Tesla's Q2 deliveries are expected to break records, with strong demand in China and the potential for 50% growth, but the company's long-term potential beyond just cars is what really matters for investors
Questions to inspire discussion
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What is the expected impact of Tesla's Q2 deliveries on stock and sales?
—Tesla's Q2 deliveries are expected to break records, potentially impacting stock and sales, with the surprise qualification of the Model 3 for federal tax credit.
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What is the focus of Tesla's long-term potential beyond cars?
—Tesla's long-term potential beyond just cars is what really matters for investors, with attention on technology like the Cyber truck and Full Self-Driving (FSD) gaining global recognition.
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What is the potential growth for Tesla in Q2?
—Tesla's Q2 deliveries may break records, with the potential for 50% growth and high multiples of growth, as they introduce affordable models and the robo taxi model.
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What is the impact of Elon Musk's Compensation Plan on Tesla's stock?
—Elon Musk's upcoming compensation package announcement may impact Tesla's stock, despite the focus on earnings, setting a new bar for investment.
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What is the potential impact of Tesla's FSD technology on stock value?
—Tesla's bottom line won't be impacted for five years, as it takes time for other automakers to implement Tesla's FSD technology, but once they do, it could result in a significant increase in stock value.
Key Insights
- 📈 The surprise announcement that the model 3 now qualifies for the federal tax credit might increase sales in the US.
- 🚗 Are we now going to start people realizing that Tesla is no longer just a car company?
- 🚗 The robo taxi model is about to come, despite some believing it's years away.
- 💰 The potential to make a robo taxi cheaper by simplifying the design and using more affordable components could significantly reduce the cost.
- 📈 "No company has ever been worth anywhere close to that. But if you look at the past Compensation Plan, it was also true that no car company had been worth the hundreds of billions that Tesla was."
- 📈 If FSD is solved within the next few months, the amount of money available for it is going to be "bonkers" and it won't matter what people think.
- 📈 If Volkswagen announced using Tesla FSD, it would take 3 to 5 years, but Wall Street will start modeling it because it'll be too big to ignore.
- 📈 Elon Musk is much more precise about what he thinks the market cap is going to be for Tesla, indicating a bigger scale and better long-term prospects.
#Tesla
XMentions: @herbertong @FutureAza @HabitatDigital
Clips
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00:00 🚗 Tesla's Q2 production and deliveries announcement could impact stock and sales, with uncertainty about the numbers and dismissal of negative demand speculation.
- Tesla's Q2 production and deliveries are expected to be announced soon, with potential impact on stock and sales, including the surprise qualification of the Model 3 for federal tax credit.
- Brian White joins the video from Michigan, where he is finishing up a summer Meetup, and apologizes for the noise from the hotel vacuuming.
- The speaker discusses the upcoming Q2 production and delivery numbers for Tesla, expressing uncertainty about whether they will be high or low, and dismissing negative speculation about demand.
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02:44 🚗 Tesla's Q2 deliveries may break records due to strong demand in China and the release of the xiaomi sue7, with the cybertruck ramping up.
- Strong demand in China, with Q1 being the weakest quarter for automakers, but demand is back in Q2 with the release of the xiaomi sue7 and minimal shutdowns this quarter.
- Tesla's Q2 deliveries may break records, with the Cybertruck ramping up and stock considerations to be discussed later.
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04:54 🚗 Elon Musk expects Q2 deliveries to surpass Q1, aiming for over 2 million deliveries, with earnings to be announced in July, as Tesla's stock remains tied to vehicle deliveries and growth targets, but the narrative is starting to change for investors.
- Elon Musk expects Q2 deliveries to be better than Q1, with the goal of reaching over 2 million deliveries, and the earnings will be announced in July.
- Tesla's stock is still tied to vehicle deliveries and growth targets, but the narrative is starting to change for investors.
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07:04 🚗 Tesla's Q2 deliveries may break records, but the company's long-term potential beyond just cars is what really matters for investors.
- Elon's Compensation Plan and Q2 earnings are important, but Tesla's long-term potential as more than just a car company is what really matters for investors.
- Tesla's Cyber truck and FSD are gaining attention globally, with investors and influencers starting to recognize the potential of Tesla's technology as it expands to more countries.
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09:25 🚗 Tesla's Q2 deliveries expected to break records with potential for 50% growth and high multiples of growth as they introduce affordable models and the robo taxi model.
- Tesla's stock has potential upside as international investors become aware of the company's growth and global perspective.
- Tesla is expected to break records with their Q2 deliveries, with potential for 50% growth and high multiples of growth, as they introduce affordable models and the robo taxi model.
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11:13 🚗 Tesla's potential for a cheaper robo taxi could result in a good profit margin.
- The potential for a cheaper, lighter, and more practical robo taxi was discussed, with the idea that it could be made for around $25,000 by eliminating unnecessary features and components.
- Tesla could potentially produce a product at a lower cost and sell it at a higher price, resulting in a good profit margin.
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13:26 🚗 Tesla's upcoming compensation package announcement may impact stock, new plan worth investing in.
- Elon Musk's upcoming compensation package announcement may impact Tesla's stock, despite the focus on earnings.
- Tesla's new Compensation Plan is setting a new bar and is worth investing in, unlike Mary Barra's plan which is seen as bad and should be investigated.
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15:36 🚗 Tesla's Q2 deliveries may break records with progress in AI and full self-driving, potential lawsuits, and positive market cap predictions.
- Elon Musk and Tesla need to show more progress in AI and full self-driving to attract investors and increase their market cap.
- Tesla's Q2 deliveries may break records, especially if FSD is solved and the bot production and hardware revision are successful.
- Investors are looking for 100x returns, but Tesla is a safer bet with a lower multiple, and there are lawsuits against Elon Musk for diverting resources to an AI company instead of focusing on Tesla.
- Tesla's bottom line won't be impacted for five years, as it takes time for other automakers to implement Tesla's FSD technology, but once they do, it could result in a significant increase in stock value.
- Tesla's Q2 deliveries are expected to break records, with positive developments in lawsuits, market cap predictions, robot taxi and vehicle development, and improved margins.
- Tesla's Q2 deliveries may break records due to the introduction of Robo taxi, lower cost vehicles, and the unbox model.
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Duration: 0:24:38
Publication Date: 2024-06-23T11:15:32Z
WatchUrl:https://www.youtube.com/watch?v=zzHB0RT7bso
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