🚀 Model 2 is crucial

Hey S3XY 🧤, David Baron, a portfolio manager at Baron Capital highlights that Model 2 is a crucial piece in their investment thesis. If they stopped that, that is investment thesis-changing.
Another Tesla long time bull Dan Ives also suggests that, this is probably the worst period that I’ve seen, I’d say, in about six years.
There could be darker days ahead if Musk does not handle the [Q1 earnings] call like an adult in the room.
Model 2 is needed to save on growth story of Tesla for next 3-5 years until Robotaxi/FSD licensing could become main driver in Tesla’s balance sheet.
And some other highlights from today’s letter 📨:

• Xiaomi begins SU7 deliveries.

• Tesla hoarding batteries.

• Goldman recognises autonomy opportunity.

• Volvo and CATL teams up.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

Going mainstream: Big institutions (Goldman this time) are waking up to see FSD and Robotaxi opportunity & their significance to Tesla’s valuation model.

Bottom fishing: Irrespective of demand, Tesla keeps buying LG ensol batteries.

Low cost EV: The Model 2 is a crucial piece of our thesis. If they stopped that, that is investment thesis-changing, David Baron, a portfolio manager at Baron Capital.

Too many: At least 35 executives now directly reports to Elon at Tesla after Drew Baglino departed.

Intelligence: FSD latest version slows down for potholes.

Recall: Tesla to recall 3,878 CyberTrucks due to pedal pad issue, says NHTSA.

Huge: Tesla is pushing forward with a plan to build an electric big rig charging corridor stretching from Texas to California for Semi.

Patent: New Tesla patent just got published, “Estimating object properties using visual image data”.

Buying the dip: ARK buys more TSLA and about to top out 10% limit.

Smart cars: Tesla’s smart ecosystem would make other cars feel dumb.

WHISPERS

FSD is going to change so many lives for good.

Wow, there were 4 people in this Model Y; all alive and well.

Robotaxi vs Uber with Brad Gerstner & Bill Gurley.

Dan Ives of Wedbush had been Tesla bull for long time but now his sentiment seem quite cautious. Find out why?

Undervalued Tesla.

INDUSTRY FILES

Competition: Xiaomi has begun deliveries of customized vehicles for its first EV model, the SU7, with the smartphone giant's CEO saying sales are well above expectations.

Hydrogen: Frozen pumps. Skyrocketing fuel costs. Plummeting resale values. Here's why owners who bought into Toyota's hydrogen dream feel cheated and misled.

Handshake: Volvo and battery giant CATL are teaming up to turn old EV batteries into new ones.

Encouraging: According to Kia, in March, its retail all-electric car sales amounted to 19,061 units, about 79% more than a year ago.

Cheap EVs: Nissan will unveil a new Micra EV as its newest low-cost electric car later this year.

Autonomy: Nio to held an event for NOP+ (Navigate on Pilot Plus) tomorrow, followed by a user communication session, where a timeline for the full rollout of the feature is expected.

Clean energy: Stellantis acquired 49.5% of an Argentine solar power producer to increase its self-sufficiency in its operations.

Solids: Japanese automaker Nissan showed its in-construction all-solid-state battery pilot line to members of the media at its Yokohama Plant.

THAT’S THOUGHTFUL

A summary of Stephen’s bestseller “The 7 habits of Highly Effective People“.
👇🏻

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