Tesla likely bottomed and is set to grow with new vehicle releases, says George Gianarikas

Поделиться
HTML-код
  • Опубликовано: 1 июл 2024
  • George Gianarikas, analyst at Canaccord Genuity, and Tim Higgins, business columnist at The Wall Street Journal and author of “Power Play: Tesla, Elon Musk, and the Bet of the Century," and CNBC's Phil Lebeau join 'Power Lunch' to discuss Tesla's Q2 moves, outlooks for the stock, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g
    » Subscribe to CNBC TV: cnb.cx/SubscribeCNBCtelevision
    » Subscribe to CNBC: cnb.cx/SubscribeCNBC
    Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
    Connect with CNBC News Online
    Get the latest news: www.cnbc.com/
    Follow CNBC on LinkedIn: cnb.cx/LinkedInCNBC
    Follow CNBC News on Instagram: cnb.cx/InstagramCNBC
    Follow CNBC News on Facebook: cnb.cx/LikeCNBC
    Follow CNBC on Threads: cnb.cx/threads
    Follow CNBC News on X: cnb.cx/FollowCNBC
    Follow CNBC on WhatsApp: cnb.cx/WhatsAppCNBC
    www.cnbc.com/select/best-cred...
    #CNBC
    #CNBCTV

Комментарии • 91

  • @latoyia-z3n
    @latoyia-z3n День назад +123

    What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.

  • @M3W3
    @M3W3 28 дней назад +29

    Why no talk about energy segment? It literally double.

  • @RealVision24
    @RealVision24 28 дней назад +22

    Say what you want but Elon is known for making doubters eat those words

  • @colddogs
    @colddogs 28 дней назад +9

    show me elon’s bank account and prove to me he didn’t buy 15,000 teslas to beat the street estimate 😂

  • @lesliegweir
    @lesliegweir 28 дней назад +10

    The Cybertruck is not "long in the tooth", either is the the Model 3 Highland.

  • @LarsBergstrom-uh2eu
    @LarsBergstrom-uh2eu 28 дней назад +29

    It was stupid of me to sell $76,000 worth of TSLA stocks without reinvesting. I might turn to cash soon if I don't. Any particulars? (Buying bonds or CDs is not for me).

  • @preciousndlovu6411
    @preciousndlovu6411 28 дней назад +17

    CNBC always trashing Tesla stock and then promoting their own stock. I think you guys should be ashamed of your self

  • @markplott4820
    @markplott4820 28 дней назад +2

    CNBC does not know that Tesla Robotaxi is already OWNED by +3 MILLION Tesla users, all ELON has to do is flip a SWITCH.

  • @ForwardThinkingIncome
    @ForwardThinkingIncome 28 дней назад

    We used a waymo in Scottsdale Arizona this June. It was our designated driver when we left Platform 18. I personally would do it again.

  • @danielscott1409
    @danielscott1409 28 дней назад +3

    Chinese cars don't have the data on Western roads

  • @danielscott1409
    @danielscott1409 28 дней назад

    The fsd take rate importance is wrong, that's not the point

  • @mandelm2001
    @mandelm2001 28 дней назад +5

    Why are you guys talking about cars and deliveries? The stock is going up because robotaxi and FSD are soon to become very real contributors to the bottom line, and energy also is finally making itself obvious. The delivery beat was a sign that there is now nothing holding Tesla back.

  • @markplott4820
    @markplott4820 28 дней назад +2

    TIM is completely Wrong.

  • @MaxEmberson
    @MaxEmberson 21 день назад

    Not all the analysts are in touch. For the remark we need to see FSD? No wrong there are 400,000 drivers mainly in USA driving with FSD. So many of the Teslas that you see are on FSD and all the rest then are on Autopilot. So for that analyst - Tesla have the biggest autonomous fleet running already and its just activating the ride hiring app in a beta process after which they will bring more drivers online. Important to understand the fleet of 400,000 is already on the roads. Elons decision to not use Lydar was genius as they can bring thousands more Robotaxis online each day, by just activating the preloaded software. The point on retaining FSD has two stages, now it is 2%, when Robotaxis are online and your Tesla can earn you $60,000 a year FSD uptake can be 92%. Like his rockets, Elon has a trajectory to a very strong market position.

  • @KungPowEnterFist
    @KungPowEnterFist 28 дней назад +3

    Its a YOY drop for Q2, so to say the bottom is in is very premature. This is much more likely just logistics noise in the data. They won't get that boost next quarter.

  • @r0r0thegr88
    @r0r0thegr88 28 дней назад

    The specificity of our city of our city

  • @dmok42195
    @dmok42195 28 дней назад +1

    not a good coverage.. I am going back to the real news where they talk about everything.

  • @msmiller57
    @msmiller57 28 дней назад +1

    Not a word about the Energy business increase over the quarter, it's staggering - dolts abound!

  • @AuralioCabal-nl8gi
    @AuralioCabal-nl8gi 28 дней назад

    Among the Chinese competition only BYD has anything to show in profits in BEVs , Xpeng and Nio and others are having trouble making money with their EVs..Geely group might have profits in a couple of years.

  • @simpiwemaqwara2184
    @simpiwemaqwara2184 28 дней назад +2

    Inflation fears no longer scare stock market AI is the catalyst