Analyst On Tesla’s “Tragic Gamble”
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0:00 Analyst On Tesla’s “Tragic Gamble”
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In this video, a Tesla bull and analyst talks Tesla’s “tragic gamble”.
Tags: #Tesla #FSD #ElonMusk #TSLA #TeslaStock #TSLA #TeslaBot #Optimus #Cybertruck
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As always, in this video I'm just sharing my thinking process and my reasoning. Keep using your own brain. Don't be a sheep. 🐑
I love you all,
Steven
p.s. Share your thoughts below. I love to read the comments!
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"autonomy" has been just around the corner for 5 years lol.
Like 10 years
any day now
This is such a white-knuckle Cinderella story that we may need an adult in the room 🤣🤣🤣
SMR you’re the biggest single stock pumper on TH-cam.
By saying "the stock prize should fall, please"?
I recently sold some of my $TSLA stock to secure profits, but I'm retaining a portion for the long term. Tesla's growth potential remains robust. I'm considering diversifying my 200K stock portfolio, but I'm uncertain about managing risks in my next move.
When diversifying, spread investments across sectors and assets to lower risks. Research and consult a financial advisor for aligned decisions.
Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
I've been looking to get one, but have been kind of relaxed about it. Could you recommend your advis0r? I'll be happy to use some help.
There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Jennifer Leigh Hickman” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look her up.
1. Buy the fear. I will be setting my limit orders for the aftermarket this Tuesday. Dry powder, check! Bag of popcorn, check! Showtime!
135-136 looks like the target
I’m with you
Watch bank account go to zero. CHECK!
Lol how did it go for you. Bruuutal.
@@-umph The earnings call is Tuesday, April 23rd after market close. Why are referring to event in the future in the past tense ???
No. Investors need to know that the CEO is actually more concerned about running the company and not bankrupting us all than he is concerned about some ideological crusade on X or some other grand purpose on Mars.
Yep, or his extreme political agenda. I sold all my tesla stock when Elon famously said "I don't care"
Dan Ives has been cast in the MCU as "Captain Catchphrase", to lead the avengers against "Chanos" (not Thanos)
He’s so arrogant it’s insulting.
SMR’s unbridled “BROOOOOOOO!!!!” Gives me joy 😂
C'mon SMR, we all know you watch the videos beforehand to make it look like you are making accurate predictions.
Exactly- it’s so obvious. He thinks his listeners are stupid. And a lot of them are.
Amen. He’s trying to pretend he’s seeing it for the first time, right along with us. Plus, his daily videos lately are just running a cable channel video and making comments. I have 3,000 shares, and I’m committed to holding until 2030, but my confidence about it is WAY down.
@@thefish5861 So, the FUD is working?
@@thefish5861I left the Tesla echo chamber community a few years ago. Didn't regret it
Hey Steven. I know You love a chart guru with a solid prediction, so here it goes. TSLA is going to dump a little more until May 7th when we bounce from $140 ($138 to be precise) like a house fly. Solid bounce! And up only. 29th August back to $288 for a double in 4 months. Then the fomo starts, and we go to $533 end July 2025 base case. Can You save this and call me out if Im wrong. Hope this is somewhere close with your star charts. Love you bro.
Warning to all new viewers. Don’t believe a word this guy comes out with.
Hmm, interesting a warning without much context. I don't think he asks to take his words for it but do your own due diligence.
And id advise people reading this comment, think for yourselves. Neither this random guy nor SMR should dictate your mind.
@@nguyep4Steven has never had any good credibility at all while trying to pump the stock for the past five years.
SMR a complete menace, clueless, should get back to doing his dating advice youtube crxp and forget the Tesla nonsense.
Interesting how solving the money problem actually ended up creating more of my money problems
💯
Why blindly follow someone without actually believing in the fundamentals? He is a long-term investor. Can't take the heat, get out of the kitchen.
@@bobross830 brother I’m literally finding anyway I can to get out the kitchen lmao
Stop worshipping elmo
@@toprankjunk8737 Take the loss and stop crying
There is a world of difference between 99.9% FSD and 100%. Very hard to predict when it's going to be good enough to fall asleep in the car. Tesla is big enough to pursue multiple projects. I would prefer to see Tesla pursuing a credible conventional car strategy alongside their autonomy strategy.
Yep. 100% looks like a hotel room. 99.9% looks like a hospital bed or a morgue.
Even just looking at the cybertruck teardown shows how advanced Tesla are, everything they do has incredible engineering.
Its manure. The design is horrible and the execution is, if anything, worse. The fact that the automatic frunk has no finger protection is outrageous, possibly criminal.
It's pretty incredible how they've all been recalled to and have been breaking left and right. Steven claimed Cyberbrick was the future reality has turned out to not be what Steven has claimed pre-cybertruck.
@@Cars-N-Jets practically every car has issues when first manufactured, and there are currently only a small volume. By the time they are into mass production they will have ironed out most issues. (Are other manufacturers as quick to respond and update their designs?)
It doesn't change the fact that the overall design and engineering is still next level.
Is it a fully electric pickup truck? Does it have steer-by-wire? Does it have a ludicrous 0-60? Does it have towing capacity to match most ICE pickups? Does it have unique stainless steel exoskeleton? Has it been designed with 48V architecture? Does it have super responsive, best-in-class software?
Other car makers would struggle to have even one of these features.
"Adult in the room", said the petulant teenager.
Adults go long
fsd is a gamble - Dan Ives is correct ... wall street babies? actually retail investors are the babies that need to be placated
Everybody is forgetting the robo taxi and model 2 is being built on the same platform.ie the 2cars may be basically the same look and specs,just one without a steering wheel.
Everyone is also forgetting that robotaxi is software. Not hardware. Meaning robot taxi dashes can be placed in any 48V vehicle, which is right now cybertruck, the compact, possibly a van, and the refreshed Y (when it comes). I assume 3, S, and X will get a refresh to 48V as soon as they get their suppliers making more 48V parts. They can swap out a dash on any product line. They DON'T have to make an entirely new car for robotaxi. So yes, it is the same platform as "robotaxi" and "model 2" but it's the same for all the vehicles. One dash for controls and one without. That means they can make any car going out the door one or the other depending on demand.
Also FSD is only in North America at the moment. No way they're going to just avoid the rest of the world and all the compacts they can sell.
….and Tesla aren’t going to be precise about Next Gen “compact” for fear of Osbourning M3 and MY
@@ramon2786 They were precise a short time ago.
I tend to agree with Dan to a point. Tesla Robo taxi may only be permitted to operate in cites like San Francisco & Phoenix like Waymo and Cruise for some years.
G'day WS wankers. Thanks for the dip. DCA my way! A+
Unfortunately I’m seeing certain critical safety regressions in FSD 12.3.4. Going in the wrong direction. NN training may just be the next solution to start hitting “local ceilings” like every other FSD training approach has.
IMO “robo taxis” are at least a half decade off if ever with Tesla’s attempt.
I disagree with you on the speed of robotaxi adoption. There are hurdles with insurance liability, with government regulations and with consumer confidence which need to happen before revenues from mass adoption start rolling it. These issues will take time to resolve and I am not talking months here.Dan is worried that foregoing Model 2 sales for the next 24 to 36 months will cost Tesla to lose significant revenues unnecessarily.
Time will tell...
Robo-Taxi will be INSANELY BIG, but what you fail to realize is that, factor in is the TIME-VOLUME-FACTOR, THAT even if Tesla got "Robo-Taxis" approved TODAY and it worked, there are only 6 million Teslas on the roads and many owners might NOT want to do RT for various reasons - and as long as Tesla don't do ANY MARKETING, or PR (PR is kind of marketing though), it will take a LONG time for this to have a meaningful impact on the PNL for Tesla. LONG TERM YES. SHORT TERM NOPE!!!!
Played your game with Casamigos tequila - Can't feel my lips!!!
Hahaha!
Try carrots, works for Meet Kevin
Dan Ives and Gary Blacks' world fell apart when shareholders rejected their muse Ross Gerber😂
This has not been decided, yet. Prepare for Elon losing and Tesla being brought down in the next 6 months. The US government wants them to lose everything.
Come on SMR = talk about the model 2 and what does that do to your price predictions, There.are loads of people on here you have egged on to buy “ because it’s the best invest,ent “. $3000 you have Tesla at 2024 .
Yes, there are actual legitimate concerns right now. It would be nice if Steven discussed them.
@@Jesse-zu8fn not a chance, in the entire time I've followed him, he's never once criticized elon or tesla. He's basically a tesla propaganda machine with tesla projects to 2040, 2050. I'm a bull with serious concerns. This past year, I've very much considered selling some of my stock off to reduce risk. 20 millions cars sold is now a pipe dream, now I scared we won't even see 10 million by 2030. I haven't sold and still don't plan to, to much upside still, but damn, I hope some of these concerns are addressed at the shareholders meeting.
100%. Lost the credibility a long time ago. In particular say “ I want to drop more so I can buy more “. I call BS because he is losing money.
@@dmalcantara "I want to drop more so I can buy more". I must run that past my financial advisor and my accountant, just to be sure.
@@dmalcantaraI doubt he owns any shares. His channel is geared towards catering to hardcore fanboys and providing them a safe space where they're told how rich Tesla stocks will make them. Views from fanboys is how he makes money, not Tesla stock.
I really think TSLA has it figured out already.
It's always a good idea in business to let your competitors catch up by not releasing your product as soon as you can. That way, you look like a good sport.
Who cares about your estimates. You have been wrong about everything so far. Gordon Johnson is an analitic genius in comparison.
For those still following this guy go back and see his price, EPS, Margin, Demand forecasts from 2-3yrs ago.
“anal” itic? What The Frunk?
$3000 by 2024. He didn't say which month. There's still a week left in April. That means that there's still 8 months left for the stock to only go up 2000%
Yeah, so the 4680 cell is looking like a non event, the whole 4000 Cyber Trucks that have been made in the last 6 months have been recalled, the Y & the 3 have been discounted, there still isn't a roadster, a semi, FSD, robot or robo taxi but Elon's a "genius" who knows "more about manufacturing than anyone alive today".
Nailed it, SMR a complete menace, there’s loads of them on TH-cam, Tom Nash, meet Kevin, total axxholes.
I *think* I remember you saying that you wanted to own 0.01% of Tesla. How close are you to hitting that now?
Do not take financial advice from a TH-camr…🤦🏻♂️
5 year timeline for robotaxi could be a fair estimate considering the time from unveil to first delivery for the last 7 vehicles:
Model S - 3 years (2009/ 2012)
Model X - 3 years (2012/2015)
Model 3 - 1 year (2016/2017)
Model Y - 1 year (2019/2020)
Semi - 5 years (2017/2022)
Cybertruck - 4 years (2019/2023)
Roadster - 7+ years (2017/ ?)
Might be sooner, but probably 3 years minimum (with the time it takes for regulatory approval, and building wireless charging/ robo fleet infrastructure) Hope it takes longer to keep buying the dip ;)
Also 10:35 He's talking about "growth trend" not overall sales. Any stat on how much BYD sales in China grew YoY compared with Tesla?
Is it just me or when SMR talks about he has longer videos with AG1, it's literally because the AG1 sponsorship takes up like 25% of the video, lol
Felt like that when I watched him three years ago. Not just you
If Tesla stock tanks before the compensation vote it may not pass and that wouldn't be good. Yesterday I drove on auto pilot 186 miles to downtown Chicago and back home it was very good except in parking lots the last 100 yards were it's a ways away. The map system is not even close to being ready for Robotaxe's last 100 yards.
Question do you think fsd could pick you up at end of the driveway drive to drop-off point without parking? Just constantly driving around.
How much do market manipulators care for Elon getting paid?
@@brilantoSteven cares A LOT! When the judge rejected it a few months ago lil Steven got very very mad. And same with Warren Redlich. Warren has been silent on TH-cam lately considering his channel is pretty dead.
Yes, full FSD without any mistakes ever and approved by regulators will take another 5-7 years
I'm going to agree with Dan, until Elon walks into the room there are no adults there...just a bunch of kidadult wallstreet analysts.
Most people in US can now buy a base Model Y for under 30k.
That's like 25k four years ago.
25000*1.03*1.03*1.08*1.05 is approx 29700
Mind you I'd almost think inflation has actually been higher than that.
No such bargains in Canada 😢
@@FrunkensteinVonZipperneck nor in Oz. But we do get some BYD at twice the price😅. Got a base Seal on order.
Still going to buy TSLA thou.
That is staggering depreciation when you think what consumers actually paid in 2020 - approximately $55k at that time. Ouch.
That's exactly what I have been thinking. WTF is this 25k Tesla? We already have this, its the Model Y. So going "all in" on robotaxis is kinda forced for Musk. I still think FSD as a technology will make Tesla 5T company, but why on earth averybody thinks about Model 2 as some saving grace? I think Model 2 will bankrupt the company.
FSD price just cut to 8k a few minutes ago. What does everyone think of that?
Really ? Great!
Checked and confirmed
The product must be good and selling well if you have to slash the cost by 1/3.
I think they intend to cite any increases in adoption due to this as evidence of their advancements in their autonomy.
It’s still too expensive. It needs to be attached to driver profile or easily switched. If I crash my car then I’m going to be out that full amount. Tesla isn’t delivering what they promise either.
How is crashing the stock price being a responsible CEO? How is making less product a growth strategy? Your hope the stock crashes does nothing but hurt people that bought the stock. Cyber truck in limited sales is going no where. It's now in demand because it's unique. Soon, they will be everywhere.
The people it will hurt are the people he was telling to buy the stock in January when it was at 250, 40% ago. Pumpers gonna pump.
@@tatata1543 the idea he wants the CEO to do things to hurt the company value and earnings is stupid.
The concern over the Model 2 situation is legitimate. My investment thesis has been that Tesla stock offers an asymmetric risk/reward opportunity because of the combination of the very high upside combined with the relatively high floor. Most investments with such a high upside have a low floor-for example any VC investment. The high floor is because even if FSD/etc doesn’t pan out Tesla will still be a very profitable company with their electric cars. Elon’s (possible) decision to shelve or delay the model 2 puts my investment thesis into doubt. Baron Capital agrees. This past week they said basically the same thing. As a daily FSD12.3.4 user I doubt the first Robotaxi ride will take place in the next few years. Elon has a long history of being wrong about the timing of FSD, so the fact that Tesla thinks it’ll be solved soon doesn’t give me a lot of confidence. Steven is very happy with the progress of FSD even though he doesn’t use it🙄
It's like word diarrhoea. So what are you saying?
So what you're saying is, if the next 3 years isn't good, the investment is terrible. Did I get that right?
You're not cut out for owning common stocks.
I agree with your clear analysis, jesse-zu8fn. By going all-in into Robotaxi, and postpone the Model 2 that would be the main driver of future growth, TSLA increases the risk for us investors.
@@inber Not a clear summary of their position would be this "By going all-in with Robotaxi, and postponing the Model 2 that would be the main driver of future growth, TSLA increases the risk for us investors."
Or as I shall summarise. I presumed that Tesla would make a smaller model as they set out in Master Plan part 2 and invested on that basis. I ignored the fact that this would be a vehicle with less margins and would simply be an exercise in saying look how many cars I can make. I will now wet the bed and forget about FSD, the potential for robo-taxi to generate profit not just revenue, Teslabot, and the energy business (storage and superchargers/network, I just want a small hatchback.... boo hoo
@@landcruiser801And you will also ignore the 7+ years track record of annual failures by Tesla to achieve FSD as well as the regulatory hurdles that exist. It's telling that you ignore all of the points and evidence supporting the claim in and then attacking the resulting strawman. Not a good look that investors gave to routinely resort to this to justify their thesis. Or whatever remains of it.
Don’t worry, More pain coming
Love it!!
I think what's happening now is the Osborne effect with Tesla. A new item is on the cards at $25k, why would people buy an older design vehicle at $26k after incentives and US prices. Incidentally, why doesn't the Australian government get rid of import duties on new cars?. Anyway back to Osborne, back in the 80's Osborne showed off their current release of PC, which looked great but they mentioned in the same promotion video that they also have an even better, cheaper version just around the corner with more memory. Why, you would wait, wouldn't you. Why buy something now when you can buy something new later with better bits and cheaper. This could affect the 3 & Y sales directly.
FSD > need to walk
Numbers > need to talk
Thoughts on Gary Black’s post? That one was rough. He’s been very bullish and level headed till now. He made some good points. Oh, and stop scamming people with the AG1 push. Thanks!
I have been following the content very long, but lately, I feel like SMR is acting somewhat childishly. Okay, I understand the potential of Tesla, and I completely agree with the price targets.
The way he shouts and mumbles used to be funny, but now it's more cringe 😬 and borderline delusional.
Tesla is a good company but you need to be real. The day we get full autonomy is not anytime near, even by 2030. The regulations, politics and capitalism everything is on the way to overcome and it's not an easy way.
I own tesla but I do not support the idea of all in. That's delusional. There are several innovations going on in the world and you should be part of that if you want to grow your wealth.
All said, be real and avoid the FUD.
Happy Investing.
It was a Cinderella story of sorts, a true rags to riches saga that unfolded like a rollercoaster ride during Tesla's Q1 earnings call. The underdog had their day, turning the world on its head amidst the white-knuckle drama of fluctuating market expectations. Every moment felt like a knife-edge, with decisions steered by the adult in the room, Elon Musk. As tensions reached a fever pitch, the narrative took a turn into a nightmare scenario, where each challenge seemed like opening Pandora's box. Yet, through it all, Tesla emerged against all odds, turning what could have been a Greek tragedy into a fairy-tale ending with surprising profit margins and innovative promises for the future.
The problem is tesla gave out how to do it. Nio has 1.2 million miles cam out eith drive assist. They are catching up.
So Tesla has to speed it up and get robo taxi out fast.
I think math isn't your strong suit. How many miles does Tesla have again? What is the rate of miles accumulated daily? Compare that to NIO. Yeah, look up the word "unassailable" We're talking multiple orders of magnitude here. "Catching up?!" HOW?
@LukewarmEnthusiast It does not matter that much ai can adapt and also they may be buying data from other places. The speed at which the will have something similar will be fast. I know I am a tesla investor as well. But we have to be realistic
@@LukewarmEnthusiast Did you know that ketchup was invented in China? 🤣
Levers. Stop it Dan with all the levers to pull. Go pull you're own lever.
Thnx SMR! Another great vid! You’ve given me so much confidence in Tesla the company and Elon Musk over the past years.
The only thing that worries me now is Elon having 13% of the stock and considering to take AI (and possibly FSD and Optimus) outside of Tesla.
What’s your take on this?
Thnx again!
Any intellectual property pertaining to AI, FSD and Optimus is owned proportionally by Tesla share holders, not Elon. He might be able to take an extra Oreo out of the tearoom without anyone noticing, if he leaves, but that's about it. It was a vacuous threat by Musk to the shareholders in a bid to secure favourable votes in the upcoming vote on re-incorporating in Texas and the ludicrous remuneration package. Basically, he's playing retail investors as fools. His strategy might just work, too, I suspect.
Steven’s return on his Tesla stock is far below the returns of the S&P 500. He is nuts to put all his money in one stock (if he is indeed doing that). He is very biased.
@@maxpayne7419Has been ever since he started Pumping the stock after no one took his dating advice.
Anyone reading this I highly suggest running away from whatever this guy is spewing, he’s been saying Tesla to the moon for half a decade now and it’s still stuck on ground floor.
More like Sea level.
@@Cars-N-Jets LOL
So right that people don’t understand what autonomy will do.
SMR do you have a tesla and are you testing FSD yourself?
No Steven does not.
I don’t think this axxhole can even drive.
Analogies and stuff
Btw, the Robotaxi/small car should use axial flux wheel motors. It simplifies everything.
No. Wheel motors are garbage. They are constantly hit by the full shock and vibe of bumps on the road. They also add a lot of spinning mass to the wheel which is inefficient and severely limits speed
Maybe so but ease of manufacture, no transmission, and serviceability for a taxi make it better. I don't think speed will be an issue.
Wow...Dan is aging himself...Airplane! references.
Turning on your Tesla golden boy. The spin is real
After listening to the talking heads on financial infotainment, I'm beginning to think the phrase "any adults in the room" applies to them
Or maybe they profit on their day job by talking trash about a stock while quietly using options on the way down and buying or using options on the way up?
How else do you correlate and explain analyst unison trash talk?
Thanks for the big laughs! LOL
While You're Cryin 😢, I'm Buyin 🎉 -SMR😅
I'm curious about Tesla semi & FSD. They've limited production to work with Pepsi, perhaps the long game is waiting for FSD to allow Semi to travel on highways without drivers in the near term and eventually to destinations without drivers. What I mean is, a semi on side streets to a loading dock is a tall order, but if a driver takes it to the highway and it's 500 miles of highway driving before it needs to charge or deliver, that portion I can definitely see FSD handling once more improvements are made.
Tesla Semi is prettty useless and no one wants it.
Anyone heard an update on Shanghai Mega Pack Factory?
I want to see 85,-- so i can buy more. 85,-- and not one cent more!
I think you will get it be patient
FT: "Tesla shareholders braced for worst results in 7 years". Can't wait to rea the comments to learn how that's insanely bullish ;)
man sounds like your panicking.
When Steven is yelling that's a sign.
Could the robotaxi be sold to individuals?
And perhaps its a 25k robotaxi? A two seater maybe?
Consider how much chatgpt improved in the last two years and how much stock prices of Open Ai went up even when it was not making profit.
SMR, what is the purpose of the Model 2 if the goal is to half the cost of the Mode 3 & Y production? The price of those two vehicles will be 20K and 30K when they are haved. No need for a Model 2 just make it the robotaxi platform.
It always annoys me when people say there is no need for a Model 2. It's more than just the cost of the car. I live in Portugal and own a Model Y. It's just too big for this country. Most of the roads are old and narrow. But the worst thing is parking the car. The parking spots are just too short and narrow. It's a pain in the ass parking in the city. Most of the cars are just smaller here. They need to make a smaller car for the older cities of the world. Plus people will still want to own a car even if robotaxi actually comes. Uber and others like them exist and people still own cars. Lowering the price slightly is not going change things that much. I like my car. It's always there when I need it and it has my stuff in it.
@arseliopereira2541 you make a point overseas. America likes the bigger the better. Over the last 20 years, most USA manufacturers have fazed out their smaller vehicles. Jeep is talking about discounting the 2 door wranglers. Their is a market for a small vehicle but it is small in the USA. If the Y is too big for you purchase the 3.
Good one 😅
Im buying after earnings call
The only question I have is "which one"?
it seems ver 12 fsd supervised aligns with 26262 part 8 clause14 which needs 1,2 billion op hours to prove in the field. So if 6 million cars x 200 hours/car = 0,5 years could have all the data needed, as the std states each car runs at 400 hours / year
Bro, you're gonna be sooo healthy after all thos AG1 drinks!😂
Steven looves his AG1. He prob sniffs it up his nose without putting it In water when not on camera😂
Haha you called it, that was awesome
I’m stuck on the wordplay in the the thumbnail… talespin vs tailspin.
That's the 'Cinderella story' of the 'adult in the room'...
A lot of Talk around Fsd is almost here + cheaper models.
Walk = Fsd while impressive, is still nowhere close and 5 years later than initially promised + No cheaper models.
Maybe they would give them numbers if they didn't screw em over with those same numbers. They always try to use them against Tesla somehow...
For the first time in my 8 years of TSLA holdings, my faith is being tested. Something feels like it has changed up top and the mission has been replaced with a loud opinion on divisive subjects.
I can’t put my finger on it but I’m close to closing my position and taking the considerable gains while they are still there.
Same here. The infinite demand story didn’t play out. Prices jumping every day confusing everybody.
I really liked the idea of a really cheap car, produced super cheap with innovative methods, conquering the world. Even at relatively low margins.
Especially in evolving markets where FSD is further out.
They clearly fail on the battery front and seem to panic.
And I’m confused why Elon is suddenly downplaying climate change.
It also doesn’t help that he goes to war with everyone. He loses his former supporters and the right still hates EVs.
Suddenly a car becomes a political statement for many people. I personally know multiple people who bought other EVs because of Elon on X.
I also don’t think the employees are as engaged as they used to be with all this going on and a bot threatening their job.
When the recent jobcuts were announced and the email was released, Elon posted every two minutes on some x stories.
He does not care. Why should his people „sleep on the factory floor“?
I get the Cybertruck as a test platform for 48V etc but why did he recently push the roadster and where is the Semi?
Profit is Profit! What don't people understand about that.
@@davidbrayshaw3529 I would not even mind if they went close to zero if they scaled up the production rapidly.
But they obviously stopped producing as many as they can. Cancelled shifts, production pauses clearly show that.
@@Samsson83 The only reason that Tesla exists is to line Musk's and the other board members pockets. That's not going to happen unless certain measures are taken.
And they are quite happy to take them, clearly.
It's been stock pumping promise after stock pumping promise.
The model 2 is yet another. It's not coming like the roadster isn't coming.
And here we are, waiting for the vote for Tesla to re-incorporate in Texas so Musk and the board can dilute the value of the stock with re-issued shares so he can get the $55 b. that he thinks he's worth for leading us down the garden path. And you've got numerous fools who will see their portfolio tank by who knows how much to see it happen.
I'm out, and I'm not going back in, at any price.
Best video yet, Dan Ives bingo is an amazing game!!
Steven, are you serious about robotaxis happening this year? I think they will happen faster than Dan Ive's estimate but this year is a bit optimistic
I support Elon Musk and know he’s levels above any other business owner today. Once he moves to Texas and away from Delaware, he will be free to dream and do.
I think you should do another video on how to vote for Tesla. It's most likely needed for some people. Just a thought👍
Dan used to be a hero and now telling the truthhe turned into a villain. Clowns.😅
Dan is being Ross Gerbered!
The guys who don't "Elon BAAAADDDDD" don't get invited back
2 billion from cars and a billion from the energy side will be guess for profit margins.
Maybe a little less from the cars meh still will put 32 billion in the bank .
I agree with 90% of what you say SMR. But you seem to have major confirmation bias for the last 10%.
I’ve been listening to you from the very beginning and I don’t think I’ve ever heard you acknowledge one negative thing about Tesla, Elon or a decision they made.
Removing the rose colored glasses every once in a while would add to your credibility IMO.
Steven aint gonna do what you ask since he's own his own echo chamber.
Dan Dan Dan!
Always entertaining to hear from “How can I stay relevant and in the main stream media” Dan Ives 😂
The Market has become completely detached from the industrial reality that is the ongoing development of Tesla. I am LOVING the bargain basement prices. I am loading up as fast as I can release money.
What does your financial advisor think about that strategy?
Bad idea
What's the “Industrial reality” then?
stock price go down! down down down please!
i need to buy more go down below 100! please!
After all this time, most people who are in the shares buying arena, are still assuming Tesla is a car company. Well thanks to them we are able to buy TSLA shares at a bargain bin price. We do not need money today, we are sowing our current money into a super fertile farm (Tesla) in order to reap at some later date. Plant your money into TSLA and have the assured ripening in due course.
White Knuckle moment, Missy Cummings wanting to punch Elon out, then going to NHTSA, for one example.
I don't understand why it's a part of the responsibility of leadership of a public company to provide a *stable* stock price...what is the thinking? I understand it will make borrowing money easier, I understand it will help uninformed investors avoid making bad choices, maybe, but on the other hand it seems to actually hurt those who truly understand the company, because it would give them great opportunities get in and even selling for profit, occasionally. Why are we as a society, in the west, so friggin obsessed with stability, it's caused many weird things, like the modern western social credit score or "monthly available amount", that does not count investements at all, only wages...I detest this risk-idiotic approach..
I agree with you on one thing, I hope Elon come out on earnings call and just laugh, I need to see the stock price under 100 near term xD , then maybe I will start covering my shorts
Maybe ill buy a couple at 100$
These guys in the market are grey thinkers, not lateral thinkers.
The biggest issue for tesla is Tony Seba robo taxi prediction, were everyone is just using robo taxies to get around, instead of owning cars, and there is 1/10th the car ownership out there. The only question is will people be willing to give up personal ownership of a car and just not own cars, knowing there is always a robo taxi on the street waiting to take then somewhere. I'm skeptical, people will give up personal ownership, but even if a good portion of people do, due to the significant cost savings and it's say 1/2 the people, well that nearly 1/2 the personal car market gone! Never to return, add China into the mix and the precipitous race to the bottom, like that which happened to solar PV, and tesla could be in deep trouble, not just tesla of course, others are even even worse trouble. As for robots, issue is tesla doesn't have a monopoly on robots, others are already coming out with automatous robots, I doubt robots will save telsa.
The revenues and profit for one robotaxi are going to be much, much higher than for sold cars.
@@andrewandersson Is tesla going to own a fleet or will it open the software to anyone that could turn their telsa into a robotaxi?
@@JLeverEspressoprobably both, you can drive your Tesla and still have FSD if you want it’s optional
The ev in are cheaper, nice, but the biggest issues, they won't have fsd. Tesla might not introduce it there but if anyone will, it's Tesla. So you buy tsla for this future possibility
FSD is a software that you can purchase on a monthly membership
@@dannymexia5961FSD is also a big waste of money.
First time since I started buying TSLA I'm seriously scared for the company. If shareholder vote does not go through with a big margin, we have no idea what Musk will do. I mean its a trust and support vote is it not? Is the vote even binding in any way? I don't think so, but if Musk feels he hasn't got enough support from shareholders, future of Tesla is not looking bright. He said he is building a AI / robot juggernaut and needs to have control of the company. Is he comfortable doing it with 13%? Dude has unlimited money, he could start a new company tomorrow and even though I know it has many problems, he wont make the 5T Tesla if he feels that control of the company can be taken away from him. What do you guys think?
We just do not have enough information on this, Elon must have much greater knowledge on where Tesla is with Robotaxi. Let’s say he does unveil Robotaxi in August and it does what it says on the tin. All we need then is regulatory approval, this could be very difficult to obtain. Politicians will have to sign off on this and a lot of politicians are very anti Elon and Tesla and they have all sorts of spanner’s they can throw into the regulatory procedure, l don’t think they will be able to stop the process but they can certainly delay it.
This guy is amazing... the cliches are essential stepping stones for his speech, without them it appears he would be lost and unable to construct a continuous narrative, not that that would be bad.
I hesitate to share my thought about this whole Tesla story because in the long term it doesn’t even matter. And I will not sell any of my shares during the next 5-10 years anyway (and I’m already 67 years old :-) What if … we need a Model 2 even if the Model 3 and Y are approaching the announced inflation corrected pricing already. What if … Model 2 would nevertheless be introduced … what if … the Model 2 is really as important as the Wall Street traders think … what if … Model 2 and Robotaxi are being build on the same platform and the difference is a drive-by-wire unit either left hand or right hand side … what if … the announcement of Model 2 would stop customers from ordering Model 3 and Y today … what if … you have two similar EVs and one is causing the Osborn effect as mentioned and the other is beyond the imagination of 99% of people because they don’t understand FSD, AI, AGI, data lead, etc, etc … then … just announce the reveal of the Robotaxi … and … make f-ing sure you can introduce the drive-by-wire version to market within 6 months. But I’m not as smart as Elon and I’m sure that Tesla is doing the right thing for the planet and its shareholders.
Agree - same time horizon at least - 62 years on the clock here.. 🖖🏻😁
I think you’re right. (I am 65 yrs old with 100% of my non-pension portfolio invested in $TSLA and I’m not selling a single share before 2030).