions potentially being applied

if there is further international escalation. But there is a flip side of that coin and

that is relative performance and people are starting to think a little bit more about

that. And that idea was essentially the theme of an updated note from day one today on

Tesla. They have upgraded their rating on Tesla to outperform, though they did cut their

stock priced target to 900 from 980. As we've talked about, generally that rating is a

little bit more of the important piece. And with this note, day was analyst noted that

quote, Tesla's ability to export out of cost efficient China and history of better managing

chip shortages in 2021 could strengthen its competitive position under the current

Russia slash Ukraine situation. At the same time, higher oil prices and potential scenario

of fuel shortages, especially in Europe, could accelerate the shift to EVs and quote.

So my take on this is a little bit different. I do think those things are accurate and

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