Investment Grade, FSD 11.3.2, WaPo Article, Solar, BYD, Xpeng, Toyota (03.20.23)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 21 March 2023
⏱️ 14 minutes
🧾️ Download transcript
Summary
➤ Tesla receives credit rating upgrade from Moody’s
➤ Credit Suisse acquired by UBS
➤ Tesla begins FSD Beta 11.3.2 rollout, possible progress on USS replacement
➤ Washington Post article on FSD
➤ Morgan Stanley TSLA note
➤ Solar optimization update
➤ New test drive hub in Europe
➤ Oregon halts EV credit
➤ BYD may be throttling production
➤ Xpeng reports earnings
➤ Toyota talks future plans
➤ SpaceX update
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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
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| 0:00.0 | Hey everybody, Rob Mauer here. Welcome back to Tesla Daily. Today we are talking about |
| 0:11.1 | a credit rating upgrade on Tesla from Moody's. We also have a couple of updates on FSD Beta, |
| 0:16.1 | an article on FSD from the Washington Post, some things out of China and more. A lot of |
| 0:20.7 | economic uncertainty continuing, but Tesla with a nice start to the week up 1 and 3-quarters |
| 0:24.7 | per cent today to close at $183.25, while the NASDAQ was up 4% on the day. Banking continues |
| 0:31.4 | to dominate the news still seeing how all this is going to shake out, but we have an update |
| 0:34.6 | on Credit Suisse over the weekend, UBS agreed to purchase Credit Suisse, so the second largest |
| 0:39.2 | bank in Switzerland being acquired by the largest. Obviously, Credit Suisse has been in |
| 0:43.7 | a bit of turmoil for quite some time now, with the recent developments sector-wide only |
| 0:48.0 | exacerbating those issues. Again, the hope here would be that this helps with stability |
| 0:52.4 | or even perceived stability, but we'll see. Quick look at the calendar, this will be a big |
| 0:57.2 | week from a macro perspective. Of course, we have the FOMC meeting carrying out on Tuesday and Wednesday, |
| 1:02.1 | then the interest rate decision and rest of the FOMC statement will be issued two hours before |
| 1:06.3 | market closed on Wednesday, followed a half hour later by the press conference with Fed Chair |
| 1:11.1 | Jerome Powell. An already heavily anticipated meeting even more so now with the recent news. |
| 1:15.8 | Obviously, the interest rate decision will be huge, but the associated commentary will be very |
| 1:19.9 | interesting as well, so we'll follow that closely. Right now, going into the meeting, the CME |
| 1:23.7 | Group Fedwatch tool puts expectations at 25% or so for a pause in rate hikes and about a 75% chance |
| 1:30.4 | for a 25 basis point increase. One other item to keep an eye out for this week, as we have talked |
| 1:35.1 | about in the past, Ford is going to be splitting up their business units and that changes how they |
| 1:38.6 | report their financials. They're having a teach-in event for that separation on Thursday. That'll be |
| 1:44.4 | at 10 a.m. Eastern time. I'm not sure if that will include walking through how the businesses look |
... |
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