Tesla: 8 Ways to an $8,000 Share Price
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- เผยแพร่เมื่อ 19 มิ.ย. 2024
- #Tesla #8ways #TeslaPricePrediction #2030 #Bots #AI #Robotaxi #HeatPumps #Megapack #FSD
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DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions.
0:00 Introduction
01:04 The Story
01:10 Giga Upside
01:46 Mexico will be New Giga Blueprint
02:04 Not One Giga but 2 Built at Same Time
02:26 Giga Shanghai Build Time
02:48 Tesla Unboxed Process
03:14 Tesla 8 Revenue Lines
03:54 IA Tesla Model Ramp
04:07 Tesla Total Addressable Market 17x Expansion
05:04 Shares Outstanding and Dilution
05:38 Revenue Line #1: Cars
05:43 Car Model
06:52 Revenue Line #2: Semi Truck
07:00 Semi Modeling + Semi FSD
08:07 Revenue Line #3: Van
08:12 Van
08:46 Revenue Line #4: Robotaxi
08:54 Robotaxi Model
09:49 Revenue Line #5: Energy Storage
09:58 Tesla Megapack
10:56 Revenue Line #6: Insurance
11:00 Insurance Model
12:05 Revenue Line #7: Optimus Bot
12:15 Other Analysts
13:24 Optimus Model
14:04 Revenue Line #8: Solar & Heat Pump
14:22 Solar Roof & Heat Pumps
15:12 Conclusion
15:18 Time says 2030 But Really Could be 2032 or 2035
15:45 Assumes 32% Dilution over 8 Years
15:58 I am Sandbagging eg no FSD Revenue
16:32 Exponential Growth
16:55 Remember S Curves
17:55 Share Price per PE Ratio
19:05 How $8,187 Share Price is Generated
20:38 $8,187 Share Price Attribution
20:53 Remember Dollar Debasement
21:33 Tesla to $1,000 in 3 Yrs or Less
21:58 Asymmetric Equity Bet of our Lives
22:09 Where to Find this Model - วิทยาศาสตร์และเทคโนโลยี
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Amazing analysis as usual! Great alpha for all your viewers, we are very lucky. Thank you for all that you do!
So nice of you 😊❤
Been following since u started. I have learned more from u than anyone else. Even masters I got from school.
U show up everyday (not just on pump days)…. I hope people read my comment and follow u more often.
Again, thank u and hope to meet u one day. 🙏
That's awesome
Thank you for all your hard work James. My evening is not complete until I've caught up with the latest InvestAnswers video.
You rock! Have a nice evening Mr Mike 🙌🙌🙌
This guy has a video called "Retire on Solanda", litereally doesn't know S about F
Great video James, and like you I've believed that Tesla is more than a "car company" for quite along time I just can't believe the many people like Mark Y. The other day on your interview with him his take on Tesla, maybe they just don't realize the potential these other entities can bring in and some people might say "stick with cars" or "Do 1 thing and do it well "I was even that way somewhat but then I remember it's Elon and to bet against anything he puts his mind to is a fools bet, Long TSLA 🔧
@@InvestAnswers yeah James can you do another video on solanda lol,, where do these people come from😮,, keep up your hard work most of us appreciate it
Thank you, James !!! We totally appreciate all of your work !!!
Way to go! So far you are the only one that has been able to quantify and get your head around what Tesla is doing. As Wall Street catches on and revenue comes in ( products deliver ) so will share price increase. Mind you, stock traders, shorters/doubters, government policy/politics will produce a very bumpy ( beta ) ride. 😸🇨🇦😎🚌🍕
Such great content, James. Beautifully done as always!
So no more lambos…the flex is Bots….
Thank you James.
Thank you again James for the hard work you put in all your videos and wanting to help all of us succeed. You are so honest and genuine and humble… 🙏
You are very welcome
@@InvestAnswers Sir James, I see 2 potential risks that no one talks about… 1- The Geopolitical risk from the Giga in China… it seems that the Americans are increasing the army bases in the Philippines and have voted a huge budget for the military and they specifically targeted China… with their alliance with Brics nations to have a new currency, the Americans will retaliate for sure… usually it is through the military and they will tell everyone that the bad Chinese are a treat to every Americans, bla bla bla
2- China built the Giga factory in 9 months. Tesla don’t believe in patents… isn’t that an invitation for China to reproduce the same factory… twice as big with all the blueprints that they now have and they will produce similar cars with the same technology but cheaper…
Wow.. Amazing job , James and Team
A good video & very insightful. Thank you
Great info James, love the sandbagging and conservative approach.
Liked and subscribed. Excellent educational presentation. Keep them coming!
Much appreciated James and team!
Thank you for your research, and I appreciate your videos to no end.
The only point of contention i may have is at the beginning you said btc could go to zero. That would mean every person, every node would sell at zero. That's unlikely even as a meme. And although you are perfectly correct in saying anything can go to zero. I would say cash, is first. So, any other asset is actually better. Love ya. Good night.
Thanks for sharing! Yes it is a way of me sharing that all investments are risky - probability is extremely remote.
great vid james
Thanks for your work James!! 🚀
My pleasure!
Ur the man James as always 🙏💪
Thank you for your hard work! Great job! If you didn’t keep mentioning about the “lot of hard work” I would think this video was easy for you to present… because you are a natural! Thank you!
Thank you James ❤
So I'm convinced by you. Will buy some Shares!
Love it that you put the debasement price in. Very thorough 👍🏼
Did make me less excited effective spending power only 10x haha
Thanks James!!
Thanks James
Great content James
Thanks James and to your wonderful team ;-)
I was literally thinking about buying TSLA tomo and you decided to make this video. Real clutch
Thank you James. So much appreciation for your hard work always in these numbers.
You are very welcome
Thank you for the hard work. Much appreciated.
My pleasure!
Very thorough and deep analysis. Thanks
Glad you enjoyed it!
Amazing content; thank you for showing us the future.
There's more to TAM than just price. Practicality is a consideration. I've seen a couple of analyses suggesting that the new model will be quite small, possibly a subcompact by American standards. This type of car could be popular in foreign markets, but small cars are very unpopular in the U.S.
Great work, thanks so much James!
Glad you liked it!
I appreciate all the work. I send your channel out to all my friends
You rock!
I have a model y with fsd but I don’t pay. So with just normal cruz control drive to Texas from California. I had 6 phantom brake episodes were the car went from 80-35 because of a shadow. Or a difference color Road area. It’s really scary so I keep my foot over the gas in case a big rig is behind me when breaking happens.
love it!
Superb content as always 👏. I'm thinking I really should get myself a couple of Tesla shares 🤔🤑
yessssssss, what a great title and a great video, love the content James.
Thanks so much!
Hello James
Thanks for all the information you and your team shares here in TH-cam. I am working in automotive electronics. interestingly all my colleagues still don't believe on the success of Tesla.
I have some shares but I want to buy more. But I don't get the times when Elon is allowed to sell shares or isn't allowed to sell shares.
The last sell off was just him selling. So I think next time I want to be ready.
Regards
Andreas
Thank you very much James!!
🙏🙏🙏
Well done
Fantastic presentation! Thank you!
Go Tesla! ❤
Glad you liked it!
Outstanding content!
Amazing work james. God bless
Thank you kindly
Loved this video, thank you very much James.
Glad it was helpful!
Great video of TSLA. Thanks, James and the team.
Glad you enjoyed it!
That's an interesting take, but to me, a 40% increase in car sales every year is an outrageously optimistic bet. This imply massive reduction in lithium usage for batteries through technological breakthrough.
Otherwise by 2032 the amount of lithium produced in the world(which is growing at 12% YoY) would not even fulfill what's needed for tesla batteries.
Source for this? What about battery recycling?
Bro its not just the vehicles that will contribute to this company’s stock price, did u not even watch the video lol !
Sodium Ion Batteries.
Thanks 🙏
I hope so!!!!
Well done sir, love the tesla episodes! Always the best.
Thank you James
Thank you Audio 🙌🙌
Absolutely brilliant James & the team - thank you! Would love to see more Tesla videos, including company updates, stock analysis, and also charts if poss 🙏
Coming soon!
Thanks James just wondering if people will be welcoming to bots? I feel they may push back big time.
Thank you‼️
You’re welcome 😊
Love your video
Thank you this video!!! Great information. Thanks for all that work you guys put into this one!!!
Glad you enjoyed it!
James, the semi production was in the low 100's in 2023, primarily for in-service evaluation, ie Pepsi. Where did you get 5,000 units?
Really appreciate this quality content James! Highest on YT 🙏🏻
I appreciate that!
Great video!!! Telsa is 80% of my equity portfolio.
Same here!
Usually I don’t comment on videos but this one I liked!
so happy to hear. thanks for the kind words
Hope you're right. I purchased in part due to your analysis last year. I seem to recall you predicting 40k then, no? Any chance of that still with right wind?
Much appreciated, Bull on 8 ways
So with the debasment of the doller would you not be better bying gold which would not debased keeps up with inflation
Thanks 🙏 and God bless you!
You are so welcome and bless you too
Great content and very good in depth analysis
Much appreciated!
Great stuff James, appreciate you and your teams relentless work, you're an inspiration 👏
Glad you like them!
Could you do this for NVIDIA, too?
excellent content, as always
Much appreciated!
Thank you, James! You are changing my life. I hope to meet you in person someday so I can give you a great big hug!
I hope so too!
Yesss, let's mainline some more hopium!!! Hopefully we can score something stronger soon. This regular hopium isn't hitting as hard as it used to...
you didn't mention the Tesla Bitcoin 🔥Thanks for your enthusiastic effort
Thank you James ‘and team’ lots of hard work that is very appreciated!
Thank you too!
I love the Tesla videos. Thank you so much.
Glad you like them!
Great vid, I think you may have understated insurance as 4mill is 5% of people buying that year. Shouldn't it be 5% of people who have a tesla on the road?
I love the Bots! My favorite part.
are your margin figures gross, operating or profit? this needs clarifying
Uffff, very optimistic, i hope it will happen🙏
Thank you so much for all the hard work James! Your content is amazing and I look forward to seeing it every day! ✌️🙏
I appreciate that!
All the research and hard work you put into making these vids, blows my mind away
Big thank you James & the Team ❤
Great show James! Not financial advice but after checking out the facts that you share with us, I have yet to find any false news when I compare your financial facts against the data to shore up my research. My confidence in your analysis has me confident in now being a Tesla share holder, a Bitcoin shrimp and a one year old + Patreon member. And I am excited to be a long term member of Team Tap Dancing Shoes! Thank for all the extra you pour through for all of us daily.
Cheers Jeff
Monkeys with a dart board and darts pick stocks better than all these analysts.
Thank You James For All Your Dedicated Research !
Thanks for listening
You also need to factor in other mega pack factories
Awesome video James! Would love to see a little dive into XRP. So much talk about Ripple case at the moment, and I feel super behind on it all. Cheers!
I am sorry I cannot as I believe it is a poor investment due to horrific tokenomics.
@@InvestAnswers No problem, thank you
My dad was picking on me for Tesla, so I reminded him about his SVB investment. I almost felt bad, but we have a healthy rivelry.
daughter wins :D
Shit loads of work 🎉❤ Thank you James and the family ❤
true that
You briefly mention FSD but why isn’t it show as a separate item (#9) since its revenue alone would warrant pulling it out of cars?
16:24
A friend of mine had recently bought some shares of Camber. After holding for some time he found to his dismay that they had changed the price per share by themselves and instead of holding 2000 shares they gave him 68 shares with higher price than the old price. But overall he lost a lot in this calculation the company did by themselves. Can this ever happen in Tesla? Please do reply I believe you know this.
Happens with companies going down, not up.
Wow ...Thanks
Welcome 😊
IF I could hit the like button 8000 times I would - Buying in my portfolio and 401
Love it. I think one thing to consider in future models is accounting for a dividend that Tesla will undoubtedly end up paying because they will have so much profit they won’t know what to do with it.
can also buy back stock in lieu of taxable dividends
@@MyTie i def agree. I actually think it will be a combination of both
Let's please forget about boomer dividends and buybacks for the time being. Use the surplus $$ to keep scaling. The next 2 gigafactories will not be the last.
Elon said he will never pay a dividend.
What do yall think about investing with cash app ?? Its the only platform im using right now!!
Thanks James. Indeed one of the best bet of our lives. Still a bet…
Thx James! The content that you and your team put together is first class. Easily digestable premium edutainment. You spoil us!
Hey James! What would Tesla's BTC holdings do to the Tesla stock price assuming BTC were to reach 1m by 2030? Thanks!
nothing they are insignificant compared to the market cap
I learn something every time I watch
I the vehicle part there is no revenue of Carplay and other entertainment ? It’s i think obvious that they will use the cars to sell Teslaplay equivalent Appleplay. They will monetize Starlink with their car decision. Like buy from Starlink, resell with merging to costumer the internet.
Point on Tesla Insurance- the key is the float & if1-2% of that float is invested into bitcoin each month or year, it could become huge
James and the team, you guys do fine work
cheers boss
You forgot about financing program and tax allowance and partnerships with GM and Ford for charging system.
thank you james for your work,i have some tesla shares,my avarage is 200.-$ ,
i think they sould make also an motorcycle, greetings from switzerland
Thanks for sharing! But no, as a biker Electric engines are far too powerful and fast. People would kill themselves.
Elon's emphasis on safety has other companies doing that task. He's said that. I've heard the LS-218 really is TOO FAST!
The van is a huge opportunity, courier delivery business will keep growing with online shopping and a good electric solution would make so much sense for these people, charge up each time they are at the depot loading and unloading parcels. Huge fuel/maintenance savings and environmental gains. Tesla commercial vehicles is where it's gonna be at!
100% agree with this- so many people be interested for business as well as families for travel. More space than traditional car. Think mini vans!!!
One thing is certain, Its a great stock to trade