Tesla Daily: Tesla News & Analysis

➤ Semiconductor supply issues are impacting automakers across the globe, how serious is the situation for Tesla? ➤ German minister comments on Tesla's Giga Berlin battery manufacturing timeline ➤ Germany introduces new legislation on autonomous driving ➤ Vanguard discloses large stake in TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ President of Tesla China, Tom Zhu, speaks with Xinhua Net about Tesla’s progress at Giga Shanghai, production, China R&D plans, and more ➤ TSLA volume nearly hits 3-year low ➤ Tesla launches in Singapore, assessing the market and Tesla’s positioning ➤ Audi launches new flagship EV, the Audi e-tron GT ➤ Apple and Hyundai-Kia reportedly pause partnership conversations ➤ Kia announces EV roadmap through 2030 ➤ Did Tesla’s Bitcoin purchase leak on Reddit before it was announced? ➤ @greentheonly shares an interesting new addition to Tesla’s firmware ➤ Elon Musk comments on possible Starlink IPO Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla discloses $1.5B investment in Bitcoin, Rob Maurer discusses the decision and its impact ➤ Tesla files its annual report, sharing new details on Tesla Energy ➤ More rumors surface on Giga Shanghai production rates ➤ Super Bowl advertisement causes spike in Tesla Cybertruck search interest ➤ Consumer Reports releases automotive owner satisfaction survey ➤ Elon Musk and Miami mayor connect on The Boring Company tunnels ➤ Starlink continues to progress, SpaceX opens orders Coinbase: https://www.coinbase.com/join/maurer_x4q Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Chinese media outlet allowed access to Model Y factory in China, shares details on production ➤ Indonesian government official says Tesla has submitted proposal for operations in the country ➤ Tesla brings back Enhanced Autopilot option in select markets ➤ BlackRock discloses greater than 5% ownership stake in Tesla ➤ Bernstein reiterates underperform rating on TSLA stock with a $180 price target Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ New rumors on Tesla Semi production volume, timeline, and manufacturing location ➤ Further reporting on Apple Car suggesting Apple is close to finalizing and agreement with Hyundai-Kia ➤ Drone footage at Giga Texas shows new equipment arriving ➤ SpaceX attends event which may have implications for Tesla’s balance sheet ➤ Volkswagen solicits external business model suggestions (https://bit.ly/2MXdnDa) ➤ Volkswagen ID.6 photos leaked Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla updates design studio for Model Y in Europe with a new timeline for Giga Berlin production ➤ Tesla starts production at new Supercharger factory in Shanghai ➤ Analyzing Tesla’s positioning in their new market of Israel ➤ Tesla clears environmental impact assessment for Giga Shanghai expansion plans ➤ Daimler announces intent to split company up into separate entities ➤ Amazon announces first customer deliveries with Rivian electric vans ➤ US Treasury Secretary to meet regarding market circumstances over the last couple of weeks Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Elon Musk joins Sandy Munro to discuss Tesla’s engineering, quality control, structural battery, autonomy, and organizational structure (https://youtu.be/YAtLTLiqNwg) ➤ Tesla officially recalls select Model S and Model X vehicles over MCU issue ➤ New Tesla Semi spotted in California ➤ Tesla could be in line for €1B of funding for battery production in Europe ➤ Panasonic comments on battery supply business with Tesla ➤ Tesla opens design studio to Israel ➤ Rumor surfaces about Tesla having an interest in acquiring a stake in China automaker BYD ➤ Tesla reportedly no longer plans on producing a rear-wheel drive Long Range Model Y ➤ Tesla Insurance may finally be expanding outside of California ➤ SpaceX completes high-altitude test flight of Starship SN9 ➤ Jeff Bezos steps down as Amazon CEO Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Image(s) and/or Footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Piper Sandler analyst Alex Potter has increased his TSLA price target to a new street-high $1,200 per share, noting that Tesla “fireworks aren’t over” yet ➤ Elon Musk is interviewed about Tesla, SpaceX, Neuralink, Bitcoin and other topics, then brings Robinhood CEO on the call to answer questions about trading halts last week ➤ Ron Baron of Baron Funds and Cathie Wood of ARK Invest comment on Tesla ➤ Morgan Stanley increases TSLA price target, addresses valuation if Tesla achieves 50% compound annual growth rate ➤ Refresh Model S and Model X delivery timeline updated for Europe ➤ Quick update on 2021 Model 3 winter performance Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla CEO Elon Musk changes his twitter description to bitcoin, cryptically tweets about inevitability ➤ Argus Research sets $TSLA price target above $1,000, the second price target on the street to eclipse the mark ➤ Citron Research to stop publishing short reports in wake of GME, AMC ➤ S&P warns oil and gas companies on credit rating ➤ Do Tesla’s refreshed Model S and Model X vehicles have less energy than before? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Richard Del Maestro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla short selling has increased to a record $47 billion as TSLA’s stock price continues to rise ➤ Robinhood and other brokerages halt trading on Gamestop ($GME) and AMC Entertainment ($AMC) as short squeeze pressures hedge funds ➤ Analysts react to TSLA’s Q4 earrings report ➤ Continued discussion on Tesla’s earnings report and refreshed Model S and Model X ➤ Tesla ramps up Supercharger network expansion Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Plaid producer Ice Lakes Investments Ludicrous producer Fred Hassen Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre/Maria Kent Executive producer Jeff Sheets Executive producer Jessie Chimni Executive producer Richard Del Maestro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives