Buying a Tesla? Use my referral link and get $2,000 off. ts.la/herbert23392 ts.la/amanda443323 Pls subscribe to help me to get to 100k subs? It’s easy to do but goes a long way to help me and the channel. Thank you!
Brilliant, absolutely brilliant get AJ on every quarter! Once he’s had time to digest the forward comments from the earnings call and updated his model. One of the best and most accurate ones I’ve seen! Well done sir!
AJ has unmatched accuracy and detailed analysis, I am AJ subscriber on X. Money very well spent. This discussion with you Herbert helped immensely to get the Tesla big financial picture. Surprised to see such superb 2025 even w/o assuming big RT and Optimus growth ramp. We may not know timing, but this provides rock solid confidence Tesla is on an investor’s rocket ship w exponential growth the next few years. Thank you.
This analysis and presentation is superior to any I have seen seen so far. Even better then ARK and Warren Redlich's that was shown 2 days ago and roughly the same duration. Good job guys!
Great insights! Thanks for sharing. However, I’m surprised depreciation and amortization wasn’t outlined. Those numbers are fairly significant when investing so much in compute and factories etc. Those should show after CAPEX to get to EBITDA from which D&A are deducted to get to operating profit (EBIT) before finally deducting interest and tax to get to get to net profit.
Excellent content. AJ is very helpful. Incredible amounts of detail. AJ is really stellar - for sure!... Still, the market is not as rational as AJ - there's likely to be very high levels of discontinuous volatility. I doubt the wall street analysts even care to do this work. They will slip and slide on PE estimates Great content, AJ
Herbert, AJ is a terrific guest and he did not disappoint today. His overall appraisal of the industry is an eye opener as well. Thanks to you both once again
Quote Elon : “listen very carefully and you will understand “ Add to that a deep understanding of Financial architecture as presented by Quoted Public Companies. Add to that an open an enquiring ultra bright mind. Add to that a sensible pragmatic perspective of the operating environment Add to that a reality that ONLY the next 3 years are sensibly predictable AND you Get AJ .
Very professional with a lot of research and interesting details. I think for me I guess I side with the napkin math people. Whether FSD works or not, whether Bot works or not and what the margins on those are will determine the shareprice. All the little details don't really make much difference to the decision whether or not to invest.
It's like if you somehow KNEW your sports team was going to win a championship, you wouldn't dream of not watching all the games you could Even if we're VERY confident TSLA will win the decade, it's amazing to follow its growth and progress.
Immagine the stock going up 70-100% 4 years in a row (very likely with new cars, Semitruck, energy, FSD , Robotaxi, bot, cybertruck scaled etc.) and you will aee BIG numbers !!
XAI240K 200X IN 10 YEARS - so likely another 200x in 10 years=$20 MILLION/XAI240K!!! So getting 1/10 XAI240K $10k today might turn into $2M in 10 years - if one can hold through all the volatility.
Don't let Elons's XAI240K pass you by. This is a monumental moment in history, and you don't want to be left out of the loop. Get in on the ground floor now!
Yup i put it all in XAI240K, literally more money i thought i even had 💀, i seen people sell their car put it all on XAI240K and double their money. Scared money dont make no money 😤
Just swapped all of my last ETH and swapped it into XAI240K. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
Buying a Tesla? Use my referral link and get $2,000 off.
ts.la/herbert23392
ts.la/amanda443323
Pls subscribe to help me to get to 100k subs? It’s easy to do but goes a long way to help me and the channel. Thank you!
you are getting spammed by robots
AJ is stellar, and the fact that we can get his analysis as common joes is incredible. Thanks, AJ & Herbert!
AJ is the first dude on X i subscribed to. He is often right and worth that little amount of money.
This 10x more comprehensive than any WS analyst ! and it every assumption is very reasonable, thanks AJ.
Brilliant, absolutely brilliant get AJ on every quarter! Once he’s had time to digest the forward comments from the earnings call and updated his model. One of the best and most accurate ones I’ve seen! Well done sir!
Very good ! My takeaways are: Solid path to min. 600 so continue to DCA and buy Calls for 500-600 !!!!
AJ is spectacular. Underappreciated. I've been following him on X. One of my favorite
AJ has unmatched accuracy and detailed analysis, I am AJ subscriber on X. Money very well spent. This discussion with you Herbert helped immensely to get the Tesla big financial picture. Surprised to see such superb 2025 even w/o assuming big RT and Optimus growth ramp. We may not know timing, but this provides rock solid confidence Tesla is on an investor’s rocket ship w exponential growth the next few years. Thank you.
Great analysis! Loved his approach!
Thank you, AJ! Gratefully subscribed to your hard work!
by current of 2025,2026, tsla's premium valuation on eps, makes trget price to 600$,...yes yes awesome
Very good guest. Please have him back.
Keep DCA into Tesla stock if you believe in the MULTIPLE VISIONS
January 20, TSLA $470!
This analysis and presentation is superior to any I have seen seen so far. Even better then ARK and Warren Redlich's that was shown 2 days ago and roughly the same duration. Good job guys!
Excellent presentation, well done AJ
Amazing details AJ!! Most excellent work. And an AJ+Cern tag team presentation would be solid.
Thank you both, great analysis. Would love to see another video with AJ. 🙏🏼👏🏽👏🏽👏🏽
Impressive work! Thank you! One remark: do not zoom in zoom out , move the table too much - hard to follow.
alojoh the real deal
$402 🎉
386 now
Good work AJ, appreciate the sharing, and a good analysis framework❤
Nice graphics, Herbert. 👍
This is great content!!
wow. this is truely professional staff!!!!
Is this slide deck available?
Wow fantastic deep deep dive. THANK YOU
Great insights!
Thanks for sharing.
However, I’m surprised depreciation and amortization wasn’t outlined.
Those numbers are fairly significant when investing so much in compute and factories etc.
Those should show after CAPEX to get to EBITDA from which D&A are deducted to get to operating profit (EBIT) before finally deducting interest and tax to get to get to net profit.
Thx AJ and Hebert
Excellent analysis.
I'm a subscriber of AJ. He is the best.
Is that all - $600?
"After 2026 we're not going to talk about cars anyway" would have been good alternate title for this episode.
This is the best modeling I’ve seen. So bullish for the future!
Need to anchor charts on “todays pricing”
Big assumption is 74 pe ratio.
whats wrong with 74 P/E?
It's a KEY assumption, but it's not big. As explained, it's in line with the stock's recent trajectory and history.
Excellent content. AJ is very helpful. Incredible amounts of detail. AJ is really stellar - for sure!...
Still, the market is not as rational as AJ - there's likely to be very high levels of discontinuous volatility.
I doubt the wall street analysts even care to do this work. They will slip and slide on PE estimates
Great content, AJ
Lots of very interesting and compelling numbers and interpretation.
@@garyrooksby Are you a bot?
Herbert, AJ is a terrific guest and he did not disappoint today. His overall appraisal of the industry is an eye opener as well. Thanks to you both once again
$404 🎉
Quote Elon : “listen very carefully and you will understand “
Add to that a deep understanding of Financial architecture as presented by Quoted Public Companies.
Add to that an open an enquiring ultra bright mind.
Add to that a sensible pragmatic perspective of the operating environment
Add to that a reality that ONLY the next 3 years are sensibly predictable
AND you Get AJ .
Thanks
"i hope your short term memory can hold it, just joking"
Very professional with a lot of research and interesting details.
I think for me I guess I side with the napkin math people. Whether FSD works or not, whether Bot works or not and what the margins on those are will determine the shareprice. All the little details don't really make much difference to the decision whether or not to invest.
First Elon bought X and now he launched the XAI951x token this year is crazy
Simply outstanding! Extremely detailed, professional, and IMO, conservative. AJ is THE MAN! Thanks Herbert...
Ty
Help I’m looking for a referral link for a discount on a model y, can anyone help.
hmmm, youtube kills the link. It's James52330
When tesla goes all in on leaf blowers, then ill be all in
Great video as always, but it was incredibly difficult to understand AJ with a combination of his accent and mic
Next gen models have kinda low revenue here imo.
Actually, if you have diamond hands, you don’t have to watch RUclips at all. But it is a lot of fun!
It's like if you somehow KNEW your sports team was going to win a championship, you wouldn't dream of not watching all the games you could
Even if we're VERY confident TSLA will win the decade, it's amazing to follow its growth and progress.
600 is low. prolly 900
This is some serious professional analysis vs the little excel devised by Bary Glack...
Simply outstanding -- extremely professional, detailed, and IMO, conservative. Great analysis and presentation. AJ is THE MAN! Thanks Herbert....
What’s up what’s up tesla bills
AJ is epic
Has AJ modeled to 2027 yet?
give him 8 hours
I solely believe XAI951x will do 20x after its launch price, the hype is high and its community are not relenting.
above 600 $
Bought XAI951x after watching your video and others, super excited! 💰
$600 by the END of 2025 means Tesslugh did a REALLY bad job executing their plans
Where do you buy XAI240K?
Dang:)
Your guests mic us not sufficient.
Just saw your videos and bought XAI240K yesterday.....its up 24% today talk about timing......Thanks
Who cares about it going to 600 when you have spoken on your show about price going into the multiple thousands… lol
Ha ha. How true. 600 puts me to sleep🤣. Joking but some big hitters are calling for huge numbers in the not to far future. Hope I live long enough😵💫.
Immagine the stock going up 70-100% 4 years in a row (very likely with new cars, Semitruck, energy, FSD , Robotaxi, bot, cybertruck scaled etc.) and you will aee BIG numbers !!
sim
Always interesting analysis. But I am DCAing into my XAI240K alts anyway
👏🏻👏🏻👏🏻👏🏻✌🏻
I see XAI240K everywhere. Could someone help explain what XAI240K is?
It's painful to watch.
XAI240K 200X IN 10 YEARS - so likely another 200x in 10 years=$20 MILLION/XAI240K!!! So getting 1/10 XAI240K $10k today might turn into $2M in 10 years - if one can hold through all the volatility.
Don't let Elons's XAI240K pass you by. This is a monumental moment in history, and you don't want to be left out of the loop. Get in on the ground floor now!
Yup i put it all in XAI240K, literally more money i thought i even had 💀, i seen people sell their car put it all on XAI240K and double their money. Scared money dont make no money 😤
The most advanced technology out is a XAI240K
XAI240K$ is GROUND BREAKING Technology.
XAI240K is still massively undervalued
I’m really getting bullish on the XAI240K eco system
I guess I am ultra risk lover. Even though I don't hold meme coins, I only hold XAI240K and ETH . Fingers crossed 🤞 🤞
I think I need more XAI240K, before Blackrock buys them up. 😂
Do not sleep on XAI240K people
XAI240K is on steroids.. GREEN GREEN GEEEN
In your opinion, XAI240K for $10? 1 year or so?
Just swapped all of my last ETH and swapped it into XAI240K. Already up a little bit. Unfortunately I have some other junk staked which won’t free up for a while. Still now I am on the train!
XAI240K is going to $589
In my humble opinion the top for this cycle will be XAI240K
All those institutional investors should be buying XAI240K
For XAI240K, Be greedy when others are fearful - Warren Buffet
You know XAI240K is gonna go parabolic bro 🚀
XAI240K all the wayyyy. For all of you that said its a ghost chain. You are wrong haha.
XAI240K will dominate this cycle
Ronaldo would buy XAI240K
Set to XAI240K 2$
Great to hear all this bullish XAI240K news.
XAI240K will probably be involved
Thinking of swapping my USDT for XAI240K. I believe XAI240K is the future
SUI and XAI240K is going to explode
XAI240K TO THE MOON THE CHOSEN ONE 🎉🎉🎉🎉🎉🎉🎉🎉😊😊😊😊😊😊😊🦅