Why Did TSLA Recover After Disastrous Quarter?
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- Опубликовано: 3 апр 2024
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Herbert
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Model 3 incentive issue due to battery origin can impact the sales also.
Love the long videos. I listen to them at work on my forklift.
Great discussion! As an investor, it’s always good to hear both sides of the argument especially when presented in a constructive and thoughtful manner
To be more specific - the first baby step to Level 3 could be that Tesla takes liability only for Smart Summon / Banish in states where they have Tesla insurance. First step to Level 4 - Tesla cars without human drivers in the Las Vegas boring tunnels. Next steps - FSD drivers with Tesla cars on highways - in states with Tesla insurance (Ca, Texas, Nevada, Illinois, MD/Virginia) can use FSD as Level 3 (Tesla takes liability in that use case)...... I think we are less than a year from starting to see this. I do agree with Jeff L. that Tesla needs to start to describe the plan and milestones. I think that is coming soon.....
It's not a problem Tesla have more than just cars
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I am frustrated with the short term focus, and tunnel vision displayed by some of the panel here. Jeff is a voice of reason though.
1. Model 2 had to wait until they had the product they wanted with the features and the cost structure they need before they can manufacture it. The design of Mexico depends on the detail of how it will be built, and I don't think they had all the pieces in place until now. The volumes and price target will be such that cost will be a massive factor.
2. So much chat about ripples on the surface while ignoring the tides. China and Europe (plus others) are planning to ban the sale of ICE vehicles over the coming years. Long term, demand is assured. One quarter's numbers are irrelevant especially when we currently do not understand the detail of the drivers behind them.
3. Tesla is not just a vehicle manufacturer, it has a range of profit drivers on the runway, and those are probably together going to be worth more than EV's.
Call kind of a quadruple whammy affecting sales: China/Houthis/Eco-terrorists/and Model 3 ramp in Fremont. But a couple things you don’t mention are the fact that many people probably have to finish their taxes to figure out if they qualify for the $7500 credit. Another factor is Cybertruck cannibalizing Model Y sales. The Venn diagram of pickup and SUV sales has always had an area of intersection. The Cybertruck is a sensation, and there is probably quite a few people who have decided to wait for the Cybertruck rather than buying a Model Y. Probably not rational but one of the reasons people buy SUVs as they want something that’s bigger and tougher looking than a sedan. The Model Y doesn’t look that tough. Cyber truck does.
Gary
They couldn’t have made the Model 2 any earlier until they had the 48V, steer-by-wire, ethernet, etc fully developed and tested by first launching the Cybertruck.
He should know better.
How can anyone in this panel predict the fate and date of technologies that haven’t existed in the past or these folks have remotely worked on .. is beyond me.
The key word is predict, when and what has a probability assigned to them..
You can predict the take rate of FSD in its current form if properly marketed. You can also predict it will improve over time.
Farzad has and he's been an open book for the Tesla YT community.
Model 3 doesn’t have federal tax credit. There is a demand constrain also. I would wait for Tesla to resolve the battery sourcing to get the credit.
FSD supervised will be great for the disabled and elderly ... optimus will need to drive some robotaxis to load unload heavy stuff like luggage ... wheelchairs ... etc
Great question by Emmett on when does take liability to get to 'Level 3' for some use cases in some conditions. We all need to do a deeper dive on just this question. BTW - I do think there is a template for how long this might take - Deep Mind's (Alphabet) experience in getting to Version 1 Alpha Go (Heuristic Code+Supervised AI training) - beat the best human. Version 2 - Supercomputer based reinforcement learning that became super human. In V2 - start with Alpha 1 and then have pure neural net versions play other versions and select winners and evolve. This is the template - V1 took years, V2 took 40 days! Time to super human performance - 40 days! We are just finishing up Alpha 1 on FSD (Feature complete based on supervised AI learning using best human driver data) and they are already working on Alpha 2 like FSD (Unsupervised in some cases) that is reliant on data and compute using reinforcement learning with both actual data and simulated situations. The reason that Tesla engineers are now so optimistic about Level 3 goal is they are testing this now - I would be money.... BTW - the first use case for Level 3 has to be 'Actually Smart Summon / Banish'. You can't have a car driving itself through a parking lot - without a driver - without Tesla taking liability...... They can 'step into' taking liability - it's not all or nothing. You could do several episodes just on this set of likely facts and next near terms steps.
Thanks guys, you seem frustrated, but as an investor it’s great to hear both sides. 😊
Videos of the latest versions of FSD are very impressive and probably already impacting the stock price and perhaps Q2 sales. When videos of summon and banish start to go viral the hype will drive the stock price and sales even further and if Tesla announces a FSD licensing agreement with another auto company, forget about it!
Thank you for your clarity Jeff
Anybody that says they'd pick 2019 entry point vs today isn't able to see it. It's OK, most can't, that's why the stock isn't 5k yet. The reason it is worth more than most can imagine is because they aren't wrapping theie head around the exponential growth ai/Optimus and robotaxi brings to the table in a short period ot time. Also, when this becomes clearer to the masses (a few viral videos) the stock will shoot straight up. We don't have to wait for sales to see the stock go straight up. We only need to capture the imagination of the investor.
I agree, most people will not pay $199 a month to have a car do what it does now.
When I travel around the us I will definitely subscribe to fsd for those months.
Funniest comment “Gordon Johnson is a idiot” 😂😂😂
Gordon Johnson and Craig Irwin were separated at birth.
Maravilha de live muito esclarecedora conhecimento e vida nos liberta
Evening all
Guys I have Tesla stock, a Model Y and believe in Elon without doubt, but why is no one looking at the effects on sales of removing the stocks, I really believe that the removal of the stocks is a big reason why the sales are down. Stocks should be optional and for sure sales will always be good.
Removing the stocks? What?
Stalks?
A question on Waymo insuring their robotaxi fleet. Is waymo part of the google conglomerate. So they would have plenty of funds to insure. In in the worst case scenario declare bankruptcy, as its an offshoot from the Google and not part of the whole Google brand
Gary should wait until his friends have had FSD for the full month. This gives them a chance to use FSD around town, in the city, and perhaps driving on long trips. They may change their minds after a month of usage and perhaps after experiencing a life saving FSD maneuver.
I invested in November 2019. And there’s been two stock splits. There was a five for one and a three for one.
No question I think 2019 was the best time to invest if you are long-term investor.
invested about the same time.just before the COVID debacle.don't own a Tesla, just stock. I like to think it's happy times now for buying stock but can't afford anymore.
stay strong I'll see you on the top side.
We are looking at the stock price
The banks are yelling at them.
FSD could make mistakes and cost lives in the future. They will also save many. Cab and bus companies are always fighting lawsuits also.
I’ll add, Tesla was poised to take 20% of the mature market, but now with all these dropouts on EVs Tesla will have even more market share long term…. I also think what Gary exposed was a bias in Wallstreet, that Robotaxis are a “pipe dream”. It will happen, it’s going to take time.
Emmitt, Level 3 isn’t the issue. FSD is at Level 3 today and has been a Level 3 for a couple of years. Elon’s goal is Level 4 or 5. FSD is full self driving which is Level 4 or 5 autonomy. Level 3 is not full self driving. Level 3 is a driver assistance system.
It doesn’t matter what label you give it. Only the take rate matters.
It has to be 10 significant numbers my man
How much did Elon's halt on non FSD demo delivery add to the major bottle neck on delivery. May have been a perfect time to implement a rather large additional hoop to jump through, but may yield some big longer term bennies.
Where is Alexandra?
Didn't waymo or cruise claim level 4?
someone do a supercut of this please
Does anyone know if Tesla insurance will cover FSD if the vehicle is totaled? i can’t find the answer and Tesla is not answering my calls. I emailed Tesla Insurance support and replied they can’t answer that. If covered, I want to buy it. I used FSD 12.3.3 and I want it! i think it’s stunning
…i would like the FSD software to transfer to a replacement Tesla if my Tesla is totaled, but i can’t find the answer to this
If you want a good laugh. Listen to Herbert's podcast whole watching Joe Techtmyer, Brad Sloan, and Jeff Robert's drone flights. It's freaking hilarious.
Any company can get insurancs for anything price to be determined. TSLA does not have to be the insurance co.
If there is money there, why not?
IMO the deployment of a Robotaxi service will only come after the Robotaxi version of next generation EV is being produced in quantity to saturate the ride handling capacity of the first city selected for initial deployment. Tesla would also need to buildout the Robotaxi infrastructure i.e. the Robotaxi Charging/Cleaning/Parking Hubs strategically located throughout the chosen city. The first city, perhaps San Francisco, may need up to 500k dedicated Tesla owned Robotaxi vehicles plus customer-owned Model 3/Y/S/X and CybrTrks to fulfill the need for a bigger vehicle or longer trips.
I suspect Tesla will announce the first city in mid to late 2025 and begin the citywide rollout a few months later.
No regulation does not mean you should do it unless driverless is completely safe
Gary is right the interest rate excuse is complete BS. The rest of the panel is clueless
question what happens after self driving v12? cause I got a real bad feeling about v13.maybe we should introduce that at halloween?
Right on. Will Tesla be responsible for their FSD?
Ten 9 after 99.9 would mean that 1 person out of 1 billion. Are you guys seriously saying that that is level required to be commercially viable?
Tesla is not looking at liability until Tesla achieves full autonomy - Level 4 or 5. Once they reach Level 4 or 5, they will be ready to talk about liability because they will have the data to know and be able to calculate the liability costs.
Why is anyone assuming that tesla won't accept liability? No different than waymo as herbert said and it's only the difference in scale
Gary is absolutely right. They put the next generation EV on the back burner because Elon was only thinking about this vehicle only being a Robotaxi vehicle without steering wheel, accelerator or brake - regardless of COVID. He delayed this vehicle because of the delays with FSD. It wasn’t until his engineers convinced him that they could create multiple vehicles on this new platform - one of which would be the Robotaxi vehicle.
Having the next model on the back burner isn't necessary a bad thing. The bad thing is to limit the option like not having a steering wheel when robotaxi isn't realized yet when the timing for the next model is decided.
Remember that there will be new technologies both in the manufacturing and in the vehicle which need development and trialing, many of which in the cybertruck before they could think of entering production of the compact.
Plus, the compact will need an order of magnitude more battery cells from the very beginning.
who are we to think we know better?
@@nguyep4 If they developed the $25k EV in parallel with the Cybrtrk, they could have incorporated all of the technology that is now in the Cybrtrk into the $26k EV. Tesla could have avoided this trough between two waves if they kept to their original plans and announced the $25k vehicle in the 4th quarter last year and began massive deliveries 1st quarter this year.
@@edwardhackett-jones8126 If they developed the $25k EV in parallel with the Cybrtrk, they could have incorporated all of the technology that is now in the Cybrtrk into the $25k EV. Tesla could have avoided this trough between two waves if they kept to their original plans and announced the $25k vehicle in the 4th quarter last year and began massive deliveries 1st quarter this year.
@@edwardhackett-jones8126 This $25k EV has been in the planning for over 4 years. Tesla has known about the battery needs for this vehicle for years and they have been preparing for it for years. Tesla is the number one customer for CATL, Panasonic, LG, BYD, and others. With the legacy automakers scaling back their production of EVs, Tesla should have even less competition for the global supply of batteries and should get even bigger volume discounts if these battery manufacturers have surplus supply due to lower demand from legacy automakers.
Tesla doesn't have to self insure.
If trump comes to power and eliminate all BEV tax rebates, then it will be more disastrous. And i don't think his admin will be keen on allowing robotaxi.
This was not a disaster! Tesla was executing according to plan. I hate click bait titles! No one else is building many new factories with new technologies with huge impact in the future as they ramp up. It is necessary to invest before massive profits. Any focus on quarterly numbers is worthless time spent.
Stock price will be much lower after earning announcement
Wonder what Elon is saying behind close doors. He is a competitor, probably pissed even though Tesla has no competition.
2040 baby
Tesla has a 25000 car coming I don't see an issue. Also 2028, will they do the unbox methods on 3 and Y and lowering costs even more to keep yhat demand up? And by 2028 what will FSD look like, also energy and Bots.
To get enough states to approve robi taxis, it will be 2-4 years after FSD is where TESLA will accept liability. We can expect a rough period for lawsuits. With 12.3.3, I had two safety interventions on a turn right on red, did not pull over for a safety vehicle with flashing lights coming in my direction, and did stop for a stopped school bus, but the visual was a truck and had to stop for a car in front of me.
If FSD sends Tesla stock 3x-5x, they will be worth insane money. As such, the lawsuit environment is going to be horrible, and the lawyers will be the biggest winners. Tesla made a mistake in assuming that their lawyers could protect them and that regualtions would be fair. I see a situation where they are going to have to add hardware, e.g. more cameras and systems that monitor the drivers alertness. Assuming that the government won't change the rules after the fact is Elon's folly. Same for the Cybertruck; even though the US has no pedestrian safety standards a few gruesome accidents could change that; we all know the media is out to get him and they will create a moral panic.
Gary 🍒 picking
In my opinion, Tesla has to think about making run of the mill affordable cars 🤷♂️
What would be the point?
@@andrewandersson
If you take a look around you, ordinary Americans and most of the world for that matter just can’t afford them, they are way out of people’s price range 🤷♂️
@@jimih8539 good point
There’s not much point in you being ‘always in pursuit of truth’ when you’re obviously not capable of understanding it 🤣🤣🤣
Right now m3 below avg U.S. price with POS credit….
Robo taxi 2040
Right on Gary
Gordon Johnson is an idiot but not even a single person inside tesla truly know what will happen because that's a part of doing a business. You only do what you can control and work hard at solving one problem at a time
Gary is very good. Right on my man
Gary does not listen. He just repeats the exact same talking points instead of actually considering some of Jeff’s points/retorts.
We don’t know how long Tesla had the un-boxed method on the drawing boards. They may have had it in secret back in 2021 when they shelved this next generation vehicle.
Back in 2021 and 2022 everyone assumed the $25k EV would probably cost around $30k due to inflation. Now that inflation seems to be subsiding the $25k price tag is back in vogue.
shocking comeback? really?
Ikr, it never went away. Any auto company would kill to be in their position…
Why is Gary still on about Model 2… Elon and Tesla realized since Master Plan 1 with experience piloting 48v architecture and other items on the CT made more sense, and delayed it for good reason. Literally, to keep stock down for attracting folks, setting up for a better Model 2 cheaper production inline with their mission statement… including unboxed building and 4680 ramping. This is all a situation of delayed gratification… once M2 goes into serious production, and Optimus along with FSD…. And Energy, watch out, stocks going to run again… then there is licensing and Robotaxi. BE PATIENT!!!
Better Christian and Gary sell and get out.
Christian is the only realistic one of the whole group
Christian sell now.
It will be ready by 2040
Give it a rest with the ridiculously long podcasts fellas. I have other channels to watch for all things electric which make it impossible if you’re just going to chew the cud for so long.
I really want to listen to the discussion, but you guys sound like a bunch of children.
You are dreaming man. Robots I will not come until 2040
LOL. What planet are you living on?
We may be dreaming, but you are asleap!
You guys are full of excuses. Tesla cult.
What ?
Tesla does a lot more than all the of brands
No excuses, man this company is a baby compared to legacy who most have been around well over 100 years. They should be dominating but their not, Tesla is. There will be bad years and very good years so no reason to say excuses. Also there a ton of issues, shipping delays, plant issues out of Tesla hands and so on.
Begone troll
@@bradh7472 they keep using interest rates as an excuse.
No matter how you spin it, the bad news will keep on coming because TSLA Shanghai is toast.