TESLA STREAK CONTINUES AS CHARGING DOMINOES FALL, CHINA RECORD, HIGHLAND SIGHTING

EV Channels Review

The Tesla Daily podcast covers a range of significant developments, including Tesla's stock achieving a record-tying streak of positive finishes and analyst price target increases, with Dan Ives raising his to $300. The adoption of Tesla's NACS charging standard by major automakers like GM and Ford is accelerating, with charging companies like Electrify America and Blink also signaling support or welcoming the move. The White House has reiterated that federal funding for charging infrastructure is available, provided CCS connectors are included, a stance the podcast host finds potentially problematic for future-proofing. Elon Musk's strategy of supplying adapters at zero profit is highlighted as a move to advance the NACS standard and potentially benefit Tesla's Supercharger network through increased usage and API access fees. The podcast also discusses sightings of a 'Project Highland' Model 3 prototype in China, suggesting production is underway. Furthermore, Tesla achieved a new record for three-month retail sales in China (March-May) with 159,000 vehicles, indicating strong demand post-price cuts. The rollout of FSD Beta 11.4.3 is noted, with Elon Musk suggesting an accelerating rate of improvement. Finally, a new advanced manufacturing facility lease in Fremont is reported, likely to support 4680 battery cell production.