Cathie Wood JUST Sold Nvidia to Buy LOTS of TSLA (Explains Why on TV) | Analysts React To Q1
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- Опубликовано: 2 апр 2024
- Tesla stock & Elon Musk news.
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0:00 Cathie Wood Explains - TSLA To $2000
13:00 Tesla Bull (RBC)
15:56 Tesla Bull (Dan Ives)
21:09 Tesla Bull (Gene Munster)
27:21 Tesla Bull (Barclays)
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All-in Tesla stock,
Matt
Drove V12 on a Rural route between two cities in southern Ontario this afternoon about 55 kms. Dramatic improvement over previous V11. Definitely human like feel. Handled a difficult inside merging lane that had previously scared the crap out of my wife without issue. Signal might have been nice but not complaining. Drove right into Guelph, and into the retail parking lot as requested. Took over from there to park out of the way of traffic flow.
Also bought 285 shares Tuesday.
I love every video you do mate! But I guess I would have a preference of longer vids if there’s actually enough stuff to talk about. Great job! Keep up the hard work!
I don't care about the length of your videos. I enjoy all your videos. They are very informative. I watch them all. Same for Steven Mark Ryan's videos.
I just tried the new version of FSD. Wow. I definitely see the potential. Crazy.
Tell the world! Have fun!
I'm a personal injury attorney and I don't think tesla should ever say its fully responsible for liability. Every wreck tesla would be getting a big lawsuit filed against them. These lawsuits could easily last 2 years or more due to the discovery and experts that would be hired to analyze the data for each lawsuit. I'd always put the warning language for its users to pay attention. Then if the tech gets so good people don't have to pay attention then they won't pay attention but at least then tesla wouldn't be on the hook for liability as much due to the disclaimers. But I'd always have that disclaimer if I were tesla. Don't want to take on the litigation cost.
I think when it goes to full level 5, no driver autonomy Tesla will need to be the insurance company.
You’re totally wrong you start off by saying “every wreck” if Tesla becomes full level 5 autonomy any car accident would be the other drivers fault. a level 5 autonomy vehicle that is being super cautious isn’t ever going to be the CAUSE of a crash and each Tesla will have all the cameras so the crash will be recorded. You can’t get sued if the other person at fault. Well someone can attempt to but it won’t work.
Interesting…so if I’m driving a Ford and get into an accident, I should be suing Ford as well? Correct? 😂
Elon is obviously on drugs, of course his crappy automobiles can't drive straight! Tesla is only worth $55 per share as a mediocre automobile manufacturer. Tesla is no where near being a Big Tech Business.
Would people put their lives in the hands of FSD if Tesla themselves can't say "We trust the AI enough to take on liability because we know it's so good that it will never cause us any problems."
Matt did you get 12.3.3 yet? Two FSD drives in Vancouver today. Both, zero interventions. Downtown Vancouver (West Hastings) to South Granville, 2nd drive back. Zero there, zero back. Going to buy more TSLA tomorrow.
Everyone discuss chargers and related issues. But think about this. How many times would you stop at a gas station if your cars gas tank was FULL of gas every morning? Not very often!
Love the long form content.
Great episode! Like your content regardless of length. BTW, I took my Model Y Perf out for the first challenging drive on FSD 12.3.3. It did some impressive things but it also tried to kill me twice, so it is still a work in progress IMO.
What I don’t understand is that Tesla had plenty of time to figure out how to make the model 3 qualify for the $7500 tax credit. They even did a model 3 refresh and had the opportunity to change their battery source when doing so, but for some reason the model 3 still doesn’t qualify (except for leasing for some reason). Now the competition for mid sized sedans have a 7500 advantage over the model 3. If someone knows the reasoning behind this, please let me know.
The rules changed. It's hit others.
I’m assuming that’s why they partnered with CADL to get production ramped up in the US so then all models will qualify for the tax credit .
you're doing a great job, more information is always better, thanks
I really don’t think Wall Street buying into FSD has anything to do with liability. Once it starts making noticeable amount of profit, Wall Street will come running saying they knew it all along. All comes down to money imho.
Because FSD responsibility will be resolved by insurance as all major future risks are. Thats the reason Tesla are in the insurance business. FSD could be used supervised at ordinary premiums IE level 4/5 capable limited to level 2 functionality. A premium would then be required to cover the Tesla risk for full FSD responsibility. A further business premium would be logical for business, robotaxi users. Probably some of this is implicit in the 12,000 fee. In future it's probably going to be charged per mile, or in bands of miles. Business will probably be a revenue share.
I agree with this statement about Wallstreet wating on profits for FSD, but most FSD revenue from the 10% who have paid for it, will immediately drop to the bottom line when the full release occurs. It's basically held in Escrow.
Exlent pep talk 😮
great stuff , keep it up
Analyse this - Cathy has a BRAIN !
where is evidence of that?? .. her innovation fund return looks rather STUPID .. ZERO return for 6 years.
Two words: Butterfly Network. Freakin' genius she is?
Longer please. 😊
Tnx, i heard about that
Better to see the video 😉
Longer episodes are better!
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Surely, current FSD is not worth $199/months. Why not offer a 12 month introductory offer at $99 per month. Wouldn’t this boost sales?
Having done road trips in our Model Y, even before V12, $200 for the month was totally worth it for the extra piece of mind having a second set of "eyes/brain" on the road when driving for hours in an unfamiliar area. Now with V12, it's even more worth it. Driving is so much more relaxing and enjoyable with FSD, way beyond the "eyesight" or "driver assist" on other cars we've owned. And this month it's free! We had already paid the $200 for the month, so Tesla added a second month for free.
Buy backs would imply they have no better use for their cash. I don’t believe that.
Ditto.
Same reason I don't want a dividend, I want a growth stock where the company has plans for that capital.
Respectfully disagree. Both buy backs and dividends would only be done with excess cash. However, where dividends would indicate they've run out of ideas and when paid, the money would be gone forever, buy backs would increase the value of every share, which offers several benefits.
@@davedavies3796 agree on the point of buy backs is to boost EPS. They would expect a return on those shares. If a company doesn’t have other options with better expected returns, then buy backs may be good use of cash. This typically occurs once the investment and heavy r&d phase of a business is closer to the end than the beginning. My point is they are closer to the beginning than end. Tesla has a significant number of opportunities ahead of them that will need the cash. My point is they can’t afford to do buy backs now without risking the need to raise capital later. If you think they won’t need that cash to build factories or spend on r&d, etc, then buy backs may be an option.
@@davedavies3796 True. Buy backs better than divvies but neither are what I'm looking for in TSLA. In fact I rather like that TSLA is my worst performing stock/asset as it's my favorite long term hold and I'd like to several X my purchases at a lower price. It's a personal or greed fueled preference.
I love that some shows are longer. I like to get deeper into stuff and I’m maybe in that way a nerd. For me this is more like education than entertainment, though you are good at making it both.
To get that confidence and $250 price tag back over night is to finish that Tesla pay package for Elon. Give him his 25% with a multi-year contract and we'll see Tesla skyrocket on that news alone.
Any news about the Delaware fiasco? Court dates etc
generation vehicle, how small will this be? , i saw a model 3 this morning and thought will it be smaller than this car? are we thinking 2 seater?
Almost to 70 shares. Hope to get to 100 shares by the End of the year! Goals to get 800 shares before the supposed 10 year mark!!
WHY??
What I think he means to say is: Rotation is key
I have 400 share at 227 😂
@@KrustyKlown Not sure why you ask because you don't really want the answer.... But Tesla retail investors essentially buy into the long term strategy defined in Master plan. They tend to the view that they cannot time the market perfectly and are content with the 5 to 10 year outlook.
@@Nothtdb Enjoy your WIN! You're on the right team! 🚀
Hell no on buy back. Stack up on ai infra and build out model 2 line.
great episoiad
now they just need to program the car to honk the horn and flip the bird 7:02
I totally agree with you Matt. When some other companies start using Tesla's FSD system I also think that the Tesla stock price will move up significantly. And it will keep moving up as more auto makers sign up, as they did with the charging network. I think your longer videos are great as long as they have as much useful information in them as this video has. 🙂
“Tesla will have to accept liability for all crashes.” I disagree with that quote. I believe that Gary Black started this suggestion. I believe a more accurate approach would be something like this: Tesla owned robo-taxis will have to carry insurance similar to what drivers of traditional taxis carry. This means the owners of these units (Tesla) will be responsible for their behaviour the same as a human operated taxi - responsible for any crash where they are found to be at fault. For Tesla robo-taxis owned by individuals or third party companies, it will be necessary for the owners to carry suitable insurance to protect others from any property damage done by “their” vehicle when it is operating autonomously. This will be hard insurance to find at first and I suspect that Tesla may be the only entity able to provide it as Tesla will have a better handle on the risks involved.
In a backhanded kind of way, this insurance approach solves the regulatory implementation problem for FSD. If we begin at a point where FSD is 100X better than a human driver and disengagements are a thing of the past, then I can imagine Tesla handling their own insurance for the Tesla owned robo-taxi fleet. As further experience is gained, Tesla could consider offering this insurance to third parties who own robo-taxis.
I'm not really seeing the difference between accepting all liability for FSD and Tesla insuring FSD liabilities.
@@robertwhite3503 The statement is Tesla accepts liability for ALL CRASHES. This is where I see a difference. Tesla accepts liability for CRASHES WHERE FSD is deemed to be at fault, not all crashes...
@@deanrhodenizer938 Oh, I see, I never thought anyone would expect them to have liability without fault. Robotaxi implies FSD. However if there's a human driver it is questionable whether that human is representing the robotaxi service. Yes, thank you for clarifying.
@@robertwhite3503 I am sometimes guilty of taking what someone says as the intended meaning as opposed to what they obviously meant (to many, but not to me). Tesla owned robo-taxis that are operating autonomously carry a liability toward their owner (Tesla) for any property damage, loss of life, etc. that may be caused when FSD is deemed to be at fault. Such liabilities would presumably be covered by insurance. I can see problems arising when Tesla does not have full control. For example, what happens if a privately owned robo-taxi is not running the most recent version of FSD software, or its cameras are not cleaned properly, or it is not maintained properly - such as service brakes not fully functional or worn out tires or some other mechanical deficiency. To go a step further, what happens when Tesla FSD is licensed to another OEM? Who is responsible for integrating the software into that vehicle and who is liable for any damages that result? IMO, these are a few of the problems that will need solving.
@@deanrhodenizer938 You've gone deep into the details. These would be the job of Tesla's lawyers, marketing personnel and Elon. I agree that it is complex. Often insurance is something that only applies to little people. Tesla might approach an insurance company. The insurers would ask what do you think your liabilities would be. The annual charge would be that figure plus ten percent profit margin. So little benefit in Tesla seeking insurance. With regard to Tesla's relationship with robotaxi operators they can either cover it in the operating conditions or in an insurance contract. Either way the operator will pay something to Tesla and agree to some rules. When an accident happens the lawyers will argue over who pays.
Will xAI be seen as a direct competitor of Tesla?
do not compromise price on the product expandable extensibility, expendable.
I think Tesla started advertising because they saw their deliveries were going to fall short in Q1...
“For sure definitely is actually bullish” 😂
Yeah about 20 minutes whenever I wanna watch a video I look to see how long it is. Because I have limited time and I have a few videos I would like to watch. But when a video is kind of long I say well maybe I watch it later that I have more time.
And I start watching the other videos and I never get a chance to come back to it. And it gets old and I forget about it.
But the only Tesla channel that I watch 😊
ARK's DJT investment is doing brilliantly, too
If you had stopped this video 20 minutes in, we wouldn't have gotten your juicy and detailed TA of possible upcoming bottom price, timing and the formula you're using to calculate that. That was the best part of the video. That's the content we couldn't grab anywhere else and didn't already know. Title could have been: "My back up the truck price for TSLA".
thanks
Don't limit your content to a clock but limit it to the amount of content available and relevance of that content.
It seems like Cathoe has a marketing contract with Tesla...not even Elon speak this much positive about Tesla but it is Cathie who is keepinng her faiy in it.
Are you suggesting collusion??
Offer low interest loan to customers instead of buy back would be better use of the cash
Cathy diamond hands
😂 oh god imagine she wins in the end
She's an odd one...but she got this right on the money.
RE: Last quarter deliveries, no shock here for Tesla or any car mfr. Who wants to pay 8-12%+ on an auto loan when new car prices are falling and days-in-inventory exceeds all-time highs; Ram 2500 > 1 yr, 5 mos. Stellantis Challengers and that ilk are close to one year. All Car pricing and dealers are in big trouble now. Do not buy anything now. Interest rates will remain high until FED starts cuts later this year.
did tesla make a pair of down hill skis?
great work .
I doubt it will get under 100... but I am already buying and waiting
I like the long form!
Good for her. I bet on 50.
Until the compact car is IN production, and interest rates are headed downward, Tesla stock price could remain flat or drop another 25%.
If you are new to investing, should keep opinions to self to minimize damage to others...less you are into that.
but are cars the real money-maker? humanoid robots, energy, etc are also on the horizon.
@@event__horizon Not new. Was a long Tesla investor until recently. Moved on to grow my portfolio. So stop jumping to conclusions and who the hell are you to tell anyone what to do Einstein? Unless you're into being judgemental....
No... Untill compact is inevitable and interest rates are under control / peaked. Capital Markets are future orientated. You also have to consider realisation of energy and potential with FSD, AI and robotics. Timing these multiple drivers is beyond difficult!!! That's why many pay the entrance fee for master plan strategy and are prepared to ride the rollercoaster patiently .... generally speaking, up in long run.
@@bobd7038there are multiple drivers. Investors in Tesla should be conversant with Master plan.... Because that's the plan you are investing in.
Analysts moaned that Tesla didn't give them any guidance so they made up their own numbers. Now they say they fell short of targets they set themselves. 😂😂
First time viewer, length played at 1.5X speed was fine, but the commercials, wow, never have I seen that many and I watch hours a day. I'm with Gene Munster, stock should continue to be under pressure, will go in hard later.
The reason that gm and ford sales seem flat is because the cars they don't sell to retail is moved at discounts to fleets. If you look at retail only, their sale yoy are a lot worse.
Nobody is talking about other products, the focus is only on the 386K, Energy, Manufacturing, Software, Batterie, FSD, Robots, Cybertruck, Semi, Material refining 🤯 Tesla is selling only two models at this point of time there is huge grow potential, same as when Apple phone Sales declined and other area growth at the same time
Then you shouldn’t worry about earning numbers if you think any of those other things are making significant money! But I assure you after earnings, Tesla will be under $150
My attention span is too short, but watched this all the way, but is an exemption!
I'm bullish TSLA, but she said $6000 by 2025 in 2020...
EXACTLY!!! Except I’m not bullish Tesla but KW makes ridiculous statements often and this is just her trying to save face from already being so so wrong!
When cathie wood says "$2000" does she mean pre split, which translate to current price of $400?
You haven't been saying all in on Tesla on your videos recently. Has something changed? Are you buying some other stocks as well now?
He just answered the question later in the video.
Anyone that makes investments based on the say so of Cathie Woods is crazy.
Longer 🤙🏽
I sold Nvidia last month to buy Tesla and I guess this fund managers are copying 😅
Well done! That's the smart play 100%.
The ammount of comments I've read from people calling to to the opposite, and sell TSLA to buy NVDA is mind blowing. They're literally selling low and buying high 😂😂
Sales up for autos resulted from 40% of sales going to fleets. Unprofitable and unsustainable....these are sham numbers.
So one of those things isn't being done, Musk is not keeping the AI initiative within Tesla, he has created xAI, he said that.
Biggest thing for me in terms of EV adoptions - the ability for the manufacturers to turn them off remotely. Nope nope nope. until this is resolved i will be all gas some brakes
Does Tesla need more data? I think it needs more hardware 4 and cybertruck data.
Not what they and hardware 3 users are saying.
Tesla still needs a lot more data. They have to get more cars out in fringe and rural markets. Rural Canada is a prime example. Europe, and new markets need lots of local data. Edge cases will continue to flesh out FSD to incredible new heights.
I am pro ev but if you don’t own a home it is not as good as a gas car when it comes to quickness to add power to travel
$165 😢
Long video is good.
I want to invest in xAI!
BUY TESLA & KEEP YOUR NVIDIA STOCK
TSLA to 20!
Tesla stock will keep on falling until the Robotaxi hype comes out, then it will raise then fall, necause the Robotaxi isn't as good as people expected just like the Teslas truck with all of its flaw designs.
Like longer version as everyone else are giving the short version of updates, I like your takes and opinion and sometimes your joke. Keep up being yourself and do your own style, don’t copy others.
The problem is she says a five-year timeline, but she said the exact same words three years ago lol
Yes, if under $100 I will sell stuff to buy more and more Tesla stock.
NVDA now is basically when TSLA was over $400. NVDA is at $2T. great time to cash out. TSLA has been hit hard. Great time to buy.
When it comes to buybacks - I find it hard to see how Tesla is going to spend their money. They take a LONG time to pick a factory location, and when they do, it's a $5b investment over the period of 2 years. That's nothing. They have $30b cash on hand and positive cash flow. I don't see how they are going to spend that money
Tsla abandoning $25,000 ev! How will this affect the stock
Shorter please, Matt. I enjoy both your content and your delivery but like most people, my available time to gather news of my various interests is unfortunately limited. Thanks for your work.
Tesla sales is down because more and more desirable alternatives are available now for the price. I see it all the time in my country, Tesla sales is down and other brands are starting to sell more. Not one big reason but death by 1000 small cuts, all starting to add up
The competition has always been ICE vs. EV, not EV vs. EV
It may be in the not so distant future when the big 3 are compelled to buy FSD tech from Tesla. Oh what a day!
To even MAKE the offer, puts him on par with the US rebuilding Japan & Germany after the war. Believe it.
He has no incentive to do so, except for the whole humanity thing...and it could backfire if they take it and run good.
Elon surely deserves the credit he is due.
Tesla Q1 sales outperform competition in the largest car market in the world, China.
Longer episodes are great.
Selling my Kidney/Liver/House/Your House/ if it drops below 100 dollars. lol
2 things need to happen. 1 powell needs to cut rates and stop fucking up the economy. And 2 elon needs to deliver with battery storage. I know the teams working hard (not refuting it) but for a couple years now hes been saying "energy will be as big as auto" that needs to start rearing its head. Cyber truck and NGV are probably a year out from having any impact.
My 2 cents - A 30 minute video is fine if you have , let's say, worthwhile information. Imho, 20 minutes is the sweet spot. Please don't drag them out for 30 minutes if you don't have compelling material.
eg. Herbert's channel, I love the guy, he has great guests and information, but his vids can drag on. I often zone out and click out
I'm not giving ARKK my money, though.
Choice is a good thing. Her research is great and free.
I don't think Tesla needs to do a buy back of public stock, however they could do a buy back of employee stock. So that when stock vests via normal RSU vesting Tesla buys back the stock necessary to cover taxes, or potentially covers the entire RSU vesting as a buy back, and therefore there is no more dilution going forward. That would be the best way to do a buy back in my opinion and I have that with one of my companies. Everyone thinks doing a buy back means buying shares back on the public markets and that isn't necessarily the case. Stopping the dilution via stock based compensation programs is a much better strategy IMHO.
I believe they already are doing that, I could be mistaken but this is the job of corporate planning.
@@alexandrelozada785They aren't. They haven't announced any buy back and share count keeps increasing.
Buy back and dividends come when you have no alternative credible and compelling projects. I think that's some time off.
@@markthomas7279Buy backs for employee stock programs can come any time. ROI is much higher than 5% in treasuries.
I love how people don t think Tesla has a precise plan because they didn t give guidance! I m sure they are all willy nilly in the factories since then!
Like your opinion everybody has one. Why do we listen to them all. They are telling Elon and Tesla what they should do, like they know how to run a business.
shorter but good'
What if she is wrong?
Yes. In 2045.
Selling Nvidia is a, mistake
I thought she sold Nvidia a long time ago. 🤔
Yes Tesla made for humanity
You look like Ryan Reynolds
But I do think she is a very smart and nice lady . I hope she is eventually right .
Individuals waiting for Tesla to go down to $100, is similar to those waiting for Bitcoin going back to $12k…it’s possible but unlikely.
Tesla stock price will rise when the earnings actually start to rise. Until then it will fluctuate up and down like a yoyo as it has done for two years. I buy more shares on the dip. Number of shares owned long term counts more than the short term stock price.
Longer shorter love them all
If you tske out tsla it would be abysmal
by the way, your speed talking is perfert for french Canadian poeple, not too fast