Why Tesla Stock SELLOFF is FAKE NEWS (Again)

Tesla Stock Outlook

🚗 Q: What's the key driver for Tesla's stock price in the near future?
A: Tesla's stock is expected to reach $1,000 within 12-18 months as robo taxi scaling proves autonomy is real, turning faith and fumes into hard cash flow.

🔢 Q: What's the critical number for Tesla's robo taxi scaling?
A: 2,000 robo taxis on the road would hit the 5% free cash flow threshold, potentially catapulting the stock to $1,000 as early as November-December if Tesla reaches 200-100 robo taxis by August.

Upcoming Events and Expectations

📊 Q: What are the expectations for Tesla's upcoming delivery numbers?
A: Insider analysts estimate 350,000 deliveries, which is way below expectations, but the stock has already dropped 5% today, potentially limiting the impact of bad delivery numbers.

📈 Q: What insights will Tesla's upcoming earnings report provide?
A: The earnings report will offer high resolution insights into robo taxi scaling, potentially triggering an upsurge in stock price as the market realizes its significance.

Investor Sentiment

💼 Q: How are institutional investors approaching Tesla stock?
A: 70% of institutional investors are waiting to invest until Tesla's robo taxi scaling is confirmed, indicating a potential surge in investment once this milestone is reached.

🔮 Q: What's the author's short-term outlook on Tesla stock?
A: The author is very bullish on Tesla's short-term prospects, expecting an upsurge in stock price as the market realizes the significance of robo taxi scaling, but is waiting to assess the impact of delivery numbers before making investment decisions.

Tesla's Financial Future

1. 🚗 Tesla stock is driven by faith in the future, not hype, with expectations that within 12 months, this faith will transform into a hard cash flow forcing function, potentially driving the stock to $1,000.
2. 💰 The critical threshold for robo taxi scaling is 2,000 robo taxis on the road, which would represent 5% of total cash flow, potentially occurring as early as November or December if scaling is rapid.

Robo Taxi Impact

1. 🤖 Tesla's robo taxi launch has been deemed a success by Elon Musk, with 10 robo taxis currently operational and receiving a 10/10 rating, exceeding initial expectations.
2. 📈 The robo taxi scaling theory is based on a free cash flow model projecting that robo taxi revenue will surpass 5% of total cash flow by 2025, acting as a catalyst for stock growth.

Current Challenges and Perceptions

1. 📉 Tesla's upcoming delivery numbers are anticipated to be disappointing, with estimates ranging from 350,000 to 391,000, falling significantly below expectations and potentially impacting stock performance.
2. 🎭 The reported Trump-Musk feud is considered "fake news" by Jo Bhakdi, who views it as part of Trump's drama strategy to influence stock sentiment, rather than a genuine conflict.

• 00:00 📉 Tesla stock selloff is likely an overreaction to Trump's feud with Elon, and may not reflect the company's true potential, particularly with the successful robo taxi launch.
• 01:07 💡 The recent selloff of Tesla stock due to the Trump-Elon feud is likely "fake news" and a strategic drama play, as the two influential figures have a history of pretending to feud for attention.
• 02:28 🚗 The speaker claims Tesla stock selloff due to Trump's comments is "fake news" and expects upcoming delivery numbers to cause the stock drop.
  • The speaker jokingly suggests that Elon Musk might be in trouble if Dogecoin "eats" him, and discusses electric vehicle mandates, personal preferences for car types, and the limitations of hydrogen cars.
  • The speaker believes the selloff of Tesla stock due to Trump's comments is "fake news" and expects upcoming delivery numbers to be bad, causing the stock drop.
• 04:18 📉 Tesla's delivery numbers are estimated to be around 350,000, which is below Bloomberg's 391,000 and FactSet's 387,000 estimates, and this may already be factored into the stock's current 5% drop.
• 05:25 🚀 Tesla stock selloff is "fake news", expects positive delivery numbers and $1,000 stock price within 12-18 months.
  • The speaker believes the Tesla stock selloff is "fake news" and expects upcoming delivery numbers to be positive.
  • The speaker believes Tesla's stock will increase rapidly towards $1,000 within the next 12-18 months as its faith-driven valuation turns into a hard cash flow forcing function with the launch of scalable robo-taxis.
• 06:57 💡 Institutional investors are waiting for a significant event that could drive Tesla's stock up, with a high likelihood of occurring within the next 12 months.
• 07:45 🚀 Tesla stock selloff is fake news due to upcoming robo-taxi revenue stream that will trigger explosive growth.
  • The speaker believes that once Tesla's robo taxi revenue stream exceeds 5% of the company's total free cash flow, it will trigger explosive growth, significantly increasing Tesla's total value.
  • A Tesla stock selloff is unlikely as even a slow scaling scenario for robo-taxis would not exceed the green line until around 2,000 units are on the road.
• 09:38 📈 Tesla stock expected to surge to $1,000 despite current market noise and negative news, driven by upcoming earnings and scaling milestones.
  • Despite market noise, Tesla stock is expected to surge to $40, $100, and $200 quickly from its current $10 value.
  • If Tesla hits a critical scaling number by November or December, the stock will likely surge to $1,000, making current negative news and market fluctuations irrelevant.
  • The speaker expects a short-term upside surprise in Tesla's stock due to upcoming earnings and robo-taxi insights, followed by a few months of stagnation before scaling up.

WatchUrl: https://www.youtube.com/watch?v=HFlTP9gP000