Dear Farzad…..notice….34.000 cars delivered(inventory cars) that were produced in Q1. Thats really money in the bank. Lower costs because of cheaper batteries= More Money in the bank. Profitable Storage more than a 100% raise from Q 1. Earnings will skyrocket on july 23. Per in Denmark 😎🇩🇰
Love your passion for all things Tesla (and E-energy), Farzad. New Zealand (where I live) is currently investing in Megapacks to support the power grid.
Q2 deliveries were a positive surprise. Margins should be positive too because of COG’s improvements, 14% lower headcount costs, and efficiency improvements and ramping in Model 3 and Cyber Truck.
How do you know that? What happends to your projection if on 8/8, all you get s a sales presentation of a car that will be made "in the future" Until FSD is actually autonomous FSD and has regulatory approval, IMO any projections and use of FSD is at a minimum highly speculative.
2mil out of the question, company has pivoted away from volume being the goal id say. We have energy, bot, fsd and new reduced models coming as headwinds to enjoy instead.
Congratulations 🎊 on your new baby. I love your live videos. I want to buy Tesla stock. Now it is higher, lol. 😅🎉🎉🎉 I think Optimus is amazing. 😊 GO Tesla and Elon.👏 🙌🏽
Wireless charging is not just slower, but there is a lot of wasted energy from what I understand. I don't think that's the way to go. A robotic snake that plugs itself in would be ideal.
Elon should sponsor a competition for teams to build the best automatic vehicle “charger”. This could be a snake type charger or maybe a robot that would unplug the connector from a supercharger post and then plug it into a vehicle.
Great INFO Farzad!! All the best to you and PW and the new munchkin!! Take care and stay safe!! Greetings from the shores of Lake Huron, Ontario Canada!! GIDDYUP!!
The movement here is majority Algo related. Positive news triggers massive buying at high volumes which then teeters on steady state then pulls back a bit to snip a bit of profit. Anything else is mostly feel good banter..
It has to do with comparing Tesla the company showing how it is lean an mean with great logistics that consistently improves with the Bot and FSD investors see a great future where many consumers will want
The stars have aligned for Tesla stock for now. The August 8 Rotax event will likely reveal a small TESLA product which will have steer by wire, to allow for a folding steering wheel, and a 48 V architecture. A stainless steel bodied vehicle is one of the possibilities. Either way, virtually all of the 6 million Teslas on the road could become Rob taxis if owners decide to do so. Anyway, you look at it, it’s going to be exciting in the next couple of months. Lots of love to all.❤❤❤
The other mag 7 and ai stocks have been outperforming this year. I think there's a pivot from NVIDIA which may be a little toppy into the Tesla AI story which has room to grow this year. I see the same with crypto within a year, there will be a pivot to TSLA which has more upside multiple.
Don’t do that. I’m a small amount down overall but not looking to sell any Tesla in the next 5 years at least. You’ll regret it when it takes off in 2025 with Robotaxi’s/Energy and Optimus starting to contribute heavily to earnings.
Wow what a month for Elon and all of us together we may even be responsible for bringing integrity back to USA and just in time for the Democrats to pay attention!
The delay is the time it takes to commission the MegaPacks (make them fully operational). This is why Tesla are now upgrading them to being plug-and-play.
THE ONLY REASON IS GOING UP IS THAT WAS FLAT FOR A LONG TIME WHILE ELON WAS WORKING ON EVERYTHING AND NOW ITS TIME TO GO UP FOR NEXT 6 MONTHS GUARANTEED , END OF THE YEAR $400 MARK MY WORD
Here's the first Part of the stream: th-cam.com/users/livetp-7USk3lfs?feature=share
Dear Farzad…..notice….34.000 cars delivered(inventory cars) that were produced in Q1. Thats really money in the bank. Lower costs because of cheaper batteries= More Money in the bank. Profitable Storage more than a 100% raise from Q 1. Earnings will skyrocket on july 23. Per in Denmark 😎🇩🇰
The last month has proven that Ross Gerber is the new Gordon Johnson!
@@paulnichols5981 No, you can’t compare him with Gordon, at least he’s permabear but this Gerber is beyond useless.
Love your passion for all things Tesla (and E-energy), Farzad. New Zealand (where I live) is currently investing in Megapacks to support the power grid.
Q2 deliveries were a positive surprise. Margins should be positive too because of COG’s improvements, 14% lower headcount costs, and efficiency improvements and ramping in Model 3 and Cyber Truck.
It wasn't too long ago that Musk said no one can buy a Tesla for less than then list price. That story has changed considerably,
Headcount savings won’t come through this year, there will be severance and other costs. Next year will will see the effect of this.
Selling 34k cars out of inventory is a $1.3 billion boost to cash flow.
Farzad… you’ve quickly become a Top 3 channel for me, which is saying a lot, as you’re in the mix for some top tier channels. Thx bro.
Tesla long is holding strong because we know Tesla will continue to head higher with 8/8 approaching and more Optimus news.
How do you know that? What happends to your projection if on 8/8, all you get s a sales presentation of a car that will be made "in the future" Until FSD is actually autonomous FSD and has regulatory approval, IMO any projections and use of FSD is at a minimum highly speculative.
2mil out of the question, company has pivoted away from volume being the goal id say. We have energy, bot, fsd and new reduced models coming as headwinds to enjoy instead.
Tesla to the moon! Cheers!
You don't even need an entire bot. Just an arm. Mag lock it to the back of the charger. Then it can unlock and reach around to grab the handle.
Energy Doubled !!
Farzad, you should do on of these every week, I’d love to see Tesla Wins part 1,000 in 20 years time 😂
Rivian R1S is not putting up Model Y numbers. R1S only sold a portion of 13,980 vehicles built in Q1 2024.
Its been a long time since they had a tesla bot update.... They should have them monthly
Congratulations 🎊 on your new baby. I love your live videos. I want to buy Tesla stock. Now it is higher, lol. 😅🎉🎉🎉 I think Optimus is amazing. 😊 GO Tesla and Elon.👏 🙌🏽
Was looking to buy MYLR, so I’m hyped if they execute EoY discounts as expected.
It was all going so well 😅 thanks for your thoughts F A R Z A D
Wireless charging is not just slower, but there is a lot of wasted energy from what I understand. I don't think that's the way to go. A robotic snake that plugs itself in would be ideal.
Tesla bought a company last year that has basic patents in more efficient wireless charging.
Elon should sponsor a competition for teams to build the best automatic vehicle “charger”. This could be a snake type charger or maybe a robot that would unplug the connector from a supercharger post and then plug it into a vehicle.
They dont even have to try hard, they already made the snake years ago
You already have swap stations, much better than a robotic arm
@@johnslater7718 Battery swapping is nonsense.
Great INFO Farzad!! All the best to you and PW and the new munchkin!! Take care and stay safe!! Greetings from the shores of Lake Huron, Ontario Canada!! GIDDYUP!!
Still down YTD. They haven’t won yet
The movement here is majority Algo related. Positive news triggers massive buying at high volumes which then teeters on steady state then pulls back a bit to snip a bit of profit. Anything else is mostly feel good banter..
Are we worried about low production rate annual? 1.65 million per year
It has to do with comparing Tesla the company showing how it is lean an mean with great logistics that consistently improves with the Bot and FSD investors see a great future where many consumers will want
Thanks Farzad! It's a pity we have no clue on FSD actual intake level....
The stars have aligned for Tesla stock for now. The August 8 Rotax event will likely reveal a small TESLA product which will have steer by wire, to allow for a folding steering wheel, and a 48 V architecture. A stainless steel bodied vehicle is one of the possibilities. Either way, virtually all of the 6 million Teslas on the road could become Rob taxis if owners decide to do so. Anyway, you look at it, it’s going to be exciting in the next couple of months. Lots of love to all.❤❤❤
The other mag 7 and ai stocks have been outperforming this year. I think there's a pivot from NVIDIA which may be a little toppy into the Tesla AI story which has room to grow this year. I see the same with crypto within a year, there will be a pivot to TSLA which has more upside multiple.
I’m hoping to reach my stock breakeven point to reduce my positions. Sometimes you have to know when to fold them.
Bad idea.
This is a common mistake. Actually, several errors in logic compounded.
@@richb2229 It’s not your money. You do what you need to do.
@@fredbloggs5902 Not a bad idea when it’s not your money.
Don’t do that. I’m a small amount down overall but not looking to sell any Tesla in the next 5 years at least. You’ll regret it when it takes off in 2025 with Robotaxi’s/Energy and Optimus starting to contribute heavily to earnings.
And here is how you refer to the legacy media liars.....you call them R.I.P.P's. Retail Infomercial Propaganda Providers
Elon stated previously that the Cybertruck will be loosing money until they ramp production
it's all the CAFFINNEEEEEE!!! WOOOO
Wow what a month for Elon and all of us together we may even be responsible for bringing integrity back to USA and just in time for the Democrats to pay attention!
Integrity 😂😂😂 you're hilarious
TSLA UP!
How is revenue realized for Mega Pacs sales? At delivery? over time, and if so, how many increments?
The delay is the time it takes to commission the MegaPacks (make them fully operational). This is why Tesla are now upgrading them to being plug-and-play.
The contracts typically pay out over time with a tie in to usage; there is also typically a maintenance fee Tesla gets.
@@fredbloggs5902only partially the
Contract payments are also are tied into usage and service.
You were on a quite a roll there a while!…haha
Farzad finished early...
I feel hung up on!😂
Elon is so cool
It is the V shape recovery of profit margin.
THE ONLY REASON IS GOING UP IS THAT WAS FLAT FOR A LONG TIME WHILE ELON WAS WORKING ON EVERYTHING AND NOW ITS TIME TO GO UP FOR NEXT 6 MONTHS GUARANTEED , END OF THE YEAR $400 MARK MY WORD
Fix your caps lock!