Tesla New Reports Show Dominance Over Dying Legacy Auto
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- Опубликовано: 9 сен 2024
- Tesla is on the rise while traditional automakers struggle. With global EV sales expected to hit 17 million this year, Tesla is leading the charge, especially in China. Meanwhile, Ford’s 135-day inventory for the F-150 hints at deeper issues. Plus, Tesla just made a bold move by removing Cybertruck reservations, making it more accessible than ever.
Jeff Lutz is an ex Supply Chain C-Level Exec at several Fortune 100 companies like Google, Lenovo and Motorola. Currently running his own consulting firm.
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Edited by: Roshan Khatiwada
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
Every single time I listen to Jeff, all the FUD articles are dispelled and every point he raises to counter said FUD makes me nod and raise my eyebrows. Coupled with his amazing knack of completely calling out people for their BS.....Jeff is an absolute LEGEND and we are so lucky to have someone as knowledgeable as him to spell it all out for us.... much appreciation to him and Herb!
All praise to Jeff Lutz - making sense of stuff that bore my pants off without a stiff whisky.
Such an astonishing addition to Tesla investor community.
I wonder how many kids watch this & plan a career as supply chain specialist?!
Perfect, love listening to Jeff. Thanks Herbert.
I hope this video helped you get brighter about Tesla!
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Great analysis and context guys. Much appreciated 😀👍
It’s the EV/AI/Full self driving/robotics revolution 😮😮😮
I am really learning stuff watching your videos…it goes beyond the superficial analysis and comments on yahoo
Cool 😊thanks
Jeff is the best!
You guys should do a special on cost of goods sold breakdown. Fixed vs variable costs. Unit cost. How capital costs are amortized and depreciated. It's difficult to understand where Tesla is at with the Cybertruck regarding all of this.
Just finished installing 12.5.3 on my Tesla 3 highland. Haven’t tried it yet
I’m a Cybertruck reservation holder, but am not interested in paying Foundation series prices. I’m setup to wait a couple more years.
Samuel Abuel Samid of Guidehouse is the author of that infamous chart that put Tesla FSD last 😂
😂😂😂
This should be talked about more. This is wild.
Got my X last November and am all electric now. Mostly charge at home but still go to gas stations as much as ever. Not for gas but for the convenience store items. I don't think this hurts their profitability as my understanding is these stations make very little on selling gas vs a lot on convenience store items.
When I see the colored green map regarding charging stations, I am reminded of the cell phone coverage maps that were used early on for cell phones. It will eventually all be deep green.
Once again, Tesla shows how flexible they are compared to legacy auto. Instead of charging ahead with the 50% growth target, Tesla slowed down way ahead of the auto sales slowdown and legacy auto just kept piling up inventory.
Let’s fing go!!!!
CT will be HUGE Money maker starting 2025
I wouldn’t call US EV sales stagnant. According to your graph, the green bars grew 71%, 33% and 22% over the last three years. Not a bad ramp considering that it’s harder to grow a big number than a small one.
was not discussed, but might a part of the credit tightening on car loans reflect the likely loss of residual value on all the ICE cars sold today-- the banks fear the car won't be worth the loan balance in 2 years and so requires a bigger down payment now to mitigate the risk of default?
Tesla should add the paint and interior options on the Model X for FREE if you buy FSD.
This would increase FSD take rate and also increase sales of the Model X.
Buy getting the paint and interior options for FREE it keeps the price eligible for the $7500 tax cut.
The $7500 tax credit is a big deal. The Model S and Model X need to be priced to be eligible for the credit.
Loosing the $7500 tax credit by buying the paint color you want is crazy
Even simpler: how about making FSD transferrable to a future Tesla vehicle if you pay full price up front.
There are many interesting stocks in many industries that you might follow. You don't have to act on every forecast, so I'll suggest that you work with a financial advisor who can help you choose the best times to purchase and sell the shares or ETFs you want to acquire
You should know it's easy and hard to make that much profit. I say EASY because it's very possible to make that much, and Hard because you'll need professional assistance to do it, I'd suggest you get assisted by a market advisor.
I'm an advocate for having a diverse investment strategy. I grew to a 5 figure mark with my portfolio having exposure to different areas of the market, including small and large-caps of the ETF index, blue chip stocks, coins, grade bonds and alternatives like cryptocurrency markets, as this helps manage the overall risk on my portfolio managed by my FA.. Credits to my adviser, Jonathan, i have no doubt investing more
This is impressive how could someone go about getting investment guidance from a coach like that, would you mind sharing your coach~info?
Sure! he interacts on what's Apk using the digit below.
Jeff - LUV LUV LUV your hair!!
Who's your stylist?
Your mom
The data tells the story in an undeniable way. When the Tesla revenue data starts to double and double that will also be undeniable. Until then we accumulate more Tesla stock slowly over time. The exponential growth zone of their 3 large future S curves will go vertical relatively soon in years, not long now. Momentum is building for Tesla!
US FUD is slowing down EV growth
wackiest glasses hands down, you win
Anyone with the creativity to spin a bearish narrative from the cybertruck ramp could have a good career writing for Marvel:
"Ok, so the X-Men just saved the world, and Mr. Sinister wants to publish an op-ed about why they shouldn't have. But none of us can come up with any halfway convincing bullshit..."
Fox biz writer: I got this.
Big Tesla fan but answer me why EV global sales are growing but Tesla sales are stagnant? Please address
They (non Tesla) filled the channel with inventory which counts as sales , but with 100-150+ days of EV inventory (non Tesla), they’re not selling THRU to consumers.
Tesla has maintained operational efficiency at 18 days of inventory and have sales closer to the true capacity for the market. Does that make sense? Others didn’t sell out in greater qty to consumers than Tesla, they get credit for a “sale” when a car leaves their factory and sits on a dealer lot
Because most of the EV growth is $10-15k Chinese cars
in 5 years we will be millionaires
I need a 5x for that. Thinking it will happen in three years or less, but I’ll take five :)
What if we're already millionaires?
@@darylfoster7944 then well done
those glasses are criminal
😮
Recently saw an article about a company that is installing Level 2 chargers in apartment/condo parking lots for $500/space. If you are the property owner and would like to get a 20% return on your investment, install the chargers. Then you should have no problem asking $11.50 extra for your rates and you'll get your investment back in just about three years. With continued profits going forward.
BTW, that's a complete system including software. The whole package.
Can you share a link?@@bobwallace9753
Are you saying an $11.50 rent increase? Or is it a surcharge? I don't think ICE drivers will want to subsidize EV drivers.
@@darylfoster7944
A ~$12 rent increase. I no longer care what ICEV drivers think. They cost us hundreds of billions of dollars per year via their tailpipe emissions.
Cyber Truck was "burdened" with the R & D of several new technologies and parts. Those are now PAID OFF. Tesla has ALL the following items available at cost for future vehicles - OctoValve "energy free" temperature control for occupants and batteries, Giga Castings, stainless steel bodies, 48 Volt components a fourth the weight of 12 volts, Ether Loop Control and power with plug-in expansion, electric steering, 800 V batteries.
why do you keep banging on and on about teslas dominance over legacy when legacy (Ford CEO himself) and elon and everyone else say the only competition is Chinese firms.
I will be forever grateful to you, you changed my whole life and I will continue to preach on your behalf for the whole world to hear you saved me from huge financial debt with just a small investment, thank you Jesenia Acevedo
The first step to successful investing is figuring out your goals and risk tolerance either on your own or with the help of a financial professional but is very advisable you make use of a professional.
Isn't that the same Mrs Jesenia Acevedo that my neighbours are talking about, she has to be a perfect expert for people to talk about her so well
I'm new at this, please how can I reach her?
I was skeptical at first till I decided to try. Its huge returns is awesome. I can't say much
she's mostly on Telegrams, using the user name
Legacy auto consolidation ahead.
How is it 'breaking news' that Tesla is killing legacy? The Tesla community has been talking about this for the last several years.
it is just pathetic at this point. I dont know how Herbert does this. He should take a break. I feel we are trapped in a echo chamber loop while Elon has clearlz other priorities than TESLA
How long it takes for Blackberry to die off? China is no longer a market for the legacies, that is not a concern? VW China profit represents about 40%... VW should not concern? Tesla started the EV and China took that and now becoming export leader. You could, along with the legacies, ignore what is happening. However, the legacies know they are doomed.
@@nguyep4 China's EV market will either die or something will have to change. They have 90 something EV manufacturing and ALL of them are loss making, even after subsidies. What they are doing is not sustainable. The Chinese government cant, and wont, continue to spend money on all those zombie companies. Dont get me wrong, there are some good cars coming out of China, but many of them are probably just as loss making as VW, Ford, GM etc are on their EVs. Dont tell me that BYD is profitable. They have a 3% net margin INCLUDING hybrids so their EVs are most certainly loss making. This discussion needs to be much broader than just 'legacy autos' because the Chinese market is terrible as well but we just dont know as much because their financial reporting is not transparent enough. But for some reason, no RUclipsr ever talks about this. Why?
@@nguyep4100%. They call it dead man walking. You can still live for 60 days after taking a lethal dose of radiation. Then you deteriorate rapidly after that. The legacy autos are in the dead man walking stage now.
It’s all function of price obviously that is why China is growing more. I certainly understand why Elon is waiting for autonomy to go full throttle on cheap models!
China is growing because the government basically forces its citizens to buy EVs through extremely high registration fees on ICE cars etc. You can force a new technology on a population when you are an authoritarian regime. In the West, its a free market and the transition should happen due to demand.
YOUR hero's X interview didn't go well little one
Those are the absolute dumbest glasses ever worn on the internet……
love tesla the company, but hate the stock. what a depressing chart.
The chart looks fine if you cut out the 2021 Covid bubble.
@@darylfoster7944 agreed. i'm a long too with avg $76. i can't really complain, but i should've eaten profits back then.
What a terrible subject for a video.
See......I didn't swear once!
If they refuse to lower prices too bad for them! Also they could increase manufacturing of lower price trucks like the Maverick. Toyota could bring back the Yaris that is still overseas. Maybe they should actually make the Sienna in quantity instead of forcing people to make many, many months. Bring back sedans and make them hybrids and plug-in hybrids. There is a lot the OEM companies can do to sell vehicles in a recession. Yes, we are in a recession! The government just isn’t going to tell us until after the election.
The Yaris was eliminated because nobody wanted it. Same for the Honda Fit.
@@darylfoster7944 which eliminated a lower price point and forced some new buyers into the used car market which had a limited supply. Good job!
@@Beatles4Sale. Those models were eliminated because the car companies couldn't make money on them. The volumes were too low, a few tens of thousands a year. Subcompacts are simply not popular in the U.S. like they are in other countries.
I've owned tsla since 2016 and most times I look away while Musk acts like a child. Hopefully the important people like the analysis will jump on board. Won't hold me breath 😂
Dominance in a market that is shrinking….so what.
It matters because legacy auto is going to struggle more and more as their inventories rise. For years we were told that legacy auto was going to thrive when they transitioned to EVs, but they haven't done anything near what they need to do. In other words, they are going to die because they can't compete with Tesla.
1:51
@@daltonvanhorn5167 Pay attention….Only China is growing….China is going to collapse soon so it’s over for EV growth.
@@billtruttschel The demand for EV’s is not growing outside of China….legacy auto knows it’s a dying market
Dominance of a high-end market segment with a brand new product? That's big, and wins both prestige for Tesla, as well as making the CT visible to the public. When the cheaper versions come out, and when car loans become more affordable, CT sales will build on the toehold that the Foundation series is establishing now, at the high end.
It will be interesting to see CT sales numbers vs ICE pickups over the next few years. Pickups are not cheap. F-150 starts around $40,000, and at the high end, a Raptor can set you back $165,000. If you really have that kind of money to spend on a truck, you better bet that you will be giving the Cyberbeast a thoughtful look.
Tesla is dying... declining sales and high overhead. 5% profit margins at best.
Stick to Marketing and not TSLA profit margins
That would still be better than BYD's 3% net margin 😆
Unfortunately, $TSLA's PE is more than twice $NVDA, which has 55% profit margins. Tesla is priced like an incredibly successful tech company while it's actually a middling manufacturer and seller of cars.
@@conflictionated387 Last time I checked (2 min ago), TSLA's PE was 55x and NVDA's was 64x.
"Economic cycle: The automotive industry is highly cyclical, meaning when the economy is doing well (employment rates are high, stable inflation, high retail sales, etc.) the industry will also do well."
Simple minded people will ignore this.
A lot of talk and you don’t say shit cut your shows to 15 minutes or less. Nobody has time to sit around for hours a day. Listen to filler speech.
Not only that, he also recycles the same topics over and over again. I agree, these Tesla videos dont need to be more than 10-15 min and only when something is happening.