4.8 • 1.1K Ratings
🗓️ 5 October 2021
⏱️ 16 minutes
🧾️ Download transcript
➤ Tesla stock outperforms weak macro environment following Q3 delivery and production report
➤ A look at the big week ahead for Tesla
➤ Wall St. and analysts react to Tesla’s Q3 delivery report
➤ Chip shortages front and center after quarterly auto industry results
➤ NHTSA provides update on petitioned review of Tesla fires
➤ Tesla files amendment to lawsuit against Rivian
➤ IDRA releases part one of Giga Press series
Plaid producer Who Why
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Andre/Maria Kent
Executive producer Jessie Chimni
Executive producer Jeffrey Yu
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
Click on a timestamp to play from that location
0:00.0 | Hey everybody Rob, now we're here and today we're of course gonna be talking about Wall Street's |
0:11.2 | reaction to Tesla's third quarter delivery and production report over the weekend. |
0:14.7 | We've got a whole host of analyst updates as well as other things going on in the market |
0:19.0 | to discuss. |
0:20.0 | We've also got an update from it, Nitsa, News in Tesla's lawsuit against Rivian and a couple |
0:24.4 | other items. |
0:25.4 | So we'll start off with the stock, probably not the start to the week that people had hoped |
0:29.1 | for from the stock after Tesla beat delivery expectations by about 9% with the report |
0:33.7 | this weekend. |
0:34.7 | Tesla stock finishing up just 8 tenths of a percent to $781.53. |
0:39.9 | After briefly passing $800 per share this morning, hitting a high of about $807 or so before |
0:45.5 | falling back for most of the rest of the day. |
0:47.9 | But what we have to consider here is obviously the performance of the NASDAQ. |
0:52.1 | The NASDAQ having its 11th worst day of the year today, finishing down 2.1% on the |
0:57.7 | day. |
0:58.7 | So that's actually a bottom 6th percentile day. |
1:00.8 | And the NASDAQ finished quite a bit below the S&P and the Dow. |
1:03.3 | So just a rough day in general for growth stocks, Tesla being dragged down by that macro |
1:07.2 | environment. |
1:08.2 | So the 8 tenths of a percent gain by itself, not all that exciting, but pretty strong, |
1:12.3 | relative performance. |
1:13.3 | It's clear that there was generally a positive reaction to the Q3 report. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Rob Maurer, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Rob Maurer and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.