Pressure Points: Tesla 2Q'24 Earnings

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  • Опубликовано: 17 ноя 2024

Комментарии • 104

  • @Aarrenrhonda3
    @Aarrenrhonda3 3 месяца назад +66

    I've been an investor in Tesla because I strongly believe in the company. I've always believed in the stock, but now I don't know whether to re-distribute my $70k portfolio and put some money in Nvidia. Very optimistic for H2. What do you think?

    • @larrypaul-cw9nk
      @larrypaul-cw9nk 3 месяца назад +3

      Long-term potential for both stocks is high; what matters most is the ratio of the dividend depending on each company's financials; there are plenty of other well-performing firms out there; you could always get advice from a financial expert.

    • @Peterl4290
      @Peterl4290 3 месяца назад +2

      I agree. A financial advisor really does help me do the distribution even between different asset classes. I don't even understand technical financial terms much. I just know I make really good profit, and I don't have to stress myself a lot.

    • @sabastinenoah
      @sabastinenoah 3 месяца назад +1

      Could you recommend who you work with please? I'll love to establish contact with her.

    • @Peterl4290
      @Peterl4290 3 месяца назад +1

      Her name is “Annette Christine Conte” can't divulge much. Most likely, the internet should have her basic info, you can research if you like

    • @sabastinenoah
      @sabastinenoah 3 месяца назад +1

      Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible. I booked a call session with her.

  • @mattforthelikes
    @mattforthelikes 3 месяца назад +7

    I continue to be confused by the market. Obviously, the dip in Q1 was due to circumstances beyond their control and that Q2 would rebound due to in-process deliveries. Well the stock tanked on the former and spiked on the latter. Then the quarterly call literally said everything they always say with few new points that are within limit of what they are allowed to say on these calls. Stock tanks.
    I'll just continue to follow the news but otherwise sleep on the stock price until the market wakes up to reality. FSD and Optimus is on the cusp. Unfortunately, I'm not in the position to increase my position but if that changes I will be buying.

  • @CrypticFoxGaming
    @CrypticFoxGaming 3 месяца назад +2

    With respect to the FSD miles, at the start of the quarter they were pushing free 30 day trial which no doubt added mileage as people were trying it out. Not necessarily concerning that subsequent months weren’t as high in terms of added mileage.

    • @1519Spring
      @1519Spring 3 месяца назад

      Surprised Gene missed this point.

  • @SMTraz
    @SMTraz 3 месяца назад +1

    Very good thoughts on TSLA, well done by Gene and team.

  • @russellamaru5175
    @russellamaru5175 3 месяца назад +8

    Thanks for the info, Gene. I appreciate your wisdom and insight and look forward to your next vid.

  • @rekhak8817
    @rekhak8817 3 месяца назад +8

    I always look forward to your analysis on Tesla stock, Gene Munster! You are the best, Gene!

  • @timlangford8678
    @timlangford8678 3 месяца назад +2

    Thanks. Great analysis.

  • @justice1902
    @justice1902 3 месяца назад +2

    I love a Tesla buying opportunity. Stock up on Tesla stock and HODL until 2035.

  • @DargoLives
    @DargoLives 3 месяца назад +1

    Grateful to have a serious analyst with a RUclips channel and analysis. Thank you

  • @ElenaWhite-tw9px
    @ElenaWhite-tw9px 3 месяца назад +75

    I'm interested in investing, but I'm not sure where to start. Do you have any advice or contacts who can help me out?

    • @HuzaifaAbdullahi-yv4zi
      @HuzaifaAbdullahi-yv4zi 3 месяца назад +13

      Investing can be complex, so it's smart to get professional guidance when building your financial portfolio.

    • @AldoGiovanni-hq8jl
      @AldoGiovanni-hq8jl 3 месяца назад +11

      It's a great idea to have a conversation with financial advisors like Naomi Dean to reshape your portfolio.

    • @JoelNegron-rl2lj
      @JoelNegron-rl2lj 3 месяца назад +1

      I spread out my $25k portfolio across various markets to diversify my investments.

    • @martintodd8213
      @martintodd8213 3 месяца назад +2

      That's awesome! I ended up making a net profit of about $115k by investing in high dividend yield stocks, ETFs, and equity.

    • @ErolDevkek
      @ErolDevkek 3 месяца назад +1

      Naomi Dean stands out from other brokers because of her realistic approach, unlike those who often set unattainable targets and fail to deliver. She's truly unique!

  • @bstorm66
    @bstorm66 3 месяца назад +7

    succinct and cool headed, very nice

    • @sonofabutcher7003
      @sonofabutcher7003 3 месяца назад

      You can add sensible and reasonable to that list.

  • @peterinfamilyguy
    @peterinfamilyguy 3 месяца назад

    They should've released the Model "2" a year ago....... I wouldn't be surprised if we see a -20% change in the stock price until mid-2025.

  • @Steph1
    @Steph1 3 месяца назад +2

    Honestly I don’t care, I’m holding my shares because I sleep well at night with them.
    That sleep is worth more than the share price

  • @RTD3
    @RTD3 3 месяца назад +1

    I remember when cell phones were a passing fad, smart phones were going to only be for millionaire executives and FSD was a pipe dream.

  • @w3072
    @w3072 3 месяца назад

    GM is leading how much did they make in cash this 1/4

  • @Recoveryplus
    @Recoveryplus 3 месяца назад

    A share of Tesla without the 2 stock splits would be worth $2200. The company continues to grow and inovate. Anyone doubting the future of Tesla is silly. Remember - pecemists sound smart. Optimists make money.

    • @peterinfamilyguy
      @peterinfamilyguy 3 месяца назад

      Lol... held the stock for 3,5-4 years and I lost over $10000. What a ridiculous company built on lies this is

    • @Recoveryplus
      @Recoveryplus 3 месяца назад +1

      @@peterinfamilyguy Tesla is up 1,300% in 5 years. What are you even talkin about..

    • @peterinfamilyguy
      @peterinfamilyguy 3 месяца назад

      @@Recoveryplus Congrats.. the massive pump into the stock market from the fed 2020 gave you an artificial earning of 1300%.. it's not real. The valuation of Tesla is only in future promises. You faced a -45% decline in profits... in a year...

  • @mot6822
    @mot6822 3 месяца назад +2

    Thanks Gene for your patience in listening to Elon's Big Dreams and interpreting them to us.

  • @zygmuntrozek1250
    @zygmuntrozek1250 3 месяца назад +2

    Q2 2024 -440K cars that not enough for all of you

  • @mattwalter6207
    @mattwalter6207 3 месяца назад +9

    Let's be honest here, Musk said he would have full self driving ready in 2016. In 2020 he said they were 99% there. Now it's still a few years out. It's all over-promise, never deliver.

    • @waynerussell6401
      @waynerussell6401 3 месяца назад

      ruclips.net/video/SX6pCoXzGG8/видео.html

    • @BoxiesAU
      @BoxiesAU 3 месяца назад +1

      Absolutely. I cannot believe that people continue to believe him year after year.

    • @leedsbutler3567
      @leedsbutler3567 3 месяца назад +3

      Seriously just sell your stock and take your complaints elsewhere.

    • @BoxiesAU
      @BoxiesAU 3 месяца назад +4

      @leedsbutler3567 didn't buy it to begin with. It's not a complaint either, it's an observation

    • @mattwalter6207
      @mattwalter6207 3 месяца назад

      @leedsbutler3567 I made a lot on shorts, ill continue to do so.

  • @NB-ld1qt
    @NB-ld1qt 3 месяца назад

    I always value your insights, thanks.

  • @albertofourie3294
    @albertofourie3294 3 месяца назад

    FSD cannot and will not be solved without some level of AGI. Either way, FSD must have the inherent ability to self-learn and make decisions cognitively. No point in chasing down edge case after edge case which by their very nature are infinite.

  • @cleanergyjr9701
    @cleanergyjr9701 3 месяца назад +3

    I am long tesla! Best company in the solar system

  • @pauzen5365
    @pauzen5365 3 месяца назад

    You are the best man to solve this Tesla puzzle!

  • @apollox0995
    @apollox0995 3 месяца назад

    Making and selling cars to Tesla is like one man's daily job, 9 to 5 thing that provides bread and butter, wall street gauges how you behave on those daily jobs. FSD, robotaxi and Optimus is more like a garage job as of now, they are cool and impactful, but very hard and costly at this stage

  • @johnmacri7440
    @johnmacri7440 3 месяца назад +1

    Its been tough but people throw the towel in right before a move

  • @David-ff7vp
    @David-ff7vp 3 месяца назад

    MemELON musk has lost his luster. Back to 150

  • @justice1902
    @justice1902 3 месяца назад

    I am a Tesla investor and Optimus is my main reason for same...

  • @WhiteLotus3721
    @WhiteLotus3721 3 месяца назад +3

    Too long of a timeline to wait for. Sell it and put your money somewhere in the meantime 😂

    • @justdadstuff5171
      @justdadstuff5171 3 месяца назад +1

      Pereonally I'm glad for the wait, it gives me more time to stock up before liftoff.

  • @josephbalinski
    @josephbalinski 3 месяца назад +21

    I'm long Tesla and will remain so. Things are taking longer, ok. Who else is doing anything close to what Tesla is doing? No one.

    • @mattwalter6207
      @mattwalter6207 3 месяца назад +4

      What are they doing exactly? They still don't have anything close to FSD and they've been promising it for a decade

    • @dattajack
      @dattajack 3 месяца назад +4

      No one.

    • @waynerussell6401
      @waynerussell6401 3 месяца назад

      @@mattwalter6207 ruclips.net/video/44avltJ8SuE/видео.html

    • @Jthiede1
      @Jthiede1 3 месяца назад +1

      FSD, AI, Humanoids, and Elons endless ability to raise money.

    • @maxpayne7419
      @maxpayne7419 3 месяца назад +3

      Rivian, BYD, NIO, Google/Waymo, Aurora, Baidu….

  • @magalengo
    @magalengo 3 месяца назад

    It is all about selling a lie, Elon is the greatest B.S. artist alive.

  • @StefanNorberg
    @StefanNorberg 3 месяца назад

    You need to stop saying "autonomous". The Tesla system isn't. You wouldn't call GM SuperCruise autonomous. SAE J3016 Level 2. Not Autonomous.. FSD miles has zero correlation with progress too. This system have been "autonomous in 6-12 months" since 2019, and I expect it to remain that for the remainder of this decade,

  • @maxpayne7419
    @maxpayne7419 3 месяца назад +1

    Tesla is in deep water

  • @Stubbo1950
    @Stubbo1950 3 месяца назад

    Did he say "Optimus Prime" ? If Tesla starts making him then they can take all my money now 😁

  • @robdallen7267
    @robdallen7267 3 месяца назад +6

    semi truck and cyber truck were hype and now bust. Robi taxi plus 3 years away. Robots are cool but more hype. Need New Revenue and Cashflow. No regulation approval for FSD. Price to Sales 9 times and PE 63 too high, Eps 4 times 40 = 160. Sell and revisit. Just remember without tech this is a car company. GM and F Pes are Single digit. Wall street will only wait so long

    • @Jnoel608
      @Jnoel608 3 месяца назад +1

      lol I even forgot about the semi. lol I knew the Cyber Truck would be a bust. Elon is very ambitious, but that ambition doesn’t solve everything.

    • @williamtrepp579
      @williamtrepp579 3 месяца назад

      idk jay z and kanye are driving cybertrucks and yall cant say shit til 10/10

  • @keziasarah
    @keziasarah 3 месяца назад +1

    Much better stocks to invest into - Elon is just full of it, He's got his $50B so no pump this earnings (unlike last time)... too much over the horizon promising is becoming tiring...

  • @juanferbriceno4411
    @juanferbriceno4411 3 месяца назад

    Deepshit asset management

  • @davidkelley10
    @davidkelley10 3 месяца назад +3

    Bro - there is no robotaxi. It doesn't work. You can predict something when it doesn't work, hasn't gotten through regulators, and has no product.

    • @waynerussell6401
      @waynerussell6401 3 месяца назад

      ruclips.net/video/SX6pCoXzGG8/видео.html

    • @sonofabutcher7003
      @sonofabutcher7003 3 месяца назад

      …And up until just a few short years ago no company, organization or Country figured out how to reland and reuse a rocket.

    • @jdskates.69
      @jdskates.69 3 месяца назад +1

      so dont buy it bro

    • @waynerussell6401
      @waynerussell6401 3 месяца назад

      Yeah, its all CGI:
      ruclips.net/video/SX6pCoXzGG8/видео.html

    • @BoxiesAU
      @BoxiesAU 3 месяца назад

      @@sonofabutcher7003 Ok, totally different company, not Tesla....and all done on government subsidies and taxpayer dollars.

  • @KungPowEnterFist
    @KungPowEnterFist 3 месяца назад +1

    Right, so, basically, what Gene is saying is that if the earnings were good this quarter it would 100% totally be about the here and now. But they're a dumpster fire, so don't look at them. Look at that bird in the trees 1000 miles away. Second, "unboxed" is a total sham. Third, unsupervised autonomous driving is many years if not decades away. Elon does not get to decide what is "solved," and if its safe to deploy to public roads. There is no imminent product release here. Not the software, not robotaxis.

    • @jim7297
      @jim7297 3 месяца назад

      I concur!