Search Interest Spiking, China Production Updates, Supply Chain, Drones, Megapack, Lucid (03.18.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 18 March 2022
⏱️ 10 minutes
🧾️ Download transcript
Summary
➤ Interest in Tesla Model Y sees unprecedented spike along with electric vehicle search activity
➤ Giga Shanghai resumes production
➤ Semiconductor supply chain pressure increases due to earthquake
➤ Tesla asks drone operators to stop filming
➤ Megapacks continue to pile up at Giga Nevada
➤ Update on FSD Beta in Canada
➤ Lucid CEO discusses pricing, supply chain issues
➤ GM recalls a small number of EV Hummers
➤ Update on The Boring Company
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Plaid producer Who Why
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 now we're here. Happy Friday. Today we are talking about demand for electric |
| 0:11.7 | vehicles and Tesla. We have seen this bike, but now we've got a little bit more data |
| 0:15.1 | to go through. Validate some of the conversations we've been having around pricing earlier |
| 0:18.6 | this week. Also got news on the production status and supply chain for gigashang high |
| 0:22.9 | and update on drone flyovers for Tesla factories, news on Tesla energy, FSD beta, and a few |
| 0:28.3 | other items as well. Another strong day in the markets today with Tesla finishing up 3.9% |
| 0:33.0 | to $905.39, this is the highest close for Tesla in over a month. NASDAQ also performing |
| 0:38.9 | well today up about 2%. Despite all the volatility and the extremely tough environment for growth |
| 0:44.6 | stocks in particular, Tesla is actually faring pretty well so far year to date, even though |
| 0:49.2 | it started the year at a relatively high point, Tesla down 14% on the year, the NASDAQ down |
| 0:54.1 | 11% on the year. I think that's demonstrative of the underlying strength that Tesla has. Yes, |
| 0:59.0 | it is a little bit of an underperformance, but I don't know that you'd be able to find |
| 1:02.4 | many other companies out there with price to earnings ratios above 100 that have done |
| 1:06.3 | better than Tesla. Anybody has some good filtering and analysis tools, maybe check that out |
| 1:10.3 | and let me know if you do. But either way, Tesla holding up pretty well. And I think we've |
| 1:14.2 | gone through a lot of the fundamental reasons for why that should be. And obviously I think |
| 1:18.8 | this is still underrepresenting those reasons, but I did want to start out with one of those |
| 1:22.1 | today. And that is electric vehicle and Tesla demand. So we've been kind of keeping an eye |
| 1:26.6 | on this. We've talked about the price increases that have hit last week and then this week significantly. |
| 1:30.6 | As I've walked through, I believe that is mostly demand related. We've got more data on that now |
| 1:34.7 | as Google trends has now got enough data. Let's say a week or two of data to allow for comparisons |
| 1:39.6 | against further back periods of time. So 12 months and longer. And if we just look at that 12-month |
... |
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