Tesla Daily: Tesla News & Analysis

➤ Tesla announces date for TSLA Q2-2020 earnings report and earnings call ➤ Elon Musk discusses Tesla autonomy, Giga Shanghai, and Tesla China at the 2020 World Artificial Intelligence Conference Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reportedly sells a record number of vehicles in China in June ➤ Panasonic CEO Kazuhiro Tsuga calls Tesla CEO Elon Musk a genius at speaking event ➤ Goldman Sachs increases their price target on TSLA stock ➤ Munro comments on Model Y cost compared to Model 3 after completing Model Y teardown Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Morgan Stanley has increased multiple price targets on TSLA stock in a new note entitled “The Great Re-Rating” ➤ Analysis of the Morgan Stanley’s price targets and how they compare to Tesla’s goals Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla stock finished trading on Monday with a $163/share increase, the biggest increase in Tesla’s history, and continued to rise in after-hours trading, adding more than $40 billion dollars to TSLA’s market cap in a single day ➤ Analysts increase TSLA price targets after Q2 deliveries report ➤ LG Chem reportedly expanding battery production for Tesla Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Plaid producer Who Why Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla has added a new product to their merchandise store: Tesla Short Shorts ➤ Elon Musk has joked about releasing the product for the last two years ➤ Does the timing and description of the new product give us incite into Tesla's Q2 earnings report, expected in late July? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Tesla reports second quarter deliveries of 90,650 vehicles, and production of 82,272 vehicles, well ahead of consensus expectations ➤ Deliveries above 90,000 may indicate a profitable quarter for Tesla which would result in eligibility for S&P 500 inclusion ➤ Tesla is likely on track to achieve guidance in 2020 despite a challenging macro environment Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Video Link: https://youtu.be/07JVDZXASeo ➤ As Tesla's second quarter comes to a close, the company is set to announce Q2 delivery and production numbers in early July ➤ Wall St. consensus estimates near 70,000 deliveries may leave considerable room for Tesla to surprise to the upside, even in the midst of rising expectations ➤ Rob Maurer of Tesla Daily walks through a Tesla Q2 delivery and production estimate including Model Y, Model 3, Model S, and Model X as well as production splits between Giga Shanghai and Tesla's Fremont factory Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ In a new leaked email, Tesla CEO Elon Musk urges employees to go all out for profitability in Q2 ➤ Analysis on Musk’s past leaked emails, how likely Tesla is to achieve profitability in Q2, and the implications of Q2 results including possible S&P 500 index inclusion #Tesla #TSLA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ Delivery expectations rise for Tesla as the company heads into the final week of Q2 ➤ Deutsche Bank and RBC Capital issue updated notes on TSLA ➤ Elon Musk tweets about Tesla logistics challenges, worldwide Supercharger network usage, and a floating Cybertruck ➤ Analyzing the results of JD Power's 2020 Initial Quality Study and Tesla's lowest score among car brands ➤ California passes new emissions regulations on trucks ➤ Amazon agrees to acquire autonomous driving startup Zoox Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

➤ With one of Tesla's suppliers (Contemporary Amperex Technology Ltd, or CATL) recently announcing an automotive battery capable of more than one million miles, some have wondered if they have stolen Tesla's battery day thunder. Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Fred Hassen Executive producer Rish Singh Executive producer Jeremy Cooke Executive producer Nick Wood Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Executive producer Bryce Langlotz Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives