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Tesla Daily: Tesla News & Analysis

US Investigating Tesla Short Sellers + Huge Lithium Supply Contract, Hummer EV (02.16.22)

Tesla Daily: Tesla News & Analysis

Rob Maurer

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

4.81.1K Ratings

🗓️ 17 February 2022

⏱️ 12 minutes

🧾️ Download transcript

Summary

➤ United States Department of Justice reportedly investigating more short sellers for conspiracy (https://bit.ly/3JypkY1)
➤ FOMC meeting minutes published
➤ Tesla signs massive lithium contract
➤ China factory rumors
➤ Footage from inside Giga Texas posted on Snapchat
➤ NHTSA approves change to headlight regulation
➤ Tesla rapidly rising in brand consideration
➤ FSD Beta comments
➤ All-electric Hummer specs
➤ Herbert Diess “ask me anything” recap

Twitter: https://www.twitter.com/teslapodcast
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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

Transcript

Click on a timestamp to play from that location

0:00.0

Hey everybody, Rob Maurer here and today we're going to be talking about the U.S. Department

0:11.2

of Justice looking a little bit more closely into short sellers.

0:14.1

We also have what seems to be a pretty significant update on a lithium contract for Tesla.

0:18.7

Got some rumors in China, some interesting videos from Giga Texas, news on adaptive headlights,

0:24.4

somewhat shocking specs on GM's EV Hummer and a few other items as well.

0:28.5

Looking at the stock, the markets did have a pretty nice recovery in the afternoon,

0:32.0

but ended up being a pretty boring low volume day.

0:34.3

Tesla won 10th of a percent to 92339, and has decked down 1 10th of a percent.

0:38.7

So not a whole lot to say here in the afternoon.

0:40.7

Of course, the Federal Open Market Committee meeting minutes did come out.

0:44.1

Remember those are on a delayed release, so these are from the meeting three weeks back.

0:48.2

But the market likes to keep an eye on that and obviously reacted,

0:50.7

relatively positively to that release today.

0:53.0

I think Bloomberg had a quote that captured the sentiment while it said,

0:56.4

with no explicit discussion of a date to begin balance sheet runoff,

0:59.4

or of the idea of a 50 basis point hike in March,

1:02.0

the minutes are on the less hawkish side of expectations,

1:04.8

said Ian Shepardson, chief economist at Pantheon,

1:07.5

macroeconomics.

1:08.5

But they aren't the last word on anything,

1:10.1

given the worst then expected inflation and wages data,

1:12.7

released since that meeting.

...

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