Tesla's relentless pursuit of pricing improvement and the announcement of new products and partnerships will have a significant impact on the company's margins and stock price, potentially leading to a major jump in the near future
Questions to inspire discussion
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What factors could lead to a major stock jump for Tesla?
—Potential factors include the deployment of bots, completion of Mega packs in Shanghai, expansion in Berlin, FSD trials, and higher than expected production and deliveries.
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What is the impact of Tesla's announcements and autonomy day on the stock price?
—The speaker discusses the impact and predicts that the share price may drop before reaching all-time highs due to the company's financial performance.
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What is the potential impact of the announcement of a partnership with Ford on Tesla's stock?
—The announcement of a partnership with Ford led to a major stock jump for Tesla.
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What is the speaker's prediction for Tesla's revenue and the rollout of Robo taxi?
—The speaker believes that Tesla will start seeing revenues and the rollout of Robotaxi in late 2025.
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What is the potential impact of Elon Musk's new compensation plan on Tesla's stock price?
—The speaker discusses the potential impact of the second Compensation Plan ruling on Tesla's stock price and the potential legal process and outcomes.
Key Insights
Tesla's Business Strategy and Financial Performance
- 📈 The events happening with Tesla this week are a really big deal and will change the conversation about the stock.
- 💰 Tesla's relentless pursuit of pricing improvement has been successful and continues to be, impacting the company's margins.
- 🚀 "I think that the margins on the new products and the lift that they're going to give are going to be quite amazing in terms of operating margin."
- 📉 Tesla's share price is being held back by current earnings, but once earnings jump to $2, the share price will soar to $400.
- 📈 The announcement of a new vehicle could potentially lead to a major stock jump, even before it generates earnings.
- 📈 The supercharger announcement with Ford Catal acted like a catalyst and made the stock jump, solidifying Tesla's lead in the market.
- 📈 The impact of catalysts on Tesla's stock price may not be as significant as when the stock actually turns, which could happen by the end of 2025 or the first quarter of 2026.
Potential Impact of New Products and Technological Developments
- 🚗 The development of FSD and robot taxis may not happen overnight, but when it does, it will be a game-changer for Tesla.
- 🚗 The market will be very exciting when the new models start to blossom and the cyber truck reaches its production capacity.
- 🧠 "It's so obvious if you drive fsd2 like it's just abundantly clear that this is essentially solved still a lot of work to do but like it's they've got it like it's you see it."
#Tesla
XMentions: @herbertong @FutureAza @NickGibbsIAG @TeslaLarry @TeslaBoomerMama @HabitatsDigital
Clips
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00:00 🚀 Tesla's stock is expected to reach $420 again in the next six months, with potential catalysts being better delivery numbers and strong margins, but reaching all-time highs will depend on clarity and a timeline for the robo taxi business model.
- Tesla's stock is expected to reach $420 again in the next six months, with potential catalysts being better delivery numbers and strong margins.
- Tesla's stock is predicted to have another bump after this quarter, but reaching all-time highs will depend on clarity and a timeline for the robo taxi business model.
- Potential factors that could lead to a major stock jump for Tesla include the deployment of bots, completion of Mega packs in Shanghai, expansion in Berlin, FSD trials, and higher than expected production and deliveries.
- The speaker discusses the impact of Tesla announcements and autonomy day on the stock price, and predicts that the share price may drop before reaching all-time highs due to the company's financial performance.
- Wall Street is waiting for actual revenue, but there is an opportunity for those who believe in Tesla's future products and potential.
- Many people, including Gary Black, have been discussing the idea of "show me" for a long time, and it's natural to be more wrong than right.
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09:25 📈 Tesla's stock is being suppressed due to negative noise and uncertainty, but potential investment opportunities exist as the company works to improve revenue and margins, with the expectation of a better Q2 and a rollout of Robo taxi in late 2025.
- The market is waiting to see tangible results from companies in order to reward them, and Tesla is being suppressed due to negative noise and uncertainty.
- Microsoft is seeing real revenue from their AI work, but Tesla's revenue and margin numbers need to improve before the market will buy their stock, presenting a potential opportunity for investment.
- The speaker believes that Tesla will start seeing revenues and the rollout of Robo taxi in late 2025.
- Elon Musk announced a new Compensation Plan and the Model 3 long range now qualifies for a federal tax credit, potentially impacting Tesla's stock.
- Tesla's recent small moves could impact margins and sales, but the speaker still expects Q2 to be better than Q1 and for the company to do fine by the end of the year, while also suggesting that Tesla should get rid of the five-year gas savings estimate and make federal tax savings more visible.
- Price cuts and improvements in the buying experience may have a small impact on stock, but overall, Elon Musk's ideas and evolution of thinking have not been catalysts and have only impacted the stock negatively.
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18:47 🚀 Elon Musk's forward-thinking approach and announcements of new products, factories, and partnerships could lead to a major stock jump for Tesla, despite current high stock price compared to earnings.
- Elon Musk's forward-thinking approach and long-term vision for Tesla's success may lead to stock growth, despite the time it takes for his plans to unfold.
- Stock has not reached 300 due to improved aspects and decreased earnings anticipation.
- Tesla's stock price is currently high compared to its earnings, but once earnings increase, the stock price will also rise.
- Elon Musk's announcement of a new vehicle and potential production could lead to a stock jump, regardless of immediate earnings.
- Announcements of new products, factories, partnerships, and adoption of FSD by major auto companies could have a significant impact on Tesla's stock.
- The announcement of a partnership with Ford and the potential shift from selling cars to renting cars led to a major stock jump for Tesla.
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25:58 🚀 Tesla's recognition of FSD and technical partnerships will lead to a major stock jump, as the market is blind to certain announcements and projections but once Tesla shows their cards, it will lead to a significant advance in FSD next year.
- Recognition of FSD and other technical partnerships will lead to a major stock jump for Tesla, as the market is not focused on revenue or profits but on understanding the potential impact of these developments.
- The market is blind to certain announcements and projections, but once Tesla is ready to show their cards, it will lead to a major stock jump.
- Ford's level two system cannot scale to level three, four, or five like Tesla's system, making Ford a likely candidate to adopt Tesla's Full Self-Driving technology.
- Farley pushed for his company to adopt the nacs charging standard, and there may be a significant advance in FSD next year, but the fud about Tesla is a function of the state of the market and analysts.
- Brad, who claims to be a hedge fund manager in the auto industry in Ireland, is actually dishonest and his predictions are wrong, leading to fear, uncertainty, and doubt in the market.
- Elon Musk's actions and comments, as well as the company's earnings, are the main factors impacting Tesla's stock price.
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36:39 🚗 Tesla's growth has slowed, but with potential for energy sales and Full Self-Driving technology, the company may see a major stock jump in the future.
- Tesla's growth has slowed due to various economic factors, but the speaker believes that they will come out of this and interest rates will start to come down, leading to better numbers and more volume.
- Tesla's profit is not yet reigniting, as there are still the same pressures from a year ago, with no advancing growth, margins, or lower interest rates, and consumers being maxed out on credit card debt.
- Tesla's success is not as great as it seems, and the company's stock may not see significant impact until the end of 2025 or the first quarter of 2026.
- Tesla's energy sales are expected to boom due to huge reserves, and the potential for Full Self-Driving technology to further boost revenue in the future.
- Tesla's market numbers and new models will lead to an exciting time, with the company transitioning from a car company to a robotics AI company.
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42:43 🚀 Tesla's stock could see a major jump due to the second Compensation Plan ruling in favor of Elon Musk, with confidence in future success including robot taxis and humanoids.
- The speaker discusses the potential impact of the second Compensation Plan ruling on Tesla's stock price and the potential legal process and outcomes.
- The judge's ruling in favor of Elon Musk could have significant implications for Delaware's future and the perception of shareholder influence.
- The speaker believes that reaching $420 is not important because they are confident in the future success of Tesla, including the development of robot taxis and humanoids.
- FSD2 has essentially been solved, but there is still work to do in terms of infrastructure, scalability, safety, quality assurance, and dealing with jurisdictions.
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48:16 🚗 Tesla's stock may be impacted by Elon Musk's legal issues and potential move to Texas, while the company needs to act quickly to implement a new compensation plan and focus on AI and Robotics in their future plans.
- The speaker discusses the need for a more aspirational stock price and expresses curiosity about the rollout of the network and operation of Robo taxis.
- Elon Musk's legal issues and potential move to Texas could impact Tesla's stock and future plans.
- Elon Musk's new compensation plan for Tesla may not be revealed for another two years, and its details will likely depend on the outcome of the current legal issues.
- Tesla needs to act quickly to implement a new compensation plan, as they have the necessary votes and may not appeal the decision.
- Master Plan 4 for Tesla will focus on the scope of the market in AI and Robotics, the impact on humans, and the potential for humans to still have a role in the new world.
- Humanoids may eventually be able to perform all tasks, but they will never have the empathy and soul of a human, and many jobs currently held by humans could be replaced by humanoid robots.
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56:12 🚀 Tesla's stock is expected to reach all-time high of $420 next year as margins and earnings improve, with potential catalysts for a stock jump including revenue from licensing for FSD with another automaker.
- Tesla stock is expected to reach its all-time high of $420 by next year as margins and earnings improve, with potential catalysts for a stock jump.
- Tesla is expected to generate real revenue from licensing with another automaker for FSD by mid next year.
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Duration: 0:58:2
Publication Date: 2024-06-19T22:14:24Z
WatchUrl:https://www.youtube.com/watch?v=ug6wOSoHAoY
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