Tesla: You Can't Fix Stupid ⚡️

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  • Опубликовано: 13 май 2024
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    ===================================
    Jason Cammisa video: • 2024 Tesla Model 3 Per...
    ===================================
    00:00 - Can't Fix Stupid
    6:41 - Stability (Ashley Cameo)
    8:38 - Sell Your Shares
    ===================================
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Комментарии • 783

  • @DillonLoomis22
    @DillonLoomis22  19 дней назад +22

    So how's everyone feeling after Tesla's earnings?! Don't forget if you want that stability from Flexispot (😅) you can get $30 off here: bit.ly/electrified30 - thanks for supporting the channel in this way. Feel free to bookmark that link even if you don't need a desk right now!

    • @jamesengland7461
      @jamesengland7461 19 дней назад +1

      I think they're doing fine, though I'm personally sad about slow Semi progress. I'm very excited to see it doing the work.

    • @dr-k1667
      @dr-k1667 19 дней назад +3

      For me it was one of the best calls we have had.. when we needed it to be the best call we ever had!

    • @zodiacfml
      @zodiacfml 19 дней назад +1

      Most people forget that when Tesla is hurting, it also means that other auto companies are also doing bad, if not worse. I think this period is the best time for Tesla to steal market share in the US and continue with affordable EVs and also release compelling new models-CyberSUV likely to be announced later this year. I still think Tesla will continue and unveil next gen platform soon for China and exports-BYD's Dolphin and Seagull are selling for a while and Tesla should have something to address this segment.
      I wonder if there is a market for ride hailing now using FSD supervised- like to ride it, there should be at least licensed driver passenger on the driver seat. Not compelling at first glance but consider car affordability is so poor right now and getting and renting a car that is always available few minutes of wait looks nice to have.
      Semi and Megapack ramp remains painfully slow. Megapack ramp should be at least 100% increase per year due to incoming competition and for the Tesla mission.

    • @dirtyharis83
      @dirtyharis83 19 дней назад +1

      Tesla showed us that they can weather any storm and remain cashflow positive even under the most difficult circumstances. I don't think a 40 PE represents confidence in autonomy. 40 PE, in my view, is confidence that a company will definitely grow earnings 2x in the next 5 years. And again, just my opinion, I'd be buying up to 600$/share based on where I see the company going in the next 5-10 years.

    • @yourcrazybear
      @yourcrazybear 19 дней назад +1

      It was a positive event.

  • @JosephBrannigan-df3gn
    @JosephBrannigan-df3gn 14 дней назад +481

    It's recommended to save at least 20% of your income in a 401k. You can use online calculators to estimate how much you should save based on your age and income. Saving at least 20% of your income in a 401(k) can help ensure that you have enough money to retire comfortably. By saving this much, you can take advantage of compound interest and potentially grow your retirement savings over time.

    • @JoySibley-uw3ql
      @JoySibley-uw3ql 14 дней назад

      Effective personal finance management is more important than the amount of money saved, regardless of whether income is earned through a job or investment. Individuals can seek counsel from a certified financial advisor to optimize financial outcomes, who can provide specialized advice and methods to decrease expenses and maximize income.

    • @DawnCalhoun-vl8ew
      @DawnCalhoun-vl8ew 14 дней назад

      @@JoySibley-uw3ql True. Having the right financial planner is invaluable. My portfolio is well-matched for every season of the market and recently hit a 90% rise from early last year. My CFP and I are working on a 7 figure ballpark goal, though this could take till Q3 2024.

    • @EleanorLavin
      @EleanorLavin 14 дней назад

      @@DawnCalhoun-vl8ew I appreciate the implementation of ideas and strategies that result in unmeasurable progress. Being heavily liquid, I'd rather not reinvent the wheel, thus the search for a reputable advisor, Do you mind sharing info about this person guiding you, please?

    • @DawnCalhoun-vl8ew
      @DawnCalhoun-vl8ew 14 дней назад

      @@EleanorLavin Sure. She goes by ‘Victoria Carmen Santaella’. Just research the name.

    • @EleanorLavin
      @EleanorLavin 14 дней назад

      @@DawnCalhoun-vl8ew I greatly appreciate it. I'm fortunate to have come upon your message because investing greatly fascinates me. I'll look Victoria Carmen Santaella up and send her a message. You've truly motivated me. God's blessings on you.

  • @MrRevell13
    @MrRevell13 19 дней назад +258

    I’m down 49% on my tesla shares, but I still believe in the company so I’m holding my shares.

    • @Steph1
      @Steph1 19 дней назад +26

      Could be a great time to buy more to reduce your cost basis, if your financial situation allows for it

    • @jayrudo6280
      @jayrudo6280 19 дней назад +15

      I have 480 shares with an average price of 265. I feel your pain. Not sure if I should take the hit or hold.

    • @pensinseo7745
      @pensinseo7745 19 дней назад

      Why would you sell now?​@@jayrudo6280

    • @SpiritCannon
      @SpiritCannon 19 дней назад

      Hold ​@@jayrudo6280

    • @keithnance4209
      @keithnance4209 19 дней назад +15

      If you’re under, buy more to reduce your cost basis…trust!

  • @cyndifinnegan3738
    @cyndifinnegan3738 19 дней назад +112

    Holding my 2,276 shares of stock and voting in favor of Elon benefits package

  • @84gaynor
    @84gaynor 17 дней назад +487

    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.

    • @gagnepaingilly
      @gagnepaingilly 17 дней назад +3

      Everyone needs a Margin of Safety in their portfolios and just remember, It's time in the market versus timing the market.

    • @Lewyn298
      @Lewyn298 17 дней назад +1

      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.

    • @sommersalt88
      @sommersalt88 17 дней назад +1

      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.

    • @blaquopaque
      @blaquopaque 17 дней назад

      I'm intrigued by this. I've searched for financial advisors online but it's kind of hard to get in touch with one. Okay if I ask you for a recommendation?

    • @sommersalt88
      @sommersalt88 17 дней назад +3

      *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.

  • @aread13
    @aread13 19 дней назад +121

    Down 25%. Doesn't faze me one little bit. Still buying.

    • @sparkysho-ze7nm
      @sparkysho-ze7nm 19 дней назад +4

      To th MOON AN MARS

    • @albertoacosta6788
      @albertoacosta6788 19 дней назад +2

      Nothing to where it’s going to be

    • @khuo0219
      @khuo0219 19 дней назад +2

      I have faith in you because you can spell faze correctly.

    • @LoveForTheTruthTV
      @LoveForTheTruthTV 19 дней назад

      Same.

    • @limeyB-star-D
      @limeyB-star-D 19 дней назад +2

      I did that when I first got in, took two years to start to take off, now sitting around 1000% and looking forward to a happy retirement if Tasha is even close. HODL

  • @ageresequituresse
    @ageresequituresse 19 дней назад +115

    I became an all-in TSLA investor this week 🥂
    Bought my first shares in July 2019.
    Have never sold a cent.

    • @olivehuss8270
      @olivehuss8270 19 дней назад +5

      Ja też (me too), at about $20/share... (we have given chunks to family, but we're not selling...)

    • @737smartin
      @737smartin 19 дней назад +1

      @agereseq… Great initial timing! Hoping the “all in” works magically for you. It’s nearly certainly a high risk path. I hope you have “a solid “recovery plan” just in case it goes wrong…but mostly I hope it results in a life-changing “reward.”

    • @keethbrown3985
      @keethbrown3985 19 дней назад

      What’s your average cost per share?

    • @ageresequituresse
      @ageresequituresse 19 дней назад +1

      Quadrupled my position size. It was 36, now it's 129.

    • @737smartin
      @737smartin 19 дней назад +2

      @@ageresequituresse It’s painful to see that $/share dive for we who bought before the fall 2019 run up, but it’s SUCH a solid TSLA foundation! 💕

  • @shonjir77
    @shonjir77 19 дней назад +20

    Great episode Dillon! Always the voice of reason in these troubled times.

  • @catdaddy644
    @catdaddy644 19 дней назад +44

    Seems like so many people don't get the age old investment advise, : Buy Low, Sell High!. But I would add Buy low, and Hold!

    • @diogofs25
      @diogofs25 19 дней назад +4

      Yep, buy low and then buy low again and again. Wish I had more money to buy

    • @xmfclick
      @xmfclick 19 дней назад +1

      "Buy low, sell high" isn't really investment advice, more a statement of the obvious. Cost averaging is more like advice, as is diversification.

    • @catdaddy644
      @catdaddy644 19 дней назад

      @@xmfclick That's the point. It seems not obvious to many investors who are panic selling. But yes , buy low, sell High is the most basic investment fundamental I heard as a kid. But please, this is not official investment advise. See your financial planner or broker. 😄

    • @TecnamTwin
      @TecnamTwin 18 дней назад

      ​@@xmfclickDiversification is alright if you don't have conviction in the company.

    • @ZaphodTube
      @ZaphodTube 18 дней назад

      I always bought low. I bought at such cheap prices… (still in the minus ;)

  • @keithgilbert835
    @keithgilbert835 19 дней назад +32

    Holding my 5006 shares with avg cost of $112. Looking forward to progress and a Tesla AI moment coming soon.

  • @jamesengland7461
    @jamesengland7461 19 дней назад +15

    I just now remembered there was no mention of Tesla Insurance. Wonder how that's going.

    • @pcysneros
      @pcysneros 19 дней назад

      Insurance isn't very profitable since it's regulated by government

    • @DillonLoomis22
      @DillonLoomis22  19 дней назад +4

      at this point, it's not going lol we definitely need an update!

    • @jamesengland7461
      @jamesengland7461 19 дней назад +4

      @@pcysneros umm, the insurance industry ALWAYS makes fat money.

    • @TN-jb4jk
      @TN-jb4jk 19 дней назад

      How is it going? Insurance owns politicians, the corruption Florida (ie major States) are basically blocking Tesla. These insurance cartels knows FSD will make insurance largely irrelevant due to its 10x safety factor vs humans.

    • @danimal107
      @danimal107 12 дней назад

      @@pcysneros Insurance isn't very profitable?
      Wow, talk about your "alternative facts".
      It's profitable,but like national health care it is pretty complicated to run a insurance company.
      WHO KNEW !!!!! ?????

  • @Jaroen66
    @Jaroen66 19 дней назад +5

    Your ability to laser focus on only the good parts and ignore the negative parts in this echo chamber channel is astonishing

    • @alexth31st
      @alexth31st 19 дней назад +3

      Agreed

    • @mikejosef2470
      @mikejosef2470 12 дней назад

      Anyone who thinks that a robotaxi with no driver that requires any intervention at any stage for any reason will achieve regulatory approval, let alone be acceptable to the public, is deluded.
      Ditto for release anywhere near the time Elon spruiks.

  • @JMo268
    @JMo268 18 дней назад +6

    November 17, 2023 Elon finally crossed the line and I closed my position which was substantial. And it's down about 30% since then so I'm glad I made that decision. He is so out of touch, which was cool when he was a big nerd, but now he has become a screwed up human being. You can keep the stock. I still have my Model Y.

  • @tech5298
    @tech5298 19 дней назад +16

    Bought in June 2019, sold most 2 years later, remodeled house, bought excavator and a red hot Y. Still have some

  • @chrisnguyen3647
    @chrisnguyen3647 19 дней назад +8

    This one of the best video explaining tesla after the Call. 👌 👏

  • @Steph1
    @Steph1 19 дней назад +52

    In my view, this was the most exciting earnings call since profitability

    • @alexmendoza9270
      @alexmendoza9270 19 дней назад

      Before you listened to youtube video makers that suddly all make bulish headlines after all looking bored durring the conference? Or were you supper excited durring the share holder meeting? Please be honest. At what point in the meeting did you flip or was it after watching youtube videos?

    • @Steph1
      @Steph1 19 дней назад

      @@alexmendoza9270 during the call. I was immediately ecstatic about:
      - next Gen is multiple vehicles, able to be built on the same lines (as each other, and as current vehicles), meaning Tesla can optimize production for demand rather than having low line usage if a specific product becomes less popular for a period
      - next Gen vehicles coming potentially this year, otherwise early 2025, which is significantly earlier than I expected. Also it sounds less “Elon time” than some other predictions since they can be built on the same line
      - unboxing mfg can also be partially used, meaning ramp up is probably faster than if it would be “all or nothing”, which seemed like the main reason for cybertruck production delay
      - 35k->85k H100s sounded like NVIDIA has already earmarked this production for Tesla, meaning we won’t be training compute constrained
      To be fair, I don’t watch any Tesla RUclipsrs except Dillon anymore, and I believe he didn’t mention a lot of the things that made me really happy with this call.

    • @brunoheggli2888
      @brunoheggli2888 19 дней назад

      50% les profits and lower sales,oh yes thats sooooo exciting!You are so brainwashed and full of hopium!

  • @perkyb1213
    @perkyb1213 19 дней назад +42

    I’m waiting it out regardless of the bs. (2030 at least.)

  • @chrisdsouza8685
    @chrisdsouza8685 19 дней назад +5

    In the long run we are all dead - John Maynard Keynes 😂

  • @Widdermaker
    @Widdermaker 19 дней назад +6

    Bought half of my Tesla shares in early 2013 for a split-adjusted cost of $2.58/sh. Bought the other half from 2016-2021. Cost basis of those is about $150/sh. Some shares I bought for as high as $380/sh. But overall, I’m still okay. I’ve always said I’m not selling until at least 2030. I try not to pay attention to all the noise, having been through several Tesla FUD-storms. Looking forward to a GREAT payday in 2030!

    • @brunoheggli2888
      @brunoheggli2888 19 дней назад

      So how did the prediction of selling 3.5 million cars in 2024 working out?And the 50000 Tesla Semis on the road in 2024!Telling people facts and living in the real world is now called FUD!

    • @Widdermaker
      @Widdermaker 18 дней назад

      @@brunoheggli2888 You sound a little strident, friend. By any standard, the growth of Tesla’s automotive business over the last decade rivals, if not beats, ANY consumer-oriented heavy industry company’s growth in history. Including Henry Ford’s. Tesla sold 22.5 cars in 2013 and 1.8 million in 2023. That’s an average annual growth rate of 50% over 11 years (if I include their first year of Model S production, 2012, their average annual growth rate is 73%!). That (50%) is what Tesla has guided for - some years greater; some years less. That obviously can’t go on forever as the numbers get bigger. So, for 2024, 2025, and 2026, a 50% increase in volume each year would mean 2.7 million delivered in 2024, 4.05 million in 2025, and 6.025 million in 2026. That may not happen, at least not in a straight line manner. Do I care? No. Production/deliveries should pick up again in 2025 or 2026 with the introduction of the lower priced models. Energy deployments, though, are also ramping up nicely, too. But the biggest thing I’m anticipating is FSD/Robotaxi’s (or Cybercars). Probably in the next year, if Release 12.3.5 is any indication. THAT is going to blow away everything. You might want to buy a few shares, friend, to cover all bases. You, too, could become a “Teslanaire,” like me.

    • @Widdermaker
      @Widdermaker 18 дней назад

      That should read “sold 22.5K cars in 2013.”

  • @xoctor
    @xoctor 12 дней назад +3

    "Supervised FSD" - 🤣 gimme a break!

  • @Mpr47276
    @Mpr47276 19 дней назад +3

    I don’t know I’ve been driving FSD since 10.69 and conced it has improved greatly over 18 mos.
    While version 12.3 has leapt to a new level of comfort and smoothness in so many of the control outputs, I’m exasperated at the system’s ability to reveal its regressions and put you into a corner or find a new edge case just when you think it’s getting there.
    I honestly don’t know if the camera only perception and NN compute solution is going to get it done. Starting to feel like local ceilings will run us through V12.4, .5, .6, .7 and on and on. All the while Elon estimates the next version is again “mind blowing”

  • @cathyk9197
    @cathyk9197 19 дней назад +27

    Dollar cost averaged into Tesla, and sometime in the 2030's, I'll dollar cost average out for retirement income.

  • @JIYkp
    @JIYkp 19 дней назад +25

    It sucks because I got in TSLA early, so my first stock purchases are up 10x. But that was when my income was smaller. My income grew as the stock went up, so my DCA actually caused me to average up into peak prices and I am now down overall.
    Still buying. We'll see where it goes.

    • @gregbailey45
      @gregbailey45 19 дней назад +3

      You'll be fine. Another few years and you'll be swimming in value!

    • @TeslaBull25
      @TeslaBull25 19 дней назад

      Why didn’t you just open up a different brokerage account???

    • @huhhuhhuh4069
      @huhhuhhuh4069 19 дней назад

      Same. Bought in at the covid crash. Kept DCA on the way up. Then the stock tanks and now i am negative on my investment.

    • @incognitotorpedo42
      @incognitotorpedo42 19 дней назад

      Me too. I rode through the drop to 105 no problem, but this last month felt different. I sold a third of my position to harvest losses from my most expensive shares. I can use them to offset gains elsewhere.

    • @incognitotorpedo42
      @incognitotorpedo42 19 дней назад +1

      @@TeslaBull25 Opening up a different brokerage account makes no difference. Your position is your position; it's the total of all the shares of TSLA you own. I have TSLA spread over eight different accounts.

  • @user-xo2yo6jl3o
    @user-xo2yo6jl3o 19 дней назад +5

    This has been my sixth ( I think) major down-up cycle since I bought my first Tesla shares in 2019. I don't break a sweat any more when it happens, but I do agree with you that Tesla is rmaking a major mistake not having an educational advertising program. It's part of the mission, right? So suck it up and generate the time, money and inspiration. It will repay itself many times over.

  • @surferdude4487
    @surferdude4487 19 дней назад +16

    I saw this comment on an SMR video:
    The competition is coming... To buy regulatory credits.

  • @donp11
    @donp11 18 дней назад +2

    I have been buying over the last two months and slowly getting my cost down. This week was a gift. All I hear on news and radio is how bad TSLA is, this means buy it now !

  • @TheXasTube
    @TheXasTube 19 дней назад +7

    Am I the only one that heard elon say "sentient" regarding to optimus TWICE regarding two different questions?
    Once can be a missspeak but twice starts to show at least a pattern of thought...

    • @gregbailey45
      @gregbailey45 19 дней назад +5

      "Sentient: capable of sensing or feeling : conscious of or responsive to the sensations of seeing, hearing, feeling, tasting, or smelling."
      The car (and Optimus) has sensors and responds to those inputs. I.e., it is sentient.

  • @kwalter2323
    @kwalter2323 19 дней назад +3

    This was a great synopsis of the conference call

  • @LuKiSCraft
    @LuKiSCraft 19 дней назад +16

    Remember when everyone wanted to start buybacks at like $250/share? Lmao. I knew at the time that was not an intelligent decision and I'm glad Tesla agreed.

  • @DavisStraubOz
    @DavisStraubOz 19 дней назад +13

    The high cost of car insurance, the high cost of financing for vehicles, the high cost of housing, these and other high costs have put a damper of car purchases.

    • @davidbrayshaw3529
      @davidbrayshaw3529 19 дней назад +1

      Globally, EV sales are up a very healthy 25% in Q1 2024. Tesla are down by 9%. Yes, the market has changed for the reasons that you state, but the fact of the matter is that Tesla's competitors were prepared for that market. Tesla, on the other hand, gave us the Cyber Truck.
      All 4,000 of them. That was a big, big mistake.

    • @darylfoster7944
      @darylfoster7944 18 дней назад

      @@davidbrayshaw3529 sales of postage stamp sized micro EVs went up. It's unlikely that Tesla will ever make a car that small.

    • @davidbrayshaw3529
      @davidbrayshaw3529 18 дней назад

      @@darylfoster7944 I can't see Tesla Kei cars coming anytime soon, but what were Tesla thinking by ignoring the two largest automotive segments in the world and instead putting all their eggs into one basket and producing a vehicle that will only sell in limited numbers to wealthy North Americans?
      Tesla desperately need a small hatch and a small SUV in their lineup.

    • @darylfoster7944
      @darylfoster7944 18 дней назад

      @@davidbrayshaw3529 and yet the model Y was the best selling car in the "world", not the U.S. Tesla isn't competing with BYD. BYD is competing is the other Chinese auto makers.

    • @davidbrayshaw3529
      @davidbrayshaw3529 18 дней назад

      @@darylfoster7944 It's great that Tesla had the best selling car in the world last year. The problem is that it still got nowhere close in total sales to Toyota's Corolla and RAV 4 combined. Why is that a problem? Because Toyota were accompanied by a raft of manufacturers in those segments. They are the biggest categories in the market.
      Tesla need to offer a viable alternative in those categories.
      It's all well and good having the no.1 best selling car, but if your global market share is less than 2% of the total car market, there's work to be done, and plenty of it.
      That's why I'm bitterly disappointed in their decision to pursue the Cyber Truck rather than the model 2. The market for the CT is tiny. It's almost not even worth worrying about, in a global context. The model 2, on the other hand, has the potential to be a world beater and to pale the sales of the likes of he 3 and the Y, even.

  • @jamolamo999
    @jamolamo999 19 дней назад +36

    I’ve been hustling to buy 2-4 shares a week for the past 3 years, this has been rough. Feeling defeated but I know I have to keep investing and cost average down.

    • @DillonLoomis22
      @DillonLoomis22  19 дней назад +4

      i respect the hustle! nfa but i think you'll be rewarded in time (2-3 years max barring black swan)

    • @MutualistSoc
      @MutualistSoc 19 дней назад

      Lol. I hope you don't have a family.
      Hyundai has Boston Dynamics technology, they have Stage 4 self-driving (Tesla has stage 2)
      Tesla is still valued around 500m. Still more than every other major automaker combined.
      They were valued at 1 Trillion at one point. What are you expecting? Tesla to 4x to 4 Trillion?
      I'm sorry. But your foolish. And your probably going to lose 40% more from here on out. The hype is over in a very competitive market.

    • @Saxafruge
      @Saxafruge 19 дней назад +4

      Get out of this echo chamber and reacess...watching nothing but fanboy videos is not smart

    • @MutualistSoc
      @MutualistSoc 19 дней назад

      Lol. U deleted my comment speaking truth.nive

    • @apple1231230
      @apple1231230 19 дней назад +3

      ​@@Saxafruge this is about as reasonable a channel for being grounded as possible. Dillon is on the verge of annoying with how neutral he is often but i understand it. Obviously everyone here is bullish, but he covers in depth many perspectives, be them possitive and negative. He gives weight to negative things, but the positives seem to vastly outweigh the negatives if you work with the data presented and make assumptions and guesswork as to how things will roll out. obviously, no one knows, but at a certain point in life you have to make gambles. this seems like a very good bet to me and i think im decently smart at least.

  • @erickessler6094
    @erickessler6094 19 дней назад +1

    Great report info & analysis. Nice creative touches, too, brother.
    Cheers, Eric

  • @jonathandaugherty2024
    @jonathandaugherty2024 19 дней назад +2

    Great overview video. Thanks for your work

  • @user-km1tm4sh5j
    @user-km1tm4sh5j 19 дней назад +11

    Great summary and perspective Dillon. Many thanks as always.

  • @robkeshav800
    @robkeshav800 19 дней назад +2

    One of your best presentations, Dillon. Surprised you did not close with Tesla stock price & volume.

  • @jcbuy11
    @jcbuy11 19 дней назад +2

    One of your best videos! thank you I really enjoyed it.

  • @sailomb
    @sailomb 19 дней назад +2

    Really great wrap up of the qtr earnings/call.

  • @keethbrown3985
    @keethbrown3985 19 дней назад +2

    Bad ass and uplifting! ❤ Dillon’s stuff!

  • @sparkysho-ze7nm
    @sparkysho-ze7nm 19 дней назад +5

    Tasha is precious ❤️

  • @jeremiahcook6617
    @jeremiahcook6617 19 дней назад +2

    Great! I always love all of the numbers and statistics!

  • @premrapson2034
    @premrapson2034 19 дней назад +2

    Thanks mate
    Keep up the good work!

  • @jonathankim2650
    @jonathankim2650 19 дней назад +2

    Still buying…. Will keep buying with every spare cent until end of this year!

  • @bdmsouth
    @bdmsouth 17 дней назад

    Best video I’ve ever seen you do Dillon! Great work 👌💪🙌

  • @joenocera6347
    @joenocera6347 14 дней назад

    Very well put together. Good job, Dillon.

  • @MrWheelGun
    @MrWheelGun 19 дней назад +2

    Highly informative and well made episode - thanks!

  • @oliverp8006
    @oliverp8006 19 дней назад +1

    Great work, one of your best videos 👌

  • @RobertKeenanComp-U-Right
    @RobertKeenanComp-U-Right 19 дней назад +2

    Bravo..Well Done.👍

  • @davehayes8812
    @davehayes8812 19 дней назад +17

    Outstanding. Well thought out. Love your work Dillon.

  • @Mpr47276
    @Mpr47276 19 дней назад +3

    I think Elon fully understood he would not survive another “the high interest rate” earnings call soooooo he went full tilt to tease accelerated new, less expensive car models, a reveal to field Cybercar hailing service and app in development, an Optimus robot in your house to help you wrap Christmas presents in 2025, and even STOCK BUY BACKS!! Something for everyone. Hope it pumps the stock a bit. And it did. Let’s see what gets delivered. 😊

  • @cryptoskillz
    @cryptoskillz 19 дней назад +2

    Been a Tesla investor since 2015, never gonna stop, I believe in them, one of the hardest pushing companies in the world

  • @kofManKan
    @kofManKan 18 дней назад

    Great stuff Dillon, thanks for your - quality & balanced - content. All the best.

  • @NextGenEvs
    @NextGenEvs 19 дней назад +2

    Educational campaign 💯🙌

  • @satoshimanabe2493
    @satoshimanabe2493 19 дней назад +1

    Thanks Dillon! BTW, isn't Cybercab = Robotaxi? I"m thinking maybe first-gen will have removable driver controls. I wonder if hand controls are an option, to remove pedals altogether? Then it could be a single bolt-on control. Well, I guess removable pedals aren't much harder. In any case, removable driver controls are probably required for personal vehicles being used as robotaxis.

  • @russadams3008
    @russadams3008 19 дней назад +1

    If inference computing is sold for car idle time, I hope owners get a cut of the action. This could be a cash source as great as renting out your car.

  • @FrunkensteinVonZipperneck
    @FrunkensteinVonZipperneck 18 дней назад

    Yep. My revivifier says, "That neuro-transplant on Stuart Pidd - aka "Gary Black" - failed..."

  • @Jimmy-qb1xr
    @Jimmy-qb1xr 19 дней назад +2

    Most of us who entered or re entered these last 2-3 year did so cause we believed in the company
    long term.
    Other then global economy and geopolitical situation, not that much have changed long term.
    If the economy goes completly to hell most of us are more or less screwed either way,
    im sitting still in my boat.

  • @tekish7682
    @tekish7682 19 дней назад +1

    Very well done!

  • @AndreasWest
    @AndreasWest 18 дней назад +1

    As always, appreciate you clear and objective thoughts. So let me get that right, a supervised Robotaxi with a human in the driver seat is a "Robotaxi"? In the same way that "Full self driving" is supervised all the time by a human? These aren't wordplay, this just shows how ridiculous it is to name these services like that. The California DMV has just filed two separate complaints with the state’s Office of Administrative Hearings on July 28th, alleging Tesla made “untrue or misleading” claims about its vehicles’ autonomous driving capabilities. The DMV has the power to suspend Tesla license to sell cars in CA, though I don't think this will go so far. Tesla has 15 days to respond after which the DMV will proceed no matter what.
    Now the progress on FSD is good from version 11 to 12 but you know that Tesla has 32.9 miles to disengagement whilst Waymo has over 17,000 miles? Waymo hasn't declared that the solved fully autonomous driving with their L4 system. So as good as Elon's Robotaxi plans & promises are, do you acknowledge how far out the reality of a driverless Robotaxi (which is the correct meaning of it) is?
    On automotive gross margins (3,212 million), are you aware Dillon that 24% of these are coming from IRA tax credits paid by the US tax payers? $754 million of them in Q1 alone (Source: James Cat on X).So that stable automotive gross margin % is highly depending on financing from the Government and you know there's a highly likelihood that Trump will become President again and will immediately stop any IRA credits for EV's and batteries. Now what is going to happen to Tesla then?
    Lastly, Tesla managed to burn through $2.5 Billion of cash from their FCF. Yes, a lot is probably coming from building up the inventory (can we please stop this stupid FUD about cars stuck on ships, inventory is at an all-time high) but it's also coming from the huge investment in AI hardware ($NVDA chips, as Dojo as a project has failed). And in regards to your "Stupid" comment, you just believe what Elon and the CFO said, that this is a one-off. Will see and please add your one-off prediction to your own prediction tracker, ok? Also, your comment was way-off, very unusual from you. Ross is pointing out one possible scenario, you're pointing out another. Let's see how 2024 and 2025 plays out. I hope Tesla doesn't go bankrupt and can continue to make progress on the Masterplan, that's all that I personally care about. For our planet.

  • @LoveForTheTruthTV
    @LoveForTheTruthTV 19 дней назад +1

    Beautiful summary.

  • @christopheredginton6242
    @christopheredginton6242 18 дней назад

    Congratulations Dillon. A really well presented episode.

  • @mikefucito6030
    @mikefucito6030 16 дней назад

    Excellent and thoughtful analysis and presentation here. Thank you.

  • @Youtube-Handle-256
    @Youtube-Handle-256 17 дней назад +1

    The Tesla bubble is so real. On MKBHD's podcast it... I can't even articulate it just watch the portion on FSD.

  • @NextGenEvs
    @NextGenEvs 19 дней назад +2

    Great video!

  • @rodmitchell831
    @rodmitchell831 19 дней назад +1

    Great video Dillon

  • @vaughnmoore4950
    @vaughnmoore4950 19 дней назад +2

    Lest any one forgets Tesla commits to buy as many batteries as possible is the use in the mega pack business.

  • @robzienert7492
    @robzienert7492 19 дней назад +2

    Nice opinion/analytical piece, Dillon.

  • @michaelwebb9790
    @michaelwebb9790 19 дней назад +1

    Great post Dillon

  • @Dixie3888
    @Dixie3888 17 дней назад

    i totally believe that people who stand often are healthier. I always aim to stand, whenever I can. Since starting this, my overall fitness and health is the best ever. Get standing.

  • @SoCalTropicalgardener
    @SoCalTropicalgardener 19 дней назад +1

    Epic video Dillion!

  • @snookmeister55
    @snookmeister55 15 дней назад +1

    Buy high, sell low? This is complicated.

  • @MultiSmitty11
    @MultiSmitty11 14 дней назад

    Yo what episode did that Huberman clip come from? I need to listen to that one 😂

  • @johnr5312
    @johnr5312 19 дней назад

    Great video. Well done. Thank you.

  • @rogerpicklum1871
    @rogerpicklum1871 19 дней назад +18

    I assume that slowness in Mexico was a big input to this decision.

    • @MegaWilderness
      @MegaWilderness 19 дней назад +5

      It's not a Mexican slowdown. It's a Tesla slowdown

    • @lindam.1502
      @lindam.1502 19 дней назад +5

      I think Elon is hesitant to invest billions in new factories while there is a demand slowing

  • @guylarabie8229
    @guylarabie8229 19 дней назад +1

    The compact pickup market is red hot !! Tesla should seriously consider a Model 3 derivative (see Truckla) . This could be done at minimal cost and would generate sizeable profits.

  • @chrisroberts3963
    @chrisroberts3963 18 дней назад

    Amen to having an ad campaign that combats FUD

  • @bartvanderheijden7055
    @bartvanderheijden7055 19 дней назад +2

    Last quarter report said a new platform was or had to be designed for the low cost vehicle. Now it can be done on the existing production line! And no one is questening this? Did Tesla has a plan for low cost vehicle? Why use a line for high margins vehicle for low? So Tesla stopped growing for the foreseeable future? If 29 BUS$ at the bank why not use it? Where is that magic unbox manufacturing miracle?

  • @LB_59
    @LB_59 19 дней назад

    Dillon,
    Your thoughts?
    Just went on the configurator in Canada, Model 3 Performance not coming till July. Is this an indication of a mass influx of orders or due to limited production?

  • @davidkendall2272
    @davidkendall2272 18 дней назад

    Thanks for honest evaluation on Tesla/TSLA. I am long term investor purchasing TSLA at IPO in 2010, and am all in on company I firmly believe in and support, currently on 4th vehicle. Master Plan 3 is why I support Tesla, and executing this mission is one I strongly support.

  • @gioelestendardo2819
    @gioelestendardo2819 16 дней назад

    you are the new Rob Maurer, and you actually have something more to it. Great channel

  • @simolatham03
    @simolatham03 19 дней назад +1

    I started investing at $1000 pre pre split so it's a good time to buy more!

  • @steveaigner7523
    @steveaigner7523 19 дней назад +1

    Model 2 with tax credits will be less than $300 in monthly pmts. For a new high tech brand new car in todays high interest market it will be impossible to beat. I was hoping they would have it ready well before the tax credits expire. Added- I say this to encourage those waiting on FSD, Robo Taxi, Semi, Energy Storage, and Optimus. There may be earlier reprieve in sight!

    • @brunoheggli2888
      @brunoheggli2888 19 дней назад

      People dont like small cars in the US and in Asia and Europa we already have EVs for under 20k!Its to little to late from Tesla!

  • @kevinplatt
    @kevinplatt 19 дней назад

    Excellent video Dillion!

  • @EoeSantinny
    @EoeSantinny 18 дней назад

    Hello a section on just energy? Current project? What about an update on selling supercharger to gas stations like the BP deal?

  • @RogerWilsonTodd
    @RogerWilsonTodd 19 дней назад +1

    When will LFP cells ship in volume from GigaNevada?

  • @CrustyRestorations
    @CrustyRestorations 17 дней назад +1

    It's annoying... a company that sells everything, makes profit on everything, future products, ai, robots, growth and so on.. but its only down due to negative news media..Still buying, but they need to work on advertising, and fighting fud. None of my work colleague's ever know about the good news stories🤦‍♂️

  • @allfamyankee85
    @allfamyankee85 18 дней назад

    I'm up 100% I took my capital out in 2021 and everything in there is all profit! I have close to 500 shares and I'm not selling and continue buying the dip, I am going to retire very comfortably! Thanks for all the information Dillon!

  • @TSLApilot
    @TSLApilot 19 дней назад

    28:00 I agree with advertising. Too bad it wasn’t brought up during the earnings call.

  • @ryan6391
    @ryan6391 18 дней назад

    I agree Dillon, educational advertising is needed.

  • @danielegianetti5599
    @danielegianetti5599 19 дней назад +1

    The same was supposed to happen for Cisco after its peak in 2000 ...and 24 years later it is still below its peak. Back in 2000 Cisco was the most loved innovative dominant of internet... History doesn't repeat, but rymes...

    • @brunoheggli2888
      @brunoheggli2888 19 дней назад +1

      Dont trie to teach them,they are deep involved in the Tesla cult!

    • @FrunkensteinVonZipperneck
      @FrunkensteinVonZipperneck 18 дней назад

      Disco rhymes with Cisco. And disco will never die...

  • @DAnielIvey1
    @DAnielIvey1 19 дней назад

    Thank yoy cover Eletric for Texas. 🎉🎉🎉

  • @mikenovak5226
    @mikenovak5226 19 дней назад +19

    I'm down 100K from when I bought tesla. No real happy. Not ready to sell yet.

    • @Steph1
      @Steph1 19 дней назад +1

      Good time for DCA

    • @lorenzomillsii5373
      @lorenzomillsii5373 19 дней назад +1

      Me too....Have faith!

    • @lorenzomillsii5373
      @lorenzomillsii5373 19 дней назад

      Bitch when it hits!

    • @buffbatman2
      @buffbatman2 19 дней назад +1

      You only lose if you sell, hold like a snapping turtle

    • @brunoheggli2888
      @brunoheggli2888 19 дней назад

      Wait until 2030,you can sell your shares for $50 !Elon loves you!

  • @MrEd2291
    @MrEd2291 19 дней назад +3

    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.

  • @ddmitch1
    @ddmitch1 19 дней назад

    Does anyone know what all the hardware on the red Tesla is for at timeline 24:04?

  • @edwhite2255
    @edwhite2255 18 дней назад

    Easy to build on model Y line. Same everything excel for the back of the vehicle

  • @charangohabsburg1
    @charangohabsburg1 18 дней назад

    Impatience is the investor's worst enemy (does not apply to gamblers!).

  • @seanmcpherson5595
    @seanmcpherson5595 19 дней назад +1

    Holding my 70 Tesla's share. May be, I will buy 1 more.

  • @jeffreybloom
    @jeffreybloom 18 дней назад

    I wonder how insurance is going to work for people hiring out their FSD vehicles? Probably going to need to provide insurance like Turo does

  • @georgehrubec7107
    @georgehrubec7107 19 дней назад

    @DillonLoomis22, can you make a quick update on what’s going on between Tesla and Redwood Materials?

  • @keithnance4209
    @keithnance4209 19 дней назад

    I hope they were sand bagging the CT battery pack. Needs better towing mileage

  • @thescurry
    @thescurry 19 дней назад +1

    Ross Hendricks and Ross "Goober" Gerber both share a lot in common.