Takeaways From Cyber Rodeo, China Updates, Pricing, US Government Meeting, Twitter Board (04.11.22)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 12 April 2022
⏱️ 17 minutes
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Summary
➤ Rob Maurer discusses his thoughts after attending Tesla’s Cyber Rodeo event at Giga Texas
➤ Details on Tesla’s new Model Y variant
➤ New feature on Tesla’s Cybertruck
➤ Shanghai updates lockdown policies
➤ China Passenger Car Association reports sales and production for March
➤ Tesla raises prices in the US
➤ US government includes Elon Musk in EV meeting
➤ Elon Musk reverses course on joining Twitter’s board of directors
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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. Welcome back to Tesla Daily. Today we're going to be going |
| 0:11.1 | through some of the takeaways from Tesla's cyber rodeo event. We've got some new details |
| 0:14.8 | on the Model Y and CyberTruck. Then we'll check in on the situation in China with the shutdowns |
| 0:18.9 | and take a look at March production and sales numbers. Those were just released today. We |
| 0:22.5 | also have a price increase from Tesla from last week that we didn't have a chance to cover, |
| 0:25.7 | and a couple other things as well. Looking at the markets it has been, a challenging |
| 0:29.1 | few days since that cyber rodeo event, but I think most of that has been macro driven. Tesla |
| 0:33.0 | today down 4.8% to $975.93 while the NASDAQ was down 2.2%, which as we have talked about, |
| 0:39.6 | that's generally a bottom 5%ile day for the NASDAQ, though which sure seemed to be getting a lot of |
| 0:44.2 | those this year so far. We haven't checked in on it in a while, but the 10-year yield does continue |
| 0:48.7 | to rise. It's now at almost 2.8%, this is up almost a full percentage point since the start of March, |
| 0:54.0 | and is now only about 50 basis points off the 5-year peak. So interest rates rising, |
| 0:58.5 | yield rising, cost of capital rising, generally that means worse things for growth stocks. |
| 1:02.7 | Fortunately for Tesla while they are growth stock, they're not financing their growth via debt, |
| 1:06.5 | like a lot of other growth companies would be doing. But on the other hand, we know that oftentimes |
| 1:10.5 | the market tends to trade in buckets and Tesla from a share price perspective at least |
| 1:14.5 | is not going to be immune to some of those impacts. So it'll be interesting to continue to keep |
| 1:18.2 | an eye on that, and then we do have a pretty big macro week this week with the release of the |
| 1:21.7 | Core CPI consumer price index tomorrow, an hour before market open, that's Tuesday, |
| 1:25.7 | and then the PPI producer price index, an hour before market open on Wednesday. This will also be |
| 1:30.8 | a short week with the markets closed on Friday and observance of good Friday, so probably no |
| 1:34.5 | episode that day, and then we'll already head into earnings week next week. So a lot of events |
... |
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