Rank #1: Disrupting Financial Media w/ Jeremy of Financial Education Channel
An interview with Jeremy, the creator of the Financial Education Youtube channel. He is a pioneer of being an independent video creator in the financial space, and inspired me to start HyperChange. Today Jeremy has almost 500,000 subscribers on his main channel, and makes videos about the stocks market and personal finance.
May 21 2020
Rank #2: Zoom Stock Zooming: Is The Hype Real?
Zoom stock is up 82% in 2020, outperforming nearly every asset in the world. Can this recent video conference IPO live up to the hype of its $40B valuation? In this video, I analyze Zoom's financials, growth rate, and what the long-term potential will be if Eric Yuan's vision is realized. What are your thoughts on Zoom?
Mar 20 2020
Rank #3: Tesla's Autonomy Thesis w/ Tasha Keeney
HyperChat with ARK Invest analyst Tasha Keeney. We discuss Tesla's self-driving strategy, and how its unique vertically integrated approach could lead to significant advantages. From its custom FSD chip, to a fleet of ~500K vehicles training its neural net, Tesla technology is improving rapidly. Will Elon Musk succeed in being a first-mover in the robotaxi race?
*correction* - Tasha refers to the NHTSA as a company, when it is government agency.
LINK - Tasha Keeney's research: https://ark-invest.com/research/autho...
May 21 2019
Rank #4: Dandelion's Geothermal Systems Electrify Heating & Cooling w/ Kathy Hannun
Google X moonshot Dandelion, is electrifying residential heating & cooling with geothermal heat pumps. I sat down with CEO/Founder Kathy Hannun to discuss the companies ambitious plans to reduce fossil fuel consumption & bring geothermal into the mainstream.
LINK - Dandelion's website: https://dandelionenergy.com/
LINK - CNBC article about Dandelion spinout from Google X: https://www.cnbc.com/2017/07/06/googl...
LINK - Google X/Dandelion site: https://x.company/projects/dandelion/
Apr 14 2019
Rank #5: Longterm Square & Cash App Bullcase w/ ARK Invest
A conversation with George Whitridge & Max Friedrich of ARK Invest's Fintech team. We discuss Square stock, and the company's long-term potential to merge its seller (Square retail POS) and consumer (Cash App) businesses to become a digital bank. The interview was recorded on 03/30/2020.
Apr 05 2020
Rank #6: Why I'm Not Buying The Nikola Motors IPO
Nikola Motors, a battery/fuel-cell startup is getting ready to list on the NASDAQ via a IPO/reverse merger with VectoIQ. While I'm a fan of the company's ambitious vision, after analyzing the business strategy and Founder Trevor Milton's track record, I'm skeptical. What's your take on this IPO? Would you buy in at a $6B+ valuation?
May 19 2020
Rank #7: Tesla Q3 2019 Earnings & CC Analysis 📊📞
Full analysis and recap of Tesla's Q3 '19 financial results and conference call. So much news! Model Y is confirmed to arrive early (Summer 2020), Gigafactory 3 Shanghai is already building prototype Model 3s, and there will be a solar roof announcement tomorrow! Financially, the results were also impressive. A strong sequential improvement in gross margin, and tight cost control led to positive operating income of $261M, and free cash flow of $371M. With more cash than ever, and an epic product pipeline, Tesla's future has never been brighter.
Oct 24 2019
Rank #8: Tesla Working On Goodenough's Glass/Solid-State Battery?
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My moonshot/conspiracy theory that Tesla has been secretly working with John Goodenough, to commercialize his next generation solid-state lithium-ion glass electrolyte battery. The timeline of the research paper, clues about Tesla testing solid state batteries, and the move into cell production make me think something is up. Am I crazy?
Nov 09 2019
Rank #9: Plaid Model S = Big Profits For Tesla
According to tweets by Elon Musk, Tesla is poised to release a new 'Plaid' Model S sometime later this year. This new tri-motor powertrain/battery design will improve performance and be the 'next generation' of Tesla's technology. I think there is a huge pent of demand for 'Plaid' and Tesla has an opportunity to make billions in incremental gross profit if they price it accordingly.
Mar 04 2020
Rank #10: Tesla Solarglass Roof: $1B+ Revenue Runrate
Tesla has reach a production run-rate of 1,000 roofs/week (4MW), for its highly anticipated solarglass roof product. At $30K/roof, this implies a revenue run-rate of $1.5B+, and is likely growing rapidly. This milestone should accelerate energy generation (solar) deployment growth for Tesla in the coming quarters.
Mar 15 2020
Rank #11: Tesla Starts Delivering 'Made In China' Model 3s! 🥂
Tomorrow (December 30th), Tesla will deliver its first 15 'Made In China' Model 3s! This marks a huge milestone for Gigafactory 3 Shanghai, which began construction in 2019, and has vehicles rolling off the line just 11 months later ... This may be the fastest a factory has been built in the history of the automotive industry. Now the question is how fast will these sales ramp? I'm estimating Tesla will deliver ~80,000 Model 3's in China in 2020, and end the year at a ~150,000 cars/yr production rate.
Dec 29 2019
Rank #12: Tesla & The REVolution w/ Sam Korus
I sat down with Sam Korus, analyst at ARK Invest, to discuss all things EV and Tesla. From vertical integration into battery cell production, to China's goal to become an EV exporter, this is a deep dive into the REVolution!
**All statements made by Sam Korus regarding companies or securities are strictly beliefs and points of view held by ARK and are not endorsements or recommendations by ARK to buy, sell or hold any security**
LINK - Sam Korus' research for ARK: https://ark-invest.com/research/autho...
LINK - Sam Korus on Twitter: https://twitter.com/skorusark?lang=en
Jul 03 2019
Rank #13: Tesla Shutting Down Fremont Factory
Tesla has released an official 'Operational Update' about dealing with the current economic crisis. The company is shutting down both its Fremont, CA and Buffalo, NY factories for an indefinite period of time (my guess is at least two weeks). Tesla says it has plenty of cash on hand to "successfully navigate an extended period of uncertainty." I think the silver lining to all of this Tesla news is Shanghai's Gigafactory. It appears to be up and running and producing vehicles at record levels. This should help offset losses from Fremont going forward. At this time, Gigafactory Nevada will remain open.
Mar 20 2020
Rank #14: Tesla On Track To Deliver 600,000+ Cars In 2020 📈
Tesla stock hits all-time highs as the market begins to look towards 2020, and the company's growth potential with Gigafactory 3 Shanghai and the Model Y. Per my estimates, Tesla could deliver 615,000 cars in 2020, produce $36B in revenue and be significantly profitable. What are your projections for next year??
Dec 19 2019
Rank #15: The Snap Bull Thesis w/ Turner Novak
HyperChat #11. Turner Novak, expert Snap analyst, breaks down the company's future potential and augmented reality vision. From Spectacles 3, to AR Lenses, to Discover, Snapchat is quietly building a camera operating system for Gen Z. Do you think the company will be succesful in competing against the Zuck empire (Instagram & Facebook)?
Aug 27 2019
Rank #16: Maxwell Could Be Worth BILLIONS To Tesla 🔋💸
Tesla has completed its ~$240M all-stock acquisition of Maxwell Technologies! This could have huge implications for the company's battery technology roadmap. Maxwell's Dry Battery Electrodes offer a cheaper, more efficient and more sustainable way to produce lithium-ion cells. This means cheaper EVs, with more range! According to my research, this will put Tesla EVEN FURTHER ahead in battery technology, compared to legacy OEMs.
LINK - Latest MXWL presentation w/ DBE slide: http://s21.q4cdn.com/566123494/files/...
LINK - HyperCharts battery forecast: https://www.hypercharts.co/tsla/forecast
LINK - My last video on MXWL: https://youtu.be/v4y8kam__Yg
May 16 2019
Rank #17: Tesla Enabling New Mobility Platforms w/ Rahul Sonnad
Exclusive interview with Rahul Sonnad, the CEO/Co-Founder of Tesloop, a Tesla rental service. Tesloop has operated a fleet of 8 Tesla's (and growing) and driven them millions of miles offering rides & rentals to its customers. Through this process, they have incredible data proving the service & maintenance savings of operating an EV versus an ICE car. This conversation is a sneak peak at how Tesla's ride-sharing ambitions will expand, and how the transportation industry will change as a result of self-driving (or even partially self-driving) vehicles.
Dec 17 2019
Rank #18: Vehicle-To-Grid + Autobidder = Gamechanger for Teslas
Leaked slides from a recent Jeff Dahn presentation imply that Tesla's new 1M mile battery cells, will be capable of vehicle to grid charging. This hardware capability combined with Tesla's new Autobidder software, could generate major revenue from utilities, for Tesla owners. Renewables are causing increasing strain to the grid without storage, and Tesla's vehicles could be the perfect buffer to store this intermittent power. Do you think Tesla will announce V2G at Battery Investor Day??
May 18 2020
Rank #19: Tesla + CATL = LFP, Cobalt-free, Prismatic Batteries?!
Reuters is reporting that Tesla is partnering with Chinese battery supplier CATL, to build Lithium Iron Phosphate (LFP), Cobalt-free, Prismatic battery cells for the Made In China Model 3. WHAT!? This is huge/totally unexpected news about Tesla's battery supply chains, and brings up far more questions than answers. Why is Tesla using less energy dense cells? Are they that much cheaper? Is Maxwell's DBE tech involved?!
Feb 19 2020
Rank #20: Allowing Rivian & Tesla To Sell Direct In Colorado w/ Sean Mitchell
Sean Mitchell has been on the ground working to pass bill 167, which would allow electric vehicle makers to sell direct to consumers in the state of Colorado. This has gained major traction, and will make it easier for startups like Tesla & Rivian to compete in the state. If this is successful, this could cause a domino effect and allow Tesla to sell direct in other states where its been previously banned (Texas, Connecticut, etc).Thanks to Sean for coming on the show, and props for all of the work on this!
Mar 13 2020