

Analyst Note Demonstrates Tesla's Upside, Macro, Ford, Stellantis, Dawn Project (01.18.22)
Jan 19, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Tess Earnings - The Fourth Theme
03:20 • 4min
Credit Sweeps's Growth Slows Down, but It's Not Going to Last Longer
06:56 • 2min
Graphite Supply - Is That a Good Thing?
08:42 • 2min
Electrification
10:28 • 3min
The Problem Is Connecting Everything Up to the Internet, Right?
13:23 • 4min
Why Are We Talking About This Again?
17:10 • 2min