Next Stop, $1,000? Wedbush TSLA Targets + Tesla Model Y Batteries, GM/Ford Updates
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- Опубликовано: 8 июн 2024
- ➤ TSLA closes above $500 per share, another new all-time high close
➤ Wedbush Securities increases TSLA price targets, has $1,000 bull case
➤ LG Chem to reportedly supply batteries for Tesla’s Model Y production at Giga Shanghai
➤ Model X accessed by Belgian research group exploiting security flaw
➤ GM’s Cadillac brand faces dealership challenges during transition to electric vehicles
➤ Ford releases official EPA ranges for the Ford Mustang Mach-E
#Tesla #TSLA #Investing
Twitter: / teslapodcast
Patreon: / tesladailypodcast
Tesla Referral: ts.la/robert47283
Plaid producer Who Why
Plaid producer Ice Lakes Investments
Ludicrous producer Fred Hassen
Executive producer Rish Singh
Executive producer Jeremy Cooke
Executive producer Troy Cherasaro
Executive producer Bradford Ferguson
Executive producer Andre/Maria Kent
Executive producer Jeff Sheets
Executive producer Jessie Chimni
Editing assistance by Jasem Ashkanani
Music by Evan Schaeffer
Stock footage provided by Videvo, downloaded from www.videvo.net
Disclosure: Rob Maurer is long TSLA stock & derivatives 
Наука
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0:00 ➤ TSLA closes above $500 per share, another new all-time high close
1:10 ➤ TSLA Volume analysis
1:56 ➤ Wedbush Securities increases TSLA price targets, has $1,000 bull case
6:25 ➤ LG Chem to reportedly supply batteries for Tesla’s Model Y production at Giga Shanghai
8:40 ➤ Model X accessed by Belgian research group exploiting a security flaw
10:35 ➤ GM’s Cadillac brand faces dealership challenges during the transition to electric vehicles
12:30 ➤ Ford releases official EPA ranges for the Ford Mustang Mach-E
There was just a disturbance in the force ... it was the cry of thousands of dealerships learning that even the Tesla key fobs can get firmware updates as part of the over-the-air system.
The time I went to get a spare key for my old 2006 Mustang and was told it would be $400 contributed greatly to my distaste for dealerships. Plus the 3 years waiting for them to replace the recalled airbag that would become shrapnel if I ever crashed...
@@stevemulcahy5014 Been there - lost a fob for a 2005 Mazda CX-7. Similar price. And when the car was a few years old and construction in my region had made the map / navigation system stupid (it didn't know about a big new bridge and feeder roads) ... I was told it would cost around $600 for them to swap out the map DVD.
But I like Mazda and in 2016 a Tesla wasn't an option for me, replaced it with a Mazda3. Nice car. They promised Android Auto would become available for it. Two years later they announced that it was now available for my car. And that it would cost around $500 for them to swap out an SD card and update some firmware.
I didn't do any of it.
So. GM is starting to chew off their trapped leg.
I love that analogy
@@jesusrios5394 I agree. They summed it up perfectly
Too late even for that.
Exactly. In a decade nobody will even know they've existed. It's too little too late. Just like BMW and Daimler Benz.
GM is hot garbage
Hit half a trillion in after-hours
Should I buy or sell tomorrow?
@@ferstadthagen Don't sell!
What a question??? Do you watched the video? NEVER SELL!!
@@ferstadthagen do whatever you want. It's your money.
Not yet
Can't wait for the next interview with Gordon ... :-)
A shot every damn time he says “essentially”
#Where’sGordon?
THAT SHOULD BE GOOD ! I CAN HEAR HIM NOW ! OH UM BUT , OH UM YAH...LOL ! STUDDER STUDDER ! LOL !
“People are going to start to run out of money and the federal reserve cant print as fast, tesla sales will go down!!”
I’m sure TSLA is going to 0 as they sold no vehicles in Zimbabwe last week and therefore there is clear evidence that there is no demand for EVs
Thank you for keeping the Delivery Professional and profanity free.
you are welcome my friend
Thanks for the updates, Rob. Much appreciated.
My day gets better whenever I hear “hey everybody Rob Mauer here”
My girlfriend definitely doesn't share the same enthusiasm as us when she hears that 😂😂😂
Ooooh yeahhhhhhhh!
@William H Bonnie no u
Rob, thank you for being a beacon of light in terms of rational thinking in a world full of sensationalism and quick conclusions with little thought behind them. As a society we definitely need more people like you. Thanks.
13:09 "Because I think the competitiveness of the Mustang Mach-E is" ... long telling pause ... "lacking"
Thanks for the updates
Your description of what Cadillac is trying to do is the very definition of what a disruptive company does to the current players in the space. Thanks Rob!
Rob, I love how you get SO much information with great sources into just a few minutes (@ 2X speed). Thanks for all your work!
Thanks Rob & team! Another jam packed episode. Wondering if all of these internal battery flavors has an overhead or maintenance cost for Tesla. Cool to see legacy forming a strategy for dealerships.
Great insight as always!!! Keep it up Rob 🚀🚀🚀
Congratulations to all Tesla Long~~~👏👏👏
Tesla Long is my reddit name and I'm so surprised no one had it, I got it only a couple months ago.
Cheers buddies. May the returns continue compounding for decades to come. 🥂
Hi Rob , You are the best about Tesla Vlog . Thanks always for your great work .
Forget the cars, the 18 wheeler will be the cash cow
Tesla WILL be over 1 million in 2021! .... these analysts are tripping...
agree, I updated my Target for Tesla to Deliver 1.5 million Globally in 2021.
Let them underestimate. It'll lead to a jump whenever the numbers come out and I like to see that
@@markplott4820 I think you're to optimistic, even if Berlin and Texas starts production by summer 2021 it's still highly improbable that they can deliver 1.5mil.
Let see if they can break 500 thousand for 2020 first.
Rob, what is your estimate of the share float (freely available shares) post S&P 500 inclusion? Consider the shares held on tracking funds to be unavailable.
Thanks Rob!
YES ! LETS GO PAST THE MOON TO MARS !
So much going on. Glad i can get all my news in one video. Thanks Rob!!!
Pin-to-drive would still secure a vehicle against the security vulnerability
Thanks Rob
thanks again!
Rob you always do such a great job with high-quality production. Thank you!
Love how people found out the weaknesses whether they are hater/researcher/enthusiast because Tesla will just keep on improving their products.
There was just a disturbance in the force ... it was the cry of thousands of dealerships learning that even the Tesla key fobs can get firmware updates as part of the over-the-air system.
Ok, I was listening very relaxed and finally I put my order down for the Cybertruck, reminds me of 2018 when I first decided to go all in on TSLA, not selling my shares so I have some work to do in the meantime, will get make it alright, Thanks Rob!
Congrats
Good job bro. Wish i went all in back when i first bought the stock pre split for 1 grand.
TESLA is really leading the pack & every other automobile is following. Now they are switching their business model to TESLA's
Rob and Tesla to the 🌕!!
We might nearly hit the 2025 target in 2021 haha
@William H Bonnie Depends on your definition of scary. I work in the Nevada factory and they slowly giving me some stocks which are become crazy valuable haha. My roommate works at a GM warehouse and I'm concerned about him.
Tesla Daily is the best.
Perhaps, but Best In Tesla is daily.
Thank you!
Awesome Video.
Rob it will be great if you could do conditional formatting for the traded share volume. Easy to review
Got my first Tesla stock at 21 🙏🏾
9:44 - No mention of PIN to drive. Does this totally bypass the PIN to drive feature?
Rob, thanks for another great video! Have you taken any time to consider the difference in cost of living and tax rates between Fremont and Austin, and what potential impact that might have on the model Y coming out of Texas? Running further down that rabbit hole, would you suppose they would retain the savings and increase profitability, or take it as another opportunity to reduce the price of the vehicles? Curious to get your take on it. Thanks again!
Your videos are so damn useful in making me feel reassured in Tesla being the right stock to buy.
Thanks for the great videos all the time :)
I assure you it's probably the best stock in a 3-5y perspective out there. Manufacturing + software + ai... spicy mix ;-)
Those 2025 delivery numbers are comical
Bills Mafia!!!!!!!!!!!!!!!!!!
Many of us would like an update on Gordon's current thoughts. Can we get him back on? 🤭
;;;;DDD
Never seen someone request noise pollution before 🤣
He's still bearish.
What bother me is I'm fine with someone being bearish on a stock.. I get it. You think it's overvalued, etc. But this dude be like stock going to zero company absolutely worthless, etc.
@@tpfrk8977 Reminds me of the people who laughed at amazon stock and thought it was trash
Yeah, Headbush is underestimating. Deliveries 900k to 1M in 2021.
Rob your videos are one of my highlights each day, always look forward to it. Appreciate your research, time, thoughtfulness, and objectivity.
i wish i had the funds for options
When Apple first hit 2 trillion my two brothers and I made a small bet on which company would be the first to 3 trillion. My one brother chose Apple. My other brother chose Amazon. Out of the blue I chose Tsla and they both thought I was nuts.
Granted, 3 trillion is miles and miles away, but still possible it makes it there first.
Or am I nuts?
Yes.
Amazon and Apple will get there before Tesla, but Tesla will overtake them by the end of the decade.
Hard to tell.. If the bet was 4T than I would be more confident on Tesla to be first.
First to $3T is a stretch, but first to $6T seems like a slam dunk.
Agree with others here - 3T a bit of an exaggeration. Prob 4T or 5T yeah
Im about to hit 100 shares soon pumped.
i've ordered the tri motor cybertruck fsd & plan to buy the S dual motor as well..i have plenty of solar to charge them both & a backup battery system as well..long time invested in TSLA
STONKS
What do you have to do to get a buy rating from Wedbush?
Be boringly predictable?
Thanks for the videos! Very excited to share
I just came into a little cash and now i have 5 shares of Tesla! Nothing, I know but still exciting for me to have some! Love Tesla and of course Elon! Just wanted to share and Thanks again for the videos!
Hey Rob
You may have discussed it earlier. I was wondering what is the Tesla story on building out charging stations in China and in Europe...elsewhere?
2T by end of 2022. Not a joke.
Hope your right
If you’re right I’ll be a very happy man.
Rob, did you see the options straddle on Tesla going out to January 2023? The option chain cost $250 million dollars. Never saw that before!
Isnt the final elon stock comp package at a 600 bn market cap? Do you expect another CEO comp package to be released?
$650B. There are revenue targets that need to be met too for the complete package to vest, but the market cap has been front-running those.
@@bigdream_dreambig thanks for the correction. It would be interesting to see what the next compensation package scheme looks like! It may hit over 1Tn
wil there be enough ingrediënts mined to produce the batteries TESLA needs for it to be able to grow exponentialy?
It will definitely get there at some point!
So does that mean that they won’t be able to sell cadillac in Texas then? Didn’t they block Tesla???
There will still be plenty of Cadillac dealers in Texas and Michigan. This is a voluntary buyout, not mandatory like it was for Oldsmobile, Saturn and Pontiac.
Btw, NIO is also exploding. For me, it's now up by ~435%
Can anyone explain what a price target is supposed to mean? I've read many definitions but still see nothing of substance.
A good proof that bug bounties encourage the search and fixing of security flaws
Became a tsla millionaire today. So much more to happen the next 10 years.
Welcome to the club.
Congratulations 🥳
This has also been my best yr ever , I’m up 400,000 ..... Remember March 23rd
OG tesla investors know that we passed $1000 not long ago lol...
True that 🤔
I would be very surprised if Tesla built a new production line for MIC MY for anything other than the new 4680 form factor cells.
Rob your work is soo very appreciated. I hope you know that
That Cadillac is sweet looking!! I wish Tesla would come out with some more stylish vehicles like this.
Part of the design is air dynamics which is why you’re getting great mileage. Also, it’s a waste of time to focus on too many designs when they’re scaling up production... it just complicates the manufacturing process.
@@sanjayaiyar4351 Makes sense.
Beauty is in the eye of the beholder I guess. I think it looks awful.
Cadillac is a Compliance CLOWN CAR.
@Neel Javia Most of the fronts I like then the back looks like they are all cut off. The style of the cyber truck has to get better. Good lord that thing is something else. Sure it performs well and its all about function I suppose but still.... yikes
Been waiting all day!
Re the dealers - I believe a lot of it is the investment cost of tools and equipment, training, and on site fast charging. It’s likely north of a 500k ask to start sales and service.
Lol @ the sunoco gas station ad before the video plays
Mid-video ad for the Mazda BT-50 here.
So... much... money!!! I wonder how high it will be in 5~10 years!
I’m happy to see another brand creating a beautiful EV (yes that’s my opinion, not a fact). Let’s see if/when it actually hits the market and with which specs
Go TSLA go...that is all
Dealerships buy-outs is another money loosing exercise dinosaurs have to go through 😁
Hey Rob, is it possible that volume is lower now that people are realizing they probably shouldn't sell? Would explain why the price rose fairly dramatically. Although even still, the volume would still seem low
Also, how much longer before we see you in that sweet Model 3?
Berkshire is in, 99% sure. S&P Dec 21st, new plants, many more affordable products shortly plus battery revolutions. I see Tesla in its very infancy...a$550 stock is very cheap. $1000 share price will be reached very soon
I was slow on Tesla purchased 2 weeks before split. Up 39% . All this excitement over 1 giga factory what will happen when 3 + come online?
yep... and that's just the tart... i wonder when we will get another split event ;-D
Could you please make a video on the quick facts to help me get more people I work with to invest in Tesla. Just looking for facts that Tesla has that out perform all others and ICE. I would really like to be able to just show them one of your videos because I seem to forget the stats when I get put on the spot. If you already have a video that's uploaded please let me know. There is a possibility I have missed it. 3-5 minutes would be ideal.
Great job on all of your videos Rob keep up the great work. Forever subscribed 😁😁😁
Pretty tough to get it down in 3-5 mins, but I presented my bull case in a longer video which is the featured video on my channel page.
@@TeslaDaily thank you
Webush production estimates for 2021 seem low... Im estimating more of a 400k+ Units in shanghai alone. Given current estimated production of q4, my stance on Shanghai 710k only for 2021? No way... Including Fremont, Berlin, and Texas? Very conservative...
First time I stop to watch an ad
Mandolorian
Notice that as Tesla stock rise higher its share of the S&P is also rising causing index funds to buy even more which will drive the share even higher. now they need to buy more than 73billions asap
we need a Gordon Johnson take on S&P. LMAO
Is incredible to know that Telsa can push a software update to the car, then the car push the update to the key fob!!!!
Wow
Tesla sells what they can produce.
GM produces what they can sell.
Yes, it's 1030 by 2021!!!
To the other galaxy!!!!!
End Quote
William Harnois Rob such sell merchandise with End Quote
Hope you had a good weekend
Awesome that the research firm found that vulnerability and reported it to Tesla. I hope Tesla gave them a fat bounty. Do we know how much they might have been awarded?
Other auto makers can’t get their stuff together credits. 🤣
The competitive force of the Mach-E is ... lacking. 😂😂
The deal with LG for model Y China assuming 2170 form factor is the model of what is going to happen for model Y production out of Berlin as well.
They were very consistent in their message in leaving the 4680 form factor for very weight sensitive products: Cybertruck+Semi (plaid modelS and roadster assumed as well).
4680 form factor, on a time frame perspective is way too soon to implement in a supposed start of production in Berlin in March-ish.
What’s giving you this much confidence in 4680 inside model Y Berlin Rob?
The Berlin factory is getting all the casting machines needed for the structural battery pack for Model Y, which incorporates 4680s.
Big Dream, they are independent. It will have structural pack for sure. Drew baglino was very clear separating structural pack from 4680 as independent factors that add up a certain amount of cost cutting, range, cap ex savings. And mentioned structural packs would include different battery techs. Hence the separation at the presentation. Structural pack with 2170 cells. That’s what’s up at giga Berlin. No time frame for 4680, nor would it be a good application of the format when 2170 are doing great for model 3 and Y already.
If I owned a GM dealership, I'd sell to GM immediately. The only thing worse than selling GM ICE vehicles is selling the future GM EV vehicles. Will they call the EV car "Volt Plus"???
Hey, Rob. Thanks for another great update. Suggestion: would you consider an episode or mini-series on how to diversify a portfolio (which for some retail investors - probably like you and Gali - has a growing Tesla elephant unbalancing it). To make this concrete: a) Interview Tasha Keenly to understand what ARK would advise (maybe ARKG?) b) Interview Ron Barron about other innovative companies, and how he thinks about other Techs etc - you get the picture. Just think a level-headed (not financial advice) approach to this question would be super valuable and interesting to your followers.
It’s a great suggestion, will keep it in mind.
Great idea Rob in 2010 when i bought in it represented a 10% of my portfolio 32,000. its now 4,500,000. but I’am holding on that least double this before i start diversification. But i would love to hear what you would suggest. Today Dave Lee had on Emmet Peppers and in that discussion they mention what kind of dividend Tesla might pay out that would also be a great topic. Happy to be a patron supporter. Aka green fingers!
I wouldn’t be surprised if some of the legacy automakers started cranking out vehicles, only to find out that very few of their dealers are willing to sell them in the kinds of volumes those manufacturers expect. That’s one of the big reasons why I don’t think the legacy auto companies will be able to make this transition successfully. They either need to go 100% EVs all at once to force their dealers to sell them (which is probably impossible), or they’ll need to ramp up, but I really have my doubts that ramping up will work.
And to think of all of the money Big Auto has spent trying to dismantle the ability of others to not have dealerships. Oh the IRONY! 🙄
Mr Michael Wilson's bots are taking over the comment section LOL
Report them all. I'm doing my part.
Is he one of those that are promoting bitcoins?
@@knekker1 yep, just reported whole thread -_-
Happy Monday Rob! I was beginning to have Tesla Daily withdrawal symptoms.. Thank you for the GM content. It will be very interesting to watch how they manage the dealership closings.
What symptoms?
Where is Gordon Johnson?