HyperChange

Tesla's highly anticipated 'FSD beta' software update is now being set out to a handful of lucky customers. Although you have to oversee the vehicle, this new feature allows you to plug in a destination and the car to start driving there (all by itself). Wow. This is already going viral, and it should be. Tesla is leveraging the data from these early customers to improve the system, before a wide release later this year. I'm at the edge of my seat waiting for the update! Additionally, Tesla will be raising the price of FSD by $2K on Monday, making it a $10,000 package. This is the first time the price has gone up by more than $1,000 and is a strong signal that it will keep climbing rapidly. FSD will be a gamechanger for the planet and Tesla's business model, as it unfolds.

Analyzing Tesla's Q3 2020 Earnings & conference call!! Sharing my thoughts and analysis on Tesla's record breaking quarter after the conference call!

Tesla Q3 2020 earnings preview! I'm projecting Tesla will grow revenue by more than 30% to ~$8.3B, and produce about ~$500M in operating income (excluding any impact from Elon's stock compensation package). What I'm most curious about on the conference call is the production ramp of Tesla's new 4680 battery cell, and any details surrounding the plans announced at Battery Day! What are you expecting from Wednesday's shareholder letter & conference call?

Announcing HyperGuap! I'm launching a syndicate group for accredited investors!  

HyperGuap - www.hyperguap.com  

Music by Gali: https://soundcloud.com/galimusic

My interview with Brian Feroldi of the Motley Fool, covering Tesla's Battery Day, the new 4680 battery cell, the Plaid Model S, Cybertruck, Tesla Semi, solarroofs and more. This was recorded on Friday, 10/02/2020. Thanks to the Motley Fool for having me!

Tesla reports record Q3 deliveries of 139,300, up 43% year over year. These record breaking numbers (in delivery & production) imply a huge financial beat and profit coming. The best part is this is just the start of Tesla posting consecutive quarters, of record deliveries and revenue. I think the company could still hit its (pre-COVID) guidance of 500K deliveries this year. An EPIC achievement while the whole auto industry is in shambles.

Full breakdown of Tesla's Battery investor day. From the new 4680 cell, to the tabless electrode,  to the potential of the Model 2 ... I try and summarize one of the most important days in Tesla history. The cat is out of the bag, Tesla is bringing cell production in house and scaling like crazy. They plan to hit 100GWh/yr by 2022 of this new cell. That's triple Tesla's 2020 battery consumption. This implies Tesla is getting ready to sell Ms of vehicles per year.

Interview with James Stephenson, fellow Tesla shareholder, and prominent Tesla Twitter community member. James has been fighting the FUD with incredible analysis on Twitter for years, and has even been applauded by Elon Musk for his insight. In this podcast we discuss how Tesla has evolved in the two years since we were featured in a Wall Street Journal article about the company going private at $420 per share #funding secured

Tesla now trades at a valuation of ~$400B, making it the world's largest automaker and one of the largest public companies in the world. Can the current financials justify this valuation? How far out, and what assumptions must you have for TSLA to make sense at these prices? In this video I walk through my thinking as a long-term investor, and why I'm still very bullish on Tesla and have never been more confident in the company. From robotaxis, to solarroofs, Tesla is much more than a car company. Eventually, I believe we are looking at multi-trillion dollar tech behemoth, that will have changed our energy and transportation systems forever.

GM is partnering with Nikola Motors to build its EV and FCEV pickups and semi trucks. As part of the deal, Nikola is issuing $2B in new stock to GM for "in-kind" services. It looks like both companies are super desperate. Nikola needed an OEM partner to build the Badger, and GM wanted good press for it's EV division (along with $2B in shares). What are your thoughts on this deal? Should Tesla be concerned (lol)?