Why TESLA Has Now Changed Forever (After Earnings Call)
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- Опубликовано: 28 май 2024
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This seems like the worst period.
Even the market are now very unpredictable. Started investing recently when the market prices were a bit high,today I am more than 60% down!
Don’t be confuse buying the dip in a bear market, with guaranteed future returns. Just because that company is down 60%+ from ATH does NOT make it a sound long-term investment. Make sure you’re investing in great companies. kudos to Devion Jane
I agree just reached my goal of $500k yearly trade earnings. Setting realistic goals is an essential part of trading..
Please educate me, i'm willing to make consultations to improve my situation,
Her technical analysis is excellent and her interpretation/projections of the market are so accurate I sometimes ask myself is she is a human The point she is the perfect trader to follow for advice and guidance
Wait is this the same lady? That helps me with 17k investment “wow" such a small world..
Apart from Tesla what would be the best 5 etfs for a beginner
In no order: 1) VOO 2) QQQM 3) SCHG/VUG 4) VTI 5) SCHD/DGRO. Personally I put down 2.3m$ on few ETFs, still diversifying. it was this time last year I made my first million with a liquid 200k.handed it to a trader here in CA, I get weekly pay out which I put back on long term ETF's. Google will be a huge buy for me when the market bottoms.
Good picks, Smart strategy for beginners, Please share this Expert with me.
She is Katherine Elizabeth Humphreys look her up online
Kath! Good to see her recommended here, Kath's mind is made for stock analysis, she is someone every starter should look up to, this is my 3rd year letting her grow my funds and at the same time guiding me to the right efts to diversify to, I added VGT. So, VOO 25%, QQQM 25%, VGT 25%, SCHD 13%, DGRO 12%. This is my long term portfolio in M1 Finance that I’ll invest $10K a month into for the next 30 years in a compound interest calculator through investing 10k per month for 30 years, this projects to be $35.6 million.
Katherine !! I know her from my early days as an investor. She's brilliant and patient. Many of my colleagues have worked with her, and I highly recommend her.
I finally convinced my dad (92 years) on the value of FSD using Elon's example of elevator operators. Brilliant example
❤🌕
Good old Dad. Just humoring his cultish Son 😉
@@TBOBrightonandHoveAre trying to prove brain cancer or are you being satirical?
I’ve noticed Elon uses lots of analogies to help explain concepts - in this case the two things being compared (FSD /elevator) make it an inaccurate comparison- one involves automation of a simple on/off switch but the other requires automation of a an extremely complex and unpredictable set of tasks. But yes Elon is right that once people are accustomed to FSD and if it’s perfected they won’t think twice by it’s operation
Both are very safe forms of transportation…..FSD will equal the elevator in Elons view!
Shorting some of my $TSLA stock, but I'm retaining a portion for the long term. Tesla's growth potential remains robust. I'm considering diversifying my 200K stock portfolio, but I'm uncertain about managing risks in my next move.
Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.
I believe a healthy portfolio has 3 things, at the bare minimum: Exposure to ETFs for increased diversification, Exposure to assets that generate cash flow like dividend stocks, Exposure to market-leading tech.
De-risk your portfolios, shore up your core holdings, and take some profits while balancing your portfolio allocations. I’d also suggest you go with a managed portfolio, but even those don’t perform so well, so it’s best you reach out to a proper fiduciary to guide you, that’s what works for my spouse and I. We've made over 80% capital growth minus dividends.
Your advisor must be really good. How I can get in touch? My portfolio's decline is a concern, and I could use some guidance.
*Jennifer Leigh Hickman* is the licensed advisor I use. Just search the name. You’d find her webpage and necessary details to work with to set up an appointment.
I doubled down after using FSD v12 for a few weeks. I mean, its undeniable at this point and people are going to figure this out. I feel pretty confident that'll 2030 me will be pretty happy with 2024 me.
After experiencing FSD for most of this month, I can honestly say that it handles virtually all ‘normal’ situations on the road safely. However, to work as a robotaxi it will also have to handle situations that it absolutely cannot yet handle since it can’t read signs. Mostly these are situations where the ‘rules’ are variable based on specific criteria (school zones with a lower speed limit during school hours on school days, No Left Turn or No Turn On Red during certain hours, temporary lower speed limit in construction zones - even if construction activity is not apparent, etc), and other situations where reading signage is required, like entering gated parking lots, retirement communities, campuses etc where one gate is for residents, students, employees, etc, and another is for visitors who have to interact with some kind of security person.) These things are extremely common where I live, and if acrobatic doesn’t know what to do when it approaches these gates it won’t be useful for, say, students or senior citizens who would otherwise be prime candidates to use robotaxis. Parking lots, in general, are a problem. I might pay 99/month for FSD if I didn’t have to keep my hands on the wheel - taking manual control in these specific situations wouldn’t bother me too much. But driverless operation is a different story. We don’t even know how FSD performs on snow covered roads. I wouldn’t be so optimistic about driverless Robotaxis being terribly popular until cases like these (and probably many others) are solved.
I’m thinking the robotaxi will ironically be geofenced to urban areas that are more predictable at lower speeds to start…
It handles school crossing guards perfectly!
FSD is trained based on what humans do in all situations, variable or not. It will detect patterns that show different behaviours at different times. It will come to pass the establishments that set up gates will eventually have to adjust to automated vehicles rather than the other way around or there will eventually be some kind of prescribed signage for certain situations.
I love Brian‘s humor 🤣👏🏽. Thank you all, what a epic Tesla call!!
good show. hans always seems to be level-headed and insightful. appreciate it.
Austin has been under construction for 4 years now and nowhere near running at capacity which has obviously burned a big hole in profitability of the company all along the way. Mexico is supposed to be even bigger. It would seem to make sense to build large manufacturing centres in a modular manner, like Shanghai did, to allow initial production to get underway quickly in a smaller facility and then add capacity as the market requires later.
The thought that grok is going to be integrated with full self driving AND Optimus excites me as it shows that soon we will see an AI that spans everything X and Tesla have. That's going to be amazing.
45:40 I remember in Walter Isacson’s book it said the robotaxi would look like the Cybertruck. I think it said it would also be stainless steel and look futuristic.
It said it would look futuristic like the Cybertruck, not that it would look like the Cybertruck
@@SyntheticSpy “…Robotaxi and the $25,000 car next to each other in the studio. Both had a Cybertruck futuristic feel. Musk loved the designs. “When one of these comes around a corner,” he said, “people will think they are seeing something from the future.””
Buy and hold
37:25 I don’t believe they’re introducing some of the unboxed manufacturing. In fact they said it will be on existing lines. What makes more sense is they should introduce all Giga casting, 48v, steer by wire to their existing cars. Currently the same car has different levels of production optimization depending on which factory they’re being produced at.
My one complaint about the call was the report on the semi truck. I would have liked to have heard some more detail about what is holding that up. I thought for sure that it was 4680 battery production holding back the semi. But apparently. . . it's something else? So what is it?
The answer is 42. But you have to figure out the question to understand it.
Great that Elon and exec team fully giving guidance and these milestones can be measured rather than everyone guessing. An on target Q2 earnings call with the positive results will provide further confidence for share value growth
Did anyone think how big and successful AWS would become when Amazon launched it? Most people had no idea and didn’t even understand. Tesla is in the same spot right now and I’m looking forward to your next update on Tesla. Btw big fan of your show and qualtrim.
Cyber meaning = involving computers, expressing visions of the future
Latest news ( copied from CNBC web page ) about TESLA Auto pilot: Federal authorities say a “critical safety gap” in Tesla’s Autopilot system contributed to at least 467 collisions, 13 resulting in fatalities.
The findings come from a National Highway Traffic Safety Administration analysis of 956 crashes in which Tesla Autopilot was thought to have been in use.
Tesla’s Autopilot design has “led to foreseeable misuse and avoidable crashes,” the NHTSA report said.
You asked about missing info from the call. Not a word about insurance. One of the reasons that I have avoided buying a Tesla is California insurance. If FSD is safer than a human driving in many/most/all cases then maybe guarantee no rate hike if accident occurs while FSD is engaged. Even more than that Tesla insurance needs to be more affordable. How does insurance work for robo taxi or ride hailing? Just seems like insurance should have been a HUGE part of the report.
Hey Brian W., for all of us on budgets, robotaxi cost per mile DOES matter.
I think his point was that it doesn't matter as it will still be profitable for tesla.
With minimal fuel and maintenance costs and no driver, it should be more affordable than current taxis and buses while still being profitable
@@Anx3lx Agreed, but Brian said HE (not TSLA) would be sold on robotaxi given just the convenience (even if price was close or on par). This came across as somewhat priviledged & price drives the great majority of us.
So much to absorb and understand.
Give Elon his money owed. No one works for free.
Aspects of next gen platform in the model 2.5. not rocket science, could all be applied to a M3 to reduce its cogs way down
1) Smaller battery
2) lower featured / less premium interior
3) steer by wire
4) less glass, rear view cams only
5) 48v architecture
6) more castings, less sheet metal
7) CAAS (car as a service) pricing model
" I can see clearly now, the rain has gone.
Very excited about the energy story.
Giga Mexico - Someplace I heard a major concern was you need many of your best engineers to live and be on site in Mexico and they did not feel the engineers would want to live down there.
I’m least excited about the stock buybacks. You’d think with all the ambition noted in the report that there are several avenues for positive NPV projects. Generally buybacks indicate (to me) a lack of creativity that is just not present at Tesla. Buybacks shouldn’t occur until the very end of this next phase.
UK SHAREHOLDER UNABLE TO VOTE BECAUSE:
FROM MY BROKERAGE, AJ BELL: Unfortunately you will not be able to vote in the upcoming AGM for Tesla. This is because all Eurpoean, US & Canadian shares we offer through our platform are held as Crest Depositary Interests (CDIs) to enable them to be settled through the UK & Ireland settlement system Crest. For this reason, you will not receive voting rights or be able to attend a company meeting unless the underlying company contacts Crest directly to arrange a facility for this. CAN YOU AMPLIFY FOR TESLA"S ATTENTION
Which broker?
@@Christineperkins-uw8ow A.J. Bell
@@rosco7159 okay I just searched for it on my browser. It's a UK based broker?
Would you consider signing up on another broker? I can share the broker I make use off with you
Get out of it and buy it yourself under toro or CMC markets etc. then you're not having to be " managed" for stupid fees. Not financial advice but rather a idea.
Tesla cannot do anything about this, it's UK specific. This is why you cannot vote for shares held in an ISA either. The only solution is to use a broker that trades the US CUSIP. I used to be with iWeb and moved to IBKR for FX reasons, but gaining voting power was a side benefit.
Commerical Airplane ✈️ are level 3 autonomy?
lol love it when you pick on Hans 😂
Even though Tesla is getting ready to start deploying SW, they still need more cars out there to receive the SW , and the AI data that follows. The massive HW will drive more SW revenues which in turn will drive more HW and SW. SW delivery needs no time at all, that's the beautiful part.
Hans sounds like a Wall St analyst focussing on Q2 production when Elon has just fundamentally changed the nature of the company. Sheesh!
What's going on between Hans and Herbert?
Herbert is all in, and anyone that doesn’t repeatedly confirm his decision is questioned.
He grins like the cat that ate the Canary when his hopes are bolstered by a guest.
I hope he’s right, but his bias shows.
Nothing, differing opinions, a conversation.
Hans doesn't even own a Tesla
Some of Hans takes are bizarre. Not bearish, just bizarre. Like the reason for giga mexico delay. It is like reading tea leaves with him. As for Herbert, he gets too bullish and his reasoning can be a bit jumpy.
Herbert pls read this. Pls have tesla advertise there’s a sub 30 k model y with tax rebate. No one knows this. It’s a pos rebate and it’s sub 30 it’s insane. Pls tell Elon to keep posting about it
Fsd is amazing
Why did execs quit. And elon replied positively to guy that posted that elon was risking whole company on fsd. Followed by stock tanking. Followed by elon reversing course. That’s the problem. If no regulatory approval we will have factories making taxis that can’t operate.
Having EVs energize the grid and doing compute for the internet is not that far a reach. We already have EVs that can send energy to our house and I have been volunteering my computer for scientific research over the internet since the 1990s.
Hans vs Herbert lol
We will know more in July when they report Q2 earnings
Too much cash to deploy? I will be happy to accepet a 10% div each year. That way I won't need to sell stock to access the profits.
TESnology era,
I'd like to know more about the infrastructure being setup for the CyberCab, these vehicles will need charging and maintenance.
Will the CyberCab charging stations be fully autonomous wireless charging, or Optimus bots charging and cleaning these?
Will these charging stations be an available service offered to FSD owners in the CyberCab services program?
Will the charging stations also
be offered to FSD owners not in the CyberCab program, offering automated charging, sanitation, automated car wash, tire pressure check etc.?
As this service not only is required for the CyberCab infrastructure, which then only becomes operational costs for CyberCab, but if offered to FSD CyberCab owners, as well as to FSD non CyberCab owners, it becomes a profitable infrastructure. This would also address charging station infrastructure, and also offer an alternative charging option to consumers that don't want home charging installed or for some other reason can't have the system installed.
Is also like to get thoughts on if Optimus will be Grok ready, or I'd there later models being planted to will incorporate an Optimus that can have conventional skills for in home PCA or companion humanoid robots.
Are there plans to incorporate Grok with Tesla automotive vehicles, really pushing us closer to the futuristic "JohnnyCab" or "Kit car" of Hollywood.
as long as he is healthy and enjoys the benefits he is helping to achieve for mankind .... he will continue with his life project ... pray he eats healthy etc fruits, vegetables only little meat ... no junk food ... little or no alcohol ... he can also continue to put into place the company team leaders that he can off load some of the work ... Space X is a good example of that ....
Second thoughts....
Ok we have Tesla Automotive, we have FSD, we're getting CyberCab.
What's Tesla have hidden in the shadows on Drone taxi, short range personal flight, and full self flight FSF?
I mean wasn't the talk a few years ago about Drone Taxi services to be released in the next year or so...?
Mexico plant, guys, Tesla is obviously waiting for the result of who will be the next President before moving forward with this, or am I wrong ?
could be a valid point!
Current one has a big mouth.
Herbert: do you still think of Tesla as just a car company?
First speaker: I’m concerned about the number of cars delivered in Q2
Elon has increased his share holdings went up to 20% which he bought the extra shares on the open market
Licensing my butt... when my cybertruck gets FSD, then I'll believe this licensing model. Even with that, the licensing cars will need the cameras in the same place and the same amount of time to learn to drive as the cybertruck if not more.
Inference AI - heard of a Akash render arweave grass. Depin worth billions
Funny how the usual negative FUD comments have disappeared
I was lost 40k within 4 month😢😢😢😢
Those are rookie numbers. I'm down over $1.4m
Congratulations to you both on your future millions
it doesnt matter same here but i keep buying.
Question, do you guys think China’s gonna let another CEO come and take over the factory?
Why couldn't Tesla merge with a dual class common stock company like NXU to gain access to the dual class structure? NXU is worth less than $5 million and is a ev charger company.
The Red Sea attacks were a convenient excuse...Tesla was not production constrained the 1Q24, they were demand constrained.
What I heard was there aren’t enough large car transport ships available to ship out of China due to the large amount of volume of cars. I believe I saw the video on The Electric Vicking channel.
One way to think of the Model 2 "versus" robotaxi issue is that one of these categories is getting overpopulated with high quality competition (small EVs) and the other is completely unique to Tesla (rapidly improving neural net based driving anywhere).
So, sad as it is to say goodbye to the auto business, it makes sense now. Elon achieved his dream of proving EVs could work and starting the EV revolution.
Autopilot will never be perfect, but if it can open up enough of a gap of superior safety performance to be undeniable in statistics... game over. Then it will be leased to whoever pays for it. At that point Tesla gets "software margins" as Elon put it once. Elon is being rational about where the opportunities are...now, not ten years ago.
A real SUV would be nice. CRV, Edge, type size would be huge.
Didn't i see Redlicks head pop in for like 3 seconds and leave? Did he see someone he didn't like on the show?
There won’t be a second place for autonomous driving. No one cured polio after it was cured the first time.
lol to call this empty promises future is amazing
I am 1160 Tesla stocks since 2020. I lost so much profit in 2022 and recent 4 months I actually went negative investment. Ridiculous drop from 107% profit at one point. So I invest steadily every month against my wife’s opinion. Incredibly, today’s 12% pop brought me back to net break-even; but zero profit.
I need to know how to get rid of the short sellers killing Tesla!
I want to add, there was a lot of good news that was not covered.
To me, watch out for too much speculation. Some Elon deliberately did not go into, so why do we feel we must speculate.
That is a great question, all the wasted speculation, that hurt Tesla
FORD?
33:31 Tesla pivoted to deploy capital into AI
IFSD t's a software safety belt!
was Mexico delayed because of ambitions in India? There were infos cruising around that Berlin factory makes Y‘s for India under the Modi import tax ruling. If that‘s true, than Tesla has to invest money into India within the next three years.
I think the Mexico leaders got up Elons/Teslas nose with media releases that were not approved or verified before the release. Delayed until When the new model lines in Austin are working then i think they will move fwd with Mexico assuming the demand is warranted.
What percent of the US population has tried FSD?
Luv the way Herbert giggles like a little girl when he hears promising facts
DSD has been shown too many lazy turns and needs to be shown crisp near 90 degree turns!
If Tesla gets too big, change Tesla's name to Choam.
Fsd is not a product most are interested in. If i see a tesla on the road i avoid them
I remember arguing against the benefits of smartphones with touch screens. This tech is coming and most of us will eventually adopt it despite what we think today 🤷♂️
That's funny... LOL
4.5 kwh of electricity required to produce 1 gallon of gas . Then 80% of it goes to waste heat in your car. EV is 25x more efficient . Robo-taxi could be utilized 10x more than the typical car. Giving a vehicle that is 250x more efficient !! This is the iPhone moment .
Can Tesla go back to $400 this year
If any of us knew we'll all be millionaires but I suggest buying the new tesla innovation shares at this point as they are relatively cheap and are sure to yield long-term profits
What Elon says, and what will happen, is world apart. Just remember FSD was supposed to be solved many years ago
Doesn’t matter, we have the sentiment. 😂
unfortunately true, I think the stock price will drop once this initial excitement wears off
Just remember FSD is an invention and inventions are hard to time.
Why don't you go to Elon and show him how to do it ??
When will we see something really sexy like the Model V?
Why has everybody forgotten what Elon told Sandy during Sandy's interview about Gen3?
What did he say?
Elon said the new Gen3 manufacturing will be revolutionary and that he walks the new line every often. Why would Tesla cancel the Gen3?
Anyone have an average higher buy than me in TSLA? I am now down to average $224 cost per share buying all the dips…
Investing in tesla's future is a no-brainer
I suggest buying the new tesla innovation shares at this point as they are relatively cheap and are sure to yield long-term profits
$232
@@err1127 we are in this together 🤘
“Epic”? you miss spelled devastating.
DCA.
Too much speculation.
Tesla vertically integrated manufacturing to reduce cost. They vertically integrated the software to build an autonomous car (put the auto in automobile!).
Stop thinking of Tesla as a car company. It will become the first global taxi company. Everyone will have the Tesla app on their phone. Tesla OS will become the Windows of the transportation world.
Every car, bus and truck is a computer on wheels today. They have dozens of processors and millions of lines of code. Tesla has built the transportation platform of the future. They are NOT going to build every vehicle, but every vehicle is going to run Tesla software.
When the first auto company (Ford maybe?) signs a deal, that will be when Tesla stock will take off. It will not stop until it is the largest market cap the world has seen (Elon said bigger that Amazon and Aramco combined?).
Tesla is a software company, and they are just getting started. Their focus going forward is not building cars, it is integrating their software into every vehicle made.
Herbert, you’re using educated guesses just like everyone else. Be a bit less dismissive of Hans’ ideas and predictions.
Hans needs a black hat and a horse....he does look a little Amish
You have a short memory. Remember battery day. Nothing of it came true. Still in the pipeline
It was true when they said it. They said "these are our plans, come and join us".
Of course much of it has came through. They are using the 4680 battery and the numbers are increasing and the battery continues to improve.
Herbert, don’t be a tool. Q2 numbers were on the call. Save the bigger announcements for last.
Herbert u have misinterpreted both the conference call and the shareholder deck with regards to new models. The compact 25K that was planned for mid 2025 release will be accelerated and brought forward to the end of 2024 or early 2025. That is in black and white, plain English in the shareholder deck - it’s not just updated refreshed existing models (Y/S/X/3) that will be introduced using existing production lines , although that may happen also. Secondly still can’t understand your enthusiasm with FSD because it’s based solely on Elons confidence rather than any of your own personal expertise in AI or the tech involved - people without such expertise can only assess FSD based on what Tesla has produced so far and the progress with V12 demonstrates that it’s nowhere near ready but yet Elon is telling everyone how great it is and that they should drive it!!!! Your confidence is based on Elons confidence and history has proved that confidence to be misplaced.
Your analysis overlooked something HUGE - Optimus - we have been given a date for it being released and used. It always seemed like common sense to me that it would be easier to get a robot to do a useful task in a controlled environment than it is to get AI to drive a car in an uncontrolled setting on roads. For that reason I have stated in my comments on this channel previously that Optimus would b executed before FSD and Elon has given us a date for It , used in Tesla factories this year and sold to others next year. Sorry Herbert I like ur channel and your presentation/demeanour but ur analysis is off the mark and I feel u are getting too carried away in the emotion excitement of FSD to be thinking objectively about it .
No it's you who don't see and understand how much version 12 changes things. This version is effectively a totally new program. Go back and look at what happened with alpha go. It went from being a basic go player to being able to beat the best go player in the world in a few weeks. Elons excitement isn't what he's using to feel FSD is taking off.
Are u upset with me because I stated the truth that neither occurred to you or Herbert???? Geez this really smart guy called Elon is really confident about FSD so I’m confident too - even though I know nothing about the tech and am not an AI engineer or qualified to understand the tech - if Elons is confident - I’m just gonna be confident because he is. Because Elon is never wrong. . Sorry that’s plain stupid reasoning - not saying u or herbert are stupid but the reasoning u adhere to IS. Secondly it’s very presumptuous of u to state what I do and don’t understand because frankly u know nothing about me. I have seen numerous FSD videos beta and supervised too many to count and in its current state FSD is nowhere near ready. Not saying FSD hasn’t made progress saying it’s nowhere near ready. It’s wise to think about what u say before u speak.
Fanboys😂 you sound like people from north Korea
Why TESLA is Now Changed Forever? Yes, you don't have to be a genius Tesla is just another Car Company and sorry Elon is more serious about his baby X! What is ROBO Taxi it a Car! What is FSD Software it only good when use in a Car!