E104: Tesla Bull. RW Bairds' Ben J. Kallo

INDEX:00:00:00 - Introduction00:03:50 - About Ben/Baird00:11:35 - Tesla's August Event: Hype Echoes?00:19:19 - Robo-Taxi Launch: Regulations and Realities00:24:06 - China's EV Exports: Tesla's Challenge?00:28:07 - Tesla's Edge: Navigating China00:32:14 - China's Lithium Dominance: Albemarle Impact?00:38:09 - China Expands Energy Storage00:42:08 - Tesla's Margins: Storage vs. EV00:43:57 - Tesla's Compensation?00:49:02 - Tesla Valuation: AI Focus00:54:11 - Rivian, Apple: EV Market Trends00:57:36 - Potential Trump Win: EV Concerns01:01:53 - Musk and Trump: Electric Future?01:02:48 - Musk's China Moves01:06:13 - Tesla's China Performance01:09:52 - Musk's Politics, Lithium Mining _________________________________________________Links 🌍 RK Equity Website: https://rkequity.com/Patreon: https://www.patreon.com/rockstockchannelPodcast:  Apple Podcast: https://podcasts.apple.com/us/podcast/lithium-ion-rocks/id1457969172  Spotify: https://open.spotify.com/show/0KiMIZOPaDg8ENfPJMSINq?si=a4ca356c45394648X (Twitter):  Howard: https://twitter.com/LithiumIonBull  Rodney: https://twitter.com/RodneyHooper13_________________________________________________ DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker-dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website https://www.rkequity.com Intro and outro audio credit: Jamie Klein