4.8 • 1.1K Ratings
🗓️ 23 March 2022
⏱️ 10 minutes
🧾️ Download transcript
➤ Tesla stock continues impressive run as broader market fades
➤ Looking ahead at the last week of Q1
➤ Morgan Stanley shares thoughts on Tesla’s Master Plan Part 3
➤ SEC and Tesla discussed regulatory credit reporting
➤ Hertz updates EV page to include Tesla Model Y
➤ Shell offers Tesla vehicle subscriptions
➤ Giga Texas updates
➤ Stellantis and LG announce multi-billion dollar battery factory
➤ Toyota buys back stock
➤ SpaceX raises prices on launches and Starlink
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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
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0:00.0 | Hey everybody, we're off an hour here, and today we have a little bit quieter of a news |
0:10.6 | day for Tesla after all the excitement earlier this week. |
0:12.8 | We'll talk a little bit about the stock, we've also got an updated note from Morgan Stanley, |
0:16.9 | some reporting on how Tesla reports regulatory credits, news on Hertz, updates from Stellantis |
0:21.9 | and Toyota and a couple other items as well. |
0:23.9 | Alright, so after looking like it was going to continue breaking out this morning, Tesla |
0:27.8 | fading a little bit in afternoon trading alongside the broader markets, but still managing |
0:32.2 | to perform relatively well, finishing in the green up half a percent to $999.11, while |
0:38.4 | the S&P, Dow and NASDAQ were all down about 1.25%. |
0:42.2 | So not by a lot, but the streak does continue, this is the 7th trading day in a row that |
0:46.6 | Tesla's share price has increased, Tesla is now just a 5.8% gain away from being positive |
0:51.8 | on the year. |
0:52.8 | As we've seen so far this week, that could happen in as little as a day. |
0:56.8 | In the wider news day, I thought this would be a good opportunity to kind of look ahead |
0:59.5 | and see what's coming next week as we are now just one week and one day away from the |
1:03.5 | end of G1 already. |
1:05.2 | That means delivery numbers coming up and as far as things on the calendar from a macro |
1:09.4 | perspective, I think it should be relatively stable next week, nothing here looks all of |
1:13.8 | that critical. |
1:14.8 | Obviously a lot of unscheduled things going on, we'll have to pay attention to that too, |
1:18.3 | but from a calendar perspective, nothing alarming there as we head into the delivery report |
1:22.4 | towards the end of next week. |
... |
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