Dan Ives On Tesla's (TSLA) "Golden Vision"
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- Опубликовано: 19 сен 2024
- Tesla's (TSLA) gross margin story is now in "stabilization mode" as we expect flattish gross margins in 3Q with a rebound in 4Q, notes Dan Ives. He looks at TSLA's earnings in focus. He discusses how TSLA monetizing the Supercharger network and batteries and A.I./F.S.D. technology is the "golden vision." He talks about the major takeaways from TSLA's 2Q earnings. TSLA's adjusted EPS came in at $0.91 versus an estimated $0.83 and revenue came in at $24.93B versus an estimated $24.88B. Wedbush raised TSLA's price target to $350 from $300. Dan then goes over the future of full self driving technology. He also outlines trends to watch in the technology sector. He highlights that in a nutshell, we view Tesla where Apple was in the 2008/2009 period as Cupertino was just starting to monetize its services and golden ecosystem with the Street not seeing the broader golden vision at the time. Tune in to find out more about the stock market today.
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#tesla #tsla #evs #earnings #cars #electric #stocks #investing #trading #stockmarket #wallstreet #money #finance #businessnews #news
In Cincinnati I see 15-20 Teslas every day, numbers keep growing & I only drive 15 miles/day
Re: Earnings Call. Crash the price, so more can buy, to soon afford an EV. MISSION ACCOMPLISHED! As for the earnings debate, why is it so impossible for ANYONE to take Elon at his word? What if one merely assumes that he is a master manipulator who anticipates all possible responses to his quips, stutters, & “mid-speaks” that are well calculated to produce the result that HE desires? Why wouldn’t he do that, as a matter of course? Given the macro & corporate context, NOW would be the optimal time to crash TSLA with the least risks of the stock fully recovering, by the time of which, the stock will likely be boosted by circumstances to even greater heights? The result of this “plan” are the maximum of his beloved “small investors” to partake AND their subsequent likelihood to buy an EV, thus satisfying Tesla’s primary objective. I.e., Try & be sufficiently humble to second guess your OWN urge to second guess the Master. Re: FSD Licensing. Vehicular automation is highly dependent (for OTA & systems integration) on componentry compatibility which ONLY bespoke EV designs have. That’s why all of VW’s 40k army of (generic) programmers & boasting could never deliver OTA, let alone automated navigation. All Legacies must revamp their designs, which includes forcing their suppliers to comply with dictated specifications or simply going vertical. The first to make that leap (Mercedes, due to fewer models to retrofit & greater supplier dominance?) will be the first up to be positioned to accept FSD licensing.
Same in East Tennessee and I imagine in many other non coastal cities.
in Hong Kong, Taiwan, and Korea Tesla is a status symbol.
they are also going to start selling it in Malaysia. it was launched this year and will starting deliveries early next year.
There are 7 Teslas on my street including mine. I can see Tesla cars all over my neighborhood now. They are the new Honda Civic.
I see loads of Tesla in Houston, but on a road trip from Houston to Mepmphis to St.Louis to Oklahoma City to Dallas back to Houston I saw very few.
I live in a fairly small town of 60,000 people in Marion, ohio... I saw maybe 1 tesla in 6 months in 2022... Now I am seeing at least 1 tesla everyday in my 10 minute drive to work, and we bought a model Y..... Tesla is going to dominate for 5-10 years.. hands down..
100% in TSLA Loooooooooong term 😎
I rather give up gross margin in the short term to saturate the world with the product. Keep cutting prices. The stock will suffer in the short term (street only cares about margins, cash flow and earnings) but mass adoption and market share dominance are the reasons why Tesla will win in the long term.
Sounds like a lovely place
I own model 3, and I loved it. Will never own another ice vehicle.
Teslas everywhere in Northern VA
It's the Nasdaq 100 rebalancing. That's all it is. By next friday $275-$290.
Highly unlikely. Stock has to do some consolidation at this level for several weeks.
@JamesAnderson-lq8tf I disagree this is nothing more than large investors taking profits, it will recuperate and establish new monthly highs.
We love Dan Ives!!!
Teslas are just fantastic cars . So many folks who never been in one let alone owned one will poop on Tesla…. As an owner of multi vehicles I know they’re great
Spoken like aTesla owner. I own only Tesla and no ICE cars with daily 90 miles rt commute. We also drive our Tesla to WA and OR twice a year from Bay Area with zero issues.
They need to focus more on the cars. Focus less on fsd. I think if they put like idk 50 teslas in all major cities and hire uber or grab drivers and make more people who don't even speak english experience riding in a tesla. People will consider buying a tesla more. And it's not a mythical creature and its something people have seen and been in and know what it is. If they stood in all major cities and ask randomly have you been in a tesla 9 out of 10 haven't driven haven't been in 1. That's a problem.. they have to make people experience It in real life.
@@adrianaadnan9958 And that is why Hertz is a great test driving hub for Tesla.
Once people get accustomed to EVs, Tesla in particular, they wont want to own an ICE. Those that have never driven or owned an EV are the loudest opposition to EVs.
$350 is peanuts.
$400+ by summer 2024.
Needs some stability and constant ups, not going backwards
This guys gets it an understands how businesses get built vs the Wall Street silliness the robot MBA crowd who are otherwise useless
Elon is the only CEO awake in the room, the rest are asleep while he is innovating. He is also one of the only 'car companies" who has diversified which will eventually make him the biggest most important company in the world. You can already see the seeds he has been sowing starting to bloom into profit generating ventures. So all this focus on margin is subterfuge from the haters. Eventually there will be nothing left to say about him and his ventures will speak for themselves as he holds the competition in the palm of his hand. As they say........never bet against Elon. It's the same story in the science community. One lone scientist shakes up the entire community with a discovery. He is shamed and dismissed for even proposing all the other geniuses are wrong. Than later on (or after his death) he is discovered to be right.
You see clearly !!!!!
Musk is a marketing genius, yet a poor engineer. Tesla should not only talk about innovation, yet actually REALLY innovate. Energy density of 25 kg oil equivalent per ton is ten times too low. Tesla is in batteries even behind Panasonic, even with the new batteries.
There's lots of engineers and scientista in this world buddy. He's gotta be on his toes with the market as a businessman and stay relevant and profitable and try to gather 30 000 parts for each car and whip people into action and motivate people in a crazy economy. I wouldn't want his job. But he probably shouldn't be quoting Orwell. Ever. Imagine being a saleman and your boss is quoting Orwell. Very motivating elon! Well done!
@@adrianaadnan9958 It is not the quantity, but the quality. I have been working in this field and there is a dire lack of good ideas. The whole EV market is running on 100 years old concepts, which have basically not changed. I repeat it again. Musk is a marketing genius, yet he has no clue about the technology
investors don’t see the big picture this is not a short term investment. As Dan said we are in the second inning! Bears will be stuck in the Honey of All the profits this company will make.
Cost me money as far as I’m concerned these analysts crazy!! Tesla is destroying any other EV maker
I'm a simple man; I see Dan Ives, I click & watch.
And you'll simply lose money pretty soon.
Tesla is driven to succeed, don't fuck with Elon
nice
@@Tom_Positive_right_on thanks
More like Burl Ives !
Margin is of little consequence when you can sell more cars for less. Elon started out with one car that everyone loved and wanted in a time when car buyers had money. He sold it at a high price with limited production, and even launched one into space just for fun. Now that times have changed Elon has adapted. He is selling a high number of cars by lowering his prices to meet his sales requirements for profit. Even though margins are lower he managed to increase profit 40% over Q2 of last year. So while Elon is making money all the rest of the competition is slowly dying.....when will they learn. He could be a heartless billionaire but he is not. Rather than setting back watching them die he has not patented much of his processes. So as you can see now the poor fools are starting to wake up to reality. Sadly they are so far behind Elon has to use a telescope just to see them.....as he has said. The market is rigged against Elon, but clearly those who have set the trap are mentally inferior and will never succeed. Only Elon can ruin himself with his antics outside his entrepreneurial ventures. Even the mighty can fall.......
you speak the truth...
You’re right. I’d go further to say the left’s and the media’s obsessive mis-telling of Elon’s behavior is a distraction from the amazing feats his companies are accomplishing
Strange that Wedbush holds less than 1% Tsla in their portfolio
Really???
They probably hold 200 names and that's on the high end. (just guessing)
the challenges are here for all CEOs that the question ?? duh
great questions .... keep them coming.
ACCUMULATE TSLA NOW ! ! !
surprised tsla doesnt go up every time this guys talks!
I just added 300 shares on Friday. Holding cash in case it drops further. Looking for opportunities to increase my position. I am in it for the long haul. Waiting for the Cybertruck.
Tesla is a company that thinks long term. Wall Street only looks short term. That is a mistake. Long term is what matters.
Tesla will become the worlds most valuable company.
I really like this guy.
Yet to see anyone paying attention to the exponential growth we are starting to see in stationary storage.
Slashing prices; really?!? Lets feed the BS.
Noticed how he stated the technology is great and that is all. Nothing that explains the drowngrade in their self driving software and very little response to concern about the cars. Cars are different then phones. Phones you do not need a supply chain for replacement parts since you buy new phones and have not addressed those issues and others.
It was a nice interview!, looks very cozy!!
It seems that Dan Ives get $10 for every Tesla car Beine sold.
Good questions.
Great interview.
Has CNN blamed Musk for tje sinking of the Titanic..... yet?
As an owner of Tesla I love the car and updates keeps coming. No company can beat Tesla as long as Elon musk is there
“Buy on the rumor, sell on the news” applies over and over again to TSLA, AAPL, and more. Knowing that means it’s a predictable buying opportunity.
Big Dan!! Optimistic!! when Wall Street continues to slit their wrists!!
Dan.. Ohio state football will kick Penn states butt .....
They will invest 50 billion in factories in the coming years across the globe. Gonna produce 400 bill of yearly revenue.
This analyst simply pumping the stock. Since when WallStreet analysts started taking future instead earnings? This guy simply parroting Ark research.
Quarters mean nothing. Long term do they make it happy. 😅
Please rephrase what you mean. It’s completely uninterpretable.
$220 TSLA, bring it.
She is very pretty with a sweet smile
Tesla should flood the market with affordable prices. I believe that the super chargers could make Tesla a Toll booth stock. The more Tesla cars on the road, the more money charging brings in.
Not only that, he is starting to add Mega packs to the charging stations. This will 6x his buy to sell ratio, at the minimum, at the maximum he has shown a 280× multiplier.
Re: Earnings Call. Crash the price, so more can buy, to soon afford an EV. MISSION ACCOMPLISHED! As for the earnings debate, why is it so impossible for ANYONE to take Elon at his word? What if one merely assumes that he is a master manipulator who anticipates all possible responses to his quips, stutters, & “mid-speaks” that are well calculated to produce the result that HE desires? Why wouldn’t he do that, as a matter of course? Given the macro & corporate context, NOW would be the optimal time to crash TSLA with the least risks of the stock fully recovering, by the time of which, the stock will likely be boosted by circumstances to even greater heights? The result of this “plan” are the maximum of his beloved “small investors” to partake AND their subsequent likelihood to buy an EV, thus satisfying Tesla’s primary objective. I.e., Try & be sufficiently humble to second guess your OWN urge to second guess the Master. Re: FSD Licensing. Vehicular automation is highly dependent (for OTA & systems integration) on componentry compatibility which ONLY bespoke EV designs have. That’s why all of VW’s 40k army of (generic) programmers & boasting could never deliver OTA, let alone automated navigation. All Legacies must revamp their designs, which includes forcing their suppliers to comply with dictated specifications or simply going vertical. The first to make that leap (Mercedes, due to fewer models to retrofit & greater supplier dominance?) will be the first up to be positioned to accept FSD licensing.
Have we seen any real need by customers for FSD. A real deep dive by a survey group would be appreciated.
Wow, I'll try to be nice here. Let's look at it this way. If I had the ability to go to my daughter's house 7 hour drive away, by FSD while I sleep all the way there, I would visit more than 4 times per year. FSD effectively would change even air travel. Right now I will drive 15 hrs instead of flying, because I would have my own car, take whatever I want, and leave whenever I want. With FSD I would extend that to 24 hrs for the conveniences, because I can still be effective while the car is driving itself. This would basically give me range to go anywhere in the lower 48 without flying. And don't even get me started on the commercial benefits. The money savings there will change everyone's lives for the better.
Elon needs to stay quiet on those earning calls. Actually he has done a fantastic job getting Tesla here but he is too controversial now and Tesla has many good people to lead.
Elons perceived blunders doesn't change the trajectory of the company.
Market fear is just an opportunity to accumulate more shares.
@@sot8343 Not true his actions on Twitter or other businesses, his beliefs, comments all have an impact on $TSLA and investor market is especially tired of hearing him make any comments about FSD and robotaxi
Elon has got this company to elite levels since 2002.. Im pretty sure he is going to make us large amounts of money.. dont worry.. WHAT COMPANIES DO YOU RUN ?
@@cohenkevinloriqueen818 It's like talking about Trump you can't say anything slightly critical and the MAGA followers will come after you. Think critically and don't give one man your sole allegiance
@@starshipcaptain4753 $TSLA is the stock, not the company.
If an investor is optimistic about FSD, it doesn't matter how low the stock price goes today.
If they doubt FSD and Optimus, they should consider exiting $TSLA. The valuation is to high if Tesla doesn't solve general AI.
Simple as that. It doesn't matter what Elon says.
“ultimally”
Lol...he sounds drunk
Against price cuts?
At some point Tesla might be the cheapest car available in the US. Exponential increase in sales and profits to follow!
Cheaper than a Corolla in Sth California!
This guy is a Wall St carnival barker.
I like Dan Ives I like tsla as a great company they done well good shits for the world
Dan has been bullish on tesla again ever since Elon found a new CEO for twitter- last year was a disaster!
Dan
Oh bummer! Where is Nicole!
🎉🎉🎉
Tsla should be bought only when it's lower $200 per share. Otherwise you would lose money in this stock crazy turbulence volatility due to its "optimists" which appear every time when the stock is on hype, telling you that they love tsla more than their moms, how soon it would raise to the moon, messed up everything, it breaks down and then repeat again.
Hate to burst your bubble but Tesla is heading to a 10 trillion dollar market cap
Right on
Dude.. You might want to learn some more about tesla.. Your lack of knowledge is going to cost you money
@@cohenkevinloriqueen818 You keep thinking that while the stock keeps rising to a 10 trillion market cap and beyond. ✌
I already took a hit, since the last tank. I need to make money now. I'll hold on for a week, if it goes lower I'm out. Robotaxies, SpaceX, cars, now Optimus. To many hands in different parts. And our country cant even produce enough.
I bought a bunch of Tesla eight years ago. Didn't sell any of it. You have to have patience. It's a roller coaster.
Dan is a thugg
Fsd, AI … Buzzword soup.
Bitonot I lokymot gogel davikazam koym heviise krreni kosata towogoimislil bitonot I lokymot preky gogel vo 20w2 godina. Bil napaten zato go prael proetot za global ata eknomia celiot svet. Mi tək a da navedam 02posto sə 209. Se😮ose dizi vo svetot dob
Musk should come out and say with conviction that there will be no more price cuts on existing models period. Enough is enough.
Simple as that.
Actually that would be the absolute wrong thing to do. Price cuts mean new consumers and larger market share.
yOU GOT TO REMEMBER, all other ev companies are losing money (except byd) so elon is Making chess moves...high inflation and a mini recession calls for some price cuts, but Tesla is still making 18% margins.. How could you complain with that? look up GM and Ford margins...
The price adjustments will continue and here is why. As production ramps up, sales will also. But in order to prevent the Osbourn effect, when upgrades are made he will drop the price to sell off all the current models. And as supply gets limited he will increase price for optimum profits. So in short price will be adjusted to match supply and demand.
Tesla is still overvalued! Glad I sold my position at $187! The next quarter will only be worse!
Wrong Tesla profit margin will increase form here onto a 10 trillion market cap.
Sold at $187 hahaha 🤣
So that run from 187 to 290.....uh......that 100/sh run that you......are glad you missed......uh..........
@@lbowsk I don’t trade. I set and forget , see you in 20 years b.
you sold when you should of just forgot you had it.
what fair value $24 dollars a share Gordon Johnson. lol
Tesla is going through a brutal cycle. This is getting much worse before it is getting better.
And still banking almost a billion a quarter while still ramping and expanding. The storage side of the business is really picking up and there is a second mega factory opening up in China soon for that. And probably a few more as well. Nothing is going interrupt that sector. Its the cheaper option for grid operators and it can pay for itself in less than 2 years.
Heileopold : what are you on ? 😂
Tesla stock price is up 140% year to date. What are you talking about?
@@JamesAnderson-lq8tf It's called investors piggy-backing off each other and fearing they'll miss the train. That won't end well.
@@JamesAnderson-lq8tf nope. Tesla is up from the 160 low to 260, which is 50% . Tesla is in a brutal fight for market share and will crash to unbelievable lows.
So desperate. These fools really needed Tesla to pump. Tesla calls got obliterated this week.
just another Tesla Acolyte praying at the alter of Elon. We have earnings reports so share holders can guage the financial health of a company. .91cents with declining margins & PE of 76.47 is nothing at all something to get excited about.
Can this guy speak clearly
This guy is drunk😂