🚀 Upbeat institutions on TSLA

Hey S3XY 🧤, Post Q1 we are witnessing change of sentiments, Goldman Sachs released Tesla note stating that launch of new vehicles from existing line up to save capex/pull in time which answers concerning growth issues to some extent.
Looks like announcement of low cost new models came in as a big relief to broader set of shareholders and not just analysts and bigger institutions. Cherry on top is that Tesla to use existing lines and utilise installed production capacity of approx. 3 million units also would move things sooner than previously expected.
And some other highlights from today’s letter 📨:

• Steer by wire breakdown.

• Autopark hack.

• EV emission footprint.

• Nio and Lotus handshake.

Let’s take a dive..👇🏻

$TSLA CHART

TESLA BULLETS

U turn: Goldman Sachs releases an optimistic research report following Tesla Q1 earnings.

Analyst: Tom Narayan of RBC Capital shares his view on Tesla after recent Q1 earnings call.

Business vertical: The regulatory credits received by Tesla over the years and how significant this income is.

Bull signal: Robotaxi for China!

Accessories: Tesla has released a Cybertruck detailing kit for $130.

Ludicrous: The Chinese version of the new Tesla Model 3 Performance comes with 19” Warp wheels (instead of 20” ones in other regions).

Autonomy: Is FSD v12.3.4 already reading the broader set of signs?

Expo: Tesla Korea to participate in the 11th International e-Mobility Expo. Vehicles will be displayed at the event and test drive opportunities will be provided to participants.

WHISPERS

Ever wondered how steer by wire works? Check out this video.

Deferred revenue.

Fool your Tesla to use Autopark in your home garage.

EV emission breakeven at less than 15K miles.

Cash flow position.

INDUSTRY FILES

Not so electric: Ford EV revenue down 84% in Q1, 2024; EV vertical lost $1.3 billion.

Losses: General Motors expects to lose $1.7 billion on Cruise during current year.

Dominating China: A new graphic from Visual Capitalist ranks the top 10 EV battery manufacturers by total battery deployment (measured in megawatt-hours) in 2023.

Battery tech: CATL announces Shenxin Plus LFP battery with 1000 KM total range and 10 minutes of charge to get 600 KM range.

Q1 numbers: Toyota Q1 global vehicle sale remains flat YoY.

Charging infra: CATL and Huawei to build fast charging network in China.

Low cost EVs: Jim Farley affirmed that what the market wants is affordable EVs, and Ford is well-positioned to offer them in the next generation of products.

Refresh: Nio has rolled out the 2024 ET7, completing the refresh of all eight of its 2023 models.

Hybrids: BYD has unveiled the Qin L DM-i, Seal 06 DM-i hybrid sedans at the Beijing auto show.

Partnership: Nio today announced that it has entered into a strategic partnership on charging and battery swap with Lotus Technology, a luxury electric vehicle (EV) maker majority owned by Geely Holding.

Unveil: Denza, BYD's premium new energy vehicle (NEV) brand, officially unveiled its new model, the Denza Z9 GT, at the Beijing auto show today.

THAT’S THOUGHTFUL

Yelp CEO Jeremy Stoppelman's interview on The Late Show with Stephen Colbert.
👇🏻

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