INSIGHT ON TSLA S&P 500 INCLUSION FROM JP MORGAN

EV Channels Review

This episode of Tesla Daily focuses on JP Morgan's updated note regarding Tesla's S&P 500 inclusion and their revised price target of $90. The host critically analyzes JP Morgan's valuation methods, particularly their short-term (two-year) outlook and conservative sales forecasts, arguing they fail to capture Tesla's long-term growth potential and production capacity. The reviewer highlights JP Morgan's "hilarious" take on regulatory credits, which dismisses their future importance by citing the potential ban of internal combustion engine vehicles. The host also shares a personal update on his Model 3 order, confirming a VIN and expected delivery, and seeks recommendations for auto detailers in the Chicago area. The episode concludes with congratulations to SpaceX on the Starship SN8 test flight, emphasizing the progress made despite a RUD (Rapid Unscheduled Disassembly) during landing.