Hello and welcome to the Monday January 27th

2020 edition of Tesla Daily on Official Tesla Podcast.

My name is Rob Maower, another pretty quiet news day today as we head into earnings,

but we do have updated short interest to look at, and also the facts that consensus estimates for Q4.

Tesla stock on the day today was down but actually a pretty strong day relative to the macro

environment.

Finishing down 1.2% to $58.2 cents, that compared to the NASDAQ down 1.9% as coronavirus continues to pressure the broader markets.

Alex Potter, the analyst at formerly Piper Jeffrey, now Piper Sandler,

had an interesting note on this comparing it to the SARS outbreak in 2003, noting that the

coronavirus quote is obviously impacting sentiment and many of our China-levard

auto and truck names have been selling off, end quote.

But after looking at the data around SARS in 2003,

he found that actually there was a slightly positive impact

on short-term demand for autos in China,

which they hypothesized was driven by the goal of people to limit their public

transportation to avoid human contact where possible.

Interestingly, they also noticed that consumers tended to avoid dealers at this time instead preferring to purchase and

research online which in 2003 was not the easiest of tasks and they also found that

price sensitivity declined during this period of time so clearly all of those would work in Tesla's favor,

so there shouldn't be any huge concern

that this would impact Tesla too much from a demand perspective.

And in fact, for the model S and the model X

...