Ives Still Bullish on Tesla Despite Robotaxi Delay
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- Опубликовано: 8 сен 2024
- Dan Ives, Wedbush Securities managing director and senior equity analyst, is still bullish on Tesla even though it's robotaxi unveiling has been delayed. He's on "Bloomberg Technology."
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Bullish on everything, talk about trying to pump the stocks.
October of what year?
2015
@@ayoutubechannelname on the Mars colony? 😂
@@Videomorgue Hill Valley, California
I would love to see your stupid face when TSLA make it in this year.
Anyone else think Ives is a clown?
No. We need people like him 2 help push up the stock
You are clown.
@@SuperTash9lol hes a male cheerleader of tech
He probably drives a Buick
@@SuperTash9Not a good sign if your stock needs people like him to push up the price.
Dan in a tool. He actually believes the date
Robotaxi's aren't delayed, they were never going to happen. Nobody said there was going to be this grand prototype on 8/8... almost nothing has been said about what was actually supposed to be there anyway. Here is the deal, we will know Robotaxis are close three different ways, and all 3 of them must be true.
1. Tesla gives you instructions that you can now get into the back seat and take a nap while the car drives. FSD for current Tesla owners must be fully solved, ie.. Tesla tells you that you don't need to be in the drivers seat anymore. The fact that Tesla tells you that you have to be in the drivers seat, but undistracted, and have your hands ready to take over the wheel means you are years away from the tech being good enough for a Robotaxi
2. Registrations for approval in major markets in the USA. This process took a year for Waymo. This requires Tesla to file publicly available paperwork, for the cities and counties to approve that paperwork at meetings. This is all public, and the process is long. If Tesla submits paperwork, it would make national news, and there would still be a year before it was approved in any market
3. Insurance discussions and major insurance companies making deals with Tesla. Waymo provides liability for their robotaxis. Tesla does not currently provide their own insurance that covers accidents under FSD. Does anyone really think insurance companies are going to cover your car if you send it out alone to be a robotaxi and have strangers randomly in your car. There has been no discussion at all from Tesla at all about how liability insurance is going to work, and there certainly not any major insurance companies jumping at the chance to get involved, they barely tolerate Uber drivers
Anyone that thinks just going from FSD 12.3 to FSD 12.5 is going to suddenly make Robotaxis happen is kidding themselves.
Exactly!!!
Thank you. People just need to think. As a Tesla owner this thing has so far to go. Not even close. Progress? Yes. But it’s not ready for primetime.
Ives was bullish on Tesla all the way down. It reached the bottom and he turned bearish, but now its jumped up he's bullish again. 🙄
He could have bought his shares at a dip
Are you mixing him up with Gary Black?
Incorrect
Robotaxi, lol yeah, like the other vzpourware tesla announced, maybe in 20 years when others have been operating them for 10 years.
which vapourware?
What about the billion dollar traffic tickets... tesla will pay for it or the insurance companies... honestly Tesla car company is a car company trying to get into unchartered territory with a lofty evaluation.
He has already sold most of his holdings at $270. In April, when Tesla's stock price was $138, he gave an interview expressing his concerns
The grift is strong with Tesla.
Let’s go Dan Ives!!!
0:39 "air pocket period to get on to what I view as gold at the end of the rainbow" 🤣🤣🤣
They should have some optimus robots walk out and play in a band and then have the robotaxi drive out onto the stage
No problem with the delay, now the presentstion will be even better and no other is close to Tesla.
The software wont be ready for august or october so it was always just going to be the showing of the physical car so doesn't really make a difference. But they might try to get the software good enough for a geofenced practical demo in some urban landscape and if so that would generate some hype.
I'd rather they delay it so that it's as amazing of a reveal as possible.
There is no reveal. It will be more concept BS.
@@user-ow1bn6qv8q 🤦♂️
Remember the 250 000 spacex rocket equipped sportster that people put huge deposits down for 5 years ago, still no release of even a design, lol
Musk is very capable of taking money and never delivering.
Delusions
Dan is spot on! Tesla is not really a car manufacturer. They are an AI robotics and energy storage company and should be priced accordingly...
Tell me the price and where I can but z tesla robot. No you can't as it is nowhere near release, maybe in 10 years! Lol
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8 week delay,,,lol,so wot....
Watch him for entertainment , not for investment advice. :-) Tesla is a 'mainstream' meme stock now.
Apple intelligence sounds arrogant and stupid, as bad as Jack Mah saying to Musk ... Alibaba Intelligence
Bloomberg did not confirm the delay. Shabby journalism.
Translation: we can keep the bubble going for longer and sifon more profit off retail investors
People acting like Taylor Swift postponed her world tour by 2 weeks
What is Dan doing at Bloomberg’s quasi journalistic FUDshow?
Tesla is kick starting the next era of transportation that will span decades, but a two month delay in the official reveal ceremony makes people nope out? That's the dumbest mentality ever. Good, stay poor.
2 months, lol.
You do realize in 2016 that Musk said Robotaxis would be happening sometime the following year. He actually has been saying that every year since.. It is always ' a year away'..
Tesla might do well short term but the MOST ridiculous stock to buy long term. Just a shoddy California Corolla doing layoffs and huge forward PE ratio and raises for CEOs. Sell if ahead.
As far as I'm concerned, until Tesla actually says something, the date is 8/8
Good luck
Dan ives always talks up Tesla! Robotaxi has already competitors that are not doing to well look at waymo and tesla trades at 80 times PE lunacy
Hhahaha. Comments did not disappoint on this one
They will delay again to next year and the analysts & Tesla investors will keep on spinning.
Oh boy, what a joker.
I like Dan, but I don’t understand why he and so many people give Elon a pass on all his exaggerations and empty promises. Any other CEO would be hammered, especially with the volume Elon seems to endlessly spew.
Stay strong people….stay strong!
Musked again.
Invite him on November ;)
insurance companies are leading the inflation by 50 percent .... Tesla is trying to go them out of business or increase the premium to $5000 dollar car owners?
Wait why didn't Dan challenge Bloomberg on the rumor?
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Tesla is a sleeping giant
Lol Apple is a way bigger one!
Tesla will go to 1000 and 5 to 1 split and repeat 2 years later Hang on Have patience This is our apple breakout moment
*A sleeping Enron.
Morgan Stanley just said that the Megapack factory coming on line in Lathrope will procduce 10,000 megapacks/yr, and that would produce the operating income equivalent to 1,000,000 cars. A new Megapack factory is being built in China. Some are saying Tesla will have 4 Megapack factories by 2030, the equivalent op income of 4,000,000 cars.
people also say tesla will sell 20million cars a year in 2030. it sells 2 million atm. eager to wait for 2030.
tesla's entire supply chain is built around Lithium, while everyone else is already moving to Sodium. Hell, BYD already has a car out with a sodium battery. Grid tied storage will all be Sodium within 2 years, it is half the price as Lithium and doesn't need china supply chains. Tesla is building infrastructure that will be obsolete before it is finished.
@@user-ci4cw1kn3k Those were the hyper-fan boys who said that. I never believed that. I still think they'll get to 6-10 million cars by 2030....But, this megapack factory prediction is from Morgan Stanley, and they have historically not been friendly to Tesla. Comprendo?
DAN IVES FOR VICE PRESIDENT WITH DONNY BOY 🎉🎉
Robo is pie in the sky
Even if you take all the Uber $40billion total 2023 bookings and add it to TSLA $97billion revenue, that is merely 50% increase in revenue. What is all this FSD noise?
What about FedEx delivery? What about gdp growth from e-commerce
Has Tesla confirmed this delay rumor?
Nope.
Nah man Musk is simply letting the shorts pile in for this next phase of the short squeeze. I bought calls on this recent dip.
This is actually a very unique moment. Bloomberg seems to firmly believe their sources telling them about a delay to October while so far Elon and Tesla haven’t said anything to confirm or deny. Seems to me if Tesla says yes, there’s a delay then Bloomberg wins big while if Tesla actually reveals their Robotaxi as announced on 8/8 this year, then Bloomberg gets crushed. If I were Elon I would definitely not throw away a golden opportunity to show up legacy media.
Whether The Delay Was Intended Or Not, The Movement That News Came Out Moving Robotaxi From August To October 2024 Showed The Stock And IThe Stock Price Changed In That Recent Morning. Sincerely❤❤❤, KNT.
July 12 2024. 7:47 P. M. Eastern Time.
Why is he speaking about Ives in the third person when he's right there? Weird journo...
Meme. Stock.
Right. With $100B in revenues. 🙄
@@craiglippus8792 falling sales, falling prices, slipping dates, a distracted ,fractional CEO too busy with X, massive competition increase, sure sure it’s all fine.
There’s a reason you cite revenue not margin. The margin numbers look awful for this valuation. It’s all hype and hope.
In a highly competitive world, two months is a lot of time to waste! 🙂🙂🙂
Still with Tesla stock, investors can never be sure what will happen next, bearish periods ultimately establish a new set of stocks to buy and watch while setting the stage for a robust new uptrend. I have been reading articles of people that grossed profits up to $250k during this crash, what are the best stocks to buy now or put on a watchlist?
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He drunk
if you ask me, yes i m poping champagne, with the recent fast price ramp up, i sold quite few LEAP call, and a later more impressive presentation leave some time for the share to backtrack a bit and for me to rebuy LEAP call
apple is far behind of Samsung in AI...
Gooooooo Robotaxi!!!🏁🏎️👏
#ElonMusk&JimmyDonaldson4president🏁
Tesla is an "AI" company huh? So what is xAI?
xAI is also an AI company. It's right there in the name. Tesla AI has it's primarily focus on vehicles & autonomy, robots, mobility etc. xAI is focused on accelerating scientific breakthroughs. Each based on different data sets
@2:54 This face is not professional
Hah Reading all the shills and bots here is hilarious!
Lean to Trust the AI!!!
Tesla has gone full MAGA. Am selling all my stock and will never buy another Tesla
If the delay is just to prepare a jaw drop event 2 months later, I'm ok.
I'll just leave this here... en.wikipedia.org/wiki/Criticism_of_Tesla,_Inc.#FSD_Predictions
8 weeks delay that's it I'm selling everything super bearish Tesla is over.. I hope that's what your thinking so I can DCA
Bloomberg is getting so lame
Dan is awesome, 2nd only to Tom Lee.
Robotaxi is liability
Agree with Ives. Humankind has never seen robots all over the roads and all over homes and factories like what Tesla has in advanced stages thanks to the AI brain.
‘Advanced stages’ 😂
If Elon can land this plane nicely, the future is bright for Tesla. Think beyond cars. It is about tech.
The retail community does not trust the main stream media - so that's why we want to hear from Elon himself.
Cringe
Fake news
Tesla supercycle thesis.
Bloomberg is getting really bad, so many BS. 8/8 is Robotaxi announcement.
stop drinking the cool aid
😂 at the spineless losers that sold on the delay
If travis runs robotaxi then uber will be done
I'd argue that Uber & Lyft's fate will be a bit like Nokia and Blockbuster.
Because he successfully solved autonomous vehicles for Uber? And flying cars?
Dan Ives is a hack
400$