IT'S OVER. I Can't Stay Quiet on Tesla Stock (TSLA) Any Longer
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#tesla has a huge problem. Tesla stock ( #tsla ) has been crashing and burning ever since #elonmusk sold over $20 billion worth of TSLA stock to buy Twitter. And after Tesla's Q4 2023 earnings call, I can't stay quiet on Tesla stock any longer. Is Tesla REALLY one of the best stocks to buy now or will the rest of the AI market rip past it?
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Timestamps for this episode:
00:00 Tesla Stock Crashing and Burning
01:44 Near-term: Tesla's 2023 Earnings
06:39 Mid-term: Elon Musk's Behavior
12:35 Long-term: FSD, Optimus, Dojo
Resources & References:
» @TED Elon Musk: A future worth getting excited about | Tesla Texas Gigafactory interview: • Elon Musk: A future wo...
» @tesla Battery Day: • Tesla Battery Day
» @CNBC Wedbush's Dan Ives slashed his 12-month price target for Tesla stock: • Here's why Wedbush's D...
» @markets Tesla's Earnings Call Was a Train Wreck: • Tesla's Earnings Call ...
» Elon Musk's Tweet on Owning 25% of Tesla: / 1746999488252703098
» Elon Musk's previous 22% Tesla Ownership: www.reuters.com/breakingviews...
🙏 Thanks for watching!
Disclosures:
All content on this channel is for informational purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Trading stocks, ETFs, other securities, and/or cryptocurrencies poses a considerable risk of loss. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The content of this video is solely the opinions of the speaker who is not a licensed financial advisor or registered investment advisor. Should you need such advice, consult a licensed financial or tax advisor. When you make purchases through links in this video description, the author may earn a commission.
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@TickerSymbolYOU 3 ай бұрын
Invest in solar projects across the US and earn up to 10% annually at climatize.earth/tsyou and use code TSYOU1 to get $10 to invest for free!
@nandesu 3 ай бұрын
I’m just in for the Megapacks. The rest has just been a fun distraction for me.
@RollerSkatinActor 3 ай бұрын
Maybe you can discuss Palo Alto's foray into AI and how that may expand their moat while keeping up with AI pure plays in the Cybersecurity space?
@steve.k4735 3 ай бұрын
You have been objective and fair HOWEVER you failed to include that at present Musk is working for free, what do you believe fair compensation should be for such a CEO?
@chrispestana1738 3 ай бұрын
TSLA is going to make a lot of “Experts” look really stupid
@Frausnowwhite 3 ай бұрын
Yeah, I bought about 50k worth, can’t wait for more of it
@JamesBarnes-rz8yr Ай бұрын
Every crash/collapse/recession provides an equal market opportunity if you are properly prepared and knowledgeable. I've seen people amass up to $800,000 during crises and even with ease in a bad economy. Someone has undoubtedly become extremely wealthy as a result of the crash.
@KatheyWilliams-kh3wr Ай бұрын
Look for stocks that have paid steady, increasing dividends for years (or decades), and have not cut their dividends even during recessions. Alternatively speaking to a certified market strategist can help with pointers on equities to acquire.
@JerryPhillips-go5eo Ай бұрын
@@KatheyWilliams-kh3wr 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.
@JerryPhillips-go5eo Ай бұрын
@@EleanorLavin Kristin Gail Cunningham is the licensed fiduciary I use. Just research the name. You’ll find the necessary details to work with a correspondence to set up an appointment.
@EdwardWells-bj4eh Ай бұрын
Acquiring a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $160K for some time now, but my major challenge is not knowing the best entry and exit strategies. I would greatly appreciate any suggestions.
@MichaelFrakes32 Ай бұрын
That's a double-up in two years! seeing a lot of news on the rally, investors will make tons of profit with the right picks. would you mind disclosing info about this person guiding you, please? my problem is I do not trust my guts in today's market.
@DavidCline-zk7jw Ай бұрын
@@MichaelFrakes32 The issue is most people have the "I want to do it myself mentality" but are not equipped for a crash. Ideally, advisors are perfect reps for investing jobs, and at first-hand experience, my portfolio has yielded over 300%, summing up nearly $1m, since covid outbreak to date.
@EdwardWells-bj4eh Ай бұрын
@@DavidCline-zk7jw Please who is guiding you and how?
@DavidCline-zk7jw Ай бұрын
@@EdwardWells-bj4eh The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Victoria Carmen Santaella‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.
@EdwardWells-bj4eh Ай бұрын
@@DavidCline-zk7jw Thank you for the lead. I searched for her, and I sent her an email. I hope she gets back to me soon.
@khuo0219 3 ай бұрын
Fair criticism about Elon Musk being wishy washy about how committed he is about AI at Tesla. At the same time, he has long stated his worries about unconstrained AI, to say that it would be totally fine as long as it is within Tesla would also be disingenuous. My model of Tesla does not include the bot, and I think it is what Elon is most interested in "controlling".
@TickerSymbolYOU 3 ай бұрын
Interesting angle not including the bot!
@theultimatereductionist7592 3 ай бұрын
Elon Musk lies, tortures innocent animals, murders innocent animals, overpopulates, pumps and dumps. Common Sense Skeptic (CSS) and Dr Phil Mason (Thunderf00t) destroy King Muskrat and his stupid cult every day. kzfaq.info/get/bejne/sKuAhcp2zpfHl4E.html
@keithnance4209 3 ай бұрын
Buy low sell high. If you are a long term investor and believe in the Tesla mission and Tesla engineers to deliver on the future roadmap. These dips are a boon!
@dertythegrower 3 ай бұрын
Its got so many people looking its being manipulated
@dertythegrower 3 ай бұрын
Definitely manipulated like most blue chip stocks
@VictoryX11 3 ай бұрын
The problem at this time is not that we(Tsla investors) don't believe in "Tesla's mission". The main concern is that the company is going through a difficult period and our beloved CEO looks like he is not 100% Focus on his company! Constructive criticism is important! I'm afraid Elon has bunch of "Yes Sir" people around him not willing to call him out when he is wrong.
@briankerschke5306 3 ай бұрын
unrealistic future.
@LaBamba690 3 ай бұрын
@@VictoryX11 Surrounding one's self with yes-men is a definite concern with people in powerful positions. I hope Elon isn't doing that. I don't think he is as I often hear him questioning himself. Only time will tell.
@rayspencer7255 3 ай бұрын
Tesla increased their free cash flow while cutting margins and building new production capacity. Other OEMs would love to have Tesla’s financial problems.
@LaBamba690 3 ай бұрын
So true!
@MikeSmith-lx9jg 3 ай бұрын
EXACTLY the stock price goes lower people panic and big money buys up all the selling. People are so dumb. Anyone who sells Tesla stock will regret it soon.
@Ryan-Fkrepublicnz 3 ай бұрын
uh, that I very much doubt as sales in China (half their market) have fallen off a cliff and now the CCP have disallowed Teslas to drive in large parts of the country (near any government or sensitive sight)...
@Frausnowwhite 3 ай бұрын
Yeah, I bought about 50k worth, can’t wait for more of it
@Manikanta-hh7wp 3 ай бұрын
The point he made is, There demand problem for Tesla cars which forced Tesla to cut down prices which reduced the Margin. He is 100% on point on this.
@BradZook 3 ай бұрын
I'll be selling 300 more $TSLA shares today. Thank you for the great content.
@fredbloggs5902 3 ай бұрын
Bad timing. If the Fed drops interest rates tomorrow they’re likely to take off like a rocket.
@BradZook 3 ай бұрын
@@fredbloggs5902 Why would the Fed cut rates? There's no reason to unless they know something the rest of us don't.
@fredbloggs5902 3 ай бұрын
@@BradZook Biden needs to engineer a boom in the economy before the election.
@BradZook 3 ай бұрын
@@fredbloggs5902I should have sold more. 😒
@graigfaison9568 3 ай бұрын
Musk did say that he didn’t need money, he needed control over Tesla not to be thrown out when major goals like AI and robotics are achieved. I would do the same if I were in his position
@PStar42 3 ай бұрын
In addition Elon is working for free as he gets no salary, and the old compensation plan run out a few years ago, so he has been running Tesla for free.
@mdo5121 3 ай бұрын
wants control... his board is hand picked...maybe he should go private.
@trizzybones 3 ай бұрын
Bullshit. Of course he needs the money, after massively overpaying for Twitter and driving it into the ground. Musk has a long history of lying about things and going back on his word. I say this as someone who was a fan of his for a long time and still hopes Tesla and SpaceX succeed.
@dirkwalker9686 3 ай бұрын
If he wanted control over tesla he shouldn't have flushed 20billion dollars worth of it down the toilet just to ruin twitter. If Telsa gives elon more shares what happens when he dumps it again to fund his next flight of fancy? SpaceX development going slow? Just dump more Tesla shares to fund it. No worries Tesla will just screw over the share holders again to give him back what he wasted?
@furtsmagee1513 3 ай бұрын
@@PStar42you’re so whipped
@caprashanthreddy4225 3 ай бұрын
Hi, Pls share your view on SMCI.
@parttimephilosopher7097 3 ай бұрын
The points in this video are valid, but I'm buying more TSLA currently.
@daveb7122 3 ай бұрын
Exactly my thoughts
@TheJtyyu 3 ай бұрын
you will lose money as the stock is going to crash
@jamesmarinelli2177 3 ай бұрын
Me too its on sale !!!
@dennisotoole3912 3 ай бұрын
Yea, its a no brainer! Tesla will BOOM. The board controls it, not Elon. This dudes just fishing with click bait!
@DK-vx5co 3 ай бұрын
It would be fair and helpful to do a breakdown of the 12 tranches tied to this bonus; Musk's, part-time working status as he devotes himself to building many other financially-conflicting business distractions; the constant delays of the Cybertruck; Tesla stock falling 50%; and bailing out his brother's Solar City with Tesla corporate funds. This would be helpful to help us understand if the $56,000,000,000 was earned or if Musk gamed the system like the Robber Barrons 100 years ago. This award of $56,000,000,000 is $28,000,000 for every year since Jesus died 2000 years ago (or $76,000 every day since the time of Jesus). Did this "part-time employee" earn this amount with all of the above-cited problems? Honest question seeking an honest answer.
@briantep458 3 ай бұрын
its dead money for the next 6 months, but I do think this will be the last time you will be able to get TSLA between 150 - 200. Elon's wealth is tied to Tesla and so at the end of the day, he wants the stock price/company to do well
@TickerSymbolYOU 3 ай бұрын
I obviously hope you're right!
@laujack24 3 ай бұрын
lol, this company is not profitable from this point forward. facing huge competition from the chinese, pretty naive from elon set up all production in china and now they just come after u with cheaper variant. any ways tesla is finished, there just no way they can justify this valuation for long period of time. even selling 10 million cars at the current level wouldn't justify it
@devpanch1 3 ай бұрын
I hope so. Got a lot of skin in Tesla. May I add that, Elon doesn’t seem Interesting in getting rich per se, but he is interesting in having money for other projects or businesses.
@bottics2569 3 ай бұрын
@@laujack24 Are you serious bro?
@jayarbe60 3 ай бұрын
@@bottics2569 He probably is but has just proved a clear lack of critical thinking by parroting the standard attack lines used against Tesla.
@randallstephens1680 3 ай бұрын
I loved it when Elon stood up for all of us and told advertisers to grow food themselves. That wasn't a mistake; that was heroic.
@AlphaCrucis 3 ай бұрын
Elon's strong character and spine makes me double down on supporting him, and it gives me more confidence that we have the right guy leading Tesla. He isn't going to let activists take over the company without a fight, whereas all these other companies just lay down and take it, and worse, think they're being moral because of it.
@DarwinsChihuahua 3 ай бұрын
@@AlphaCrucis Elon has no character. He's a hack and a fraud. He has no idea what he's doing. He doesn't care about free speech. Except for his own, of course. He cares about nobody but himself.
@Manikanta-hh7wp 3 ай бұрын
That's heroic on personal level as well as free speech activist as well as fighter. But for Tesla, it's a disaster. Let's look Tesla car as Electronic device. What is Major companies which controls Hardware, Software, Play store and any tech delivery? It's apple. Apple is something everyone in US loves and want to have it. If Tesla wants to compete in that section, Tesla or Elon Musk should not rub others wrong way, Now the Left, Climate activists are turning on him which can severely affect sales. For Tesla, Elon Musk politics are disaster.
@BigHenFor 3 ай бұрын
That wasnt heroic. That was childish.
@liberatemi9642 3 ай бұрын
@@BigHenFor build a series of billion dollar companies, face down black-rock and then give us all the benefit of your “expertise”, until then, maybe stick to criticizing people you actually stand a chance of understanding
@michaelkree 3 ай бұрын
I don’t like hearing it about Tesla but your analysis is accurate. Great job!
@TickerSymbolYOU 3 ай бұрын
I appreciate that!
@Tanya401life 3 ай бұрын
Alex, you are bringing up some valid points from a perspective of an investor. My big question is, what if he doesn’t get that 25% stake? What happens then to the company and its stock? Ugh 😩
@gjermundnorumbugge7373 3 ай бұрын
Here is the Thing. Elon Musk and Tesla could not care less what wall street or investors think about the stock or the near term. They have a mission, and that is what will guide the company. For long term investors, we should be really happy that Tesla operates in this way
@matthewrooney5215 3 ай бұрын
"WE NEED GUIDANCE 😢😢😢" 😂
@singed8853 3 ай бұрын
If you think Elon and Tesla don’t care about the stock price I think you are naive. Theres a reason Elon continually tries to pump the stock. Saying over and over that he thinks it will be valued essentially double of Apple. Tesla will not admit that robotaxis aren’t happening. And they will dangle this humanoid robot as some kind of breakthrough for their business. The reality is they continue this hype so that their stock can be valued as a tech company. Elon constantly gives propaganda about Tesla being an ai/robotics company. Even calling Tesla cars robots on wheels. None of this hype and these proclamations benefit the operation of Tesla. The purpose is blatantly to pump the stock. Because ai/robotics companies are valued at a multiple over a car company. You will never hear Tim Cook refer to apple as a car company just because it’s developing a car. Because there is no stock pumping benefit to that.
@KenjiEspresso 3 ай бұрын
To the Moon haters 😂
@cagnazzo82 3 ай бұрын
These people are fallible and they're human. Not superhuman. The brand of Tesla has been tarnished by Elon posting like a 17 year-old on social media. There's no way to pretend that's not a liability. Especially in a highly competitive market where brand means everything.
@yahanaashaqua 3 ай бұрын
@@singed8853 cool story bro!
@davidnyvonnegalumalemana1011 3 ай бұрын
RICH content. Thank you for your thorough research 🦁
@maxcolvin9209 3 ай бұрын
I feel like that they will have to change over the next few years by add in different propulsion systems and range extending power packs. But it’s far from over. Ite innovation in manufacturing far outweigh any short term downside.
@eugeniustheodidactus8890 3 ай бұрын
*Well said!*
@smoot96 3 ай бұрын
Pretty much! EM is a double edged sword. You cant separate the two and there are plenty of other investment opportunities if you are uncomfortable with his decision making. I however, dont see a scenario where the board does not at least give him voting rights instead of shares. No one really knows what could happen tho, thats why we diversify
@GREG-THE-GREAT 3 ай бұрын
Love the video 100% correct! I love that you tell it how it is even though you know there will be people that will be upset. I LOVE Tesla I won’t be selling but agree with this take 👌
@MikeSmith-lx9jg 3 ай бұрын
stupid video.
@michaelplotkin7383 3 ай бұрын
And you recommend the purchase of FTX?
@maryamaghaian393 3 ай бұрын
Actually I LOVED his answer to Advertisers! No poor judgement just being honest. Everyone is an adult and can handle the truth!
@Unbiased321 3 ай бұрын
Elon Musk's behavior is perfect for me because it scares away investors after each earnings call so that I can buy cheap Tesla stocks. The fundamentals of the company and the future of the company is still rock solid with or without Elon Tesla will be a massive company in the future if they just execute on their current plans and executing on those doesn't require Elon even though it would help having him there.
@Pikminiman 3 ай бұрын
Thanks for starting this discussion. It's a lot more impactful coming from a channel with historically clear judgment regarding Elon's companies. I'm always happy for a chance to double-check my thesis.
@TickerSymbolYOU 3 ай бұрын
I'm glad I can be a helpful data point for you!
@stephanbevan1347 3 ай бұрын
Hey bre your link didn't work.
@bomont2237 3 ай бұрын
Poor Wall Street not getting spoon fed numbers for their spreadsheets… SMH
@MikeSmith-lx9jg 3 ай бұрын
they are buying like crazy though while putting out all the miss info so retail gets scared and sells.
@curlyisconfident 3 ай бұрын
@@MikeSmith-lx9jgagreed- would expect a deeper dip.
@BigHenFor 3 ай бұрын
They are investors not lovers. And if the company tanks, you would be paying attention to the numbers too.
@ramblinwes7853 3 ай бұрын
I made the mistake years ago of getting mad at EM's behavior. I missed a great buying opportunity for being self-righteous and thinking I knew better. I have watched for 10 years all these experts talk about how he is making mistakes and doing the wrong thing. They are always wrong in the end. When Elon breaks the rules we are on a new path of him rewriting the playbooks. The amazing thing is that people don't learn. If your friend is always correct when you argue with them you are not an idiot unless you don't start to acknowledge that you are probably wrong. You just sound like the rest of the naysayers now who think they know better. By all means, let's revisit the video next January. It is kind of amazing to say this, but everyone looks like a silly child when they question the strategy of Musk.
@PlausibleParadymes 3 ай бұрын
As a certain SMR would say, Truth is being spat! Anybody that can't understand or won't accept what you're saying should definitely sell their Tesla stock - to investors who will better appreciate the ride to the Moon!
@ricknash3055 3 ай бұрын
K.. When does the rocket leave orbit? Value to investors must translate into share price. When does that happen? FSD has been just around the corner since 2019. They've had at least 2 restarts to its development. It still can't drive itself from New York to LA.
@ricknash3055 3 ай бұрын
K.. When does the rocket leave orbit? Value to investors must translate into share price. When does that happen? FSD has been just around the corner since 2019. They've had at least 2 restarts to its development. It still can't drive itself from New York to LA.
@ricknash3055 3 ай бұрын
K.. When does the rocket leave orbit? Value to investors must translate into share price. When does that happen? FSD has been just around the corner since 2019. They've had at least 2 restarts to its development. It still can't drive itself from New York to LA.
@Frausnowwhite 3 ай бұрын
Yeah, I bought about 50k worth, can’t wait for more of it
@trizzybones 3 ай бұрын
You're right on the money with this. Great analysis.
@robwanless7551 3 ай бұрын
Thanks for this episode. Very well thought out. And thought provoking. Appreciate your efforts
@TickerSymbolYOU 3 ай бұрын
Thanks. I appreciate the kind words!
@alex6188 3 ай бұрын
I still believe tesla will become bigger than Nvidia.
@TickerSymbolYOU 3 ай бұрын
I'm not arguing against that at all.
@singed8853 3 ай бұрын
I don’t believe it. Tesla hasn’t successfully broken into the technology business. They’re pretty much only in cars and energy. All their technology projects are in r&d and most r&d projects fail.
@isaachunt5799 Ай бұрын
ev's are a scam. there wont be a tesla in 10 years time.
@phide01 3 ай бұрын
He hasn’t got a paycheck in 2 years. And remember open AI that he started is now “ closed AI” . He just don’t want to get burned again.
@TheRckonda 3 ай бұрын
Agree with you Alex. I have invested heavily in Tesla will not deploy new capital until I see there is a practically implemented catalyst that Elon is talking about for many years.
@ksairman 3 ай бұрын
Well said, thank you.
@dennismorin7506 3 ай бұрын
I agree with pretty much everything you said about Tesla I don’t blame Elon for how he feels about advertisers on X or losing half his shares and voting power I just would have liked to see him being a little more professional about it. I would like to see him earn his shares back through Tesla with a new set of goal oriented rewards. That is one frock of a lot of shares and I cannot see it happening overnight.
@TheJtyyu 3 ай бұрын
unprofessional and undignified....
@DK-vx5co 3 ай бұрын
It would be fair and helpful to do a breakdown of the 12 tranches tied to this bonus; Musk's, part-time working status as he devotes himself to building many other financially-conflicting business distractions; the constant delays of the Cybertruck; Tesla stock falling 50%; and bailing out his brother's Solar City with Tesla corporate funds. This would be helpful to help us understand if the $56,000,000,000 was earned or if Musk gamed the system like the Robber Barrons 100 years ago - Pimp & Dump. This award of $56,000,000,000 is $28,000,000 for every year since Jesus died 2000 years ago (or $76,000 every day since the time of Jesus). Did this "part-time employee" earn this amount with all of the above-cited problems?
@JIYkp 3 ай бұрын
Nah, you really missed on this one. Margin has improved QoQ and Tesla is really the only non-Chinese auto maker significantly growing vehicle sales.
@BigHenFor 3 ай бұрын
Not really. The hounds are getting closer.
@christopherhall7354 3 ай бұрын
Just for clarification when you mention Dojo...are you saying Tesla has a fab facility or just design
@beyondwanderlust 3 ай бұрын
You just said almost exactly how I’ve been feeling. I sold though ar it’s recent high. Just not a good vibe going on recently right now.
@ronmatthews2164 3 ай бұрын
Two months ago i owned 6,300 Tesla shares that i bought all under $ 140 Over the past three months i sold all my shares before that train wreck earnings call last week.
@m89hu 3 ай бұрын
But are you going to buy back in?
@ronmatthews2164 3 ай бұрын
@@m89hu I will only buy back Tesla shares at under $ 140
@MikeSmith-lx9jg 3 ай бұрын
GOOD luck getting those shares back at under $140 your going to be really pissed in a few years that you sold those shares.
@BigHenFor 3 ай бұрын
That was an option, and not everyone needs align with an appetite for potential stock dilution as a prospect. Its your money. But a bird in the hand is worth two in the bush, and the costs of investing are going up. And Elon dividing his focus, may not got down well with a segment of investors.
@AP19327 3 ай бұрын
Sold out of most of my TSLA position in November and put it into NVDA 🙌
@waxweazel10 3 ай бұрын
Interesting.. buy when it's already hyped...
@Mrbfgray 3 ай бұрын
NVDA seems reasonable but the coming humanoid bot revolution is going to send TSLA to $10T, maybe a lot higher before 2030. This guy seems something of a counter indicator.
@BlueOrangey1 3 ай бұрын
@@waxweazel10 Yeah sooooooo interesting NVDA has gone up by ~20% since Nov while TSLA went down by ~10%. TSLA would need to go up by ~35% from today to match the growth @sagetology already has ...
@AkweliParker 3 ай бұрын
Well played
@lukang72 3 ай бұрын
that was a good move
@michelstronguin6974 3 ай бұрын
Wrong, Elon said in a recent interview that he wants %25 voting power, he said he doesn't mind if the economics stay the same at %13 yet he gets dual class voting structure to achieve this. "would be fine with a dual class voting structure to achieve this". This means he isn't after money, but is worried that he would be overthrown by huge hedge funds that are "routinely infiltrated by people with some weird ideas about control". And since Tesla is about to be in control of the largest AGI robot army in the world, it isn't so crazy that he wants that to stay out of the hands of people bent on world domination as opposed to the benefit of humanity.
@Levi6229 3 ай бұрын
Thanks Alex. I really appreciate your opinion.
@TickerSymbolYOU 3 ай бұрын
I appreciate YOU!
@WaltWhite71100 3 ай бұрын
Thank you for sharing this! Recently discovered your channel and couldn’t be happier. As a longtime Tesla investor, I love the company and have been a huge fan of Elon musk. At the same time, I’ve been totally disappointed with each of the last few earning calls, and find it hard to excuse the way he has beenbehaving at times. I completely agree that a huge reason I’ve been a long-term investment in Tesla is because of their focus in AI and advanced technology, and I want them to continue that pursuit, full steam ahead.
@johnyaya9225 3 ай бұрын
I think they are setting themselves up for big beats by lowering expectations. Interest rates will be coming down soon and this will be a great help. If they deliver on the gen 3 production platform, investors will be very happy.
@DanF16b 3 ай бұрын
Good point
@AlexAM808 3 ай бұрын
Did you listened that Elon is asking for more shares or he may develop AI outside of Tesla? basically he wants to dilute the current shareholders to pay for his side hustle at twitter...
@Frenchieeeee 3 ай бұрын
interest rates aren't going to come down any time soon, stop being in denial.
@MikeSmith-lx9jg 3 ай бұрын
@@Frenchieeeee You can buy a Model Y long range now for under $40k cheaper then most gas SUV's You can now get $7500 tax credit at point of sale.
@Frausnowwhite 3 ай бұрын
Yeah, I bought about 50k worth, can’t wait for more of it
@taeyoungsin 3 ай бұрын
Interest rates?
@tinman1071 2 ай бұрын
thanks for the insight. Knitting the news together is a valuable service
@pasqualecirone9755 3 ай бұрын
I’ll have to reconsider my DCF model accordingly. My sense is that margins are still good, sales are still growing, capacity should increase in a couple years. I wonder if we’re closer to a long term bottom. All that being said, yes I wish I trimmed my Tesla position several months ago. Also, regardless of the views expressed in the video, I always will appreciate the thoughtful analysis.
@BigHenFor 3 ай бұрын
There are adults in the room. Good job 👍
@tedt1366 3 ай бұрын
I like your points but did not see any comments on Tesla's Battery production the Mega battery is booked for years and seems to be another strong point for Tesla. But yes I am concerned of what is happening. If you think of Tesla a just a car company, I am not interested it's the other areas I am excited about
@dertythegrower 3 ай бұрын
Elon even said that himself in a small post a month or so ago.
@ElektronicEscalation 3 ай бұрын
Their energy business gets always overlooked, its already a super profitable segment with insane growth and demand. Should never be overlooked. (Neither their almost 50K charging stations)
@kahvac 3 ай бұрын
An excellent honest video... Thank You !
@ebiren 3 ай бұрын
Thanks for the sincere & thorough analysis!
@rman2987 3 ай бұрын
Always appreciate your input, thank you! I don’t think Elon is being greedy wanting 25% , I think he is truly playing his best chess game he can to protect the future of humanity but I do agree that he should split the burden of the cost of his endeavours with all his companys.
@Kelmire1 2 ай бұрын
It amazes me how stupid people can be.
@FizzleFX 3 ай бұрын
13:25 *making the cars impossible to repair* since the 1 part you could remove is now glued to the rest of the frame *leaving it to customers to get broke* ^^
@markmercieca5569 3 ай бұрын
It is the same if there are 80 individually welded parts....I do not understand how the old system would be less expensive than having the giga pressed. part in one piece. In the future, as soon as supply chains speed up I see it even easier and much cheaper to fix with whole plug-and-play parts rather than the cut-out and reinstallment of the parts piece by piece.
@5893MrWilson 3 ай бұрын
Chassis must be rigid meaning they must weld/glue many of the parts. Every car is made this way. Casting parts of the the chassis as a single piece simply makes it lighter, cheaper, stronger, and more consistent. Virtually every car that exists is considered a total loss by insurance if there is frame damage.
@isaachunt5799 Ай бұрын
correct, i wouldn't have a tesla for free. ev's are a scam anyway
@5893MrWilson Ай бұрын
@@isaachunt5799 every car is totalled if there is frame damage. Combustion engines are technically more of a scam because you spend 3x more on gas vs electricity and you get repeatedly scammed by the stealer ships. EVs have fewer moving parts and much lower maintenance
@Jesse-ew1wq 3 ай бұрын
I’d like to hear your thoughts on LUNR. Its up more than 21% just today which is insane and they have a big moon mission scheduled for just this month together with NASA and spacex. I see huge potential in the stock
@agentgringo1996 3 ай бұрын
Hey Bro… any thoughts on Lucid?
@jamescurley2657 3 ай бұрын
Elon sees the danger of AI and doesn’t want to lose control of the technology. I have personally seen how evil greedy people can remove leaders from companies. I want to see Elon remain in control.
@blayzej 3 ай бұрын
Great analysis, detached from emotions, which is rare nowadays when it comes to Tesla and Musk. That being said, for a quick buck, the stock will go up some as people forget his latest antics, which he has had over at least the past 4 years. For the mid-term range, Optimus is likely to corner the North American and European markets if first to market for consumers and even more for businesses to use. That is probably the key application of Tesla's tech, AI, and engineering, there's a lot of value to unlock there. But yes, it would help if Musk could just focus on business for 6 months without getting into any more dicey situations.
@TickerSymbolYOU 3 ай бұрын
Well said. And yes, I definitely think people can make a quick buck at these prices. That's just not what this channel is about.
@TheJtyyu 3 ай бұрын
stock will go down NOT up. Good bet when market opens today will go down at least $10. WSJ articles on his drug use will tank the stock
@davebrown7208 3 ай бұрын
Thanks!
@TickerSymbolYOU 3 ай бұрын
Thank YOU!
@AIVision_Era 3 ай бұрын
U r talking everything on the surface and learn everything of Tesla from main stream media. You are a pure trader and keep changing your focus from stock to stock , and you are a good youtuber
@BigHenFor 3 ай бұрын
Investing isn't a religion. Its about concrete results. Underpromising and overdelivering is a habit Elon needs to acquire, and diluting investors stock will not strengthen their trust in him. I think he wsnts his cake and to eat it too. He wants to run Tesla like it was a private company, but he also likes the attention and capital gains from having public stockholders. Unfottunately, thats impossible in Delaware corporate law. So he's playing a game of chicken with his shareholders. His lawyers will have akready told him that his only choice is either to reincorporate Tesla in a jurisdiction that allows shadow control of corporations, or dilute the existing shares by giving him more shares. Its a win-lose proposition for both sides, because cash and collateral is short right now, so the last thing the shareholders want is a devaluation of their stock in the current climate. So this is a battle where the space for hopium to hold the day is narrowing as the real economy is showing obvious signs of distress. The institutional investors are bound by their liability investing schedules, and if their stock is diluted, their valuations will have to be downgraded in the near-term, and that would put them under pressure. Elon wouldnt mind if they reduced their holdings, as he could possibly get financed to buy up those shares. He would have to pay a hefty price for it though, because credit risk is really important now, and he'd need to offer collateral. So he wants them to relinquish both power and money... Boy, is this going to be interesting to see how it plays out. "There's many a slip between cup and lip", and Elon is playing with real poker diehards. Lol.
@jjm2679 3 ай бұрын
Hey Alex, your video is fantastic! I love the way you tackled the current challenges Tesla is facing, especially with its CEO's behavior. Despite the issues, I remain bullish on Tesla and am hopeful for positive changes ahead.
@alancane1482 3 ай бұрын
I didn't know Cramer was in charge of who was in The Big Seven.
@EcomDog 3 ай бұрын
oh yes. very much so.
@photogol 3 ай бұрын
😂
@johnyaya9225 3 ай бұрын
Yeah, I'm sure Bear Stearns and Enron were in there at one time, right Cramer?
@garybarrett4881 3 ай бұрын
It was Cramer who came up with the magnificent seven in the first place so yeah if anyone is in charge of who qualifies then it’s him…
@alancane1482 3 ай бұрын
@@garybarrett4881 Defending Cramer. You must really hate Tesla
@criddy22 3 ай бұрын
Please at least mention the rising interest rates and how they affected gross margins in 2023.
@jonathanlane8250 3 ай бұрын
@ the 1 min mark of video, I personally think to hold the stock for the long haul.
@photogol 3 ай бұрын
I followed some of your advice in the past and it didn’t go well for me. Fortunately I just invested relatively small amounts in the stocks that you recommended at those times. Your rationale about Tesla in this video is almost the same used by the mainstream media which is myopic and ultra short term focused. I may be wrong, but you don’t seem to understand or maybe you are not well informed about the paradigm changes that Tesla is trying to bring to car manufacturing, AI and robotics. Good luck with your trying to time the market.
@daveyvane9431 3 ай бұрын
Stop complaining about people you follow. It is such a weak position.
@daveyvane9431 3 ай бұрын
It’s funny, Wall Street tells Elon to go f*ck himself. You cant fight city hall. If you are an outsider, don’t be an antagonist.
@photogol 3 ай бұрын
@@daveyvane9431 Well, I beg to differ. I posted my opinion which I strongly hold. The creator asked for feedback and I gave it. And honestly, I couldn't care less about what you say.
@BigHenFor 3 ай бұрын
@@photogolBut what about the evidence? This isn't a religion; its a business. And Elon knows the competition are coming. So him trying to dilute existing voting rights, and spreading his focus thinner, doesn't isn't likely to impress Wall Street.
@photogol 3 ай бұрын
@@BigHenFor What evidence? what are you talking about? Did you read the information on the earnings release and listened to the webcast with the quarterly and yearly results?
@Sanddollar1 3 ай бұрын
Tesla is going up. No question in my mind.
@Deloreon 3 ай бұрын
😢 It's gonna be ok bro
@i8bigfoot 3 ай бұрын
It will take till summer it be back to 250+i bought the low end so I believe it’s the best ev company period!!
@TickerSymbolYOU 3 ай бұрын
I have no doubt it will keep going up. But I made it very clear that's not the point of this video.
@curioussand1339 3 ай бұрын
BYD down, Tesla up
@curioussand1339 3 ай бұрын
CATL have announced huge price drops on batteries this year, good for most, except BYD, and maybe a little bit Tesla, since low prices could make their own battery adventure less profitable, relatively speaking.
@robertoc.j.5563 2 ай бұрын
Great video, pretty much the same feeling here and that was the same take I got from that X post from Elon.
@stevequan1135 3 ай бұрын
Well said.
@badpuppy3 3 ай бұрын
There's a big question if FSD Robo-taxis will even be profitable. The maintenance cost of the fleet will eat into margins, and the biggest uncertainty is the Regulatory Environment Robo-taxis will be forced to operate in. Because they are replacing human workers, they could be taxed to death to pay for the displacement. Then there's the lawsuits that could bankrupt the company over accidents.
@mvasa2582 3 ай бұрын
I consult with analysts regularly and was shocked when one said - FSD is a facade, and they no longer believe Elon. Which was a shocker!
@dertythegrower 3 ай бұрын
once it is scaled up and Elon is allowed to import parts from lower cost labor markets... it will be much lower in costs. Also battery costs have dropped hugely... also new battery tech...
@dertythegrower 3 ай бұрын
@@mvasa2582dirtyTesla shows fsd all the time.. do better research, actually for yourself my guy..
@dertythegrower 3 ай бұрын
@@bartongrasshopperautomated hugely... its already started.. and i make parts for tesla last year (shorts as proofs) and welding and half the line is done by automated robots and machines...
@phvaessen 3 ай бұрын
95% of all car accidents due to humans. FSD can reduce them to nearly zero. TESLA could easily include the insurance in its fee per mile of it's future robotaxis, no lawsuits. Governments will quickly see the advanatage of FSD and the cost reduction to the social security. FSD Would become quickly manadatory in all cars. Traditional cars will see their car insurance skyrocket as the insurance risk will be carried by fewer non-fsd car drivers. TESLA could (and is) planning to build cars that last over 500,000 miles or 10 years, lowering the investment cost to more miles. FSD means also you don't need a driver. So the cost per mile would be around the cost of a train ticket, but with much higher flexibiliy as it will transport people AND goods door to door at any time, day and night. AI is going to replace workers, it's a given fact, new jobs will be defined as with any new technology revolution.
@ghgilland 3 ай бұрын
I agree Alex. As much as I love Telsa, I just allow my portfolio to get super unbalanced like it has been in the past. There are just so many unknown variables.
@MikeSmith-lx9jg 3 ай бұрын
If you do not know why you should be buying Tesla at these low prices you do need to sell all your Tesla stock. If you can not clearly see what the future of Tesla is going to be then SELL it go buy Apple or Nvidia .
@ghgilland 3 ай бұрын
@@MikeSmith-lx9jg I fairly certain you didn’t read my response. I never mentioned selling anything.
@homerreagan4456 3 ай бұрын
The “hater analyst community “ wants spoon feeding . If AMZN had been held to these standards during its growth years it would never have made it! I’m loving this chance to buy lower…I’m proud to own a slice of Tesla.
@dyland444 2 ай бұрын
Really enjoy the content. Unrelated to this video, you previously mentioned holding WCBR, a cybersecurity ETF. Can you do a focused video to follow up on that? Why that ETF vs others (like BUG, CIBR), are you still building a position, short- and long-term outlook, etc. Curious to learn more as you’re big in this space
@richardcope8102 3 ай бұрын
Interesting and informed analysis. Thank You.
@tommyboi0 3 ай бұрын
I watched Elon tell investors on a conference call in 2018 that they weren't going to issue bonds when asked and three days later raised 1.5 billion 3 days later.. The party is over, it's hangover time unfortunately.
@AlixBrignol 2 ай бұрын
Thank you! I’ve liquidated half of my holdings and will probably get rid of the rest very soon.
@NicholasAlexander1 3 ай бұрын
Perhaps the 25% plan is in progress. A lot of stock bought at 1.82… wait until it drifts down to 1.50….
@timeshifter9114 3 ай бұрын
Thank you for this video, it was really needed. As a Tesla Invester some of this is painful to hear for obvious reasons, but I think your points are well founded.
@davidelet3652 3 ай бұрын
Very thorough. Great content. Well done.
@TickerSymbolYOU 3 ай бұрын
Much appreciated!
@raulgil8459 3 ай бұрын
You are 100% correct!!!
@miguelfloriano9039 3 ай бұрын
I invested in Tesla stock way back ago did pretty good, but after hearing things are slowing down and looking at the real world that people aren't buying much EV. Hert is selling them for a discount I see the storm coming and had to sell.. probably buy when it's the right price.
@RS-bn9rx 3 ай бұрын
Testa gross margins are still so far ahead of any other ev for ice manufacturer. What is the issue around competitive circumstances
@CDN900 3 ай бұрын
Elon did not say he wanted more stock. In fact he said he didn’t want it on the earning call day. He said he just wanted to have more control of the company because he has always been worrying the unregulated AI technology
@sachowk 3 ай бұрын
Awesome analysis and presentation as always Alex. Thanks for your time…
@TickerSymbolYOU 3 ай бұрын
Much appreciated!
@ajkhoshbinkhosh7497 Ай бұрын
thank you Alex
@rob_h_7 3 ай бұрын
TSLA has enormous potential. Inventing is hard. Imagine where this stock could be in 10+ years time...
@Armedlegally 3 ай бұрын
nevermind 10 how about 5....Its going to be the same I keep on hearing...."I should of bought when it was low"
@vpopov89 3 ай бұрын
I don't get it. Whet the Optimus bot begins shipping and people see how useful it is, would it really matter what Elon has said???? And when TSLA goes 20x from here, would it really matter that NVDA has gained 2-3x or whatever??! So you prefer minuscule gains compared to what TSLA will do in the next 5 years, just because Elon has said some controversial things that hinder TSLA's performance in the short term??
@BigHenFor 3 ай бұрын
Never say "when Tesla goes ???x." No one can pay their bills with belief. The only thing that is certain is uncertainty. 'If' is closer to reality.
@vpopov89 3 ай бұрын
@BigHenFor I didn't say it's certain! And do you think it's smart to invest with money you pay your bills with??! Also making investment decisions based off of a random KZfaq comment??! Really?!
@nicoo1425 3 ай бұрын
Everyone telling the richest person in world the how he is doing wrong, but only his companies that are relevant to advertising.
@erikfischer5636 3 ай бұрын
These are all positive things you speak of. Buy buy buy!
@miclam00 3 ай бұрын
This video isn't going to age well.
@TickerSymbolYOU 3 ай бұрын
I think it'll age just fine.
@miclam00 3 ай бұрын
@@TickerSymbolYOU Wouldn't it be hilarious if you posted this video on the day the reversal started? Too early to call, but it's looking like a distinct possibility.
@BlkMamba24K 2 ай бұрын
@@TickerSymbolYOUSorry, but I'll have to agree with @miclam00. Long term wise, we will have to circle back to this comment in about 4 years from now lol. GLTA!
@tf1639 3 ай бұрын
How are you arriving at Elon needing to double his stake ? Given his unrxercised call options, he has well over 20% , no?
@fredbloggs5902 3 ай бұрын
He currently has 13%. If he exercises all his current options then he’ll have 22%. However he would need the cash to buy them.
@user-gv4cx7vz8t 3 ай бұрын
@@fredbloggs5902 That's a revelation to me. So give him cash over 5 years, and let him put his money where his mouth is!
@tf1639 3 ай бұрын
@@fredbloggs5902 I understand that his options allow him to purchase the shares at $6 each. Provided that's accurate , Elon might be smart enough to exercise the options even if it needs financing
@jamesrobinson7381 3 ай бұрын
well said ... we do not need to reward bad behavior
@surgeotech 3 ай бұрын
Shhh! Manufacturing as a Service. Think! Standard Template Construct.
@johnyaya9225 3 ай бұрын
He didn't have enough influence at Open AI. How did that turn out?
@TickerSymbolYOU 3 ай бұрын
Just fine so far? With them creating almost $100B in value without him?
@johnyaya9225 3 ай бұрын
@@TickerSymbolYOU Except that they went from being "Open" AI to something else. I'd rather that msft didn't have so much influence.
@Frausnowwhite 3 ай бұрын
Yeah, I bought about 50k worth, can’t wait for more of it
@Dave-cf4vd 3 ай бұрын
@@TickerSymbolYOU It isn't really "without him" when they are spending HIS money to do it, building the thing he named.
@BigHenFor 3 ай бұрын
@@Dave-cf4vdAre they spending his money? Somehow, I think not, especially as Microsoft is their sugar daddy now.
@spatchin 3 ай бұрын
Elon's "GFY" moment was excellent
@TickerSymbolYOU 3 ай бұрын
I agree. Too bad it's about TWITTER.
@Dave-cf4vd 3 ай бұрын
@@TickerSymbolYOU The people who want Twitter to fail also want you to not own anything, eat ze bugs, and shut up. So Twitters success is probably intertwined with future sales.
@utubeblackbat 3 ай бұрын
Another Excellent Video- you're right-Tesla Shareholders like myself have been F*D for over 3 years now with the stock only going one way...Down, he's got balls saying he wants more of the company...how about taking care of the shareholders first..Anyone that bought 3 yrs ago at $414 are down substantially..
@garrykim9098 3 ай бұрын
THANKS ALEX. Great video.
@TickerSymbolYOU 3 ай бұрын
My pleasure!
@jerrysmekal5641 3 ай бұрын
In this clip, you misconstrued what Elon asked for even though you quoted him.. He did not ask for more stock; He did ask for more voting rights ( similar to the voting arrangement that Jeff Zucker has at META ( formerly Facebook). He was not asking for more stock, just more control over the direction of the developing AI project.
@TickerSymbolYOU 3 ай бұрын
Except in Delaware (where Tesla is registered) you can't have multiple classes of shares. Elon is saying this, but the only way it happens is WITH MORE STOCK, which he definitely knows.
@howardrodack6191 3 ай бұрын
True but it sounds like if Telsa is able to change registration to Nevada or Texas than perhaps they may be able to establish a 2nd class of stock.
@islaperez1151 3 ай бұрын
I'm 45, $800K net worth. Been saving 50% of my salary, investing in stocks & living below my means. My goal this year is to be more serious and consistent with my investments for long term. I want to invest more this year but I'm not sure on how to mitigate risk. I'm worried with the numerous bank failures as of late, am I better off reinvesting my savings in the stock market or do I wait?
@SergeyMaguire-qh3me 3 ай бұрын
It’s never a bad day to invest as long as you keep averaging in and have cash on the sidelines. I’d recommend some etfs like SPY, VOO, VTI. Also some dividend etfs like JEPI JEPQ
@rt-ng3mf 3 ай бұрын
thanks for the video, i think your thoughts are well founded. I like WCBR you mentioned in your previous video but i also liked JFROG! Of the two, which will you bet on if you had to? thanks
@blu2117 3 ай бұрын
Well said, Alex.
@BrettWordon 3 ай бұрын
Investing in Tesla is in many ways investing in Elon.. at least in part. Which means you need to be ok with his antics and personality. While you make very good objective points, this is the nature of the genius. It’s not for everyone. I personally think the business needs to catch up to the evaluation and we’ll see some nice buying opportunities along the way, so I’m ok with what’s happening to the stock at the moment
@martijn6969 3 ай бұрын
for 12% yes
@BigHenFor 3 ай бұрын
Einstein was a genius, and never told anyone he depended on what Musk said in public. That's his Achilles Heel right there. His latitude for such childish behaviours is narrowing. He needs both Twitter and Tesla to grow, and ad revenue does that.
@bobjohnson3617 3 ай бұрын
Disappointed seeing you join the Elon bashing bandwagon
@singed8853 3 ай бұрын
Cult of musk. Calling this ‘bashing’ is sick. Seek help. The video voices legitimate and reasonable concerns of investors. Stay blind.
@ttb1513 2 ай бұрын
See 7:57. Are you comfortable with that as a shareholder that was betting on robotics, AI, autonomous vehicles, etc.?
@mastersdegree6532 3 ай бұрын
what exit strategy would someone suggest for owning tesla shares
@BigHenFor 3 ай бұрын
Just take your profits and keep a stake. After all, that's what Elon's brother did, didn't he?
@ArendJanV 2 ай бұрын
I had 275 shares in Early December. Cut that down over the weeks to 175 today. Cost base pre split was $16. I’m happy now with 21k in the bank and my remaining shares. I’m from the Netherlands which has currently no capital gains tax. My personal opinion is that Tesla has a lot of potential but Elon’s gotten psychologically off the rails. As I can see his behavior has only gotten worse. Hopefully this changes but I’m happy where I am. I can sleep at night now with a little cash at hand. cheers 🥂
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