I WAS WRONG! PLUS: MUSK MARGIN, TESLA STOCK SPLIT DELAY?

EV Channels Review

This episode of Tesla Daily focuses on recent SEC filings and market news, particularly Elon Musk's stock sales for the Twitter acquisition. The host admits being wrong about Musk not selling shares, detailing the approximately $8.5 billion sold and clarifying that no further sales are planned. The discussion delves into the complexities of potential tax liabilities and how the cash raised might be used for Twitter's equity financing, emphasizing that other investors are expected to be involved. The video also addresses an amended 10-K filing, noting potential inaccuracies in pledged collateral share numbers and questioning their impact on margin call risks. Updates on Giga Shanghai's production capacity and Fremont's Q2 outlook are provided, with the host expressing skepticism about overly optimistic reports. Finally, the episode touches on an upcoming FSD Beta update and funding from the infrastructure bill for battery supply chains, concluding with a look at the upcoming FOMC meeting.