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Tesla Daily: Tesla News & Analysis

Karpathy Departs, New Analysts Initiate Buy Ratings, CPI, Panasonic, Supercharging (07.13.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tech News, Technology, News

4.81.1K Ratings

🗓️ 14 July 2022

⏱️ 13 minutes

🧾️ Download transcript

Summary

➤ Tesla’s Director of Artificial Intelligence, Andrej Karpathy announces that he is leaving the company
➤ CPI report comes in higher than expected
➤ Two new analysts initiate coverage on TSLA stock
➤ Panasonic selects location for US battery factory
➤ Customers receive VINs for new Berlin Model Y
➤ Supercharger V4 rumors
➤ Aptera starts petition advocating for Supercharger standard (https://bit.ly/3yE2Dhh)
➤ Former Delaware Supreme Court Justice comments on Twitter lawsuit

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've got a few analyst updates on Tesla, including

0:12.5

the initiation of coverage by two new analysts on the stock.

0:16.4

We've also got a battery update from Panasonic, News at a Gigabrah Lynn, an update on charging

0:20.5

and some breaking news on Tesla's exact team.

0:22.8

Alright, so looking at the markets, after the hotly anticipated consumer price index report

0:27.2

this morning, we ended up relatively flat in terms of NASDAQ down 15-100% of a percent.

0:32.4

Tesla actually outperforming up 1.7% to close at $711.12.

0:37.2

So nice to see some stability there, we'll see if that holds throughout the rest of the

0:40.2

week, remember when we've had the last two Fed updates, so the FOMC meetings.

0:44.5

The markets actually done pretty well coming out of those meetings, but then swiftly reversed

0:47.8

the following day, so we'll see if something similar happens with the CPI as it did come

0:50.9

in higher than expectations.

0:51.9

Again, we'll talk about that in a second, but first things first, we are now one week

0:55.5

out from Tesla's earnings report.

0:57.2

With that, we've got a couple of updates on shareloft, members can now go in and submit

1:00.8

their estimates for the second quarter for revenue and earnings per share.

1:03.8

We also got our first charts up and running today, so you can go in and you can see how

1:06.8

Tesla's actuals have come in over time, you can see how my historical forecasts have

1:10.3

compared to that, same thing with Wall Street's forecasts, and as you submit your own, you'll

1:14.2

be able to track that history here, then compare and send it as well.

1:17.6

So should be fun and we'll continue to build on that, and then I have also updated my

1:21.1

model for Q2 and beyond if you want to go and check that out.

...

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