Why I am Bullish on Tesla 

I really look forward to your perspective on Testa. you words make total does make sense to me

I own 6500 shares. If TSLA drops to $200/shr. I'll buy 500 more shares. $1,000 share in 3 to 5 years. 🎉

Always glad to see Tesla followers not just accepting what Musk or any Tesla leadership says as hard fact. They had levels of success few companies have ever had, but it is always good to keep a skeptical eye on things. I love the mission and the insane goals. It has been great watching Tesla do what many said was impossible, but I do think the goals are not reaching scales that are on an epic level. No doubt, they are goals they can achieve, but as Lee hit on, timelines are often off. In some cases off by years. The Tesla compact I do believe has been delayed for many reasons, not just one or two. Seeing the adjustment to Model Y options to buy in the US from Texas get changed, thus freeing up batteries for Cybertruck, makes me believe Tesla is hitting some supply issues. The Model Y is the biggest money maker for Tesla currently and I have no doubt Cybertruck will be a big money maker, but due to being such radical new vehicle, they are risking it backfiring or having a very troubled rollout which could get many orders to cancel. If that happens, it could hurt Tesla income enough to shake the TSLA share prices. With that said, seeing the testing footage of Cybertrucks and when Hans had a unit at the Petersen Museum, makes me think it will be a great vehicles, so I am not worried it will fail. The challenge is how many issues they will have and how long the production ramp up will take. I agree with the idea of not putting ton of value on FSD and AI right now. Tesla will likely make it all work and was impressed by Musk's demo of the FSD recently, but I also remember Musk saying the last few percent of development is the hardest. I think this is something many forget and they get excited because they can Tesla making great progress on various projects and you would think the final product going into production is just a year or less away, but then it does not happen, which causes major disappointments. I believe with Cybertruck, Dojo, Teslabots, and so on, we are at or rapidly approaching that fine few percent of development and things are bogging down. I would say focus on the easier items, such as Model 3 Plus and the refresh of the Model Y. Those projects I believe are the easier items that will yield great results for shareholders. When Tesla is able to officially announce the Model Y being the best selling vehicles around the world for 2023, that will likely get a share price bounce, but I doubt it will last long. There seems to be a pattern of November negativity towards Tesla and TSLA prices going down. Will 2023 follow this pattern, no way to know until November rolls around, but I did sell off other stocks I own and I am sitting on cash with the idea of getting more TSLA when the next major dip happens.

Thanks for another clear-eyed evaluation of current prospects.

LEE! Great stuff!! Always enjoy your overview of our beloved TESLA!! Thanks for your efforts!! Greetings from Canada!! GIDDYUP!!

Bearish when stock is on a losing streak, bullish when it’s on a winning streak 😊

9:50 amazing Lee, to see you speak Mandarin so flawlesly !

I expect tesla to meet all these blue sky predictions around the time we get interviews from returning Mars holidaymakers. Clutter elimination might be a problem.

How’s the Tesla opportunity now ? Is it really heading for a $25T value ? Hope you can share some updated economic wisdom on those predictions.

Isn’t 50% growth in profits and earnings already priced into the stock price? I seriously doubt we will have a to the moon event for many years. Good steady growth up to when Model 2 comes out would be good for the stock and still thinking it will be $1,000 by the end of the decade but don’t believe it will go crazy short-term. There are a lot of unknowns now - if and when FSD get’s approval and what the take up will be, Robotaxis, Optimus, Energy etc etc. Nothing guaranteed on any of them so I doubt the market will go mad for Tesla until they see the earnings.

There are recent reports that Tesla is working on a one casting underbody for the Model "2" and that it requires another new alloy and maybe a far bigger press, potentially 16,000 tons. That takes time to develop. But I also strongly suspect that Tesla took a look at their battery cell supply projections and what they will need because they will sell a lot more Model 3s, and need a huge amount to ramp Semi production to 50,000 a year, and then of course Cybertruck. Then end of next year the new Model Y which should increase Y sales even more. Finally, I think they realized that they would lack the cells to make opening Giga Mexico make sense soon, and that their engineers were reluctant to move to Mexico, and that they really could reasonably delay, not hire a bunch of production workers in Mexico, and instead launch that factory with mostly Optimus labor. Why not perfect it in Austin where they have plenty of room? Then the important thing to keep in mind is yes, Tesla is almost invariably late with products, makes huge mistakes in getting to production and ramping like with Model 3 and the 4680 cells, BUT, they predicted 500,000 cars for 2020 in 2014 and made 509,000 cars. Model X was super late and Model 3 has production hell with scores of catastrophic production problems in Fremont and in Nevada, and the company might have gone under, but they pulled it off in the end. Tesla is like a New York taxi driver, it is not going to be a smooth ride, but you get to your destination in a way no one else would even try.

MUCH appreciate the consistent rigor here. (exception for falling for the Twit "Elon brand damage...yadi yada...", there was no rigor in that)

I think the delay is easily explained: they are doing a very hard thing, developing not one but two vehicles off the same platform with one being radically different in some ways (Robotaxi). This means each change to either has to be evaluated in both cases for impact, which is harder than developing two different vehicles. Once the die is cast for the 30K car it’s going to mean the robotaxi design is hemmed in, and I know they want to avoid going back and making major design changes once the first vehicle is in production. No question this is a big issue causing them to move slower, and coordinating how the build process with the same line is going to work. They are also struggling with the Cybertruck which if rumors are true the Model 2/Robotaxi uses the same design language, then outcomes from that vehicle also create delays. It may all be a blessing in disguise, because it may mean that the Cybertuck primes a run but is set in motion if the Model 2 with a preview of FSD in the Robotaxi gets going in say San Francisco, and simultaneously Dojo services kicks off. 2023/2024 may be flat, but expect 2025-2027 years to be on fire.

Mexico gigafactory may not happen because Tesla engineers don't want to live there. They had the same problem with building in Nevada in the middle of nowhere. I think Musk wants to build a gigafactory in India the most. Jeannine

Thanks for all your posts, I enjoy following your channel. Just an FYI...looks like you Verbalate plug may have a slight problem, you may want to review it.

The bull/bear discussion needs to take account two factors: first china economic collapse and war along with possible sanctions on Chinese imports in Eu and USA. Second, political upheaval in the USA including passage of anti Tesla anti-EV laws, and attacks on Teslas, Etc Most analysis seems to assume a normal if volatile business environment. What’s your take. I remain a committed Tesla investor but am wary

The 20 million car models will be roughly similar models VW (10 mil) and Toyota (10 mil) sell now since Tesla will be able to make those same cars with better specs for the price but less variants.

I love how you take veiled shots at SMR :)

Holding off on model 2 as model 3 and y are very profitable don’t want Osborne effect

Hey, when will you talk about the real company Cannafarm Ltd that brings profit?

This video is a week old. Miss you Lee………..

Wait, have you ever not been bullish on Tesla?

The smaller Gen 3/Model 2 may have a smaller battery, but, with so many more Superchargers available, range anxiety will become a thing of the past.

Why is model 2 taking so long? Some speculative reasons: they have limited engineering resources (limited from the sense, there are only so many brilliant engineers) and they are doing model 3 and model y refresh engineering at the same time, cybetruck (and the semi) might be the more immediate concern right now and want to get that out before focusing more resources on model 2, ramping of model 3 and y are enough to get to the mean 50% per year unit growth rate on the short term, and that engineering model 2 with all the groundbreaking stuff that they want to get into the vehicle takes more time than they expected (such as one piece gigacasting). So, they probably could have come out with some version of model 2 earlier but it would not have had all the cost cutting technologies and thus much lower margins than 3 and y, but at the same time would cannibalize some 3 and y demand and assuming tesla can ramp and sell 3 and y by optimizing their costs and still reach that 50%, it might make sense to wait for the engineering on the 2 to actually reach that goal of "-50% cost compared to model 3".

Wow didn’t know Chinese sounds like English

I didn't realise I could understand Mandarin... Yay!

Q3 is going to be a nightmare

Airplanes ✈️

To the moon with Cannafarm Ltd!

So many fingers in so many pies. In Elon I trust. One or more of those pies is going to deliver. Energy is my pick. I’m one of the few people tracking the EV disruption, the solar disruption and the climate crisis. The voices calling for the end of fossil fuels are getting louder by the day, as they should.

And yet it now going down again after a big raise...

Toyota are telling us that they'll still be selling a majority of ICE cars in 2030. That's what the largest car company in the world is saying, only 3.5 m Toyota EVs in 2030

M2 coming to Giga TX "soon". IDK but are they not already building M2 line??

Nasdaq and Tesla are bearish, Tesla needs to get above 300.

i mean you have a youtube channel dedicated to Tesla, when outside of a small window of time areyou not bullish no tesla. Come on, man. All the teslatubers are the same stuff

FSD this year 😂

Where's the CYBERTRUCK? I mean common.

While clearly not a Bear, I wouldn't call Tesla Economist a Bull. More like a wet noodle.