Semi Update, Europe Discounts, Morgan Stanley Note, Calendar (12.16.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 17 December 2022
⏱️ 16 minutes
🧾️ Download transcript
Summary
➤ Pepsi leadership discusses Tesla Semi and shares new details
➤ Musk to interview with Lex Fridman
➤ Timeline update on FSD V11
➤ Tesla adds discounts in Europe
➤ Morgan Stanley issues new TSLA note
➤ IDRA parts arrive at Giga Texas
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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. Happy Friday. Today we're talking about some news on the Tesla |
| 0:12.0 | semi from Pepsi. Also got some new discounting happening on Tesla vehicles in Europe. A couple |
| 0:17.4 | of updates on things Elon Musk has done and said and a few other items as well. Tesla |
| 0:22.8 | stock on the day today, another underperformance down 4.7% shaking off the overperformance |
| 0:27.5 | that we had yesterday closing at $150.23. P ratio for Tesla is now fallen to 46 times earnings. |
| 0:36.3 | The NASDAQ today was down just 1% on the day. Was another high volume day for Tesla today, |
| 0:40.9 | especially for a Friday 136 million shares traded, which I think would be the third highest |
| 0:45.9 | volume day this year with the exception of or coming in third place after Tuesday and |
| 0:52.6 | Wednesday earlier this week. So high volume continues. I guess we returned to form 4 watch. |
| 0:58.1 | You know, we did have the overperformance yesterday, but we'll see what happens next |
| 1:02.4 | week in that regard, I guess. On next week in terms of macro news or macro things to watch, |
| 1:08.2 | we will have the personal consumption expenditures report, PCE on Friday. Of course, we'll have |
| 1:14.0 | jobless claims and new home sales look forward to as well. And from a Tesla perspective, Elon Musk |
| 1:21.0 | has agreed to an interview with Lex Friedman that may happen next week as well. Also next week, |
| 1:28.5 | we may get for FSD beta version 11. So I guess don't put too much stock in this since we've, |
| 1:34.5 | you know, had a few of these timelines that have a little slipped a little bit with version 11. So |
| 1:41.1 | we'll see on that. Uh, Tesla owner silicon masking Tesla owner Silicon Valley asking if that |
| 1:45.8 | would still be before Christmas and Elon saying next week. And I think Christmas is next Sunday. |
| 1:50.2 | So we're coming up on that. Um, if not, maybe the week after, uh, I'm sure Tesla is really trying |
| 1:56.9 | to get that out before the end of the year. I'm moving into the updates on Tesla semi. So we've got |
| 2:02.4 | an update here from Reuters. Make sure I can get this up here. Um, so Reuters is reporting some |
| 2:09.8 | updates from Pepsi. They made some comments on the Tesla semi. They say that they plan to roll out |
... |
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