🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Tesla Recalls 219,000 Vehicles: Rearview camera issue causes display blank for up to 11 seconds; over-the-air software fix being deployed.
2. WattEV Orders 370 Tesla Semis ($100M): Largest California EV truck deployment to date; semis finally hitting the road commercially.
3. Terafab Chip Factory Cost Revealed: Elon Musk’s Texas facility could cost up to $119 billion, per regulatory filing; massive bet on in-house semiconductors.
4. Wolfe Research Reiterates Peerperform: Analyst raises 2026 earnings estimates but trims 2027 forecast; mixed signals on EV vs. robotics narrative.
5. Robotaxi and Robotics Valuation Debate: New analysis weighs Tesla’s autonomous driving safety concerns against AI/robotics ambitions.
🔗 Sources
- Reuters – Tesla recall announcement
- Electrek – WattEV Semi order coverage
- CNBC – Terafab chip factory filing
- Investing.com – Wolfe Research analyst note
- Yahoo Finance – Robotaxi valuation analysis