저자: DylanLoomis · 외국인
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테슬라 보험 확대와 소프트웨어 업데이트가 중장기 촉매라 주장. 일론 머스크 주식 매도(1,200만주 매도, 옵션 행사)로 12월 테슬라 주가 약 19% 하락, 공매도 선행 매도로 압박 중이라 진단하고 이 구간을 매수 기회로 봄. 연준 FOMC와 CPI 6.8%에 따른 금리 인상 우려 언급. 기타 뉴스(테슬라 기가 베를린 물 소송, 캘리포니아 태양광 요금 제도, 토요타 EV 목표 상향 등) 소개.
다듬은 글
appy tuesday first up sawyer said tesla insurance policyholders can now initiate and manage claims through tesla instead of using a third party this coming from the latest software update and when user actually shared a screenshot of the insurance through the app you can see your policy number the policy period for coverage what specific vehicle the driver and then you can also click on coverages to get more detail and of course in the unfortunate event of having a claim you want to take care of it quickly and efficiently and this will just make that experience that much better for tesla insurance owners and another thing we have to remember that none of wall street is really factoring in tesla insurance i don't blame them i wouldn't either at this point it's such a small part of the tesla business however we know that tesla is working right now to get this insurance product approved in all 50 states so whether it happens in 2022 or 2023 it's just an avalanche of opportunity that is waiting and over the next five years once people learn about it and understand that it's better and easier and hopefully cheaper all of those things it's one more and i would argue one major catalyst that people are still sleeping on and have no idea what's about to happen this decade here we have some good news for the doge community elon said tesla will make some merch viable with doge and see how it goes now personally i am not of the doge community it is just not my cup of tea no shade to the doge community but you know i prefer the more serious blockchains that are focusing more on real world solutions that will have a real impact but if you're a doge holder today is a good day up over 14 alex had a very important reminder for all of us something that i do like to mention periodically on the channel talking about all of these investment announcements from the biggest players in the auto space and he said if money accelerated the pace of innovation they would be the winners but smart money allocation is hard elon chimed in saying very hard and this is such a critical point to remember because if these companies can't find the right talent which right now is probably pretty difficult if they can't come up with the right plan and then if they can't execute on that plan then that money that they have doesn't really mean anything so always keep that in mind here we have a brief but very fun and lighthearted video shared by tesla new york from monroe and associates elon did respond saying monroe rock so i wanted to play this quick clip for you in case you missed it yeah yeah yeah this is for real man i like this hold on there we go that's fun yes you're right okay john you have a big a big smile on your face if you had false teeth they'd fall right out yeah so what do you think i want it i want it yeah god do i love the performance of this i can't i can't believe it daiwa securities has raised its tesla price target to 1050 i believe it was at 850 previously here we have some sad news actually apparently there was a suspicious death at the tesla factory in fremont that has been ruled a homicide this took place i believe yesterday in the fremont parking lot which oddly enough was around the same time i believe that the power went out at the fremont factory as well the incident happened at 3 26 pm yesterday firefighters responded to the factory for a report of a person down in the parking lot and at this time no other information is available just yet and yes elon did sell some more shares yesterday which brings the total shares sold to 12 million which is about 70 of that 17 million target and he also exercised another 2.13 million options bringing the total to 15 million which is about 65 percent of the 22.8 million target there and i'm sharing this from gary because he's been vocal about wishing elon would have sold these shares via a secondary which would have made this whole process be complete in a matter of you know a few days rather than a few weeks and the way elon's doing it now is giving short sellers a chance to front run his sales because he's telegraphing how it's going to happen with this 10b1 plan but since we can't do anything about it just make the best of the situation if you have the capital and the desire and it fits in your plan this is a great opportunity to buy tesla shares at what will presumably be depressed prices so once this overhang of elon selling is gone and all those catalysts for 2022 are in play and come back into the forefront it should mean good things for tesla stock if the macro space plays nicely speaking of the macro space the fomc is scheduled to hold its two-day policy setting meeting which will start today and then tomorrow we will have the release of the monetary policy statement and remarks from jerome powell and with the official cpi data coming in at 6.8 percent in november everybody is watching the inflation figures and how the fed is going to taper their bond buying program and when they will eventually raise interest rates which will have strong implications for the stock market and you have to remember that the way they track the cpi data is changed and in all reality this number is actually much higher and i just want to show you real quick this is the s p 500 this is the beginning of november this yellow line is the beginning of december so for november the market was essentially unmoved okay down 0.9 percent roughly and for december we are up actually 0.4 percent now we've switched over to the nasdaq for november we were essentially unchanged down 0.05 percent and for december we were down 3.93 and for comparison and to land the plane now we're looking at tesla for the month of november down about 15 basis points okay relatively unchanged but for the month of december tesla is down 19.46 this just screams opportunity as we have that clear downward pressure from elon selling shares and the fact that those sales are being front run by short sellers as well 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retrofit for legacy vehicles that will be rolling out and mass toward the beginning of next year on the tesla shop we have a new product for one hundred dollars they are face plates to match the color four wall connectors these are only four gen three wall connectors here you can see the color options red multi coat black deep blue metallic and midnight silver metallic and these are made from the same durable tempered glass as the original design so here we have elon saying penalizing sustainable energy is insane well what is he talking about homar's catalog had this tweet california wants to impose an eight dollar per kilowatt tax essentially on home customers with solar panels installed to help support the grid given that the average size of a us residential solar system is five kilowatts that would be an extra forty dollars per month that these owners would have to pay to support the cost to maintain the grid this is basically stemming from the cost to maintain the grid when it comes to net energy metering so this is coming from the california public utilities commission which we'll refer to as the puc they argue that the plan would encourage the solar industry to accelerate the rollout of battery storage systems meaning rather than have that extra energy go to the grid they could just store it and then they wouldn't have to worry about these extra fees associated with the net energy metering and they said it right here with battery storage that excess power generated by solar panels could be held and reserved by the homeowners themselves instead of being sold back to the grid so according to the puc homeowners with no solar panels are shouldered right now with the price of maintaining the grid most of those ratepayers are from lower income households and they're saying that these people in the state have spent about 3 billion dollars per year to support net metering and i know that was pretty topical but if you want to get further into the detail i will link the actual proposal below which is what you're looking at right now and if you take a closer look i think this is very important as it says for the same reasons that we require existing net energy metering 1.0 and 2.0 tariff customers to transition to the successor tariff at 15 years we find that 15 years is a reasonable period over which a new residential customer should be eligible to continue taking service under the nem 2.0 tariff so if i am understanding this correctly this new tariff would not come into play until the solar owner has had that system in place for 15 years so it seems to me there is a core problem here we have these solar owners who could generate extra power that'll then be incentivized to sell it back to the grid well doing that has additional costs that the people who don't have solar power are essentially being forced to foot the bill for those additional costs so they're trying to balance the playing field here but very clearly here this solution would disincentivize people to have the solar in the first place and to use that to stabilize the grid now they're going to be pushed to basically just keep it in battery storage and not help the local grid so hopefully they find a better solution a quick note here the paraguayan authorities visited tesla and are considering the possibility of using mega packs for the country after the visit the council members stressed the great advantage that mega pack technology can bring to the paraguay hydro power plant the hpp and guys here we go again tesla giga berlin water consumption lawsuit threatens 2022 production now i just want to say it up front i wish there was more and better information about what's really going on here the translation is tough so if any of you germans actually have real fundamental information on this specific case please let us know below but let's pick from this what we can so we have this lawsuit which could lead to the frankfurt court withdrawing the right to extract water in edgar's dwarf affecting giga berlin's water supply and production plans for 2022.
now the article does say that even with a permit this lawsuit could halt giger berlin's production entirely now i would not go that far i'm not ready to say this is going to become something like that however it's definitely something to keep an eye on to see how it shakes out because right now the court is expecting to receive more documents from the environmental associations and the state environment agency and so part of what i'm getting at is i wish we had better information my first thought goes to well they could maybe just get water from somewhere else but then i don't know how viable that actually is and also we were under the assumption that these water objections were satisfied and handled and dealt with and now it's apparently coming back up again so i mean it's like who is right what's going on with the reporting here it seems like we can't get clear information so as mentioned if you guys have any more insight please let us know below here we have an anecdote that i think might be indicative of larger trends in the market and something to remember yeah listen mel this is purely anecdotal i got a ford mustang machi fully electric this was back in march and i'm actually about ready to get rid of it and i'll tell you why it's not about the car the car's a great car the battery stinks and if you live in a place like new york city where there's no real battery station or excuse me charging station build out for anything other than tesla it's just really hard if you're going longer distances than just local it's really hard the battery has gone from 300 mile range in the summer to about 200 in the winter and so it's just a problem because ford and a lot of the tesla competitors have not built out those charging stations and no one wants to sit around and wait for an hour as they're trying to get to grandma's house uh over thanksgiving or something like that so to me i'm punting it i'm getting rid of my ribbian um deposit here at some point in the next few years those those charging stations will be built out it's just not ready yet you are an early adopter right now if you're going away from the tesla charging station peter rolinson was interviewed by axios and i want to share a brief clip of that segment because yes it has to do with tesla and elon well you know i know you don't like to talk about the competition but he has taken some swipes at you on twitter he even said you were not the chief engineer of model s what do you say to that i wish i had i actually upstairs i've got some of my old business cards on it says chief engineer i'll i'll hand you the card i wish i'd have my prop with me but seriously i've got my old business cards it says and the sec filing showed me is that well let me read you uh a tweet rawlinson was never chief engineer he arrived after model s prototype was made left before things got tough and was only ever responsible for body engineering not powertrain battery software production or design what do you say i think it's a sort of uh it's historical revisionism isn't it so sadly we might never really know the truth of what peter's role was at tesla i personally would pay money to see him and elon in a room together discussing this very topic person to person with all the documentation that might substantiate their arguments probably doesn't matter but it would be fun to watch tesla maniac shared that in the app update 4.4 it shows nearby superchargers in a list like it used to before so here you go apparently this feature was gone but now it's back i know a decent amount of people are excited for the hyundai ioniq 5 and now we get the cost it'll start at 39.7 for 220 miles of range or 43 650 for the 303 mile version article links below if you'd like more detail and the last thing for today take a look at this toyota is kind of reversing trend and getting more on board with shifting to evs probably looking at the landscape and saying wow we're almost the only ones who aren't really doing anything maybe we should change our stance toyota has declared itself a believer and said it would make 3.5 million evs per year by 2030 this up from their prior figure of 2 million per year by 2030.
toyota also said it wanted all models in its upscale lexus brand to be electric by 2030 in the united states china and europe i'm actually excited about this because i've always been a low-key fan of lexus never owned one but i like them when i see them akio toyota said at a news conference the company felt compelled to update its plans to achieve carbon neutrality after seeing the summit the summit being the one that recently took place in glasgow but let's not forget toyota said that he questioned if consumers wanted to buy battery-powered vehicles and he said that evs might not be as good for the environment as the gas electric hybrids that toyota was investing in and for some context that 3.5 million ev target for 2030 would be about one-third of toyota's global sales so now we'll just wait and see how efficient toyota can be at capital allocation but that'll great
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