Tesla is the purest AI play out there, says Jeff Kilburg

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  • Опубликовано: 22 апр 2024
  • Jeff Kilburg, Founder and CEO of KKM Financial, gives his expectations for Tesla's earnings report today.

Комментарии • 77

  • @lyndakorner2383
    @lyndakorner2383 Месяц назад +22

    Are Tesla analysts on cocaine, too?

    • @free-qe6wx
      @free-qe6wx Месяц назад

      Nobody says cocaine anymore. Its white girl toot crack now. Used in a sentence: Tesla analysts use white girl toot crack to stay up all night and talk about robotaxi's.

    • @guruagency
      @guruagency Месяц назад +1

      I think it's meth..

  • @ronsmith2587
    @ronsmith2587 Месяц назад +7

    🤔 I guess AI means, automotive industry?

  • @free-qe6wx
    @free-qe6wx Месяц назад +10

    Yeah, the whole "Tesla is hated, and I love hated stocks" line isn't going to work this time.

    • @TraFClub
      @TraFClub Месяц назад

      Yeah..
      I want results

    • @Christineperkins-uw8ow
      @Christineperkins-uw8ow Месяц назад

      This is a window of opportunity to get as much of the latest tesla innovation shares as possible considering the dip

    • @free-qe6wx
      @free-qe6wx Месяц назад +2

      @@Christineperkins-uw8ow Buy the dip says the 6 week old YT account with the picture of a 50 year old woman. Nice! 🤣🤣🤣

    • @Christineperkins-uw8ow
      @Christineperkins-uw8ow Месяц назад

      @free-qe6wx I'm sorry my account is not 100 years old 😂

    • @xcel5203
      @xcel5203 Месяц назад

      ​@@free-qe6wxAnything that is so significant to a perp like you ...

  • @Mrf.7213
    @Mrf.7213 Месяц назад +5

    Yeah right! They want to ride the AI bubble too, likely to fool investors.

  • @quake2u
    @quake2u Месяц назад +3

    These people bought at 400 and are trying to save their butts.

  • @johnnyguitar2929
    @johnnyguitar2929 Месяц назад +6

    Tesla is probably headed to $100 or lower.

    • @user-rw311
      @user-rw311 Месяц назад

      Tesla stock price should be the same price as bmw 30$. 💯💯💯💯

  • @zsazhamardavis4816
    @zsazhamardavis4816 Месяц назад +8

    If anyone thinks Tesla is done they are beyond insane.

    • @spheresartis1782
      @spheresartis1782 Месяц назад

      They just arent numba 1 anymore and cant afford to act as if..

    • @peppep4545
      @peppep4545 Месяц назад

      @@spheresartis1782of course they are by far the Number One

  • @SuperCatbert
    @SuperCatbert Месяц назад +11

    'I do believe in Elon...' not a hater but when your buy a company cos of a guy, its not a good move.

    • @MargaretCho-pt3ng
      @MargaretCho-pt3ng Месяц назад +1

      The Buffet premium for Berkshire Hathaway stock is estimated to be 9%. 🧐

    • @xcel5203
      @xcel5203 Месяц назад

      He also makes rockets ...

  • @samehabouez8267
    @samehabouez8267 Месяц назад +6

    Why y’all in comments hate Tesla with such passion 😂! Don’t you have other things to hate like inflation and serial killers?! I really find it mind blowing how people can go too far to see someone or a company fail!

    • @peppep4545
      @peppep4545 Месяц назад +3

      People Are Crazy and stupid!

    • @samehabouez8267
      @samehabouez8267 Месяц назад +1

      @@peppep4545 It’s just their insecurities that make them enjoy seeing people failing and falling. They spend so much time and energy hating instead of building themselves.

    • @xcel5203
      @xcel5203 Месяц назад

      He spent a lot of time and effort earning all that hate .

  • @ztcr6
    @ztcr6 Месяц назад +1

    Jeff fellates on a metaphysical level.

  • @MatthewMS.
    @MatthewMS. Месяц назад

    0:15 for good reason

  • @Mostly_bad
    @Mostly_bad Месяц назад +5

    This guy again! HOW is it the purest AI play? Say it without using “AI”.

    • @mwmatthews1
      @mwmatthews1 Месяц назад +1

      More real world data than anyone, building more compute than anyone.

    • @Mostly_bad
      @Mostly_bad Месяц назад +1

      @@mwmatthews1 To do what with?

    • @mwmatthews1
      @mwmatthews1 Месяц назад

      @@Mostly_bad To solve driving

    • @user-jb2om7cm8m
      @user-jb2om7cm8m Месяц назад

      @@Mostly_bad Well the AI software can monitor you, even your eye movements to make sure you're looking ahead at all times, report any poor driving for insurance purposes, and take over control completely if it deems necessary..
      So I guess they figure they can make a lot of money selling guarantees to never install this in your car?

    • @Mostly_bad
      @Mostly_bad Месяц назад +1

      @@user-jb2om7cm8m LOL. A lot of hopium here.

  • @Fous1978
    @Fous1978 Месяц назад

    Great points !! Already proven correct

  • @mygic183
    @mygic183 Месяц назад

    This dude gets it! CNBC doesn’t because they’re being fed by the big auto players, in the butt

  • @xingxing85
    @xingxing85 Месяц назад +5

    They don’t even have LLM

    • @wizaaeed
      @wizaaeed Месяц назад +1

      He's talking about the auto driving feature teslas have

    • @Sleepycyborg1982
      @Sleepycyborg1982 Месяц назад

      Grok. Hello?

    • @lyndakorner2383
      @lyndakorner2383 Месяц назад +2

      Grok isn't part of Tesla. Hello... ?

    • @rtorcato
      @rtorcato Месяц назад +2

      do you know what an LLM is?

    • @Sleepycyborg1982
      @Sleepycyborg1982 Месяц назад

      @@lyndakorner2383 well if you really try to understand what LLM is and its distinction with end to end neural nets which tesla FSD applies, you will realise these two are different models of AI. You cant simply say whoever doesnt have LLM do their “AI” is inferior or implying anything like that. Eventually, if tesla is smart enough, which i believe they are much smarter than me at least, they wont just put end to end and llm stacking together. They are both merging in some way but not simply combining.

  • @mwmatthews1
    @mwmatthews1 Месяц назад

    LOL at these comments, confusing ignorance for skepticism

  • @wei-chengtseng7288
    @wei-chengtseng7288 Месяц назад +1

    He is selling i guess

  • @fernc7947
    @fernc7947 Месяц назад +6

    Is he delusional ? When 95 percent of your revenue is from MAKING cars. You are a car company and not a PURE AI play. What a joke.

    • @spheresartis1782
      @spheresartis1782 Месяц назад +2

      He actually sounds delusional. Tesla AI? huh

    • @zerocurry
      @zerocurry Месяц назад +2

      Is Amazon still a book company?

    • @fernc7947
      @fernc7947 Месяц назад +1

      @@zerocurry Their revenue is not 95 percent from selling books.

    • @Teslafan9519
      @Teslafan9519 Месяц назад

      Well they're trying to shift towards being an AI/robotics company.
      It's for you to decide if you think they will succeed in this and choose to bet on the company or not.
      However you can always wait and let Tesla prove themselves first but at that time when there's proof the stock price has gone up because everyone knows about it and at that point your risk is much lower but so are your potential gains as well.
      We all knew that NVIDIA was going to produce AI chips and they were extremely bullish on them and you could have bet on the company when the stock price was somewhere between $110-$350.
      Of course there are no guarantee of success or failure but at least they're trying and based on Elons track record I wouldn't bet against him.

    • @Teslafan9519
      @Teslafan9519 Месяц назад

      @@geelangfordo3272 Competition exists but the market is massive. Tesla already has experience from mass production & scaling a business with highly efficient factories but also $30b cash and little to no debt. Most of the AI competition have cool looking products but no expertise in manufacturing, they're not profitable and they have debt and need to raise capital. It's really not much of a risk when Tesla is just re-investing some of their current profits into R&D and if it doesn't end up working they can always stop and save money by reducing R&D expenses and make more profit for shareholders. On the other hand if it does work then it'll create lots of value for the shareholders. I personally want to be invested in a company that is innovative and takes calculated risks but I guess it's not for everyone.

  • @JaeLee83
    @JaeLee83 Месяц назад +1

    Comedy

  • @guruagency
    @guruagency Месяц назад

    These people need to be banished from financial news programs.

  • @mikapeltokorpi7671
    @mikapeltokorpi7671 Месяц назад +1

    Tesla sales in China in Q2 2024 seem to sink even deeper than in Q1. Again -50% YoY for week ending Apr 21 and 13.4k cars sold in the last three weeks. They should have done the same in one week.
    Tesla has been prioritizing firing Indian engineers at least in California. One of the fired engineers shares surname with the Indian PM Musk planned to meet. Which may explain the cancellation of Elon's India trip.

    • @Jasmy_
      @Jasmy_ Месяц назад +1

      Source: believe me bro

    • @mikapeltokorpi7671
      @mikapeltokorpi7671 Месяц назад

      ​@@Jasmy_ Public source. Cláudio Afonso / Electric Vehicles seems to be the fastest this week.
      Exact figures: -76% YoY.

    • @pittu180
      @pittu180 Месяц назад

      @@mikapeltokorpi7671 ur a joke bro...$163

  • @guruagency
    @guruagency Месяц назад

    Let me guess...this guy will believe what the forward guidance from Elmo??? hahahahahahahahahahaeahaha

  • @sunghoeum
    @sunghoeum Месяц назад

    2000😅

  • @user-ff3ib5oc4s
    @user-ff3ib5oc4s Месяц назад

    Can you be that dillusional or is it an act?

  • @Larryake
    @Larryake Месяц назад

    this fella loves hated stocks, guess how his clients feel about him?

  • @onthefly7265
    @onthefly7265 Месяц назад +1

    Lair

  • @garyscott9261
    @garyscott9261 Месяц назад

    Absolutely ridiculous take on Tesla. What makes them the purest AI play? Elon’s promises? If you look at what they’ve actually done, not promised, what makes them the purest AI play? Robots? Terrible. FSD? Glorified cruise control that they make people pay for? Data gathered by cars? I’ll give them that. Dojo? Yeah right. This is a pure auto company if you remove Elon’s promises and look purely at what they’ve done.

    • @TheMagicJIZZ
      @TheMagicJIZZ Месяц назад

      They have the most data and are a real manufacturing company

    • @garyscott9261
      @garyscott9261 Месяц назад

      @@TheMagicJIZZ I agree they have lots of data but it hasn’t led to FSD level 5 as of yet. You’re right they are a real manufacturing company; like ford GM and others. I appreciate the respectful dialogue.