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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» Simply Wall Street's Tesla (TSLA Stock) Valuation:
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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.
See additional disclosures at tickersymbolyou.com/disclosures/

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8 июн 2024

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Комментарии : 1,1 тыс.

@TickerSymbolYOU 4 месяца назад

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 4 месяца назад

I’m just in for the Megapacks. The rest has just been a fun distraction for me.

@RollerSkatinActor 4 месяца назад

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 4 месяца назад

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 4 месяца назад

TSLA is going to make a lot of “Experts” look really stupid

@Frausnowwhite 4 месяца назад

Yeah, I bought about 50k worth, can’t wait for more of it

@EdwardWells-bj4eh 2 месяца назад

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.

@EdwardWells-bj4eh 2 месяца назад

@DavidCline-zk7jw Please who is guiding you and how?

@EdwardWells-bj4eh 2 месяца назад

@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 4 месяца назад

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 4 месяца назад

Interesting angle not including the bot!

@theultimatereductionist7592 4 месяца назад

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. ru-vid.com/video/%D0%B2%D0%B8%D0%B4%D0%B5%D0%BE-zEPRgEi1cgM.html

@keithnance4209 4 месяца назад

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 4 месяца назад

Its got so many people looking its being manipulated

@dertythegrower 4 месяца назад

Definitely manipulated like most blue chip stocks

@VictoryX11 4 месяца назад

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 4 месяца назад

unrealistic future.

@LaBamba690 4 месяца назад

@@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 4 месяца назад

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 4 месяца назад

So true!

@MikeSmith-lx9jg 4 месяца назад

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 4 месяца назад

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 4 месяца назад

Yeah, I bought about 50k worth, can’t wait for more of it

@Manikanta-hh7wp 4 месяца назад

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.

@parttimephilosopher7097 4 месяца назад

The points in this video are valid, but I'm buying more TSLA currently.

@daveb7122 4 месяца назад

Exactly my thoughts

@TheJtyyu 4 месяца назад

you will lose money as the stock is going to crash

@jamesmarinelli2177 4 месяца назад

Me too its on sale !!!

@dennisotoole3912 4 месяца назад

Yea, its a no brainer! Tesla will BOOM. The board controls it, not Elon. This dudes just fishing with click bait!

@DK-vx5co 3 месяца назад

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.

@graigfaison9568 4 месяца назад

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 4 месяца назад

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 4 месяца назад

wants control... his board is hand picked...maybe he should go private.

@trizzybones 4 месяца назад

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 4 месяца назад

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 4 месяца назад

@@PStar42you’re so whipped

@caprashanthreddy4225 4 месяца назад

Hi, Pls share your view on SMCI.

@briantep458 4 месяца назад

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 4 месяца назад

I obviously hope you're right!

@laujack24 4 месяца назад

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 4 месяца назад

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 4 месяца назад

@@laujack24 Are you serious bro?

@jayarbe60 4 месяца назад

@@bottics2569 He probably is but has just proved a clear lack of critical thinking by parroting the standard attack lines used against Tesla.

@michaelplotkin7383 4 месяца назад

And you recommend the purchase of FTX?

@eugeniustheodidactus8890 4 месяца назад

*Well said!*

@ksairman 4 месяца назад

Well said, thank you.

@bomont2237 4 месяца назад

Poor Wall Street not getting spoon fed numbers for their spreadsheets… SMH

@MikeSmith-lx9jg 4 месяца назад

they are buying like crazy though while putting out all the miss info so retail gets scared and sells.

@curlyisconfident 4 месяца назад

@@MikeSmith-lx9jgagreed- would expect a deeper dip.

@BigHenFor 4 месяца назад

They are investors not lovers. And if the company tanks, you would be paying attention to the numbers too.

@Tanya401life 4 месяца назад

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 😩

@robwanless7551 4 месяца назад

Thanks for this episode. Very well thought out. And thought provoking. Appreciate your efforts

@TickerSymbolYOU 4 месяца назад

Thanks. I appreciate the kind words!

@maxcolvin9209 4 месяца назад

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.

@michaelkree 4 месяца назад

I don’t like hearing it about Tesla but your analysis is accurate. Great job!

@TickerSymbolYOU 4 месяца назад

I appreciate that!

@maryamaghaian393 4 месяца назад

Actually I LOVED his answer to Advertisers! No poor judgement just being honest. Everyone is an adult and can handle the truth!

@davidnyvonnegalumalemana1011 4 месяца назад

RICH content. Thank you for your thorough research 🦁

@tinman1071 3 месяца назад

thanks for the insight. Knitting the news together is a valuable service

@BradZook 4 месяца назад

I'll be selling 300 more $TSLA shares today. Thank you for the great content.

@fredbloggs5902 4 месяца назад

Bad timing. If the Fed drops interest rates tomorrow they’re likely to take off like a rocket.

@BradZook 4 месяца назад

@@fredbloggs5902 Why would the Fed cut rates? There's no reason to unless they know something the rest of us don't.

@fredbloggs5902 4 месяца назад

@@BradZook Biden needs to engineer a boom in the economy before the election.

@BradZook 4 месяца назад

@@fredbloggs5902I should have sold more. 😒

@phide01 4 месяца назад

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.

@ajkhoshbinkhosh7497 2 месяца назад

thank you Alex

@JIYkp 4 месяца назад

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 4 месяца назад

Not really. The hounds are getting closer.

@johnyaya9225 4 месяца назад

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 4 месяца назад

Good point

@AlexAM808 4 месяца назад

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 4 месяца назад

interest rates aren't going to come down any time soon, stop being in denial.

@MikeSmith-lx9jg 4 месяца назад

@@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 4 месяца назад

Yeah, I bought about 50k worth, can’t wait for more of it

@Unbiased321 4 месяца назад

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.

@smoot96 4 месяца назад

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

@kahvac 4 месяца назад

An excellent honest video... Thank You !

@alancane1482 4 месяца назад

I didn't know Cramer was in charge of who was in The Big Seven.

@EcomDog 4 месяца назад

oh yes. very much so.

@photogol 4 месяца назад

😂

@johnyaya9225 4 месяца назад

Yeah, I'm sure Bear Stearns and Enron were in there at one time, right Cramer?

@garybarrett4881 4 месяца назад

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 4 месяца назад

@@garybarrett4881 Defending Cramer. You must really hate Tesla

@GREG-THE-GREAT 4 месяца назад

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 4 месяца назад

stupid video.

@davebrown7208 4 месяца назад

Thanks!

@TickerSymbolYOU 4 месяца назад

Thank YOU!

@taeyoungsin 4 месяца назад

Interest rates?

@alex6188 4 месяца назад

I still believe tesla will become bigger than Nvidia.

@TickerSymbolYOU 4 месяца назад

I'm not arguing against that at all.

@singed8853 4 месяца назад

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 2 месяца назад

ev's are a scam. there wont be a tesla in 10 years time.

@gjermundnorumbugge7373 4 месяца назад

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 4 месяца назад

"WE NEED GUIDANCE 😢😢😢" 😂

@singed8853 4 месяца назад

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 4 месяца назад

To the Moon haters 😂

@cagnazzo82 4 месяца назад

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 4 месяца назад

@@singed8853 cool story bro!

@trizzybones 4 месяца назад

You're right on the money with this. Great analysis.

@Levi6229 4 месяца назад

Thanks Alex. I really appreciate your opinion.

@TickerSymbolYOU 4 месяца назад

I appreciate YOU!

@ronmatthews2164 4 месяца назад

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 4 месяца назад

But are you going to buy back in?

@ronmatthews2164 4 месяца назад

@@m89hu I will only buy back Tesla shares at under $ 140

@MikeSmith-lx9jg 4 месяца назад

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 4 месяца назад

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.

@dennismorin7506 4 месяца назад

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 4 месяца назад

unprofessional and undignified....

@DK-vx5co 3 месяца назад

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?

@christopherhall7354 4 месяца назад

Just for clarification when you mention Dojo...are you saying Tesla has a fab facility or just design

@decartessansthoughts7972 4 месяца назад

Excellent video, thanks Alex!

@TickerSymbolYOU 4 месяца назад

Glad you liked it!

@ramblinwes7853 4 месяца назад

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 4 месяца назад

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 4 месяца назад

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 4 месяца назад

@Frausnowwhite 4 месяца назад

Yeah, I bought about 50k worth, can’t wait for more of it

@Pikminiman 4 месяца назад

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 4 месяца назад

I'm glad I can be a helpful data point for you!

@criddy22 4 месяца назад

Please at least mention the rising interest rates and how they affected gross margins in 2023.

@robertoc.j.5563 3 месяца назад

Great video, pretty much the same feeling here and that was the same take I got from that X post from Elon.

@badpuppy3 4 месяца назад

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 4 месяца назад

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 4 месяца назад

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 4 месяца назад

@@mvasa2582dirtyTesla shows fsd all the time.. do better research, actually for yourself my guy..

@dertythegrower 4 месяца назад

@@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 4 месяца назад

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.

@WaltWhite71100 4 месяца назад

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.

@stevequan1135 4 месяца назад

Well said.

@TheRckonda 4 месяца назад

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.

@rman2987 4 месяца назад

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 3 месяца назад

It amazes me how stupid people can be.

@FizzleFX 4 месяца назад

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 4 месяца назад

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 месяца назад

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 2 месяца назад

correct, i wouldn't have a tesla for free. ev's are a scam anyway

@5893MrWilson 2 месяца назад

@@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

@beyondwanderlust 4 месяца назад

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.

@AlixBrignol 3 месяца назад

Thank you! I’ve liquidated half of my holdings and will probably get rid of the rest very soon.

@tedt1366 4 месяца назад

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 4 месяца назад

Elon even said that himself in a small post a month or so ago.

@ElektronicEscalation 4 месяца назад

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)

@randallstephens1680 4 месяца назад

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 4 месяца назад

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 4 месяца назад

@@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 4 месяца назад

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 4 месяца назад

That wasnt heroic. That was childish.

@liberatemi9642 4 месяца назад

@@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

@dyland444 3 месяца назад

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

@ebiren 4 месяца назад

Thanks for the sincere & thorough analysis!

@pasqualecirone9755 4 месяца назад

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 4 месяца назад

There are adults in the room. Good job 👍

@jjm2679 4 месяца назад

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.

@garrykim9098 4 месяца назад

THANKS ALEX. Great video.

@TickerSymbolYOU 4 месяца назад

My pleasure!

@Jesse-ew1wq 4 месяца назад

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

@jamescurley2657 4 месяца назад

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.

@vpopov89 4 месяца назад

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 4 месяца назад

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 4 месяца назад

@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 RU-vid comment??! Really?!

@stephanbevan1347 4 месяца назад

Hey bre your link didn't work.

@NicholasAlexander1 4 месяца назад

Perhaps the 25% plan is in progress. A lot of stock bought at 1.82… wait until it drifts down to 1.50….

@rob_h_7 4 месяца назад

TSLA has enormous potential. Inventing is hard. Imagine where this stock could be in 10+ years time...

@Armedlegally 4 месяца назад

nevermind 10 how about 5....Its going to be the same I keep on hearing...."I should of bought when it was low"

@AP19327 4 месяца назад

Sold out of most of my TSLA position in November and put it into NVDA 🙌

@waxweazel10 4 месяца назад

Interesting.. buy when it's already hyped...

@Mrbfgray 4 месяца назад

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 4 месяца назад

@@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 4 месяца назад

Well played

@lukang72 4 месяца назад

that was a good move

@blu2117 4 месяца назад

Well said, Alex.

@letstrade4827 4 месяца назад

Love the content! I will keep buying as the price goes down

@TickerSymbolYOU 4 месяца назад

I appreciate you taking the time and considering my point of view!

@blayzej 4 месяца назад

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 4 месяца назад

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 4 месяца назад

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

@ghgilland 4 месяца назад

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 4 месяца назад

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 4 месяца назад

@@MikeSmith-lx9jg I fairly certain you didn’t read my response. I never mentioned selling anything.

@sachowk 4 месяца назад

Awesome analysis and presentation as always Alex. Thanks for your time…

@TickerSymbolYOU 4 месяца назад

Much appreciated!

@RogueQuant 4 месяца назад

hey buddy great channel

@tf1639 4 месяца назад

How are you arriving at Elon needing to double his stake ? Given his unrxercised call options, he has well over 20% , no?

@fredbloggs5902 4 месяца назад

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 4 месяца назад

@@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 4 месяца назад

@@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

@johnyaya9225 4 месяца назад

He didn't have enough influence at Open AI. How did that turn out?

@TickerSymbolYOU 4 месяца назад

Just fine so far? With them creating almost $100B in value without him?

@johnyaya9225 4 месяца назад

@@TickerSymbolYOU Except that they went from being "Open" AI to something else. I'd rather that msft didn't have so much influence.

@Frausnowwhite 4 месяца назад

Yeah, I bought about 50k worth, can’t wait for more of it

@Dave-cf4vd 4 месяца назад

@@TickerSymbolYOU It isn't really "without him" when they are spending HIS money to do it, building the thing he named.

@BigHenFor 4 месяца назад

@@Dave-cf4vdAre they spending his money? Somehow, I think not, especially as Microsoft is their sugar daddy now.

@sgill4833 3 месяца назад

Best summary!

@vegansLucko 4 месяца назад

So you’ll buy on the way back up?

@tommyboi0 4 месяца назад

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.

@photogol 4 месяца назад

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 4 месяца назад

Stop complaining about people you follow. It is such a weak position.

@daveyvane9431 4 месяца назад

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 4 месяца назад

@@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 4 месяца назад

@@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 4 месяца назад

@@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?

@jonathanlane8250 4 месяца назад

@ the 1 min mark of video, I personally think to hold the stock for the long haul.

@mastersdegree6532 4 месяца назад

what exit strategy would someone suggest for owning tesla shares

@BigHenFor 4 месяца назад

Just take your profits and keep a stake. After all, that's what Elon's brother did, didn't he?

@ArendJanV 3 месяца назад

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 🥂

@davidelet3652 4 месяца назад

Very thorough. Great content. Well done.

@TickerSymbolYOU 4 месяца назад

Much appreciated!

@RS-bn9rx 4 месяца назад

Testa gross margins are still so far ahead of any other ev for ice manufacturer. What is the issue around competitive circumstances

@miguelfloriano9039 4 месяца назад

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.

@AIVision_Era 4 месяца назад

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 4 месяца назад

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.

@Sanddollar1 4 месяца назад

Tesla is going up. No question in my mind.

@Deloreon 4 месяца назад

😢 It's gonna be ok bro

@i8bigfoot 4 месяца назад

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 4 месяца назад

I have no doubt it will keep going up. But I made it very clear that's not the point of this video.

@curioussand1339 4 месяца назад

BYD down, Tesla up

@curioussand1339 4 месяца назад

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.

@timeshifter9114 4 месяца назад

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.

@raulgil8459 4 месяца назад

You are 100% correct!!!

@ralphcramden8582 3 месяца назад

This is great. Keep pushing Tesla down so I can buy more. When it got to $179 I bought another 1,000 shares. My long term investment is now 1423% ahead.Keep on going.

@CDN900 4 месяца назад

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

@spatchin 4 месяца назад

Elon's "GFY" moment was excellent

@TickerSymbolYOU 4 месяца назад

I agree. Too bad it's about TWITTER.

@Dave-cf4vd 4 месяца назад

@@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.

@erikfischer5636 4 месяца назад

These are all positive things you speak of. Buy buy buy!

@SonTimba Месяц назад

Please make a deep dive video comparing latest tesla FSD head to head with Mobileye.

@jerrysmekal5641 4 месяца назад

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 4 месяца назад

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 4 месяца назад

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.

@richardcope8102 4 месяца назад

Interesting and informed analysis. Thank You.

@agentgringo1996 3 месяца назад

Hey Bro… any thoughts on Lucid?

@matthewdunstone4431 4 месяца назад

This video is another superb nugget of content.

@BrettWordon 4 месяца назад

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 4 месяца назад

for 12% yes

@BigHenFor 4 месяца назад

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.

@miclam00 4 месяца назад

This video isn't going to age well.

@TickerSymbolYOU 4 месяца назад

I think it'll age just fine.

@miclam00 4 месяца назад

@@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 3 месяца назад

@@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!