저자: RobMaurer · 외국인
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엔비디아 실적 호조(매출 110억달러, 가이던스 상향)로 AI 관련주 강세. 팔란티어도 실적 후 상승. 디샌티스 대선 출마 트위터 스페이스 진행. 테슬라 임원 옵션 부여(33.9만주)는 실제 매수 아님. 미네소타 EV 리베이트 신설. 브랜드 순위·NPS·주행거리 설문은 신뢰도 낮다는 평가. 베를린 기가팩토리 이벤트 준비 징후 관찰.
다듬은 글
hey everybody rob Mauer here and today most of the news items that are sort of important today are falling a little bit adjacent to Tesla we do have some Tesla items that we'll talk about but kind of the big stories right now Nvidia earnings the DeSantis Twitter space so we'll touch on those and then get into some of the Tesla related news which should be relatively brief today all right looking at the stock Tesla in the day-to-day down one and a half percent it closed at 182.90 well the NASDAQ was down six tenths of a percent on the day Tesla recovering a bit after hours up about one and a quarter percent right now of course following nvidia's earnings which seems to be providing a lift to a number of stocks right now so just to quickly touch on that Nvidia did beat expectations today but more importantly they gave really really strong guidance for Q2 analyst expectation for Q2 was for NVIDIA to report about 7.2 billion dollars and they actually got it for sales of 11 billion so a little bit higher than 50 above analyst expectation which is resulting in and last time I checked about a 25 increase in Nvidia stock after hours so just kind of goes to show the interest in AI right now and how that is benefiting Nvidia and hopefully down the line we see that also in different ways uh benefit Tesla as well but just kind of interesting to see what's going on in the markets and sort of the wave there I mean we've seen palantir over the last few days performingly well since their earnings report they seem to be jumping significantly after hours today on this this report too so just a lot of interest flowing into that space in the capital markets right now which obviously has some some correlation to Tesla in certain in certain ways kind of the other big thing obviously the DeSantis uh presidential campaign announcement today that happened on Twitter there were some technical challenges getting that going the first 20 minutes or so they were having consistent crashes with the Twitter space which was originally being hosted on elon's account they had about 700 000 people there trying to listen and apparently that combination of listeners with elon's follower count and trying to I guess distribute that out to potentially those feeds for potential listening um did not work well so they switched it over to David sack's account and there it worked a lot better once they made that switch pretty much smooth sailing he had about 300 000 listeners at Peak on that space and obviously since then more people listening to the recording so nothing too major there in terms of Tesla news but obviously with something that does such high visibility and closely connected with Elon Musk there's going to be a little bit of runoff there so um as Elon said and as we talked about yesterday he does welcome other conversations with other presidential candidates across the political Spectrum so hopefully we will see that I would say in general this was a very friendly conversation with DeSantis uh as probably should be expected since this was an announcement and that's you know something that should be beneficial for Twitter as a platform all right getting into some of the Tesla stuff meant to cover this yesterday but there was a new form for that I think came after hours yesterday and this is for tomsu and there's been a little bit of understanding a misunderstanding I think on this so this form four is showing the sort of acquisition or granting of what looks like 339 000 shares but I believe this is just the showing the granting of an option for this amount of shares so this is not times you exercising these shares rather an option being granted to him which kind of explains why the number these would be his first shares but if we look at the previous filing from Tom zoo that we saw I think back in April uh it shows of course that he he does already own 66 000 shares and of course a number of different other options that should vest over time so I think this is just something that is being added to sort of his incentive package as an option that he can earn invest over time looks like that expires in 2033 so 10 years out from now all right the next news item Tesla today or Minnesota over the last couple of days has finalized a law that adds a new EV rebate of 2500 for new EVS they're keeping a similar cap a little bit different in structure of 55 000 on that incentive uh for the state of Minnesota and they're also adding a used vehicle used EV credit for up to 600 on a used vehicle and that cap is at twenty five thousand dollars unlike the federal Eevee tax credits there is no income limit on this but it looks like they are capping this sort of pool for Ev credits at about 16 million dollars uh in total and I'm not sure how long that runs for if that's just gonna sort of run until the funding is gone or what the situation is there so a couple of quick comments on this if we look back to our sort of vehicle registrations by state that we've looked at for sort of Tesla insurance coverage this isn't Tesla but just from the uh automotive dealers I believe put this together um one and a half percent of the market being Minnesota in terms of total vehicle registration so it's obviously not the the biggest most impactful State uh nevertheless it is always nice to see a little bit of of benefits added there for EVS the other thing the other kind of consideration I think to make with this is that as Tesla starts to head down this path for advertising this is something that I think in these states probably could use some additional awareness of we talked about that a little bit with you know the organ incentives that were really strong and unfortunately have been put on pause but since this is newly added in Minnesota something that people aren't going to be aware of that you know really highlights how cost effective it is to potentially get an EV in Minnesota right now when you stack this this credit potentially on top of the Federal Credit which even that people probably don't have great awareness of so uh good news on Minnesota and hopefully we see you know some some promotion of that in one way shape or form all right next I don't want to spend a lot of time on this because we spend a lot of time on it yesterday but just coming back to the axios Harris poll on Brands uh one other data point that I wanted to cover today uh which I had some time to look back at I tried to do this yesterday but found the links today uh Tesla in 2019 in the survey so obviously we know what kind of unfolded after 2019 2020 obviously a great year for the company and for the stock but Tesla in 2019 in this iteration of the poll had dropped 39 spots in a single year their rating dropped to 75.4 uh and again that's kind of what we see this year dropping 50 spots dropping to a 74.3 really not a material difference in either of those numbers I would say um so it kind of shows you know we talked yesterday about the volatility of these rankings and I think this also highlights that volatility but in addition to that just kind of the perhaps poor predictive power of what something like this might signal so again just just kind of highlighting you know this is this has happened before and it is not necessarily forever although sometimes things can feel that way now the other thing I I saw on this going around on Twitter was some some people bringing up Tesla's net promoter score and you know posting to this article from consumergage.com I'm not sure of of them as a source but they have Tesla's NPS score as 97 which would be second best in in the rankings that they're covering here uh so obviously that sounds really good however if we look at this it looks like the data that they are using clicking through to a couple of other articles from them they say according to most recent estimates Tesla's net promoter scores 97 if we click through that click through that link it takes us here which says the Tesla's NPS score is 97 in 2020.
so I don't think we can really use this as uh any sort of good Benchmark for for where Tesla sits at today in terms of that NPS score or use that to sort of combat anything that's happening with the brand and other surveys so just wanted to kind of bring attention to kind of where that data was coming from as well and then another survey kind of interesting here this was published by IC cars but also picked up by Automotive news today they were looking at basically average mileage driven for EVS and comparing that by model and kind of interestingly they found that four EVS Tesla vehicles were driven on average um they held the top four slots for most mileage per year on average so you can see the the three-year-old EV average here is nine thousand all of Tesla's vehicles falling below above that everyone else falling below that they said if they removed Tesla the average would drop down to six thousand miles per year so kind of interesting to see that no surprise that Tesla would take the top spots here obviously with the supercharger Network and the range benefits that Tesla has had especially going back a few years now because this is looking at three-year-old model years I believe in the US although I don't think they specifically say that in their methodology kind of interesting also to see the Porsche ticon there at the bottom of the list but in general I wouldn't put a whole lot of weight in this because if we look at the model y they're saying it's 10 000 miles driven per year but if we look at Tesla's impact report from this year they had the average annual miles driven in the US for a model Y at about 14 Thousand Miles so a pretty big discrepancy between the results of this study the data that they're seeing and what Tesla is saying which obviously should be extremely precise and accurate because of how Tesla is able to collect that data from their vehicle Fleet so just uh bringing that up as kind of a note of caution on this not that this is critically important and probably very directionally correct but um still a pretty big discrepancy there and then lastly for today uh Tobias land on Twitter posting some photos from his drone Adventure out to Giga Berlin today I believe uh they seem to be setting up for some sort of an event here bringing in a lot of porta potties and some other things which usually you'd bring in for some sort of event where you know the normal facilities aren't covering things so um we don't know anything else about that at this point in time but just thought it was interesting to to see and maybe keep an eye on if there is going to be some announcement of some sort of event there um accurate Berlin so we'll keep our eye out on that all right and that should wrap it up for today then so as always thank you for listening make sure you're subscribed and signed up for notifications you can also find me on Twitter at teslapodcast and we'll see you tomorrow for the Thursday May 25th episode of Tesla daily thank you
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