저자: 미상 · 외국인
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2020년 5월 23일 테슬라 팟캐스트 성격 영상으로, 테슬라 주가 하락과 관련 뉴스를 정리한다. 결론: 특정 자산의 미래 가격 방향에 대한 명시적 예측은 없으며 주로 뉴스 전달 중심이다. 휴장 및 일정: 월요일 메모리얼데이로 시장 휴장, 다음 주 수요일 5월 27일 Jay Leno's Garage 출연 및 SpaceX Crew Dragon 데모 발사 예정이라고 언급. V2G(차량-그리드) 양방향 충전: 모델3 양방향 충전 가능성에 대해 엔지니어 검증 결과 불가능하다는 의견이 제기됨. 별도 인버터 필요. 한편 Sandy Munro 관련 이메일 건은 Munro가 이후 Tesla 측 '코멘트 없음'으로 입장을 번복. 테슬라 주가: 5월 22일 1.3% 하락, 800달러 16.88달러 마감(나스닥은 0.4% 상승). 장 마감 45분 전 약 10달러 하락 원인은 불명확. 캐시 우드(ARK)의 테슬라 비중 조절 매도는 포트폴리오 리밸런싱으로 해석. 빌 애크먼: 하워드 휴스 코퍼레이션 도시 개발지를 테슬라 신본사 후보로 제안한 트윗은 마케팅 성격으로 평가, 테슬라 영향은 제한적으로 봄. HR 메일: 생산·사무직에 대해 5월 22일부터 출석 정책 복귀. 아픈 경우 재택, 가구원 노출 우려 시 5월 31일까지 유급휴가 연장 신청 가능. 일론 머스크 블룸버그 인터뷰(Ashley Vance): 트위터 발언에 대해 일부 후회 및 철회 의사, 소통 수단으로 트위터 사용을 긍정 평가. 학자금 대출로 대학 졸업 후 창업 경험 언급, 아버지 관련 근황 언급. 기타: 테슬라 펌웨어 2020.20.20에서 Fallout Shelter 게임 롤아웃 시작.
다듬은 글
everybody robbed now we're here a little bit quieter of a day today to close out the week but we do still have a handful of topics to cover I want to start off with a couple housekeeping notes first though on Monday the market will be closed just a reminder for that for Memorial Day currently I'm not planning on having an episode on Monday we'll see if anything does happen in regards to a factory potentially or anything else major but currently no plans for Monday I am really excited for next week though there's a lot going on particularly on Wednesday May 27th we have Jay Leno's Garage with Elon Musk and the cyber truck appearing on that episode and then we also have of course the launch of the SpaceX crew dragon demo - one other quick note earlier this week we talked about vehicle-to-grid we have expressed some doubt upon that but it had sounded like bidirectionality it was included in at least some versions of the model 3 there's been some further research into this and a youtuber by the name of engineering circuit board from the model 3 from back in 2018 and he tested out the bidirectionality and concluded that it was not possible for by directionality you'd have to have a separate inverter outside the vehicle and Marco Gaxiola the person that had sent the schematic to electric that had started the article that I had mentioned in the last episode commented on this YouTube video saying quote hey engineer X total credit to your analysis on this video yes you are right it is not bi-directional unfortunately a big mess on my part and quote kudos to marco for commenting on that we can't all be right all the time and i know he felt bad about it we're lucky to be in a circumstance with tesla where people are doing this sort of digging and sharing it pretty openly the other quick update on vehicle-to-grid in that episode i mentioned that that sandy monroe had responded to an email that a listener had sent and cc'd me on that said in the model why they had found the same parts and signs on circuit boards indicating bi-directional charging potential and that they had reached out to Tesla and Tesla had said that there was a plan to do bi-directional charging well galley from hyper change was actually on that email as well and he had reached out to Monroe and had a conversation with Monroe and Monroe actually backtracked on the latter part of that saying that Tesla actually had no comment so I think Daly's doing a video on that later today but just wanted to throw that update out there as well sounds like he's not changing his stance on the point of view of bidirectionality though so it is possible that Tesla has added this since the 2008 versions that these other engineers were looking at and of course regardless of all of this it is still possible that Tesla would implement this feature in the future with the battery but again not a foregone conclusion at this point alright so that wraps up housekeeping I want to talk about the stock quickly which closed down today 1.3 percent to 800 $16.88 that compared to the Nasdaq up four tenths of a percent daesil did fall in the last 45 minutes or so by about $10 per share figured people might be curious about that I'm honestly curious about it too we didn't really have much news that I have seen we did have Cathy wood from arc invest on CNBC they published an article about why arc invest sometimes sells Tesla even though they're so bullish on the stock which this is a pretty much a no-brainer answer but obviously they're just balancing their portfolio as Tesla grows and their other positions don't grow as rapidly Tesla becomes a larger percentage of their portfolio so in those types of situations they'll sell some lower that percent of total to what they deem as a more reasonable percentage personally that's not my investment style but that super basic stuff that no one should be surprised by from an investment fund so it could have been that could have been options expiration movements sometimes that'll move the stock at the end of the week but I didn't see anything material causing the drop next I want to catch up on a story from yesterday this is from Bill Ackman so he's the billionaire founder and CEO of Pershing Square Capital Management aside from notoriety as a billionaire people may know him from his vocal short of Herbalife and the betting on Xero documentary anyway he generated some press yesterday by tweeting at Ilan saying quote inspired by our namesake Howard Hughes another visionary American we proposed a few alternatives for your Nevada or Texas move Howard Hughes Co owns master plan cities where we can create tesla new HQ please watch this 2-minute video and quote so Howard Hughes corporation does about a billion dollars in revenue annually developing and managing real estate and this video is a quote unquote pitch for Tesla kind of showing off their master-planned cities but it's very glitz and glamor focused it's not focused on manufacturing or development or things like that so honestly I think this was probably just a marketing ploy by Ackman well played for him to get the attention I mean that's a ton of free press I'm doing it right now for this Howard Hughes corporation and their real estate development project so savvy move but I don't think probably actually has much of an impact on Tesla next up we have a story from CNBC this was also published yesterday and this is from another leaked email from Tesla's HR team I was on Wednesday evening this email pertained to production and workforce and production related office workers and the key point is that Tesla said that they will be reinstating their attendance policy this Friday May 22nd so today which to me sounds like they plan to get back to full staffing full operations with of course the safety measures in place they did also mention that they have a couple new provisions obviously stay home if you're feeling sick and then if you have any household members that you're worried about exposing you can apply to extend your own pay leave until May 31st we went through delivery estimates for q2 and for the year yesterday but of course as we get new information we'll probably revisit this again towards the end of the quarter and this kind of information can be helpful for that process next today we have a new interview from Elon Musk this was for Bloomberg and it was with writer Ashley Vance who wrote the biography on Elon Musk there wasn't a ton of new information in this it was more of I would say sort of contextualizing everything that's been going on in the last few weeks and months with you on so obviously mostly stuff that we have talked about but there were a couple of new pieces of information that I want to just highlight here he did address his Twitter usage saying quote it's hard to make everyone happy especially on Twitter look you can either say things that are not controversial at all and then you're boring that nobody cares some of the things I say I would like to retract them it's not like I stand by all the tweets I've ever done some of them were definitely extremely dumb on balance the good outweighs the bad it's a means of communicating directly to the people without having to go through the press and quote personally I love you ons perspective on this I really do like how he uses Twitter again not on every single tweet but in general I think as Elon says here it isn't that positive and it's certainly not boring like 99.9% of other CEOs Twitter's would be he also talked about his upbringing a little bit this would be nothing new if you followed musk for a long time but I always think it is worth at least mentioning because for some reason this has been brought up on Twitter quite a bit recently Elon says quote I paid my own way through college through student loans scholarships working jobs and ended up with $100,000 of student debt I started my first company with twenty five hundred dollars and I had one computer and a car that I bought for fourteen hundred dollars and all that debt it would have been great if someone was paying for my college but my dad had neither the ability nor the inclination to do so and quit in terms of his current situation and his plans to sell all or most of his possessions he said quote I rather just stay with friends and rotate among their houses and stay in the factories when there are issues I kind of like that better it's less lonely end quote and then Ashley Vance says in response to where his kids would stay he said quote I'll probably rent a place or something renting a place that's sort of small but I actually don't know where it would be unquote maybe outside of California we'll see last quick thing a fun one to wrap up the week with and Tesla's firmware 20-20-20 they have started to roll out fallout shelter which has been and it works for Tesla for quite some time now after elan sort of joint interview with Todd Howard director of Bethesda games at e3 last year that'll do it for today and for the week though thank you to those of you that did sign up yesterday on patreon we got quite a few new supporters that does really go a long way and I really really appreciate it so thank you very much hope everybody has an awesome weekend - make sure you subscribed here and follow me on Twitter at Tessa podcast and I'll see you next week thank you
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