Tesla Daily: Tesla News & Analysis

- Tesla stock hits new all-time highs - Tesla releases "Acceleration Boost" option - Leaked email about end-of-quarter delivery volunteer needs - Elon clarifies some Cybertruck features on Twitter Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Tesla emails some European owners on about Autopilot functionality Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Update on "phase one" tariff agreement between the US and China - Credit Suisse and Wedbush Securities comment on Tesla stock - Updates on the possibility of a federal EV tax credit extension in the United States Wish List: https://www.amazon.com/hz/wishlist/ls/3PQR5JZMYU7IE?ref_=wl_share Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Tesla increases base price on some Model 3 variants in the US - Deutsche Bank meets with Tesla and shares interesting details in investor note Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

Alex Potter, analyst at Piper Jaffray, and Rob Maurer discuss Tesla's valuation, China potential, competition, risks, and investor theses. Youtube link, including detailed disclosures: https://youtu.be/z9k3ppSk0oA 1:06 - Introduction 3:33 - How long has Alex been bullish? 5:12 - Product diligence 6:07 - Why has Alex become more bullish? 10:05 - How high can market share go? 10:58 - Bear/bull theses 14:15 - Tesla in China 42:52 - Competition 52:38 - EV profitability 53:45 - EV credits/regulations 1:02:01 - Tesla’s updside 1:03:30 - Demand 1:07:10 - Price target 1:09:55 - Tesla Energy 1:11:44 - Autonomy 1:17:05 - Talent Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Discussing the Porsche Taycan's recently released EPA range rating Links: Email: tesladailypodcast@gmail.com Twitter: @teslapodcast Patreon: patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- USMCA gains support from Democrats - TSLA price target raised by Exane BNP Paribas - Updated TSLA short interest for the 11/29 settlement date - New Tesla Energy project in Alaska - Latest Gigafactory Shanghai news Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Deep-dive on China New Energy Vehicle policies, starts at 12:41 - Tesla crash in Connecticut - Premium connectivity - Gigafactory Shanghai rumors and progress - EU commission, ATV, Cybertruck, UBS, Volkswagen plea Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Discussion of possible news on made-in-China Model 3 - Tesla adjusts production timelines for some Cybertruck variants - Unsworth v Musk civil trial concludes - Model 3 earns another prestigious award Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives

- Adam Jonas of Morgan Stanley updates his "bull case" for TSLA - Firmware 2019.40.2 released with some new features - More news on Tesla's V3 Solarglass Roof - Quick update on the Unsworth v Musk civil trial - I-PACE gets a significant software update - GM/LG Chem partner on US battery factory Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives