Dan Galves, Director of Automotive Equity Research at Wolfe Research, has been covering TSLA since its initial public stock offering in 2010. In this interview, Dan joins Rob Maurer of the Tesla Daily Podcast for a discussion on Tesla's position in the automotive market, TSLA's surging stock price, institutional investor sentiment, autonomy, competition, and risks/opportunities for the stock and company. 0:00 - Introduction & background 0:50 - TSLA initial public stock offering 1:58 - TSLA rating history 5:55 - TSLA downgrade after autonomy day 7:14 - Reaction to TSLA’s recent surge in stock price, short squeeze? 11:09 - Role of analysts and sentiment on Wall St. 15:07 - Tesla’s management stability 16:23 - Institutional investor questions and valuation 22:11 - Tesla’s market share and competition 26:44 - Autonomy 33:15 - Electrification and investor understanding 38:07 - Battery and powertrain investor day 40:25 - Short-term risks to TSLA stock 41:52 - Risks to Tesla as a company 45:13 - TSLA capital raise 47:13 - What would it take to increase TSLA price target? 50:54 - Consensus estimates: how are they used? Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Ludicrous producer Vincent Smith Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Executive producer Bradford Ferguson Executive producer Andre Kent Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives