New Battery Supplier, Model S Update, European Expansion, China Status (05.14.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 14 May 2021
⏱️ 9 minutes
🧾️ Download transcript
Summary
➤ Tesla reportedly close to adding another new battery supplier
➤ TSLA stock ends a streak of declining days
➤ Model S order holders receive updated delivery estimates
➤ Tesla expands in Eastern Europe
➤ Morgan Stanley issues note on Tesla in China
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 Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
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, we're on an hour here and today we're talking about a potential new battery |
| 0:10.8 | supplier for Tesla. |
| 0:11.9 | We're also going to take a look at the SNX delivery timeline, some updates that are happening |
| 0:16.1 | there. |
| 0:17.1 | Tesla expanding to a couple new countries and we'll take a look at the updated situation |
| 0:20.4 | in China as well. |
| 0:21.8 | We've got to know from Morgan Stanley discussing that. |
| 0:24.7 | Calmer waters for Tesla today seems like people were really looking for a green day and |
| 0:29.0 | we got that today up 3.2% to $589.74. |
| 0:34.0 | The NASDAQ was really strong today as well finishing up 2.3%. |
| 0:38.0 | Super quick correction from yesterday, and I promise we're not going to talk too much |
| 0:41.1 | about Bitcoin today, only about 30 seconds here. |
| 0:43.8 | But yesterday I did mistakenly say that Tesla started their Bitcoin position in mid-March. |
| 0:47.8 | I was thinking of when they sold a small portion. |
| 0:49.8 | They actually started their position either in January or February, and announced that |
| 0:53.2 | on February 8th. |
| 0:54.4 | So just wanted to clarify that. |
| 0:56.0 | On one other thing that I wanted to point out, just because I've seen a lot of discussion |
| 0:58.7 | on whether Tesla's decision making here would influence institutional investors and things |
| 1:02.4 | like that, it's probably worth remembering that when we talked to Alex Potter of Piper |
| 1:06.5 | Sandler back in February, I asked if he had been getting a lot of calls about Tesla investing |
| 1:11.3 | in Bitcoin in the first place. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.