As always thank you for a solid update. It’s always good to be aware of the overall picture and not to be greedy and to zoomed in. The big question is will Tesla hold this level through the year or will it be like before as it suddenly falls down tremendously to 200 levels. In this day and age it feels like anything is possible.
I must have missed something. What do you mean will be the hardest part holding on to the stock? That it will go up so crazy much that you cant believe it will go higher and you desperately take profit because of fear?
@@toddsmith4280 Yeah. What a bad person. Just trying to save democracy and free speech, while trying to get Humanity to Mars, and doing the most in the world for the environment. How can we support that!
The same reason I bought Tesla in June of 2020 has not changed my mine. In fact I am more excited with Tesla V13 showing the code of FSD has been cracked. Having said that the Tesla Bot code is also has been cracked. It's all positive now and more positive than when I first bought Tesla in June of 2020. Tesla got something that will scale up and people in the world will come knocking on Tesla's door to buy their product. So I am no longer having sleepless night. I am all good.
Dan Ives chases the stock price like everyone else. If he had a real valuation model, he would stick with it and stop changing it when the stock goes up.
I love Tesla however the Republican propaganda from TH-cam creators is stupifying, a total 180 degree flip. When Biden won in 2020 the tech and green new deal companies had "bull runs", so why the short memory? I been a long time investor of Tesla and i remember all the Republican EV bashing which was nonstop, including Donald Trump's constant idiotic statements. He had said so many dumb things about renewable energy, so yall forget so easily. I just wish for once in your pathitic lives you could have some integrity. President Obama administration saved Tesla with a loan to keep them from bankruptcy. Funny how tax payer money (socialism) is good for CEOs with millions of shares benefit from "bailouts" and its rugged capitalism for the rest of us.
@@tigaagul7 Trump’s idiotic trade wars and racist deportations are going to tank the economy. He’s going to do everything he can to promote fossil fuels and slow down the transition to a sustainable economy. Not to mention his desire to end democracy. Let’s see how thrilled these people are in a year or two.
Musk's rhetoric and refusal to take ownership of his bs is a major risk for TSLA. My heart goes out to the Tesla fans and employees.. But this is a toxic stock.
I will agree it will be hard to hold. Given my PT for Tesla is $140 end of year. Sorry but they don’t have the net income to support such crazy insane absurd ridiculous valuations ( and yes I hold one stock and millions in it…. Tesla.. )
With the incoming administration, we are on the ground floor of a pro-growth economy. The lesson of the last four years of bidonomics is to never market time Tesla Stock. Buy, hold, accumulate, set it and forget it.
Tech stocks went up under President Biden after he won are you a two year old? if you had a decent job you should well afford groceries so blame yourself for incompetence. I can't stand the ignorant moaning from you Tesla shills. It was Democratic President Obama who saved Tesla from sure bankruptcy but your blind to that, fact. Socialism for CEOs and rugged capitalism for everyone else, Elon cashed that check from tax payers. You obviously forgot how the stock market rewarded Tesla under the "green new deal rhetoric" under Biden. Just for once be truthful in your delusional Republican propaganda, stop the lies.
Ain't gonna lie, it does concern me a bit that Trump had an AI-related event with Ellison, Masa, and Altman but Elon wasn't there. Also Elon seemed kind of annoyed based on his tweets about it. OpenAI is getting lots of favoritism but what about Elon's xAI? Is xAI chopped liver? I wonder if favoritism and massive funding toward OpenAI could negatively impact Tesla somehow indirectly.
It's almost as though the man who has betrayed literally everyone who has ever supported him is in danger of betraying the most recent person to support him. Nobody could possibly have seen this coming. And now Elon has burned every bridge that every existed with anyone vaguely progressive, liberal, or left-wing, so there will be no-one for him to turn to when (when - not if) he and Trump fall out.
The stock is trading at a 115 p/e. Vehicle sales volume growth has somewhat plateaued. Not sure what's happening with Semis, Batteries, Solar, etc. Optimus is interesting, but is several years out, moreover, there are many competitors. Some of the humanoid robots competitors are ahead of TSLA frankly. Tesla does not have a data advantage with humanoid robots.
@@HitThatBid we don't even know if based transformer architectures are appropriate for NNs needed for humanoids. As for compute capacity, that will be a commodity with a couple of years. Almost all of the mag 7 players are investing in that. So not exactly a moat yet. Moreover, the Chinese seem to have figured out how to accomplish a lot more with a lot less compute as well. As for FSD, NVDIA itself is building out a self-driving platform. They're partnering with many automakers and collecting data. Overall, it feels like a lot of people are counting their chickens way too early.
@@mukey I remember when the PE was over 1,300. I think I bought those "expensive" shares at $11/share at today's prices. PE is a mostly useless metric. Food for thought 🤔
@harrychu650 that's when the delivers were still growing significantly. That's not the case now. Right now we just have a lot of hopeium. For all the people betting on FSD, I think they are significantly under estimating the regulatory hurdles, even with Trump in Elon's corner. Second think about FSD, it only works in places where there is solid infrastructure and where people actually follow the traffic laws. Majority of the world, this is not the case.
Happy new year all! Can I still say that? 😂
Valid all thru January.
All the Best back at you x 2 !
@@HitThatBid Happy New Year! Still counts as far as I'm concerned.
Chinese new year coming up..
Yep Chinese New year is coming soon 🐍
As always thank you for a solid update. It’s always good to be aware of the overall picture and not to be greedy and to zoomed in.
The big question is will Tesla hold this level through the year or will it be like before as it suddenly falls down tremendously to 200 levels. In this day and age it feels like anything is possible.
Yash, I agree with your macro sentiment. Stoked for this upcoming 4+ years. The 10 yr gains in tech will be mind boggling IMO.
Cheers!!
I must have missed something. What do you mean will be the hardest part holding on to the stock?
That it will go up so crazy much that you cant believe it will go higher and you desperately take profit because of fear?
The hardest part is being seen as a support of Elon’s politics.
@@toddsmith4280 Yeah. What a bad person. Just trying to save democracy and free speech, while trying to get Humanity to Mars, and doing the most in the world for the environment. How can we support that!
For me it’s actually the easiest part.
@@aljohnson3717you should post your roman salute.
The same reason I bought Tesla in June of 2020 has not changed my mine. In fact I am more excited with Tesla V13 showing the code of FSD has been cracked. Having said that the Tesla Bot code is also has been cracked. It's all positive now and more positive than when I first bought Tesla in June of 2020. Tesla got something that will scale up and people in the world will come knocking on Tesla's door to buy their product. So I am no longer having sleepless night. I am all good.
4:45 Trolley Bus Wires! Wow!
Dan Ives chases the stock price like everyone else. If he had a real valuation model, he would stick with it and stop changing it when the stock goes up.
Buy & Hold Tesla before it soars past $500
I love Tesla however the Republican propaganda from TH-cam creators is stupifying, a total 180 degree flip. When Biden won in 2020 the tech and green new deal companies had "bull runs", so why the short memory?
I been a long time investor of Tesla and i remember all the Republican EV bashing which was nonstop, including Donald Trump's constant idiotic statements. He had said so many dumb things about renewable energy, so yall forget so easily.
I just wish for once in your pathitic lives you could have some integrity. President Obama administration saved Tesla with a loan to keep them from bankruptcy. Funny how tax payer money (socialism) is good for CEOs with millions of shares benefit from "bailouts" and its rugged capitalism for the rest of us.
@@tigaagul7 Trump’s idiotic trade wars and racist deportations are going to tank the economy. He’s going to do everything he can to promote fossil fuels and slow down the transition to a sustainable economy. Not to mention his desire to end democracy. Let’s see how thrilled these people are in a year or two.
HAHAHAHAHAHAHAHAHAHAHA
Let’s go!!!!!
Musk's rhetoric and refusal to take ownership of his bs is a major risk for TSLA. My heart goes out to the Tesla fans and employees.. But this is a toxic stock.
He took it way too far - I hope it’s not something he’ll recover from.
Tesla’s products are great. Supporting Elon can’t be the same.
Ditch it
🍊 🍊 🍊
500 inbound
TESLA 415$. ;). Conspiracy theorist price. Bravo Elon
I will agree it will be hard to hold. Given my PT for Tesla is $140 end of year.
Sorry but they don’t have the net income to support such crazy insane absurd ridiculous valuations ( and yes I hold one stock and millions in it…. Tesla.. )
12H24 420
With the incoming administration, we are on the ground floor of a pro-growth economy. The lesson of the last four years of bidonomics is to never market time Tesla Stock. Buy, hold, accumulate, set it and forget it.
Tech stocks went up under President Biden after he won are you a two year old?
if you had a decent job you should well afford groceries so blame yourself for incompetence. I can't stand the ignorant moaning from you Tesla shills.
It was Democratic President Obama who saved Tesla from sure bankruptcy but your blind to that, fact. Socialism for CEOs and rugged capitalism for everyone else, Elon cashed that check from tax payers. You obviously forgot how the stock market rewarded Tesla under the "green new deal rhetoric" under Biden. Just for once be truthful in your delusional Republican propaganda, stop the lies.
Wrong!
Ain't gonna lie, it does concern me a bit that Trump had an AI-related event with Ellison, Masa, and Altman but Elon wasn't there. Also Elon seemed kind of annoyed based on his tweets about it. OpenAI is getting lots of favoritism but what about Elon's xAI? Is xAI chopped liver? I wonder if favoritism and massive funding toward OpenAI could negatively impact Tesla somehow indirectly.
Thin edge of the wedge!
It's almost as though the man who has betrayed literally everyone who has ever supported him is in danger of betraying the most recent person to support him. Nobody could possibly have seen this coming.
And now Elon has burned every bridge that every existed with anyone vaguely progressive, liberal, or left-wing, so there will be no-one for him to turn to when (when - not if) he and Trump fall out.
The stock is trading at a 115 p/e. Vehicle sales volume growth has somewhat plateaued. Not sure what's happening with Semis, Batteries, Solar, etc. Optimus is interesting, but is several years out, moreover, there are many competitors. Some of the humanoid robots competitors are ahead of TSLA frankly. Tesla does not have a data advantage with humanoid robots.
Tesla has a huge advantage with the AI training and inference infrastructure
Cortex and the south side of giga Texas is completely dedicated to ai for FSD.
@@HitThatBid we don't even know if based transformer architectures are appropriate for NNs needed for humanoids. As for compute capacity, that will be a commodity with a couple of years. Almost all of the mag 7 players are investing in that. So not exactly a moat yet. Moreover, the Chinese seem to have figured out how to accomplish a lot more with a lot less compute as well.
As for FSD, NVDIA itself is building out a self-driving platform. They're partnering with many automakers and collecting data.
Overall, it feels like a lot of people are counting their chickens way too early.
@@mukey I remember when the PE was over 1,300. I think I bought those "expensive" shares at $11/share at today's prices. PE is a mostly useless metric.
Food for thought 🤔
@harrychu650 that's when the delivers were still growing significantly. That's not the case now. Right now we just have a lot of hopeium. For all the people betting on FSD, I think they are significantly under estimating the regulatory hurdles, even with Trump in Elon's corner. Second think about FSD, it only works in places where there is solid infrastructure and where people actually follow the traffic laws. Majority of the world, this is not the case.
The trump dump has begun
Pushing down hard again. Wish I felt assured we weren’t sliding down for another 4 years of mediocrity
Done with Elon.
Tv said Elon bad. Me enraged now. Me don’t want freedom.
@@APatchworkCanvasFool
@@4Whopper Elon who works the most on making life more affordable for everyone on this planet?
@@philbear2185No Elon, the Ketamine addict CEO that couldn’t care less for shareholders and/ or employees!
@@4Whopper I believe in the mission, but no longer the man.
Clueless