Thanks, James. This was your best show since at least a couple hours ago. Also, I still believe that the US govt will spend billions of our dollars to prevent ICE failure until they find an EV person who isn't Elon.
lol i definitely agree about Elon- the leftist globalist deep state has another trump-target.. but there will remain demand for ice vehicles.. they perform differently and both have their advantages and disadvantages. Especially in off-road vehicles trucks and semis etc - not to mention most USA residents are poor and live without a garage to charge their cars - lastly, electricity rate increased 65% in 3 years in my city.. supply and demand.. where the hell do they plan to get all this electricity? Cheers
@@InvestAnswers love your show, but I have to say your prediction may be true but definitely not in our lifetime. There is no capable infrastructure to provide the electricity demand. These clowns in government /bureucrats can hardly handle the current demand. In San Diego the avg rate increased 65% in 2-3 years… avg kWh is 47¢ highest in the U.S. i believe. It’s insane.
Tesla would be at 300 already if Elon hadn't been on his cringe mode the past 2 years. His daily interactions with all the weirdos in X, like the Malaysian creepy guy, his obsession to fight Zuck, now his comment to impregnate Taylor. Something is wrong with him.
Brilliant stuff James 👏 RU-vid is a wonderful resource. I get to see stuff from yourself, Herbert, Cern, Larry, SMR, Jeff Lutz, Brian Wang etc. etc. We are very fortunate. Been in Tesla since 2019, waiting now for the AI/Robotics wave to reach escape velocity.
Hi James, First off, I love your channel and the consistent quality you’ve maintained. I’m also a Tesla fan, but as a shareholder, I have some concerns I hope you might address in a video: 1st - Political Involvement: Entrepreneurs should focus on their companies, not politics, where personal interests make neutrality hard. Elon’s alignment with controversial figures risks alienating customers. 2nd - too Many Projects? Lots of announcements (Cybertruck, Roadster), but significant delays. Is Elon juggling too much? 3rd - Succession Planning: It’s all about Elon, Elon and Elon. Where’s the plan for leadership if something happens? Are we too reliant on one single person? I’d love to hear your take on these. Best, Bruno
@@BrunoBenchmarkElon / Tesla will align to the party they can swing regulations in there favour. Either less lobby tolls or more policies they can implement in the companies favour. It all comes down to how much they are forced to play the lobbyist game.
I work in a factory. I am basically trying to extract as much value as I can, before my job Is taken by one of these bots. The economy won't be able to handle the layoffs. Without a Universal Basic Income, people won't be able to live. This bot situation is extremely fragile and tricky. I hope Elon will force the governments to make changes before he allows the bot takeover.
@@InvestAnswers currently moving into a machine operator and out of general labor. I don't think the bots will be able to problem solve like a human, at first. I should be able to complete my FIRE retirement plan by then. Thanks for all your content.
Hi James, Guy (my first name) here. I think that it would be interesting to see all the buildings, satellites, robots, etc… that belong to Elon. In French we call those “Les effectifs”. And their value. What is the total number of employees. Also what is total annual revenue. It’s one thing to be a strong stock… what is the predicted or projected stock growth (value). This company is scary for many… promising for others. Musk is the real “Tony Stark” I.e the “Iron Man” !
WOW. Excellent show James. “The Ice Crusher”. I Love it. You should totally coin that phrase. Want to put it on a vinyl window sticker when I get my M3.
Indeed, new and second hand EV inventories are piling up while hybrids are still recording increased sales. So no...Toyota is not stupid or tech incapable of launching EVs 10-15 years ago, they have simply been around long enough to understand consumers (wait till SS hybrids hit the market next year making 1k+ ranges a commodity). As for the energy storage, saturated with well-known, Chinese made PVs, inverters and storage batteries already. Not gonna talk about the Optimus market gimmicks. Tesla market cap has been inflated using cheap money for stock buy backs for years now.
Thanks James, this is what we see in the media here. Media outlets, including Channel 7 News and Klean Industries, highlighted that unsold Tesla cars were accumulating at the Port of Melbourne. This situation, described as a "Tesla graveyard," arose due to a mismatch between supply and demand, with Tesla reportedly delivering more vehicles than it could sell.
Thank you as always, James for your time and effort in building my conviction. My big bag is Tesla, working on my little bag of bitcoin go away to be a whole coiner. ✌🏼❤️✊🏼
I assume one would be money ahead DCAing into Tesla stock vs buying a model 3 with a car payment, say 5 years from now? I would really like to buy a Tesla though. Money wise I'm guessing I should just wait :( If someone wants to tell me I'm wrong on this one that would be great :)
Great video James as always. I know you’re not a fan of them, but can you analyze Rivian as well in the next Tesla update? Would be interested to hear how they’re doing vs Tesla. I’m assuming way behind Tesla.
James, you'll probably never see this message, but always love your rational views and analysis of stocks and crypto. Thanks. Also, has Stacks STX gotten on your radar yet? Done my analysis, deep analysis lol (took a page from your book) it seems once they release the finished upgrade this year, they will have companies like Blackrock staking their Bitcoin (a portion of it) it has Bitcoin as its security layer. Greyscale have a trust for it, sec deemed it a non security. Feels like buying Solana at $10 again. Anyway, thanks for all you do bro.
It can't be bargained with, it can't be reasoned with. It doesn't feel pity! Or remorse or fear and it absolutely will not stop! ever... until it takes your job!
Great show !!! I just want to sell all my solana,mstr, and all my solana altcoins and put everything into Tesla adding to my Tesla bag !! 😂😂 but I better settle down 😂. Thank you !
This is what alot of investors are trying to time. Being on faster horses until they tire then jump to next fresher faster horse then get on the bullet train before it really takes off. I've got a couple of tickets for the train already. Looking to get some more via Sol, BTC, MSTR, growth ETFs, property. In the meantime I'm accepting govt help and I intend to be off benefits and paying tax in 3 years.
Thank you for pointing out that Tesla is theee AI company. they have the most utility to derive from the technology and they have been investing in this direction long before most anyone recognizes
Just cut it for Gen X ('65) .. My diesel MB for long hauls (1000km+), My diesel Van for towing 3T CV, My 911 Cab for fun driving and My EV for local runs (max 100 km/day) ... get me a EV that can do all that please!!
The only thing left for Elon to revolutionize and complete the whole picture is to help farmers with developing ecologically sustainable agriculture, genetic re-diversification and preservation of species. Our current farming practices are depleting soil and killing pollinators. I'd like to see a global giga-farm food distribution and water purification network. Glaciers in North America are retreating and prairie farmland is running dry as acres of forests burn while summers get hotter.. I live in Canada - farming and agriculture is tough! Cars, paperclips or food? What is a world of abundance worth if people are dying of cancer, starvation, toxic soil and water? Elon would have the global supply infrastructure to pull it off!
Hi james... i would love to get a leap option of tesla...should i wait for a correction or use the 230 dollar opportunity now? Thank for an answer. God bless you for ever.
Thanks James! I am so torn! He’s so smart and forward thinking BUT my gut says he’s heading to a huge emotional crash landing. Honestly how much can one person take on without exploding. I’m concerned for his mental health 😢
Great video J love the info.. Tesla is no doubt going to be huge for the worlds future it literally makes sense and sometimes I do actually think you’ve come back from the future or you have a crystal ball😂 thank you as always🙏
I've heard projections of AI and robotics replacing people. Extrapolate that idea and ask yourself, well then, what jobs will people do and will there be enough jobs for the population at large? If there's high unemployment, there will be no customers.
Q: You have said: "timing is everything for this great rotation"...should we wait about 12 months until the top of this BTC bull run, before going heavy into TSLA? The returns in these next 12 months would be far higher in BTC and BTC miners now over TSLA, correct? Thanks so much for clarifying this important point.
little true Story: my (only) car-key to my Renault Laguna Combi has been stolen 7 weeks ago. (28 years old, after investing 4000sFr, fresh MFK, 8 new Weels, only 84k km) Renault is still not able to replace my car key 😂 imaging: they even told me, it s probalby not solvable at all, so I would have to throw it away ( just because of a Key) 😂😂😂 and than there is Tesla 🎉🎉🎉
