Tesla's Full Self-Driving (FSD) technology and energy products will be the main drivers of the company's future success and stock value, with potential for exponential growth and revenue generation
Questions to inspire discussion
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What will drive Tesla's future success and stock value?
—Tesla's full self-driving (FSD) technology and energy products will be the main drivers of the company's future success and stock value, with potential for exponential growth and revenue generation.
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What are the predictions for Tesla's Q4 vehicle deliveries?
—Predictions for Tesla Q4 vehicle deliveries range from 409,000 to 431,000, with potential stock rally if deliveries hit 431,000 and a possible dip if they fall below 410,000.
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What is the speaker's investment strategy for Tesla stock?
—The speaker emphasizes a long-term outlook and confidence in beating the market, with plans to hold the investment for a decade or until 2030.
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What is the focus of Tesla's future growth potential?
—The focus should be on the growth of energy and FSD, rather than just car deliveries, as there is a significant opportunity in front of them.
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What are the key factors that will make Tesla worth trillions of dollars in the future?
—Licensing, full self-driving, and AI software are the key factors that will make Tesla worth trillions of dollars in the future, leading to a successful investment.
Key Insights
Key insights
- 📈 "The FSD is going to be the reason why Tesla is going to be worth trillions and energy is going to be the reason why Tesla is going to have a hard floor in the stock."
- 📈 In 5 years time, we'll be wishing that we bought more at the 400 range. Today I know that sounds crazy but in 5 10 years time no doubt I do believe this 100 flipping percent.
- 📈 "If Tesla can sell 400,000 or even the high 300 would double the amount of average selling prices that should tell you all you need to know guys."
- 🚗 With 25 million Tesla vehicles on the road, a simple update could generate $12 billion in revenue annually.
- 📈 Holding onto a good quality company like Tesla can result in exponential growth and more money year over year.
- 🤖 "Once Tesla does separate the FSD from the income statement that's going to be the most exciting thing to look forward to."
- 📉 Production is more important than deliveries at the moment because Tesla sells every vehicle they produce, so the decline in production is a concern for Q1.
- 📈 "In 5-10 years, we're going to be looking at Tesla's revenue and profit from FSD and energy, and vehicles will be there as well but it'll be irrelevant."
#Tesla #DeliveryReport #2024Q1
XMentions: @CuriousPejjy
Clips
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00:00 🚗 Tesla's Q4 delivery/production report is eagerly awaited by investors, with hopes for a stock dip to buy more shares and predictions of potential stock rally if deliveries hit 431,000.
- The speaker discusses their excitement for Tesla's Q1 delivery report and their plans to buy more shares, while also mentioning their goal of reaching 1000 shares and the potential for a dip in the market.
- Tesla's revenue and profits will be helped by the release of FSD in North America and potentially in Europe and China, and the speaker hopes for a flat or slightly decreasing stock price to accumulate more shares.
- The speaker struggles with screen sharing and live streaming, but eventually shows the Q4 delivery/production report for Tesla.
- Predictions for Tesla Q4 vehicle deliveries range from 409,000 to 431,000, with potential stock rally if deliveries hit 431,000 and a possible dip if they fall below 410,000.
- Tesla's value will be driven by full self driving technology and energy, not just vehicle sales, and the company is expected to be worth trillions in the next 5-10 years.
- Tesla investors are eagerly waiting for the Q4 delivery/production report to be released, hoping for the stock to go down so they can buy more.
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12:07 🚗 Tesla's Q4 delivery and production numbers are eagerly awaited, with production below expectations and uncertainty about the stock hitting $100, but the Cybertruck production is increasing rapidly and the stock price is expected to rise significantly in the next 5-10 years.
- Tesla Q4 delivery and production numbers are not out yet, and the frustration of investors who entered the stock three years ago is discussed.
- The speaker discusses their investment strategy in Tesla stock, emphasizing a long-term outlook and confidence in beating the market.
- The speaker is eagerly awaiting the Q4 delivery/production report and recommends subscribing to Troy's patreon for in-depth analysis.
- Tesla's production numbers are below expectations, with uncertainty about the stock hitting $100.
- Tesla is producing the Cybertruck faster and faster, with the stock price expected to increase significantly in the next 5-10 years.
- Elon Musk's plans for Tesla will be addressed at the upcoming shareholder meeting in May.
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19:58 🚗 Despite challenges, Tesla's impressive production and delivery numbers indicate a strong market position, with hopes for future growth and potential listing of SpaceX in the market.
- Despite various challenges and setbacks, Tesla's production and delivery numbers of over 400,000 vehicles are impressive and indicate a strong market position.
- Tesla's production and delivery numbers are high, there is discussion about the stock market, and the speaker interacts with comments from viewers.
- Q1 is the worst quarter for vehicle deliveries, but Q2 and Q4 will be better, and SpaceX may be listed in the market in the next four or five years.
- The speaker has multiple stock portfolios with 99% invested in Tesla, with an average cost per share in the low 200s, and plans to hold the investment for a decade or until 2030.
- Q2 is expected to be a good quarter for Tesla, with hopes for no shutdowns or terrorist plots, and Q1 earnings are expected to be released between the 18th and 20th of the month.
- The speaker discusses the potential for increased energy profits and growth in the upcoming year, as well as the anticipation for the release of the report.
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27:25 🚗 Tesla's focus should be on energy and FSD growth, with potential for $12 billion in revenue from subscription fees, China numbers came in good, invest for the long term and consider S&P 500.
- Tesla's focus should be on the growth of energy and FSD, rather than just car deliveries, as there is a significant opportunity in front of them.
- Tesla will have 6 million vehicles on the road, and with a simple switch, they could potentially make $12 billion in revenue from subscription fees for autonomous driving features.
- Licensing, full self-driving, and AI software are the key factors that will make Tesla worth trillions of dollars in the future, leading to a successful investment.
- Tesla's China numbers came in good at 17.5 thousand, despite expectations of a disaster, and the speaker predicts that if the price comes under 400,000, the stock will tank.
- Invest for the long term, have patience, consider S&P 500, but see tremendous opportunity and potential for Tesla.
- Focus on the potential of full self driving and energy profits rather than just delivery metrics, and look forward to the advancements in the next few years.
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35:23 🚗 Tesla's Q4 delivery/production report shows exciting revenue from deliveries and fast-growing energy, with predictions of Q1 deliveries and production exceeding 400,000 vehicles.
- The speaker anxiously waits for the release of the Tesla Q4 delivery/production report.
- The speaker discusses their investment strategy for Tesla stock and predicts that Tesla's Q1 deliveries and production will exceed 400,000 vehicles.
- Tesla has hired a technical writer for the Optimus, but it is unclear what this means for delivery and production, and the speaker does not include the bot in their valuation.
- Hold onto Tesla stock for the long term, but consider selling some shares if it increases significantly to invest in other opportunities.
- Tesla's future growth potential and production estimates are discussed, with the speaker expressing their intention to hold onto their Tesla stock despite potential dividends and considering trimming their holdings if the stock increases significantly.
- Tesla's Q4 delivery and production report shows that revenue from deliveries is the most exciting aspect, with energy being the fastest growing, and the potential separation of FSD from the income statement being something to look forward to.
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43:34 📉 Tesla's Q4 delivery and production report shows lower than expected delivery rates, impacting stock performance, with doubts about future results and investment in Tesla stock.
- Tesla's Q4 delivery and production report shows 386,000 deliveries and a 440 production rate, resulting in a 89% delivery rate, which is lower than expected and may negatively impact the stock.
- Tesla had a terrible quarter with over 433,000 vehicles produced and approximately 387,000 vehicles delivered in Q1, along with over 4,000 megawatt per hour of energy storage products deployed.
- Production and deliveries were impacted by factory shutdowns and diversions, with a focus on Q1 2024 financial results and a live Q&A webcast scheduled for April 23rd, 2024.
- Tesla Q1 2024 deliveries were lower than expected, causing the stock to drop, but the speaker plans to buy the dip and remains optimistic about future performance.
- Tesla is increasing prices, energy storage deployment is at its highest, and Q2 is expected to have high production and delivery numbers.
- The speaker expresses doubt about Tesla's future delivery results and their investment in Tesla stock.
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52:37 🚗 Tesla's Q4 delivery and production numbers are lower than expected, but the focus should be on the potential of full self-driving and energy revenue in the future.
- Tesla is more than just a car company, with significant growth in energy deployment, and the focus should be on the potential of full self-driving and energy revenue in the future.
- Tesla's Q4 delivery and production report may negatively impact stock prices in the short term, but the speaker plans to buy more shares and believes in the long-term potential of the company.
- Tesla's Q4 delivery and production numbers are lower than expected, but the speaker is not upset and plans to buy stock later.
- The speaker discusses the growth of Tesla, the appeal of driving a Tesla, and the comparison of investing in Tesla versus the S&P 500 and real estate.
- Tesla's Q4 delivery and production report shows lower deliveries but higher margins, with expectations for Q2 to be in the mid 450s, despite short-term fluctuations and interruptions.
- Tesla's production and delivery numbers were lower than expected, but the demand for Tesla vehicles is still high.
- 01:04:59 🚗 Tesla had an interesting quarter, and the speaker is still bullish on the company.
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WatchUrl: https://www.youtube.com/watch?v=kiMVvDEISWw
Duration: 1:5:51
Publication Date:2024-04-02T13:38:52Z
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