Tesla has raised the price of it's Full-Self Driving (FSD) packaged yet again, from $7K to $8K. Elon Musk has hinted that the long-term value could be $100K+, once general autonomy and regulatory approval has been achieved. In the meantime, incremental gross margin expansion because of raising FSD prices will be a massive financial tailwind for the company. This will justify the 'Computers on Wheels' thesis and Tesla's significantly higher P/S, P/EBIT ratio than the rest of the auto industry. What are you predictions for the price of FSD???

Interview with Tom Smith, the CEO/Founder of Brooklyn-based male-fertility startup Dadi. Previously, Tom worked at Apple HQ and then founded Imoji, a sticker company that sold to GIPHY in 2017. His newest venture, Dadi, offers direct to consumer at-home sperm testing, and storage. He's bringing much needed disruption to the male fertility space, by leveraging the power of technology to help families get started. I'm a huge fan of Tom, Dadi and the company's mission, so I decide to invest in Dadi!

Tesla has opened Cybertruck pre-orders in the world's 2nd largest pickup market, China! This is a huge clue that Tesla is moving forward with possible local Cybertruck production plans in China, and will be selling the truck there soon! What are your estimates for Chinese Cybertruck demand??

This is not a drill. Tesla has released official Short Shorts in its merch store for $69.420. These limited edition red & gold shorts wit 'S3XY' on the butt are an inside joke for Tesla shareholders. Tesla has been one of the most shorted & criticized stocks for years... with numerous billionaire short-sellers/skeptics. Now those haters have been proven wrong, as the stock is up 228% so far in 2020, and 415% in the past year. Tesla now trades at a market valuation of ~$250B, and may be on the cusp of reporting its 4th profitable quarter in a row!! Congrats Tesla & Elon! I hope you were able to snag a pair of Short Shorts, I know I got mine!

Amazon has purchased Zoox for $1.2B. The San Francisco based startup is developing autonomous vehicle technology. Zoox has raised more than $1B in funding, and was valued at over $3B in 2018. The question is why did Amazon get the on the cheap and what technology was so valuable? What we do know, is that Amazon continues to vertically integrate its logistics network, and is constantly testing new way to get us packages faster ;)

Arcimoto stock has soared more than 450% in the past 3 months, on the back of ramping deliveries and new financing. In June, the company raised $17M, giving them enough funding to put the pedal to the metal. I caught up with CEO/Founder Mark Frohnmayer, to get his take on the recent Hyrecar partnership & funding news.

Tesla beats everyone's estimates and reports deliveries of 90,650 for Q2 2020. Despite over a month of the Fremont factory being shutdown and a global pandemic, Tesla was able to grow its deliveries by 2% sequentially. My projections indicate the company is still on track to hits its annual 2020 delivery guidance of 500,000+ vehicles. This would be 36% growth from 2019, despite the world falling apart. Tesla was able to report a profit last quarter with deliveries of 88,000... the chance of them reporting another GAAP profit is looking good. What are your thoughts on the quarter?

Tesla Q2 2020 Deliveries & Production Preview. A strong quarter from Gigafactory Shanghai and Model Y could push Tesla deliveries to 90,000+ (my estimate) for the quarter. This is wayyyy higher than any of us were thinking at the end of Q1, and puts profitability for the quarter within reach!

Interview with Vivas Kumar, ex Battery Supply Chain Manager for Tesla, now a Principal at Benchmark Mineral Intelligence. Vivas prepared a 34 slide presentation about the state of the Lithium industry, and battery materials supply chain. As EV sales climb from 1M/year to 50M/year over the next decade or two, massive investments need to be made in the raw materials supply chain. This is an in depth look at the mining & lithium industry from now, until 2030.

New documents confirm Tesla is expanding battery manufacturing and R&D operations in Palo Alto. This essentially confirms Tesla's 'Project Roadrunner', a top secret initiative with the goal of producing battery cells in house (with a cost below $100kWh). With up to 100 people working in 4 shifts 24/7, it seems like Tesla is truly ramping capacity of these new cells. But many questions remain ... Do these cells use the Maxwell Dry Battery Electrode (DBE) tech? Are these cells going into the new Plaid Model S? How many battery packs can Tesla produce in Palo Alto/Fremont?