E104: Tesla Bull. RW Bairds' Ben J. Kallo

INDEX:
00:00:00 - Introduction
00:03:50 - About Ben/Baird
00:11:35 - Tesla's August Event: Hype Echoes?
00:19:19 - Robo-Taxi Launch: Regulations and Realities
00:24:06 - China's EV Exports: Tesla's Challenge?
00:28:07 - Tesla's Edge: Navigating China
00:32:14 - China's Lithium Dominance: Albemarle Impact?
00:38:09 - China Expands Energy Storage
00:42:08 - Tesla's Margins: Storage vs. EV
00:43:57 - Tesla's Compensation?
00:49:02 - Tesla Valuation: AI Focus
00:54:11 - Rivian, Apple: EV Market Trends
00:57:36 - Potential Trump Win: EV Concerns
01:01:53 - Musk and Trump: Electric Future?
01:02:48 - Musk's China Moves
01:06:13 - Tesla's China Performance
01:09:52 - Musk's Politics, Lithium Mining

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Links 🌍

RK Equity Website: https://rkequity.com/
Patreon: https://www.patreon.com/rockstockchannel
Podcast:
  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172
  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648
X (Twitter):
  Howard: https://twitter.com/LithiumIonBull
  Rodney: https://twitter.com/RodneyHooper13
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DISCLAIMER

NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH

Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com

Intro and outro audio credit: Jamie Klein