ALL cloud providers in the world revenue was 80 billion in 2023, nvidia expected revenue for 2024 is over 100 billion, do you think that is something sustainable long term?
@@QuickWitQ How did you come up with that number? it is total nonsense. and assuming that number is correct, and that all other chip companies somehow fail to compete with nvidia, that means nvidia revenue have peaked.
At the moment, yes, but going forward, what will be more important is software margins with FSD. Whether that's Robotaxi, FSD take rate increasing or even licensing the tech out or all together, it's hard not to see high margins with Tesla. That's the bet.
I think his fleet numbers are vastly too conservative above, my *guess* is tens of thousands in 2026 and 100's of thousands in 2027. Not necessarily only the new compact platform but entire existing lineup may be added to robo fleet. Possibly 10's of thousands in 2025.
@@SuperReyand Why not? Hardware certainly not a limiting factor, not even super compute anymore. The only likely reason they may fall short is if Elon resigns. They can field millions of taxi cars before end of 2026, so then it's a matter of developing the taxi system, no easy task but they are working on it now. China an N. America first then rest of world.
As NVDA products is so demanding and occupies 90% of the world AI chips market and can last for at least another 3-5 yrs . NVDA can also increase price for higher margins every year . NVDA ‘s gross margin is 78.9% for 1 st quarter. But I do believe Tesla FSD will keep improving and being used some day soon
NVDA is going up because of its revenue, while Tesla is going up just due to hype. NVDA is not going up because of hype. We see NVDA's revenue increasing quarter by quarter."
Tesla shot up after earnings because Elon and Tesla team said next Gen vehicles are earlier than expected. If you recall, articles were coming out claiming Tesla had canceled. Analyst didn't like that and sold. But Tesla made it clear that not only is it not canceled but its coming earlier.
True! Tesla is up because of npv of future cash flows…I guess you can call that hype…but if is gas a high probability of occurring it’s call investing!!!
I think you made the right decision not buying NVDA cause Tesla is the largest buyer of Nvidia for its own use not counting on companies such as Oracle, Dell and Amazon, Microsoft and Google who provide AI as a resource for others. And Tesla will buy less Nvidia going forward cause DOJO chip is already being produced by TSMC as we speak. Other than OpenAI who else is making money on AI. Not saying AI is a fad but Nvidia will face more competition going forward.
@curiois pj what will happen if musk won't get payout as biggest shareholder voted no and other institutions voted no doesn't look like he's approved? Will Elon leave?
Pejjy I just saw Cathy Wood target price at 4600 per share EOY 2026 ? I don’t see how that is possible am I missing something she sees ? I hope she is right but $4600 a share is an enormous jump what do you think?
Until this voting is done and Eon's compensation is realized, nothing will be relevant with Tesla's future. Tesla investors will either win a fortune or lose everything...no in between.
Jensen = actually fully focused on his company and breaking earnings predictions every quarter, announcing new chips etc. Elon = AAAAAH BLACK PEOPLE, MEXICANS, TRANS PEOPLE, BORDERS GRRRRRR
Awesome analysis; thanks for putting it together! I do think you are missing something big though. Tesla is going to allow the owner of any Tesla car to press a button on their app and their Tesla will turn into a Robotaxi and pick people up making money for both the owner of the car and Tesla 50-50 or 60-40 revenue share is what Musk said in a CNBC interview (this is also in the Tesla purchase terms and conditions and it’s in Master Plan Part Deaux) . So Robotaxi is not a particular car, it is an autonomous Uber-like feature that can be turned on for any Tesla. You have not included this revenue in your analysis; and it will be massive. Not to mention, this Robotaxi revenue share capability will drive insane demand for the current vehicles in the Tesla lineup. The revenue share for turning on your Robotaxi will subsidize (possibly pay for entirely over time) the cost of the Tesla you keep in your garage. When this happens, Tesla won’t be able to make cars fast enough to keep up with demand for likely a decade. Now Tesla will produce a car that is solely a Robotaxi (I.e. it wont have a steering wheel). This is the two-seater they are calling the CyberCab and this is what you modeled out revenue for in this video. But Tesla is going to turn on its current fleet (all cars ever made by Tesla) as soon as is possible for Tesla’s portion of the revenue share. And by that I mean they will do it as soon as FSD is solved. This is why Tesla has gone into full focus on Autonomy. It’s because Musk knows it is close and the revenue gained by being able to turn any existing Tesla into a Robotaxi + driving demand on new cars through the roof… the revenue gain will dwarf anything else they could possibly work on.
I don't think that is how it will happen. What will happen is that All eyes will be on humanoid robots and Ai. First Grok will match or beat openai in capabilities. Then Robots will enter the market. Many companies will have offerings but then Tesla will do what Tesla does and just ramp like crazy while keeping margins high while others will struggle with mass production, go bankrupt, etc. Bot can be ramped much faster than vehicles with hiegher margins and less safety concerns.
Robotaxi is not yet a when, it's still an if. That's why the market is discounting it to near zero. The moment it becomes a when the stock will show it.
Considering the market's recent willingness to inflate AI stocks, I'm surprised as heck that it hasn't popped already. They've done about everything they can to signal that the FSD rate of improvement is accelerating, plus you can just try it for yourself. I really hope the free trial caused a bunch of subscriptions.
If people start selling off as the date closes in then you know you have something to worry about. I am concerned especially knowing Elon treats this as a game. It's a game for him to raise enough money to go to Mars. As everyone else is assuming he likely won't let go of Tesla but if anyone would do something as radical as move the "AI portion" it's Elon. This will contradict itself but I don't really think he cares about the stock and yet he despises people shorting the stock. He doesn't like to lose and he likes being in controll so let's hope he gets control!
In Singapore, if we hold less than 200,000 shares, we got to pay to vote. So I don't think anyone is eligible to vote except koguan... Rich people in Singapore may not even invest a lot in stock. It really depend on the rest of the world to vote for Elon.
If the shareholder vote is 'no' on Elon's compensation package a lot of people will dump Tesla stock and a lot of engineers will leave Tesla. Elon will build AI and robotics outside of Tesla. Innovation will come to a crawl at Tesla.
Elon is not going anywhere even if vote doesnt pass. Tsla will still do robotaxi and nutty revenues. There are other ways for Elon to get 25% Everything elon does culminates to colonizing mars. Once robotaxi revenue starts coming in dividend distributions are a possibility (he can take dividens and buy more shares), share buy backs (concentrations of stock), stock splits are a real probability ( rinse and repeat). Elon is always thingking in all dimensions.
Nice work Sir, subbed. Good to be conservative but I think your fleet numbers are way low, *possibly* many thousands in '25, surely 100's of thousands in 2027.
After seeing this video… I am even more bearish. The number you use is so bullish and contribution to Tesla price is not impressive. Mark my words, Tesla will never trade at PE 100 again.
June 13th is the catalyst to the upside or downside; If Yes vote wins we go over $200 quickly; why would any shareholder vote No?....a No vote in essence drives the stock price to $120 quickly; only a fool would vote no; A Yes vote allows for Elon to get the bonus and buy back shares under his name to gain the over 23% voting power.
Man yall going lose it all trusting in elon. Elon said they taxi would be out in 2021 along with the trucks and hyperloop and the robots and blah blah oh and people to mars lol
Tesla is far too advanced to fail. They're a money making machine right now while all the others are losing billions. You think Tesla will fail but the rest of the bankrupt auto industry survives? That's hilarious.
I agree…except ALL bets are off if June 13 goes the wrong way. That should have been a precedent to all you conjured. Sorry. But I’m with ya… if we live to see 6/14.
Elon will start all AI related business at XAI not Tesla. it will make Tesla just car company, not AI. Tesla will have Supervised FSD only... $200 will be maximum price for Tesla for next 3 years..
No, Tesla is dying, EVs have no future. You can clearly see the decline in demand for EVs, the hype is over. The only market where EVs might succeed is China, but you can't beat those Chinese firms like BYD, they've got huge amounts of subsidies from the Chinese government, Tesla just can't compete. Remember, Tesla is a CAR company, if fewer and fewer people buy their cars, Tesla investors will lose everything.
I've called it correctly since Summer 2023. Tezzly is not going over $300 in 2024. That would require a near DOUBLING of its current value. Maybe $260 at best. And please learn to pronounce it correctly. It is IN-vidia, NOT NIH-vidia
Jensen Huang also praised Tesla being way far ahead of everyone else when it comes to autonomy
In pejjy we trust !!! Currently at 137 shares
LFG!
Pejjy just hit 1000 I think
I'm currently at 122 shares.
333 shares
57
Nvidia is 77% gross margin
+75% YoY growth
Tesla sells subsidised cars and after the subsidies makes 18% gross margin
They’re not the same
ALL cloud providers in the world revenue was 80 billion in 2023, nvidia expected revenue for 2024 is over 100 billion, do you think that is something sustainable long term?
@@o__sama The world needs $1T worth of GPUs this decade.
And only one seller at the moment. They’re golden for this decade.
@@QuickWitQ How did you come up with that number? it is total nonsense. and assuming that number is correct, and that all other chip companies somehow fail to compete with nvidia, that means nvidia revenue have peaked.
@@o__sama i saw Jensen’s interview from yesterday
At the moment, yes, but going forward, what will be more important is software margins with FSD. Whether that's Robotaxi, FSD take rate increasing or even licensing the tech out or all together, it's hard not to see high margins with Tesla.
That's the bet.
1515 Tesla shares so I really do hope you're right Pejjy.
I believe 2025 will be a good year for Tesla.
Most bullish time in Tesla history--with one massive overhang, *paying the man* and keeping Elon committed as long as possible.
When Tesla reaches 200 sell them buy a house
So you've already lost 30% of your doug this year.
Keep up the good work!
🚀Our time is finally near🚀
Tesla will have an Nevidya moment when it beats earnings every quarter for the next 3-4 years
Exactly. And that’s not coming.
@@SuperReyand Why not?
I think his fleet numbers are vastly too conservative above, my *guess* is tens of thousands in 2026 and 100's of thousands in 2027.
Not necessarily only the new compact platform but entire existing lineup may be added to robo fleet.
Possibly 10's of thousands in 2025.
@@Mrbfgray hahahahahaa.
Nope.
@@SuperReyand Why not? Hardware certainly not a limiting factor, not even super compute anymore. The only likely reason they may fall short is if Elon resigns.
They can field millions of taxi cars before end of 2026, so then it's a matter of developing the taxi system, no easy task but they are working on it now. China an N. America first then rest of world.
Where did you study financial analysis/modeling?
As NVDA products is so demanding and occupies 90% of the world AI chips market and can last for at least another 3-5 yrs . NVDA can also increase price for higher margins every year . NVDA ‘s gross margin is 78.9% for 1 st quarter. But I do believe Tesla FSD will keep improving and being used some day soon
I Love Tesla and have stock in it. But dont miss out on Nividia I have Both.
NVDA is going up because of its revenue, while Tesla is going up just due to hype. NVDA is not going up because of hype. We see NVDA's revenue increasing quarter by quarter."
Tesla will go up on their work with Ai autonomy and Robotaxi. Not really hype. The hype on tesla is negative media from short sellers.
Tesla shot up after earnings because Elon and Tesla team said next Gen vehicles are earlier than expected.
If you recall, articles were coming out claiming Tesla had canceled. Analyst didn't like that and sold. But Tesla made it clear that not only is it not canceled but its coming earlier.
@@andrerodriguez7603 when?
Spoken like someone who has not driven a Tesla
True! Tesla is up because of npv of future cash flows…I guess you can call that hype…but if is gas a high probability of occurring it’s call investing!!!
8/8 will be interesting :)
Hell yah!
In Chinese, 8 is a very lucky number. Let’s see if it’s true.
@@Will67267 in germany 88 is a nazi number ,oops
Not really, Nothing will happen apart from Musk promising FSD (That we could do 5 years ago) Next Year.
Is there anything wrong if you do a short term play…
Completely agree with you in this video.
LFG!
I think you made the right decision not buying NVDA cause Tesla is the largest buyer of Nvidia for its own use not counting on companies such as Oracle, Dell and Amazon, Microsoft and Google who provide AI as a resource for others. And Tesla will buy less Nvidia going forward cause DOJO chip is already being produced by TSMC as we speak. Other than OpenAI who else is making money on AI. Not saying AI is a fad but Nvidia will face more competition going forward.
Man I really hope DOJO chips are successful!
5800+ shares baby! LFG!
I sure hope so!! Fingers crossed! 😬🤞
@curiois pj what will happen if musk won't get payout as biggest shareholder voted no and other institutions voted no doesn't look like he's approved? Will Elon leave?
I think that moment will come with the robot taxis.
Pejjy I just saw Cathy Wood target price at 4600 per share EOY 2026 ? I don’t see how that is possible am I missing something she sees ? I hope she is right but $4600 a share is an enormous jump what do you think?
Look for it to increase a lil this summer imo
On Tesla you have to account for other contingencies that requires the auto car must have to deal with.
When optimus start to produce like model 3. Thats the nvda moment. But ill be deep in debt
great video as always!
But the world is trying to do the same. Building these cars by the billion. China, Sweden., Germany, US. South Korea ect.
I’m sure we will get there. Daily stock price movement is just noise. Just stay invested and you will be rewarded 😊
Yeah - buy high - sell low! Go for it!
Until this voting is done and Eon's compensation is realized, nothing will be relevant with Tesla's future. Tesla investors will either win a fortune or lose everything...no in between.
Great Channel IMO all this talking about Tesla is great, but actual revenue and earnings growth is better for Tesla
Go for it!!
Jensen = actually fully focused on his company and breaking earnings predictions every quarter, announcing new chips etc.
Elon = AAAAAH BLACK PEOPLE, MEXICANS, TRANS PEOPLE, BORDERS GRRRRRR
Instead of 'all in', maybe spread out a few including Nvidea
Seriously. Stop talking about Nvidia. Talk about Elon and Tesla.
How could I not talk about Nvidia when I've been spot on?
I'll keep talking about Nvidia 😎
Yes please talk about nvidia too
Is NVIDIA. IS NOT NEVIDIA . Other than that your cool 😎
Listen to how Jensen says it in his presentations. He says "en-vidia" not "na-vidia" - but like the content
Haha, good thing I put the trigger warning in the beginning!
PLEASE stop saying it wrong, sooo annoying over and over. It’s ENNVidia, not nAvidia!
It shows that he didn't even watched one presentation from NVIDIA CEO. So no clue about NVIDIA.
And your mom mistook abortion for birth…… our loss! 😂
It feels like end of this year will be good for Tesla. Gotta get through this proxy vote and robo- cab reveal.
Awesome analysis; thanks for putting it together! I do think you are missing something big though. Tesla is going to allow the owner of any Tesla car to press a button on their app and their Tesla will turn into a Robotaxi and pick people up making money for both the owner of the car and Tesla 50-50 or 60-40 revenue share is what Musk said in a CNBC interview (this is also in the Tesla purchase terms and conditions and it’s in Master Plan Part Deaux) . So Robotaxi is not a particular car, it is an autonomous Uber-like feature that can be turned on for any Tesla. You have not included this revenue in your analysis; and it will be massive. Not to mention, this Robotaxi revenue share capability will drive insane demand for the current vehicles in the Tesla lineup. The revenue share for turning on your Robotaxi will subsidize (possibly pay for entirely over time) the cost of the Tesla you keep in your garage. When this happens, Tesla won’t be able to make cars fast enough to keep up with demand for likely a decade.
Now Tesla will produce a car that is solely a Robotaxi (I.e. it wont have a steering wheel). This is the two-seater they are calling the CyberCab and this is what you modeled out revenue for in this video. But Tesla is going to turn on its current fleet (all cars ever made by Tesla) as soon as is possible for Tesla’s portion of the revenue share. And by that I mean they will do it as soon as FSD is solved. This is why Tesla has gone into full focus on Autonomy. It’s because Musk knows it is close and the revenue gained by being able to turn any existing Tesla into a Robotaxi + driving demand on new cars through the roof… the revenue gain will dwarf anything else they could possibly work on.
Good vid. Indeed the sheesh moment :) all in!!
Pray u r right,will be wonderful we all can celebrate🎉
Jensen is too busy captaining the ship while Elon is below deck drilling holes "just to see what happens".
I don't think that is how it will happen. What will happen is that All eyes will be on humanoid robots and Ai. First Grok will match or beat openai in capabilities. Then Robots will enter the market. Many companies will have offerings but then Tesla will do what Tesla does and just ramp like crazy while keeping margins high while others will struggle with mass production, go bankrupt, etc. Bot can be ramped much faster than vehicles with hiegher margins and less safety concerns.
👏 👏 👏
I agree for the moment Tesla needs Nvidia chips, but as soon as they get their own going nvidia will take a dip
Robotaxi is not yet a when, it's still an if. That's why the market is discounting it to near zero. The moment it becomes a when the stock will show it.
Eh. I have doubts. The markets are very irrational towards Tesla …
Considering the market's recent willingness to inflate AI stocks, I'm surprised as heck that it hasn't popped already. They've done about everything they can to signal that the FSD rate of improvement is accelerating, plus you can just try it for yourself. I really hope the free trial caused a bunch of subscriptions.
You’re totally wrong , Tesla is no where near this yet.
Stacking TSLA
Nvidia has no competition anytime soon.
Are NVDA's earnings even real?
Pejjy, it is pronounced "En-vidia", not "Na-vidia." Got it?
are you worried at all about the big vote coming up?
Are you worried Pejjy? Im worried but Im always worried about my investments :D
If people start selling off as the date closes in then you know you have something to worry about. I am concerned especially knowing Elon treats this as a game. It's a game for him to raise enough money to go to Mars. As everyone else is assuming he likely won't let go of Tesla but if anyone would do something as radical as move the "AI portion" it's Elon.
This will contradict itself but I don't really think he cares about the stock and yet he despises people shorting the stock. He doesn't like to lose and he likes being in controll so let's hope he gets control!
Nah, it'll pass. Make sure you vote!
Nope! I'll pass nicely. Make sure you vote!
In Singapore, if we hold less than 200,000 shares, we got to pay to vote. So I don't think anyone is eligible to vote except koguan...
Rich people in Singapore may not even invest a lot in stock. It really depend on the rest of the world to vote for Elon.
Guys you gotta shill and buy this meme stock harder, because all i see is -25% on yearly chart.
I need it to go up to get my money out!
Tesla nvidia moment already passed case you didnt noticed yet
400 dollar calls😁😁🗣‼️
SHEEESH!
160 dollar calls expires Jan 2026.
Why you pronounced Nvidia name wrong in “na”? Should be “en”.
184 shares!
I think that Musk does not care much about the car intelligence. He just wants to leave this world.
If the shareholder vote is 'no' on Elon's compensation package a lot of people will dump Tesla stock and a lot of engineers will leave Tesla. Elon will build AI and robotics outside of Tesla. Innovation will come to a crawl at Tesla.
Elon is not going anywhere even if vote doesnt pass. Tsla will still do robotaxi and nutty revenues. There are other ways for Elon to get 25% Everything elon does culminates to colonizing mars. Once robotaxi revenue starts coming in dividend distributions are a possibility (he can take dividens and buy more shares), share buy backs (concentrations of stock), stock splits are a real probability ( rinse and repeat). Elon is always thingking in all dimensions.
Yes, yes and yes.
You are saying the name of the company wrong! Not NAvidia it’s ENNvidia!
NVidia to the Moon.
Nice work Sir, subbed.
Good to be conservative but I think your fleet numbers are way low, *possibly* many thousands in '25, surely 100's of thousands in 2027.
A Tesla gremlin with no experience or knowledge
@4:34 minutes - You're making my blood boil. Is this an NVDA video or a TSLA video?
After seeing this video… I am even more bearish. The number you use is so bullish and contribution to Tesla price is not impressive. Mark my words, Tesla will never trade at PE 100 again.
This is ONLY FSD. Nothing else.
Fyi it's pronounced "en-vidia" not "nah-vidia"
Also by 2030 humanoid bot will be bigger than robotaxis.
June 13th is the catalyst to the upside or downside; If Yes vote wins we go over $200 quickly; why would any shareholder vote No?....a No vote in essence drives the stock price to $120 quickly; only a fool would vote no; A Yes vote allows for Elon to get the bonus and buy back shares under his name to gain the over 23% voting power.
Man yall going lose it all trusting in elon. Elon said they taxi would be out in 2021 along with the trucks and hyperloop and the robots and blah blah oh and people to mars lol
Tesla is far too advanced to fail. They're a money making machine right now while all the others are losing billions. You think Tesla will fail but the rest of the bankrupt auto industry survives? That's hilarious.
Scared money dint make money 💰
it will rise until 06/03 at $1154 it will fall again to $1040
Why should I trust a guy who can’t even pronounce the name of NVDA.
I agree…except ALL bets are off if June 13 goes the wrong way. That should have been a precedent to all you conjured. Sorry. But I’m with ya… if we live to see 6/14.
Please stop say Wall Street. There is no such thing.
Tesla rug pull coming. Crash gonna fry the fanboys hard.
Elon will start all AI related business at XAI not Tesla. it will make Tesla just car company, not AI. Tesla will have Supervised FSD only... $200 will be maximum price for Tesla for next 3 years..
Its been and long gone.. the decline to oblivion is playing out before our eyes. Only fools are in denial of turkey 🦃 tesla
Did Nvidia 2021
No exponential growth, no one wants to buy EV 😢
Soon????????? 2026??
Wrong!
Yes, the garbage car TSLA will go to hell $100 again
mmhhhk
🤣🤣🤣
No, Tesla is dying, EVs have no future. You can clearly see the decline in demand for EVs, the hype is over. The only market where EVs might succeed is China, but you can't beat those Chinese firms like BYD, they've got huge amounts of subsidies from the Chinese government, Tesla just can't compete. Remember, Tesla is a CAR company, if fewer and fewer people buy their cars, Tesla investors will lose everything.
I've called it correctly since Summer 2023. Tezzly is not going over $300 in 2024. That would require a near DOUBLING of its current value. Maybe $260 at best.
And please learn to pronounce it correctly. It is IN-vidia, NOT NIH-vidia
Wow, that's amazing. So I should buy tsla now then sell at $260? Is "tezzly" how geniuses like u spell/pronounce tesla? OMG... Thnx
@@jayan5221
Among the infinite things you don't know, one is that YooToob deletes my post when I use certain words spelled correctly 😆🤦♂️
First ❤
Third 🎉🎉🎉
Second ❤
hahaha U SHOULD HAVE BOUGHT NVDIA Men you look less and less reliable listening to what you are saying hahaha can t stop laughing