Tesla's stock is unstoppable and undervalued, with potential for significant long-term growth and huge returns in the next few years, driven by the company's transition to an AI-powered software and energy storage company
Questions to inspire discussion
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Why do investors believe Tesla stock is undervalued?
—Investors believe Tesla stock is undervalued because of its potential for significant long-term growth and huge returns in the next few years, driven by the company's transition to an AI-powered software and energy storage company.
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What is Tesla's long-term opportunity?
—Tesla's long-term opportunity is unparalleled, and while the short-term stock valuation is uncertain, there are positive signs of improvement.
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What is Tesla transitioning to?
—Tesla is transitioning from a company that primarily sells vehicles to one driven by AI-powered software and energy storage, making it the first real-world AI company, with the potential for significant long-term growth.
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What is the projected potential for TSLA stock?
—TSLA stock is projected to be a big company in the future, with potential in humanoids, Robo taxis, and other business units, but execution will be crucial.
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Why is Tesla's stock considered unstoppable?
—Tesla's stock is considered unstoppable due to the belief in robot taxi revenue and the potential for software as a service to bring in significant profit, as well as the company's exponential growth in car production and future plans for Robo taxis.
Key Insights
- 🔮 The stock market tends to be very short-term focused, but if you look beyond that, as Elon has said, Tesla is writing a whole.
- 🤖 The company is transitioning to be primarily driven by AI-powered software in vehicles and Bots, making it the first real-world AI company.
- 📈 The market anticipates future earnings, and the stock price reflects that anticipation.
- 📉 The confidence that Tesla's margins have likely bottomed out last quarter is good news for near-term profitability.
- 🚗 True inventory days for Tesla are down to one day on average, a management feat that no other automaker can touch.
- 📈 The market likes surprise and there is a huge surprise in Tesla's report.
- 💰 The potential profit from making 37 Bots with the same number of batteries as one vehicle could be $1.85 million, making it a lucrative opportunity for Tesla.
- 🌍 As the cost of bots decreases, the opportunity for their use becomes enormous, potentially revolutionizing labor and capital efficiency.
#Tesla
XMentions: @HabitatsDigital @herbertong @TeslaBoomerMama @TheJeffLutz @CernBasher
Clips
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00:00 🚀 Tesla stock is now back to $246 per share, with a market cap of $786 billion, transitioning to an AI-powered software and energy storage company, with potential for significant long-term growth.
- Tesla stock is now back to its January 2nd value of $246 per share, with a market cap of $786 billion, and many investors believe it is still undervalued.
- Tesla's long-term opportunity is unparalleled, and while the short-term stock valuation is uncertain, there are positive signs of improvement.
- Tesla is transitioning from a company that primarily sells vehicles to one driven by AI-powered software and energy storage, making it the first real-world AI company, with the potential for significant long-term growth.
- TSLA stock is projected to be a big company in the future, with potential in humanoids, Robo taxis, and other business units, but execution will be crucial.
- The speaker believes that Tesla is undervalued and that the company's growth should be evaluated over a longer time horizon.
- Tesla's diverse and expansive development projects make it difficult for analysts to determine an appropriate PE ratio for the company.
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08:44 📈 TSLA stock is undervalued and expected to reach historic highs, following a trajectory similar to Nvidia, with potential for huge returns in the next few years.
- TSLA stock is expected to continue to rise and reach historic highs in the next few years, as it is currently undervalued and following a similar trajectory to Nvidia.
- Stock price of TSLA dipped due to lower earnings expectations, but like Nvidia, Tesla is on a similar wave of remaking itself and its stock is now unstoppable.
- TSLA stock price follows earnings expectations, which are anticipated to increase dramatically over the next five years, but analysts have not caught up to this yet.
- Nvidia was behind and Tesla is uncertain, but if you bought Tesla stock early, you're ahead of the analysts and there's potential for huge returns.
- Tesla is expected to have new interim vehicles, fully unsupervised FSD, and the ramp of the robo in the summer of next year, with a lot of things happening in the next year.
- Elon Musk is currently highly motivated and focused on Tesla, spending a lot of time in Austin.
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16:47 🚀 Tesla's stock is unstoppable due to belief in robot taxi revenue and potential for software as a service, causing analysts to struggle to adjust price targets and Wall Street to play a short-term game while investors look long-term.
- Tesla's stock is unstoppable due to the belief in robot taxi revenue and the potential for software as a service to bring in significant profit.
- Analysts who previously doubted Tesla's potential are now struggling to adjust their price targets to reflect the company's potential trillion-dollar recognition, with some hesitating to believe in the market opportunity and revise their numbers.
- The sentiment towards TSLA stock has become much more positive, with Wall Street playing a short-term focused game while investors are looking at a longer time horizon.
- Wall Street analysts are mostly speculators and it's rare to see companies like Tesla making the kind of transformation they are about to make, making it difficult for analysts to predict their future success.
- TSLA stock has seen a rapid 40% increase in three weeks, making it difficult to time the market, and it has the potential to move quickly due to factors unrelated to the company.
- Consider the time horizon and individual position when deciding what to do with a company's stock.
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25:02 🚀 Tesla's strong delivery numbers, reduced inventory, and improved margins make TSLA stock unstoppable, with analysts underestimating their growth potential.
- Tesla's production and delivery event resulted in higher than anticipated deliveries, reduced inventory, and likely bottomed margins, leading to increased market appreciation.
- Tesla is a well-managed company with strong progress and minimal inventory days, making it unstoppable.
- Tesla's inventory days are lower than believed, and they are in a good position to increase sales velocity.
- TSLA stock is unstoppable due to improvements in energy capacity and the ramping up of non3 Andy vehicles.
- Tesla's stock is unstoppable due to macro factors and surprise in their report, with analysts overlooking the growth in inventory and sales.
- Larry Goldberg and Jeff accurately predicted high delivery numbers for TSLA stock due to their in-depth analysis, while others were surprised and did not understand the nature of the inventory.
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33:06 🚀 Tesla stock is now unstoppable due to a shift towards long-term investment, exponential car production growth, and upcoming milestones, with a focus on being a tech company rather than a car company.
- Tesla stock is now unstoppable due to a shift in sentiment and a focus on long-term investment horizons rather than short-term predictions.
- Tesla's exponential growth in car production and future plans for Robo taxis indicate a long-term vision beyond quarterly Wall Street reporting, with a shift towards being a tech company rather than a car company.
- Retail investors should take the time to understand Tesla's business model and not worry about production numbers, as Tesla is still way ahead of Chinese cars in the EV market.
- TSLA stock is expected to continue to rise due to upcoming milestones and developments, including the release of new vehicles and the expansion of FSD in China.
- Discussion about the upcoming Tesla event and predictions for what Elon Musk will announce, including the possibility of a robotaxi software demo and potential new pricing for full self-driving.
- The speaker and another person are competitive and enjoy each other's company.
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47:22 🚀 TSLA stock is now unstoppable due to potential announcements from Tesla, including a partnership and the unveiling of a robot taxi, with analysts calling for human-operated ride-hail and a positive outlook on Tesla.
- TSLA stock is now unstoppable due to the flexibility of the four-seater.
- TSLA stock is unstoppable and the speaker discusses potential announcements from Tesla, including a partnership and the unveiling of a robot taxi.
- The speaker discusses the upcoming event and predicts that more than half of the bingo card items will be checked off.
- TSLA stock is now unstoppable, with analysts calling for human-operated ride-hail and a positive outlook on Tesla.
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52:43 📈 Tesla's stock is expected to continue rising due to potential lawsuit settlement and upcoming milestone decision in early August, with lawyers seeking 29 million shares and proposing a cash option.
- Tesla's lawyers issued a motion for the revote to count, with a maximum length of 14,000 words, and the plaintiff's attorneys can reply with 8,000 words, leading to a hearing in late July or early August, while the markets reopen for the plaintiff's attorney's fee hearing.
- The final hearing on the outstanding items in the TSLA case is set for July 8th, with a potential final judgment at the end of July or beginning of August.
- Tesla's stock is expected to continue rising due to a potential lawsuit settlement and potential appeal process.
- The speaker discusses upcoming dates to keep an eye on for TSLA stock, with the potential for a milestone decision in the first half of August.
- Lawyers are seeking 29 million shares from TSLA, which could set a bad precedent for class action suits, and they are also considering options if the judge does not allocate shares to them.
- TSLA stock proposes a cash option worth listening to, citing a 10-year-old case to justify a premium hourly rate for attorneys, which could set a dangerous precedent.
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01:00:54 🚀 Tesla's potential to mass-produce bots at a profit, increasing efficiency and cost savings, makes TSLA stock unstoppable.
- Tesla can make 37 bots for every vehicle using the same number of batteries, resulting in a potential profit of $1.85 million, showing the company's capability to make bots at a massive scale.
- The speaker discusses the unstoppable potential of TSLA stock due to the increasing use of bots in production, which will lead to significant cost savings and efficiency gains.
- TSLA stock is unstoppable due to the potential for various forms of intelligent bots and off-planet uses, with an upcoming X takeover event featuring a cyber panel and parties.
- TSLA stock is unstoppable due to the upcoming event in San Louis Obispo, California, where Tesla owners can showcase their cars and services.
- TSLA stock is unstoppable due to upcoming events and milestones, with a mention of Independence Day and a light-hearted farewell.
- TSLA stock is unstoppable, and the speaker thanks the audience and promotes their website.
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Duration: 1:19:41
Publication Date: 2024-07-04T18:07:26Z
WatchUrl:https://www.youtube.com/watch?v=flPVcscEyEM
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