TSLA Stock/Analysts React to Deliveries, Shanghai, Tim Cook on Musk/Tesla, EQS, Announcement (04.05.21)
Tesla Daily: Tesla News & Analysis
Rob Maurer
4.8 • 1.1K Ratings
🗓️ 6 April 2021
⏱️ 19 minutes
🧾️ Download transcript
Summary
➤ TSLA stock increases just 4% after Q1 delivery beat
➤ Discussion of analyst reactions to Tesla’s report, and what the market may have missed
➤ Update on Model Y demand in China
➤ New construction near Giga Shanghai
➤ Apple CEO Tim Cook discusses Tesla, Elon Musk, and Apple’s car plans in a new interview
➤ Mercedes announces more details on the upcoming all-electric Mercedes-Benz EQS
➤ Announcement
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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, you're out of malware here and today we're going to be talking a little |
| 0:10.0 | bit more about Tesla's Q1 delivery and production report from Friday. |
| 0:13.1 | We're also going to hear from analysts and their different reactions to the report. |
| 0:16.7 | Then we have some news on Tesla in China, comments from Apple CEO Tim Cook on Elon Musk |
| 0:21.0 | and Tesla, specs on the upcoming EV from Mercedes, the EQS, and a couple of other things |
| 0:25.5 | as well. |
| 0:26.5 | Alright, so Tesla stocked today first day trading since the Q1 delivery and production |
| 0:29.7 | report, finishing up 4.4% to $691.5. |
| 0:34.8 | That's probably not what investors were really hoping for today after the report, especially |
| 0:38.2 | given the positive macro environment, the NASDAQ finished up 1.7% today. |
| 0:43.1 | That's a pretty strong day for the NASDAQ and a day like that, I wouldn't be surprised |
| 0:46.5 | to see Tesla up 4.5% on no news, so maybe a little bit surprising to see Tesla and not |
| 0:51.3 | up a little bit further today, but as I said in live stream on Friday, because this was |
| 0:55.4 | such a long period of time between the actual report and then the start of trading after |
| 0:59.6 | that report. |
| 1:00.6 | In those cases, even over just a normal weekend, often times we'll see companies release |
| 1:04.0 | bad news on Friday to capitalize on this, but after that period of time some of the |
| 1:07.8 | excitement dies off, tension, shifts elsewhere. |
| 1:10.0 | I'm sure that's why, for example, we saw the announcement on Friday of Waymo CEO stepping |
| 1:14.4 | down, so it kind of works both ways, especially over a longer holiday weekend. |
| 1:18.7 | I think it's likely that if the market had been open on Friday, the stock would have reacted |
| 1:22.4 | a little bit more than it did today. |
... |
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