Dave Lee on Investing

I'm joined by Emmet Peppers as we talk about Tesla's record Q3 deliveries, TSLA stock, Biden reconciliation bill, EV tax credit, Tesla's move to Austin HQ, FSD Beta, Lucid and Rivian.

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​

Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE

Good Soil Management YouTube channel, https://www.youtube.com/channel/UCho9rOsQBrq-kUGjzJADHAQ

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Tesla just announced their Q3 2021 delivery numbers. 241,300 deliveries, 237,823 vehicles produced. I dive into the details and why this delivery beat is so significant.

https://ir.tesla.com/press-release/tesla-q3-2021-vehicle-production-deliveries

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Up and close at SpaceX's base at Boca Chica Village, TX, and viewing Starship SN 21.

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I discuss the 4 MEGA option calls for Tesla's long-term future.

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I’m joined by James Douma as we discuss Tesla Dojo (training supercomputer), why its important, fundamental architecture, and its future implications on autonomous driving, Dojo as a service, Elon Musk’s Humanoid Tesla Bot aspirations, and more.

View full unedited video with James Douma on Tesla Dojo (9/16/21), https://youtu.be/x-AhKZJQ78E

View Tesla AI Day full presentation, https://www.youtube.com/watch?v=j0z4FweCy4M

James Douma on Twitter, https://twitter.com/jamesdouma

James Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

Possible U.S. EV Rebate Details:

1. Starts after December 31, 2021

2. MSRP can’t exceed $55k for sedans, $64k for vans, $69k for SUVs, and $74k for pickup trucks.

3. Must have battery no less than 40kWh until Jan 1, 2027 and 50kWh after.

4. Rebate phases out after $400k individual gross income or $800k joint.

5. Point-of-sale rebate.

6. Lasts until Dec 31, 2031.

7. Appears to voted on in Ways and Means Committee next week.

8. Part of $3.5T reconciliation bill that hasn’t been finalized or voted on yet.

9. $7500 rebate for EVs

10. $4500 if final assembly done at facility in U.S. which operates under a union-negotiated collective bargaining agreement

11. $500 additional credit if 50% or more parts made in U.S. and battery cells made in U.S.

More details: https://waysandmeans.house.gov/sites/democrats.waysandmeans.house.gov/files/documents/Section%20by%20Section%20Subtitle%20F%2C%20G%2C%20H%2C%20%26%20J.pdf

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I share two simple valuation models to explain how Tesla TSLA stock could reach $3000 in 2025 if, in Elon Musk’s words, they execute really well.

Check out my other videos on Ark Invest’s $3000 TSLA price target:

Brett Winton: Why Ark Invest Is Bullish on Tesla, Genomics, and Bitcoin (Ep. 277) - https://www.youtube.com/watch?v=PD5RBh62wKQ&t=4125s

Deep Dive on Ark Invest’s $3000 Price Target w/ James Douma (Ep. 278) - https://www.youtube.com/watch?v=yhtbLAWRfJk

Article on Ark Invest’s $3000 Tesla Price Target - https://ark-invest.com/articles/analyst-research/tesla-price-target-2/

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I'm joined by YouTuber Marcus House to discuss the latest SpaceX developments, Mars timeline, the potential of Starlink, and possible SpaceX competition from Blue Origin, Rocket Lab, Relativity Space, and Astra.

Marcus House on Twitter: https://twitter.com/MarcusHouse

Marcus House on YouTube: @Marcus House

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

I'm joined by ARK Invest Analysts Will Summerlin (AI, SaaS) and Frank Downing (Crypto, Cloud Computing) to discuss Tesla's AI Day, Dojo supercomputer, Tesla Bot, and other implications for Tesla, TSLA.

Will Summerlin on Twitter: https://twitter.com/summerlinARK

Frank Downing on Twitter: https://twitter.com/downingARK

Ark Invest: https://ark-invest.com

@ARK Invest

Cathie Wood on Twitter: https://twitter.com/CathieDWood

Check out my previous interviews with Will Summerlin:

Tesla is an AI Company, https://youtu.be/t6OZvp6ZXdk

How to invest in the AI Revolution, https://youtu.be/Cv5o-6uR_rc

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise

This past week I worked with Somaya to coordinate a land border escape out of Afghanistan for her single mom and two teenage sisters, as well for 35 others.

Somaya Ahmadi is a Canadian Permanent Resident and an Afghan National who had her single Mom and two younger teenage sisters stuck in Kabul just until several days ago. Somaya studies fashion design at LaSalle College in Vancouver, BC.

Somaya on Instagram: https://www.instagram.com/Somaya21_amadi/

Somaya on Twitter: https://twitter.com/somi251097

Social

🐦 Twitter https://mobile.twitter.com/heydave7

🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991

🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg

📸 Instagram https://www.instagram.com/heydave7

Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

Open an brokerage account at Interactive Brokers:

https://www.interactivebrokers.com/mkt/?src=daveleey&url=%2Fen%2Findex.php%3Ff%3D1338

Buying a Tesla?

🚗 Car: Use my referral link to receive 1,000 free Supercharger miles with the purchase of a new Tesla. http://ts.la/david7556

☀️ Solar: You’ll get $100, I’ll get $500 for a new install of a Tesla solar system. http://ts.la/david7556

Check out my archived articles/posts on Tesla and investing: https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768

Subscribe to Dave Lee on Investing on Soundwise