» Tesla stock deep dive after Q4 earnings: th-cam.com/video/wWpApU_SLeY/w-d-xo.html » Nvidia stock deep dive after Q3 earnings: th-cam.com/video/hKAapBunwXo/w-d-xo.html » Main Street Data (Best Financial Charts): mainstreetdata.com/subscription?via=tsyou
I'm curious to hear how likely you see a negative scenario in regards to Tesla playing out. As I see it if Elon would pull out his AI it would not only make Tesla investors angry and plunge the stock, but it would also dramatically affect spaceX and his other companies as well. Because I think a lot of the investors of SpaceX have probably also invested in Tesla as well.
I have a strong belief that Tesla will be the most valuable company in the world by 2030. This interim perceived weakness in the last earnings (likely to continue for the next two quarters) represents an amazing opportunity to build a position in Tesla.
@@daveblock Really? Why are EV'S selling well in China and Europe? When gas prices skyrocket again, the media and masses will be back in love with EV's again. Its just a moment in time.
Most People don’t understand that TSLA could have crazy margins if they weren’t investing so massively in the future, all without taking any debt. This will massively pay out, just outside “traders” range.
Most simps dont understand that just because someone has some success in onr business, doesnt mean he will be successful in everything he attempts. Got kicked out of paypal, hasnt solved fsd, optimus not even in the same continent as boston dynamics, solar business tapering out, and now the guy who you worship, the same one who SOLD HIS SHARES and scammed himself into buying twitter, is blackmailing his own shareholders(you) into giving him more shares or else he would take his moonshot dreams elsewhere. Do you know what that makes tesla? A regular car company.
great analysis as usual. As for TSLA for me, the time to buy will be if TSLA will reincorporate in Texas. If this happens pretty soon, it means that Musk will get his 25% control in a friendly TX corporate environment. And it means that AI will happen, TSLA FSD was overhauled to use LLM/LLVs and the results are good. A less expensive model 2 is coming, etc. If this happens its time to accumulate TSLA shares for the next 2 quarters if your horizon is that long.
One thing I haven't seen anyone talk about is how 'circle to search' plays into a transition to mixed reality. I was on Google's AI Discord about a month ago saying that using ASL or some other auxiliary, visual language would be something very instrumental in getting people engaged with mixed reality so that they don't have to go around talking to themselves to execute commands. Everyone was almost suspiciously silent on the comment which might be because they were just getting ready to roll out something identical.
BD uses hydraulic actuators, Optimus uses electric actuators. Apples to oranges comparison. Hydraulics are stronger and faster at present, but also heavier, more complex, and more expensive.
Thank you for the information and video!!! Question - With all the earnings out, is it too late to invest in SMCI, NVDA, AMD and others ? Wait for a [huge] pullback or it's already gone ... look for the next best thing
Hear you but don’t. You’re an intelligent guy. How would you handle the earnings call differently? We are in a very uncertain market. One week it’s a soft landing the next it’s not. Tesla like the housing market relies on lower interest rates. Do you have a crystal ball? If so please share it with Elon. In the meantime Elon called this market almost two years ago. I also don’t stick my head in the sand either. Elon needs a strategy to improve earnings calls. Whether it’s a spokesperson or he gets training and preparation something should change.
People forget that Tesla is still a young company that is rapidly growing but just not in a straight line. If you look at the big picture and don't panic sell on an interest rate induced dip you will see that the growth story is still intact. They are still unrivaled in the EV space and continuing to expand their line up (cyber truck) while advancing synergistic technologies (AI, full self driving, robotics, etc...). A temporary decline in growth which is so easily explained by the high interest rate environment does not make Tesla a declining company. The funny thing is this is not the first time Tesla has gone through a dip like this. And when it rises back out of it all of the weak hands that sold the dip will be buying the peak.
Have you done anything on companies providing infrastructure for data centers I.e. SMCI, VRT,…etc? If so, how can I find it? If not, will you be covering them soon? Thanks!
HELLO ALEX. Appreciate the videos. I have a note to search your videos for where you demo WHEN to get in and WHEN to get out of a stock. I've looked a bit but not yet done a deep dive. Can you please point me in the general area? THANKS
I'd stay away from META, or at least HOLD until forth quarter 2024 then buy. META's numbers are as good as they are because they laid off 20,000 employees and made several finanacial cuts within the company. Zuck plans to expand META to stay competitive with the AI momentum. Zuck has said during the recent earnings call, he plans on hiring 20,000 new employees, build new manufacturing plant to restructure for AI. Zuck needs money that's why he introduced a dividend. Look at all the new share holders Zuck created in the last two weeks by offering a dividend but then again, Zuck is going to have to pay for those dividends which take away from profits.
tesla is not nor has it ever been "another car company" i thought you had gottenthis but i have not seen all your recent videos on tesla. tesla builds web3 mobile network nodes. the choice to make them all electric can be good or bad but imho hybrid web3 network nodes are key. off grid in the sense that govts and corporations cant control the individual or their data. just a thought, have a great day
I don’t think you understand Tesla’s first principles thinking and the way they are changing manufacturing. Great the stock is cheap and people like you seed fear. Great buying opportunity
The issue with meta is they have 3B users but huge number of false users. So the real number of their users is much lower. Also when you buy online with the big 6 be ready to see overcharge in your credit card. Good luck 🤞 ❤️ 👍
I like this channel a lot, great content, great discussion and the video/images that go along with the story are just amazing. But on that last point, the moving images/videos of products/people are top notch but takes away from the discussion. Would it be possible to bullet write what you are saying on the screen, eg, when talking about copilot, azure, etc. just a bullet on it on the screen while you show the images. Just drives the point home better, and makes it easy for me to remember the features. Also, would love if you can expand your content to other technology stocks besides the meg-7.
Not sure I understand how a comment translates to something tangible. How does Elon saying he prefers to remove other efforts from tesla till he gets enough shares to have anything to do with the actually moves of the company? Especially if he is asking for more shares to gain the leverage he would need to do so. Seems more reasonable not to grant him the shares to deter that result. Why give someone more power if they threaten to damage the companies value if they don't? It just makes no sense to me. With that in mind, I'd rather buy into the FUD cause the FUD doesn't seem practical. I just get that strong short seller vibe when dumps follow comments like that and see obvious value in buying more.
About Tesla, its just a matter of time once Elon announces he leave Tesla and goes make another company with robotics and AI. EV boom is over , same as any other booms . Price goes parabolic , but time comes when it need to deliver certain number for that price. Talking about how Elon would bring other values to company wich not connected at all to basicly ' car company ' for me is just fuse. So now you need make another boom so you can cover 'car company ' expenses ? becouse someone had to do it , so either stock price goes to certain price or you cover it by other activities. Or You can just start fresh company , without 'car company ' draging you , thats what Elon i think gona do .
Elon Musk said he would want to have 25% voting control of TESLA before expanding its artificial intelligence and robotics efforts and that without such a stake, he would "prefer to build products outside of Tesla." So if he doesn't get the voting control he then would develop AI and robots (and probably other initiatives) in a separate company, which would reduce TESLA to yet another car company. Elon is the driving force of TESLA.
Tesla is car company.And as car company it peaked .If there is people who thinks that Elon gona do other activities inside company, just to drive it to cover expenses of peak coming down , clearly underestimates Elon.But its just my opinion. @@phvaessen
doesnt matter what people saying , look they actions .I see, as Elon wants out and do other stuff.Now understand why he bought twiter -to be a bit more independent money wise .@@fredbloggs5902
Please comment: Tesla stock behaves like Google in the early days? Where the value lies is in the innovation and speed to market? What new products lie ahead?
People are turning against EV’s…..the Semi is worthless because it cannot be charged in numbers, the Cybertruck is a hideous gimmick. Tesla is the Cisco of the 1990’s.
@@stillak Should Elon Musk establish another company focused on AI and robotics, he is likely to attract numerous researchers from Tesla to join this new venture.
Speaking about the Samsung's CIrcle to Search benefit to Amazon, it may also benefit Shopify. Shopify's stock has fallen off big time and hasn't really made a comeback from its 5 yr highs - yet.
Cyber truck may already be priced in but next gen. platform code named Envy will take Tesla back to 50% annual unit growth getting them to 10 million units annually by 2028. The car might get cheaper but FSD will go up in price, thats the magic which will get Tesla to a 3 T market cap in less than a decade
Apple has aquired Many AI startups in the last few years but they are super secretive about it. I think 2024 when they Will debut with it, maybe in iOs 18
Lol yeah right, big corporations are going to provide Apple Vision Pros for their employees. Not a chance. Almost zero Fortune 500 companies even buy MacBooks for employees. They stick with Dell, HP, and other Windows systems etc.
Ad revenues saw good growth; it’s possible that the reason expectations were higher is that alphabet had relatively easy comps. Easy to do well relative the subpar year-ago quarter. The way I pick invests is to buy the asset that has a fear surrounding it that will likely be assuaged. Buy the thing that people will become less afraid to own, because the way to make money is to buy the thing that others will buy after you. The reason that I am not adding to my Googl position is that, while I don’t agree with the fear that google search is in big trouble from AI changing search habits, I don’t see what it is that will cause this fear to go away. People will likely continue to have this fear, so it’s harder for the stock to outperform.
@@TickerSymbolYOU Ad revenues saw good growth; it’s possible that the reason expectations were higher is that alphabet had relatively easy comps. Easy to do well relative the subpar year-ago quarter. The way I pick investments is to buy the asset that has a fear surrounding it that will likely be assuaged. Buy the thing that people will become less afraid to own, because the way to make money is to buy the thing that others will buy after you. The reason that I am not adding to my position is that, while I don’t agree with the fear that google search is in big trouble from AI changing search habits, I don’t see what it is that will cause this fear to go away. People will likely continue to have this fear, so it’s harder for the stock to outperform.
@@TickerSymbolYOU Ad revenues saw good growth; it’s possible that the reason expectations were higher is that alphabet had relatively easy comps. Easy to do well relative the subpar year-ago quarter. The way I pick investments is to buy the asset that has a fear surrounding it that will likely be assuaged. The reason that I am not adding to my position is that, while I don’t agree with the fear that google search is in big trouble from AI changing search habits, I don’t see what it is that will cause this fear to go away. People will likely continue to have this fear, so it’s harder for the asset to outperform.
stuck in TSLA...... please rescue me ! LOL I hate that TSLA will likely do NOTHING for the next three years until it's lofty goals can meaningfully monetize. I can wait.
Me too. Help. Make Elon show some passion in Tesla. He's not the richest man in the world anymore. If this keeps up, Tesla stock will be 100, 80, 50....Back to the drawing board for Elon. 😂
Same, I got greedy playing the latest channel before it tanked. Went all in at 250 to make a quick buck, knowing there would be a downturn soon. Now stuck waiting after a tsunami of curve balls: earnings call, musk AI threat, and 2018 comp package. Nobody has a crystal ball. Tesla AI is an exciting future. I have too much of that "all in" money earmarked for stuff sooner than TSLA latest timeline. Seems like everything tsla is always two years out, perpetually. F the cyber truck always and forever.
Why do you call Tesla's Earnings Call "terrible"? There was nothing terrible about it. But the REACTION to the call is terrible -- because those listening in do not grasp anything.
I think Amazon is positioned well to capitalize on the needs of small businesses as well as large ones with AWS. The stock seems so cheap compared to where I think it will be by year's end. Each quarter, I suspect will see more and more profits driving this beast. If servers are the driving force behind ai, Amazon has 28-30% of cloud compute. And with AWS revenue increasing by approx. 30%, it has a long runway = stock seems cheap. I agree that FSD and Optimus can't be included in valuations. I hate to say it but if Tesla doesn't hit around 120 before it bounces I would be surprised....and then in like a mofo. The future is bright but the present is fuzzy.
@@Dividend_Info They are selling a lot because European countries are forcing people to buy them and in the US EV buyers get $58K of government subsidies over Five years. Take that away and it’s over.
You vastly underestimate Tesla by comparing Them to other car companies. As soon as interest rates are Down teslas situation Will get back to 2021 or actually even better as there have been hige cost cuts since then. Also they are already ahead of Boston dynamics that make simulations for their robots where Tesla uses a neural net. Having driven the new FSD beta, Tesla is already at level 3 full self driving the next level Will come soon and the last be more up to governments.
Communicating with investors IS part of being the head of a publicly traded company, whether Elon likes it or not. We all want to see Tesla succeed. I'm just pointing out that investor relations has to be a part of that roadmap.
Buy when people are selling, there will be peak FUD this year and the media will be slandering Elon more than usual because elections are comming up. I'm buying twice as much Tesla this year.
Great reporting. Tesla: AWESOME PRODUCTS BUT HORRIBLE MANAGMENT! They're GARGANTUAN COMPANY in the making, just horrible at earnings calls, information, communication, education, PR and digital marketing=BAD FOR BUSINESS, BAD FOR TESLA'S MISSION! Tesla MUST hire an "Earnings call Consultant" and Elon should NOT BE CEO, rather product engineer and innovator.
@@Skypierced I get what you mean. I'm here for the long run. I started buyin tesla in 2020 and my break even is at $212 current price. I could've never timed the market, but DCAing did a pretty good job. I believe in the company and its mission, and see so much more upside than the ATH in the next 10 years. I do think Tesla is still really cheap. When FSD, Optimus, the 25k car and whatever is still in the pipeline hit the market, the price will explode, no matter the exact timeline. I'm gonna grow my position until I retire and afford a better life afterward. That my plan and everybody needs to have one.
@@mifyitaad Hey me too. I also started in 2020 and haven't sold any. Just watching the stock the past 3 years has distorted my long term perspective, but you have the right idea as long as you hold your conviction.
Ha. This is probably a little extreme but I can't argue with the sentiment. Part of being the CEO of a public company is investor relations, whether he likes it or not.
» Tesla stock deep dive after Q4 earnings: th-cam.com/video/wWpApU_SLeY/w-d-xo.html
» Nvidia stock deep dive after Q3 earnings: th-cam.com/video/hKAapBunwXo/w-d-xo.html
» Main Street Data (Best Financial Charts): mainstreetdata.com/subscription?via=tsyou
I'm curious to hear how likely you see a negative scenario in regards to Tesla playing out. As I see it if Elon would pull out his AI it would not only make Tesla investors angry and plunge the stock, but it would also dramatically affect spaceX and his other companies as well. Because I think a lot of the investors of SpaceX have probably also invested in Tesla as well.
I have a strong belief that Tesla will be the most valuable company in the world by 2030. This interim perceived weakness in the last earnings (likely to continue for the next two quarters) represents an amazing opportunity to build a position in Tesla.
If Elon doesn’t leave
Nice sarcasm. The masses are turning against EV’s.
@@daveblock Really? Why are EV'S selling well in China and Europe? When gas prices skyrocket again, the media and masses will be back in love with EV's again. Its just a moment in time.
Humanoids@@daveblock
@@daveblockNot when it’s cheaper to own an EV.
Most People don’t understand that TSLA could have crazy margins if they weren’t investing so massively in the future, all without taking any debt. This will massively pay out, just outside “traders” range.
Even if Telsa wasn't investing in the future its margins in the electric car business would be squeezed just like all car companies.
Investing in the future? What exactly does that mean?
@@kohnfutner9637 Optimus, FSD, Dojo, semi, energy, charging, batteries, next gen car/s, factories, factories, factories.
Musk is a master of making promises and not delivering on them. Meanwhile he is raking in outrageous money from shareholders.
Most simps dont understand that just because someone has some success in onr business, doesnt mean he will be successful in everything he attempts.
Got kicked out of paypal, hasnt solved fsd, optimus not even in the same continent as boston dynamics, solar business tapering out, and now the guy who you worship, the same one who SOLD HIS SHARES and scammed himself into buying twitter, is blackmailing his own shareholders(you) into giving him more shares or else he would take his moonshot dreams elsewhere.
Do you know what that makes tesla? A regular car company.
great analysis as usual. As for TSLA for me, the time to buy will be if TSLA will reincorporate in Texas. If this happens pretty soon, it means that Musk will get his 25% control in a friendly TX corporate environment. And it means that AI will happen, TSLA FSD was overhauled to use LLM/LLVs and the results are good. A less expensive model 2 is coming, etc. If this happens its time to accumulate TSLA shares for the next 2 quarters if your horizon is that long.
One thing I haven't seen anyone talk about is how 'circle to search' plays into a transition to mixed reality. I was on Google's AI Discord about a month ago saying that using ASL or some other auxiliary, visual language would be something very instrumental in getting people engaged with mixed reality so that they don't have to go around talking to themselves to execute commands. Everyone was almost suspiciously silent on the comment which might be because they were just getting ready to roll out something identical.
Hi new year where how to have a run down a ticker page eldecining all the points on sheets like total market, PPER etc?
The boston dynamics comparison just makes me realize yiu havent thought this through fully.
Boston dynamic is 10 years ahead of Tesla.
@@gerritjanboeve
And made no progress
@@yourlogicalnightmare1014 Are you blind or stupid?
could you expand on this?
BD uses hydraulic actuators, Optimus uses electric actuators. Apples to oranges comparison. Hydraulics are stronger and faster at present, but also heavier, more complex, and more expensive.
Thank you for the information and video!!! Question - With all the earnings out, is it too late to invest in SMCI, NVDA, AMD and others ? Wait for a [huge] pullback or it's already gone ... look for the next best thing
Really grateful that I could get your amazing analysis for free. 🙏❤
Thanks for the kind words!
Thanks Alex & Arif I love your videos full of technical& other details along with open minded discussion!
Enjoyed this format. Thanks for the vid. Would be great to do something similar with tech stocks outside the megacaps. Such as PATH, CRWD, NET etc
Great idea! We will cover other stocks on the pod over time. We’re still getting it rolling!
Hear you but don’t. You’re an intelligent guy. How would you handle the earnings call differently? We are in a very uncertain market. One week it’s a soft landing the next it’s not. Tesla like the housing market relies on lower interest rates. Do you have a crystal ball? If so please share it with Elon. In the meantime Elon called this market almost two years ago. I also don’t stick my head in the sand either. Elon needs a strategy to improve earnings calls. Whether it’s a spokesperson or he gets training and preparation something should change.
Elon needs to hire Sam Bankman Freed - Wall St loved that guy 😅
This channel explained clearly what Elon should have done differently. This question was already answered.
@@iainmrodgers9991 😁
Everyone can talk about after delivering a good result by the company. If you could tell us before they spiked after earnings... that would be good.
People forget that Tesla is still a young company that is rapidly growing but just not in a straight line. If you look at the big picture and don't panic sell on an interest rate induced dip you will see that the growth story is still intact. They are still unrivaled in the EV space and continuing to expand their line up (cyber truck) while advancing synergistic technologies (AI, full self driving, robotics, etc...). A temporary decline in growth which is so easily explained by the high interest rate environment does not make Tesla a declining company. The funny thing is this is not the first time Tesla has gone through a dip like this. And when it rises back out of it all of the weak hands that sold the dip will be buying the peak.
Clear
I agree when there was FUD surrounding META last year - that was the time to buy.
It’s now time to buy TESLA.
Arif definitely makes a good point!
Have you done anything on companies providing infrastructure for data centers I.e. SMCI, VRT,…etc? If so, how can I find it? If not, will you be covering them soon? Thanks!
Just found your channel and i love it. subscribed!!
I like this new format👍
I appreciate the feedback
One of your best and most informative videos. You are truly on the cutting edge
Wow, thank you!
HELLO ALEX. Appreciate the videos. I have a note to search your videos for where you demo WHEN to get in and WHEN to get out of a stock. I've looked a bit but not yet done a deep dive. Can you please point me in the general area? THANKS
Hey! Yes, that's actually coming sooner than you think! Thanks for the great suggestion. Cheers.
Ok what is the price point for a buy then? TY
21:09 interesting point, but the ad revenues are down because of less consumer spending?!
congratulations Alex for 300k subscribers long time follower
Ditto!
Thank you for being a long time follower! 🍻
Very useful commentary, thx for this content.
Glad it was helpful!
I'd stay away from META, or at least HOLD until forth quarter 2024 then buy. META's numbers are as good as they are because they laid off 20,000 employees and made several finanacial cuts within the company. Zuck plans to expand META to stay competitive with the AI momentum. Zuck has said during the recent earnings call, he plans on hiring 20,000 new employees, build new manufacturing plant to restructure for AI. Zuck needs money that's why he introduced a dividend. Look at all the new share holders Zuck created in the last two weeks by offering a dividend but then again, Zuck is going to have to pay for those dividends which take away from profits.
What?!??? There are only so many shares outstanding, they didn’t add more
Great discussion guys always learn so much from these discussions 🎉🎉
Glad you enjoyed it!
Can you give some info on SMCI
It’s on the list!
tesla is not nor has it ever been "another car company" i thought you had gottenthis but i have not seen all your recent videos on tesla. tesla builds web3 mobile network nodes. the choice to make them all electric can be good or bad but imho hybrid web3 network nodes are key. off grid in the sense that govts and corporations cant control the individual or their data. just a thought, have a great day
Would be curious to know if you are as bullish on AMD now after earnings
I'm thinking AMD dips a bit, $150
Will you conduct an annalist on KSCP? I do not understand why this company remains stagnant. Thanks
How can you compare Optimus with Boston D? One is neural net AI the other one is programmed
Comparing the results, not the methodology.
@@TickerSymbolYOU one is 2 years old the other one several decades
I don’t think you understand Tesla’s first principles thinking and the way they are changing manufacturing. Great the stock is cheap and people like you seed fear. Great buying opportunity
The issue with meta is they have 3B users but huge number of false users. So the real number of their users is much lower. Also when you buy online with the big 6 be ready to see overcharge in your credit card. Good luck 🤞 ❤️ 👍
What do you have to say about Palantir now, my friend
Same as last month.
Tesla is currently a car and energy company.
I don't think Musk would be allowed to take existing technology out of Tesla.
Awesome job guys! I wonder what TTD earnings will be like.
I like this channel a lot, great content, great discussion and the video/images that go along with the story are just amazing. But on that last point, the moving images/videos of products/people are top notch but takes away from the discussion. Would it be possible to bullet write what you are saying on the screen, eg, when talking about copilot, azure, etc. just a bullet on it on the screen while you show the images. Just drives the point home better, and makes it easy for me to remember the features.
Also, would love if you can expand your content to other technology stocks besides the meg-7.
Maybe you can do that on your channel
I appreciate the feedback! I’ll think about how to make the visuals less distracting
Not sure I understand how a comment translates to something tangible. How does Elon saying he prefers to remove other efforts from tesla till he gets enough shares to have anything to do with the actually moves of the company? Especially if he is asking for more shares to gain the leverage he would need to do so. Seems more reasonable not to grant him the shares to deter that result. Why give someone more power if they threaten to damage the companies value if they don't? It just makes no sense to me. With that in mind, I'd rather buy into the FUD cause the FUD doesn't seem practical. I just get that strong short seller vibe when dumps follow comments like that and see obvious value in buying more.
About Tesla, its just a matter of time once Elon announces he leave Tesla and goes make another company with robotics and AI.
EV boom is over , same as any other booms .
Price goes parabolic , but time comes when it need to deliver certain number for that price.
Talking about how Elon would bring other values to company wich not connected at all to basicly ' car company ' for me is just fuse.
So now you need make another boom so you can cover 'car company ' expenses ? becouse someone had to do it , so either stock price goes to certain price or you cover it by other activities.
Or You can just start fresh company , without 'car company ' draging you , thats what Elon i think gona do .
Elon Musk said he would want to have 25% voting control of TESLA before expanding its artificial intelligence and robotics efforts and that without such a stake, he would "prefer to build products outside of Tesla." So if he doesn't get the voting control he then would develop AI and robots (and probably other initiatives) in a separate company, which would reduce TESLA to yet another car company. Elon is the driving force of TESLA.
That’s NOT what he said.
Tesla is car company.And as car company it peaked .If there is people who thinks that Elon gona do other activities inside company, just to drive it to cover expenses of peak coming down , clearly underestimates Elon.But its just my opinion. @@phvaessen
doesnt matter what people saying , look they actions .I see, as Elon wants out and do other stuff.Now understand why he bought twiter -to be a bit more independent money wise .@@fredbloggs5902
Please comment: Tesla stock behaves like Google in the early days? Where the value lies is in the innovation and speed to market? What new products lie ahead?
Too much about Tesla depends on Elon. This is not good enugh for me to hold on this stock at this time.
Bad time to sell.
That's called "key man risk" and it's very real for Tesla indeed.
People are turning against EV’s…..the Semi is worthless because it cannot be charged in numbers, the Cybertruck is a hideous gimmick. Tesla is the Cisco of the 1990’s.
What your saying, if Musk bolts Tesla it is no longer an A I play. Just another car company with shrinking margins
Yes. If Musk takes the AI and robotics out of Tesla, in my opinion it's just an EV and energy company.
How does Elon take AI with him when he leaves? He can't just pickup all this techbology and leave. Rather, he will just stop contributing
@@stillak Should Elon Musk establish another company focused on AI and robotics, he is likely to attract numerous researchers from Tesla to join this new venture.
That's a frightening thought !@@TickerSymbolYOU
Elon...is known for doing some odd and almost impossible things !@@stillak
Speaking about the Samsung's CIrcle to Search benefit to Amazon, it may also benefit Shopify. Shopify's stock has fallen off big time and hasn't really made a comeback from its 5 yr highs - yet.
Cyber truck may already be priced in but next gen. platform code named Envy will take Tesla back to 50% annual unit growth getting them to 10 million units annually by 2028. The car might get cheaper but FSD will go up in price, thats the magic which will get Tesla to a 3 T market cap in less than a decade
Speculation
Apple has aquired Many AI startups in the last few years but they are super secretive about it. I think 2024 when they Will debut with it, maybe in iOs 18
TESLA is a wait-and-watch for 2024.
Excellent video 👏
Lol yeah right, big corporations are going to provide Apple Vision Pros for their employees. Not a chance. Almost zero Fortune 500 companies even buy MacBooks for employees. They stick with Dell, HP, and other Windows systems etc.
If it’s proven to increase productivity they absolutely will. To soon to tell
I only bought 2 shares. Cathie Wood has been hyping it way up, but I'm skeptical.
My Pixel 8 also has circle to search. It's a Google invention not Samsung's.
Sounds like a crap feature. But hey, there are always some losers who would go for that.
Alphabet's ad revenue did in fact grow, it didn't decline, important detail...
I thought the same it was up 14 percent compared to the quarter a year ago. It is still growing. Do Not see it do disappear in the 5 years
Hey thanks, you're right. That's our mistake. It missed expectations but it didn't shrink. Sorry about that.
Ad revenues saw good growth; it’s possible that the reason expectations were higher is that alphabet had relatively easy comps. Easy to do well relative the subpar year-ago quarter.
The way I pick invests is to buy the asset that has a fear surrounding it that will likely be assuaged. Buy the thing that people will become less afraid to own, because the way to make money is to buy the thing that others will buy after you.
The reason that I am not adding to my Googl position is that, while I don’t agree with the fear that google search is in big trouble from AI changing search habits, I don’t see what it is that will cause this fear to go away. People will likely continue to have this fear, so it’s harder for the stock to outperform.
@@TickerSymbolYOU Ad revenues saw good growth; it’s possible that the reason expectations were higher is that alphabet had relatively easy comps. Easy to do well relative the subpar year-ago quarter.
The way I pick investments is to buy the asset that has a fear surrounding it that will likely be assuaged. Buy the thing that people will become less afraid to own, because the way to make money is to buy the thing that others will buy after you.
The reason that I am not adding to my position is that, while I don’t agree with the fear that google search is in big trouble from AI changing search habits, I don’t see what it is that will cause this fear to go away. People will likely continue to have this fear, so it’s harder for the stock to outperform.
@@TickerSymbolYOU Ad revenues saw good growth; it’s possible that the reason expectations were higher is that alphabet had relatively easy comps. Easy to do well relative the subpar year-ago quarter.
The way I pick investments is to buy the asset that has a fear surrounding it that will likely be assuaged.
The reason that I am not adding to my position is that, while I don’t agree with the fear that google search is in big trouble from AI changing search habits, I don’t see what it is that will cause this fear to go away. People will likely continue to have this fear, so it’s harder for the asset to outperform.
stuck in TSLA...... please rescue me ! LOL I hate that TSLA will likely do NOTHING for the next three years until it's lofty goals can meaningfully monetize. I can wait.
Me too. Help. Make Elon show some passion in Tesla. He's not the richest man in the world anymore. If this keeps up, Tesla stock will be 100, 80, 50....Back to the drawing board for Elon. 😂
Same, I got greedy playing the latest channel before it tanked. Went all in at 250 to make a quick buck, knowing there would be a downturn soon. Now stuck waiting after a tsunami of curve balls: earnings call, musk AI threat, and 2018 comp package. Nobody has a crystal ball. Tesla AI is an exciting future. I have too much of that "all in" money earmarked for stuff sooner than TSLA latest timeline. Seems like everything tsla is always two years out, perpetually. F the cyber truck always and forever.
@@amakko1 .... Herbert interviewed a very good stock _astrologist_ who sees TSLA going lower then higher later in the year.
So Tesla stock price dropping to $ 170 this week and under $ 140 is on it's way soon ?
We need Cathy Wood to say "Tesla is going $2000 in 2030" .😂😂😂
She doesn’t need to, she’s buying like crazy.
@@fredbloggs5902 A lot of people losing their money because of Cathy.
Thanks for this video❤
The way I pick investments is to pull a name out of a hat
Why do you call Tesla's Earnings Call "terrible"? There was nothing terrible about it. But the REACTION to the call is terrible -- because those listening in do not grasp anything.
The Boston dynamics comparison just makes me realize you haven't thought this through fully.
Google android already had the lens feature, which is same as circle to search for things 2 yrs or so ago. This is not new.
Who is Arif? Does he have his own youtube channel?
He’s my research partner for this one!
@@TickerSymbolYOU Awesome. Love the content...
If you're doing silicon companies don't forget TSMC & ASML
Great call
If you want to lose copious amounts of money, this is the guy to follow!
Who's the other guy Alex, and does he have a channel?
He’s Arif and he’s my research partner for this channel!
I think Amazon is positioned well to capitalize on the needs of small businesses as well as large ones with AWS. The stock seems so cheap compared to where I think it will be by year's end. Each quarter, I suspect will see more and more profits driving this beast. If servers are the driving force behind ai, Amazon has 28-30% of cloud compute. And with AWS revenue increasing by approx. 30%, it has a long runway = stock seems cheap.
I agree that FSD and Optimus can't be included in valuations. I hate to say it but if Tesla doesn't hit around 120 before it bounces I would be surprised....and then in like a mofo. The future is bright but the present is fuzzy.
Tesla is a marketing machine.
Too bad they aren’t a good manufacturer
@@daveblock that's right, but they are selling a lot of vehicles because of their brilliant marketing
What marketing?
@@Dividend_Info They are selling a lot because European countries are forcing people to buy them and in the US EV buyers get $58K of government subsidies over Five years. Take that away and it’s over.
You vastly underestimate Tesla by comparing Them to other car companies. As soon as interest rates are Down teslas situation Will get back to 2021 or actually even better as there have been hige cost cuts since then. Also they are already ahead of Boston dynamics that make simulations for their robots where Tesla uses a neural net. Having driven the new FSD beta, Tesla is already at level 3 full self driving the next level Will come soon and the last be more up to governments.
if TSLA dropped 50% it would still be expensive. Where and how do you expect profit or FCF going to come from.
I got myself 10 shares of nvidea when 1 share was $120. I regret buying more lol
I did exactly the same and now I regret that I didn't buy more at that time.
Alphabets Ad Search Revenue did not sink!
Hey thanks, you're right. That's our mistake. It missed expectations but it didn't shrink. Sorry about that.
But AMAZON does own James Bond 007🎉
Dang! I missed that opportunity!
Amazing how a super smart company like Tesla can consistently mess up their earnings call and lack of transparent communication.
Communicating with investors IS part of being the head of a publicly traded company, whether Elon likes it or not. We all want to see Tesla succeed. I'm just pointing out that investor relations has to be a part of that roadmap.
@@TickerSymbolYOU Absolutely.... total agree.
Great video
Glad you enjoyed it!
Really cool
Videos
Why are people so negative on tsla? I just bought more today. Tesla is going to bounce back.
What is the next Nvidia?
Probably Nvidia.
@@TickerSymbolYOU Next tesla may be Li auto.
@@PaulJohnBeatles they still sell mostly hybrids 😀😃🙂
Ionq, if it bears out.
😂😂😂😂😂😂@@PaulJohnBeatles
Does anyone think we get a pullback to get $META shares?
DCA
Buy when people are selling, there will be peak FUD this year and the media will be slandering Elon more than usual because elections are comming up.
I'm buying twice as much Tesla this year.
9:26 Amazon has bought MGM so he might shop there in the future
MSFT 👍
Also commercials on Amazon Prime Video now.
Great point!
Great reporting. Tesla: AWESOME PRODUCTS BUT HORRIBLE MANAGMENT! They're GARGANTUAN COMPANY in the making, just horrible at earnings calls, information, communication, education, PR and digital marketing=BAD FOR BUSINESS, BAD FOR TESLA'S MISSION! Tesla MUST hire an "Earnings call Consultant" and Elon should NOT BE CEO, rather product engineer and innovator.
They just need real investor relations.
AMZN is still dilluting shareholders with a low ROIC
What are your thoughts on Eli Lilly? Up 60% on my investment. Think it can easily be a Trillion dollar market cap stock by end of the year.
No real thoughts about Eli Lilly to be honest. Way outside our wheelhouse.
2:49 I read today that todays Tesla stock price is the same as it was 44 months ago .
Lol , what a disaster investment.
Nothing insightful here about TSLA. just usual FUD misinformed points. EG: comparing Optimus to Atlas, suggests he hasn't done his research.
You pick on Tesla but remember how FB tanked not too long ago?
They tanked for pretty different reasons.
yeah cannot wait to wrap my brain with EMF's from these devices... i mean.. what could go wrong ???
Tldr?
tl;dr - we talk about which megacaps we like and why
I wish everyone would stop talking about percentages and tell how much on dollars
What part are you talking about?
@@TickerSymbolYOU how much a stock has moved up or down. I know percentages are important sometimes.
Maybe.
That’s if Elon just stop making ai with Tesla and move on to other things like he said on his tweet of he doesn’t get 25% ownership 😂😂😂
As always I'm just DCA-ing into Tesla. The stock will never be as cheap as now.
I cant tell you how many times I've seen people say this. This was being said when the stock dipped below $1000 before the split
@@Skypierced I get what you mean. I'm here for the long run. I started buyin tesla in 2020 and my break even is at $212 current price. I could've never timed the market, but DCAing did a pretty good job. I believe in the company and its mission, and see so much more upside than the ATH in the next 10 years. I do think Tesla is still really cheap. When FSD, Optimus, the 25k car and whatever is still in the pipeline hit the market, the price will explode, no matter the exact timeline. I'm gonna grow my position until I retire and afford a better life afterward.
That my plan and everybody needs to have one.
@@mifyitaad Hey me too. I also started in 2020 and haven't sold any. Just watching the stock the past 3 years has distorted my long term perspective, but you have the right idea as long as you hold your conviction.
That loblaws is in pickering on
?
Elon is an amazing leader. He is an absolute toddler of a manager though. His stakeholder management horrifying.
Ha. This is probably a little extreme but I can't argue with the sentiment. Part of being the CEO of a public company is investor relations, whether he likes it or not.
Rarely have you provided any solid information
Try watching with the sound on
stupid question, tsla is dead. out of magnifant 7. only ceo hold stock at hostige. elin will dilute your your share 20% every year
META has too much Share Based Comp to FCF
Tesla will recover and exceed previous all time highs within 3 years.
Yet another stock channel that totally forgot about Tesla Energy
That literally doesn’t change anything.
How? You mention Optimus and it creates zero revenue for the company 😂 Tesla energy is up 120% yoy
🎉🎉
Meta is all based on BS, it is slowly going down, no matter what Zucker is gonna say.
FIRST!!!
👆 a legend is born