Hey everybody, we're out of malware here, and today we're going to be talking about

a new report on the Tesla semi.

We also have news of delayed deliveries on the brand new Model S. We'll talk about the

details behind that.

Then we'll talk some more about full self-driving.

I've got a couple of polls that I want to go through in an update from Morgan Stanley

on the subscription offering, and we've got a couple other stories as well.

So a quick look at the stock to start things off.

Tesla today finishing up 2.2% to $660.50 in what was a very strong macro environment,

the S&P, Dow, and Nasdaq all finishing up about 1.5 percentage points on the day.

Alright, so let's take a look at this Tesla semi report.

This is from Electric this morning.

Headline reads Tesla semi electric truck is finally about to go into production.

Just for a couple items of context, here are the last official communication we got from

Tesla on the semi was in the Q1 earnings report back in late April.

Tesla said that Tesla semi deliveries will also begin in 2021.

So that's the last we've heard from Tesla, but Electric had also reported in March that

Tesla was building a production line for the semi at Gigaine of Vata, intending to produce

about 5 semi as per week by the end of the year.

Now, Tesla hasn't officially disclosed where they are going to produce the semi in volume

at on their latest annual capacity update in the Q1 earnings report also.

They said that the semi location is still TBD, but the prevailing thought seems to be that

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