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Tesla Daily: Tesla News & Analysis

Supercharging Award, Policy Updates, Powerwall 3, Baron, UBS, Semi (09.13.23)

Tesla Daily: Tesla News & Analysis

Rob Maurer

Tsla, Model3, Technology, News, Tesla, Investing, Tech News, Modely, Business, Models, Modelx

4.81.1K Ratings

🗓️ 14 September 2023

⏱️ 18 minutes

🧾️ Download transcript

Summary

➤ Tesla to receive significant funding for charging in Europe
➤ Ron Baron discusses Tesla on CNBC
➤ UBS increases price target
➤ CPI higher than expected
➤ EU / India evaluate EV policies
➤ Tesla adds Powerwall 3 to website
➤ Additional details on updated Model 3
➤ More Tesla Semi data
➤ Details from Musk biography
➤ Musk attends AI summit

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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

Disclosure: Rob Maurer is long TSLA stock & derivatives

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everybody, Rob Mauer here, and today we've got interesting news out of Europe on super

0:11.4

charging.

0:12.4

We've also got various policy updates worldwide, got some more data on the Tesla semi,

0:17.2

and the Powerwall 3 has been added to Tesla's website officially, a few other items as

0:21.4

well.

0:22.4

All right, looking at the stock Tesla today, up 1.4%, closing at $271.30, pretty nice day

0:27.8

considering the NASDAQ up 3.75%, so nice outperformance for Tesla, and it's managed

0:33.0

to make it through the first 36 hours or so of the Walter Isaacson musk biography.

0:38.7

So I guess that's a good thing.

0:40.8

I'm still working my way through it, but seems like so far nothing to earth shattering

0:45.7

that is affecting the stock at least initially here.

0:48.4

So I think that's welcome news to a lot of us.

0:52.4

All right, getting into today's news, we'll just a couple quick things on the stock first.

0:55.9

Of course, Ron Barron, as we mentioned yesterday, was on CNBC today.

1:00.6

Always great to hear scommons.

1:01.6

We're not going to go into the great detail on them because we've heard him talk about

1:04.4

Tesla and Elon before, but strong in his defense of Elon and his belief in Elon, and of

1:10.1

course, Tesla still believes that Tesla is going to be sort of a 5x multiple for Barron

1:15.5

capital by 2030 and said similar things for SpaceX and their confidence there as well.

1:22.2

So always great to hear from Ron Barron.

1:24.2

And then also UBS today increased their price target on Tesla, previously $270 increased

1:29.2

that to $290 actually kind of bullish on the pricing strategy.

...

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