Tesla's Future Roadmap Vehicles, Energy, Profits
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- เผยแพร่เมื่อ 2 ก.ย. 2023
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This video is meant for entertainment purposes, not Tesla stock investment advice.
#tesla, #tsla, #teslaStock - ยานยนต์และพาหนะ
I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement. I'm seeking to invest $200K across markets but don't know where to start.
The professionals presently control the market since they not only have the essential business strategy but also have access to inside information that the general public is not aware of.
@@latestmovies3743 The reason I decided to work closely with a brokerage adviser ever since the market got really tense and the pressure became so much(I should be retiring in 17months) so I've had a brokerage adviser guide me through the chaos, its been 9months and counting and I've made approx. 650K net from all of my holdings.
@@EldenBailey-yv3ot How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?
@@EvelynManley “Victoria Carmen Santaella’’ You can easily look her up, she has years of financial market experience.
@@EldenBailey-yv3ot Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.
Always nice to hear a rational enthusiast
Excellent points on TESLA’s moving chess board.
Good stuff, Lee. Keep up the good work.
Love this content. I would love a deep dive follow-up.
What is the difference between MP3 batteries and LMFP batteries? I hear both discussed. Are they the same?
Tesla has no real need to make M3 body style upgrades to the MY, but should introduce the new electronics, interior and front fascia straight away. Body and battery upgrades can come later. The M3 Highland did not include gigacastings by the looks of it. So body changes to the MY aren't necessary.
Thanks!
So many powerful (pun inteneded) things coming in the Tesla line up, I have no doubt $tsla will rocket (another one) I'm loving this story, gives me hope for the future.
Thank you Lee for all your great insights and observations!!
Cool beans
I appreciate the practical vision - that is, thinking along multiple lines and projecting developments like the Model Y refresh and how it will happen. I appreciate as much tossing out the fanboy propaganda - examples being the unbelievable 4680, the million CTs a year (can Tesla get to 50K in 2024?), or the imminent robo taxis. L5 autonomy is 'not yet' and won't be for a while yet, and without full autonomy there are no R Taxis. Nonetheless, you lay out a very clear plan for EV dominance that should keep us invested. A true Bull should be optimistic but expect incremental gains - including in FSD progress.
Tesla should use its solar cells to make sure all its factories are running on Green Energy. They could be much more aggressive on this front.
They already do
Tesla is a net green energy producer, due to their solar cell business. Over their lifetime they have produced more energy than they have consumed
@@DanWalmsley when I look at the factory in Austin and Germany I do not see enough solar I may be wrong but it seems like way to little solar on their roofs.
@@roger_is_red yeah I was talking net energy not on a per-factory basis. Giga Nevada has tons of cells. Maybe in Germany there’s a better source of sustainable power, eg hydro
@@DanWalmsley You are right about net energy but I want more I want enough solar on every factory to run the factory; but it may be more profitable to sell the solar cells rather than use them. I'm just really worried about our planet and want to more.
Lee the cells CATL make that go into Tesla EVs are different than those going into energy storage. There are different sizes of LFP cells, and the energy storage cells are bigger. Also Catl has a lot of factories ramping, (like Tesla) which is where all the new cells are coming from.
An intriguing M3 upgrade was lugs to lock the doors into the sill as part of improved side intrusion protection.
Now that Tesla has simplified the M3 interior and fascia, all its vehicles need the cost savings. All models need the steering wheel improvements. To avoid Osborne effects, Tesla needs upgrades to sweep its model range quickly.
In a video at Tesla head office i saw a small sign on a desk that read "20 million cars by early 2030s" My target model is based on about 8 million by 2028. I don´t see any new model 3 or Y plants just ramp up of existing plants or maybe add Model 3 line in Austin. To reach 20 million you need a very sucessful and cheaper model 2 with a platform that can produce different variants including small to medium vans. I would think giga castings is a must, open box production, 48V wiring, very reduced wiring layout. I would think something like a VW polo/golf so start with a small hatch back, maybe a BMW style coupe range so a 2 door coupe, a 4 door grand coupe and a 2+2 coupe convertable. The same 3 model type ranges, RWD, AWD LR and AWD performance.
Vary the free colour every 6 months. Most sales will be the RWD with the free colour, keep the nicer wheels, the current new model 3 wheels look very good. I think the Model 2 will be closer to $28,000 by the time it reaches production, with rebates that will be a cheap car but still making over $5,000 profit per car. With less weight a smallish battery should give you 275 miles. Higher automation of production, cheaper battery (maybe sodium version) and less parts should cut costs.
The golden goose is FSD / Robo Taxi and Vision AI. Everything else is a nice bonus. After the above is Energy storage and energy arbitrage.
Even if Tesla is not able to reach its 4680 battery goals, it does not mean that its battery manufacturing competitors are not able to close in towards Tesla battery targets. Also, even if Tesla is not able to reach its battery targets, reaching other technology targets (e.g. FSD, etc.) can help Tesla reach its 20 million vehicle targets by year 2030?
Hope all this good news equates into a higher stock price. $400 would be good enough for us seniors to cash out and get some muni bonds for play money. Wish I had sold in fall of '21 and bought back in @ $100. WOW, the kids would be looking at a big inheritance.
Yea, you are not alone on that thinking.
In the Fall of 21 there were predictions of even higher stock values. What if you had sold and TSLA went to $800? You had no idea where the stock was headed in 21 and when it went to $100 there were predictions of $50. I saw many comments saying they'd buy at $50. How do they feel now? Just buy/hold through the recession.
I’m taking my tsla to the afterlife.
@@TomGill-rm7hl
I'm planning to get out at $600 /share. I'm sick of the rollercoaster.
I'll have $6 mill at that point and that should be enough
Trailing stop loss?
Is it safe to say that TESLA is orchestrating to be a Software company like Apple? All these reduction in price to gain market share seem to be tilting in this direction in the future.
I don’t think they can retain the price increase. Once the craze for new model is over reality will set in and with increasing interest rate to maintain volume they will have to go back to the lower price.
I hope they open more Megapacks factories in India, Europe and US and ramp the energy business so it will pass the vehicle business since I think it's a much bigger market
Your 2% figure on 4680 progress is not incorrect, but it’s very dated. I suspect they have made good progress Austin and we will know much more within two months when the CT Launch event occurs. I am not so sure that their vehicle growth rate is as tied to the internally produced 4680’s as you noted. You have also stated in the past that there will be Panasonic versions, as well as cheaper options from CATL with only slightly less energy density. Finally, the next gen vehicle, their likely largest seller, should be batter agnostic.
Tesla's 4680 progress was meant to continue ramp, I judge it based on where we expected to be today from what we were told on Battery Day
0:40) 4680 volume. Bang on Lee. Drew & Elon expected to be further along ... Smoking too much hopium, perhaps?
There are alternatives to still grow into some substantial profits and higher market cap, so its not the end of the world.
I can't see any way to win. Tesla's foundation is the 4680 battery. FSD is a flower that blooms on top of it. 4680 It was advertised that the yield rate was doubled, but it was only 5% → 10%, which is nothing but water. Mr. Elon, please concentrate on 4680 with all your might.
And where are the batteries for Cybertruck and Optimus coming from? And the van / mini-bus we've been teased, probably in 2025-26. And the extra battery trailer, which has been hinted at. Oh, and boats and planes (very different higher density chemistry) long term too. Tesla is playing 4d chess, they probably have 3/4/5 more battery factories up their sleeves, waiting for a button press to start building lines and manufacturing. Next 6-12 months will be telling
20,000,000 will never happen. Just my gut feeling. Will stall at around 12,000,000 which is still amazing
I hold no shares in Tesla. I am wondering if people expect it to head lower yet or if I should start my position here….? I have a lot of profit from AMD to roll into something because that positions become overweight.
I'm retiring in two years, and will have to begin selling some of my Tesla, as it comprises much of my IRA, so I'm interested in what the stock will do in two, three, four, and five years.
Me too
Duh
I wouldn't sell, try to leverage your shares and borrow against them instead. Then you won't have to pay tax on the capital gains, as you've not earned any money. Not financial advice.
@@BongoWongoOG Hopefully we’re all trying to grow investments in a ROTH IRA
@@BongoWongoOG It would be impossible to borrow against my IRA instead of selling some of my holdings, because of the RMD (Required Minimum Distribution) law, which requires a certain, small amount of the asset to be sold. I probably won't need the cash to live on, so once I pay taxes on the RMD, I could reinvest the remaining funds.
Good stuff, now do a road map for BYD, VW, Toyota, Ford etc so people can compare companies.
All I know is I keep seeing more and more Teslas on the road. A lot more Model 3’s. Wall St hates Elon and Tesla and will beat down the stock as long as it can.
Didnt you just 180 on tesla twice? your opinion isn't super valuable.