Tesla deliveries are being 'overanalyzed' by investors, says RBC Capital's Tom Narayan

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  • Опубліковано 4 січ 2025

КОМЕНТАРІ • 121

  • @usmanyahaya9782
    @usmanyahaya9782 5 місяців тому +160

    With around $120k invested in Palantir stocks, any suggestions for additional stocks to diversify across various markets? Looking for a well-rounded portfolio that balances risk aversion with returns meeting yearly inflation concerns.

    • @SarahOlivera-t4z
      @SarahOlivera-t4z 5 місяців тому

      Prioritize two goals: strategically buy stocks to limit losses and maximize gains, and be prepared to capitalize on market shifts. Consult a financial advisor or professional for personalized guidance.

    • @KacieLehman
      @KacieLehman 5 місяців тому

      @@SarahOlivera-t4z Certainly, I've been consulting with a Certified Financial Planner (CFP) since the outbreak. Beginning with an initial fund of $80k, my advisor makes decisions on when to enter and exit positions in my portfolio, which has now expanded to around $350k.

    • @usmanyahaya9782
      @usmanyahaya9782 5 місяців тому

      @@KacieLehman Please can you leave the info of your investment advisor here? I’m in dire need of one.

    • @KacieLehman
      @KacieLehman 5 місяців тому +1

      @@usmanyahaya9782 Victoria Carmen Santaella is the licensed advisor I use. Just search the name. You’ll find the necessary details to work with to set up an appointment.

    • @usmanyahaya9782
      @usmanyahaya9782 5 місяців тому

      @@KacieLehman I will give this a look, thanks a bunch for sharing.

  • @_king_james_23
    @_king_james_23 6 місяців тому +44

    Are Teslas still a good buy for first time investors especially on a short term basis?

    • @dr.karidouglas1312
      @dr.karidouglas1312 6 місяців тому +1

      No. Maybe Nvidia

    • @dannywalters958
      @dannywalters958 6 місяців тому +6

      I'd recommend you get yourself an F.A if you really want to get in instead of starting with guesses. They're not half as expensive as you think and know the market better. Experimenting with UA-cam-based suggestions may not be the best for you. I know this from experience and as somebody who has made real money off stocks. Goodluck.

    • @wonderfully_madeJake
      @wonderfully_madeJake 6 місяців тому

      hi, please what are the steps for getting one?? like a really good one

    • @dannywalters958
      @dannywalters958 6 місяців тому +3

      You should start by looking out for those from known firms and good track records. You should also make sure the person is licensed. Personally, I use Kelly Matwick. She's good and you could also look her up.

    • @planetsaver
      @planetsaver 6 місяців тому +1

      NVDA is still going to increase after the split. Go for it

  • @vvilliamluk
    @vvilliamluk 6 місяців тому +42

    You invited the wrong Tom.

  • @syspowertools3372
    @syspowertools3372 6 місяців тому +7

    Look at that, CNBC has an analyst who doesnt need his hand held by the company he's researching.
    It's crazy that one of these reporters says "there are no numbers". Here's a number. 1 billion miles driven on FSD per month currently. 5 billion in battery storage deployments and 1.3 billion net profit on that in 1 quarter.
    The best selling car in China is the Tesla Model Y.

  • @johntheux9238
    @johntheux9238 6 місяців тому +27

    Robotaxis will be big, but I'm pretty sure the stock jumped because of the huge increase in energy storage.

    • @HopeIsFleeting
      @HopeIsFleeting 6 місяців тому

      The stock jumped because the shorts are covering. The shorts are covering because the numbers look so good, they don't see a pullback before 8/8. Which, is when TSLA will likely explode to the upside.

    • @jamesandrew6153
      @jamesandrew6153 6 місяців тому

      @@HopeIsFleetingI hope not lol
      But yes it’s because shorts are covering
      #3 shorted stock

  • @RyanPatrick-ib2uv
    @RyanPatrick-ib2uv 6 місяців тому +50

    *Your explanations are clear and straight forward It's always a honor to have you here as a mentor, I appreciate you for the time being spent to educate us financially. Regardless of how bad it gets the economy, I still makeover $28K every single week. I truly value Laura, and her helpful guides.*

    • @LouisSmith-wt9vh
      @LouisSmith-wt9vh 6 місяців тому

      The first step to successful investment is figuring your goals and risk tolerance either on your own or with the help of a financial professional but it's very advisable you make use of professional.

    • @AndreasPoland-rm4zv
      @AndreasPoland-rm4zv 6 місяців тому

      Interesting! But I'm new here. How can I get to this person's guidelines??

    • @RyanPatrick-ib2uv
      @RyanPatrick-ib2uv 6 місяців тому

      SHE IS ON TELEGRAMs

    • @RyanPatrick-ib2uv
      @RyanPatrick-ib2uv 6 місяців тому

      @LauraGil52

      That's it >>>>>>

  • @patriceblakeway4421
    @patriceblakeway4421 6 місяців тому +11

    Nice to have someone who can backup his analysis with work.

  • @jayan5221
    @jayan5221 6 місяців тому +28

    This dude is trying to be chill but totally butt hurt. Talking like he was a bull but always been a tsla bear.

    • @s_k12
      @s_k12 6 місяців тому +5

      Not true. I watched multiple of his interviews, he's always been bullish on Tesla. You are a slanderer.

    • @jayan5221
      @jayan5221 6 місяців тому +2

      ​@s_k12 He has a lower price target then the current price... Are u kidding me???

    • @mingdianli7802
      @mingdianli7802 6 місяців тому

      @@jayan5221 now he does because the stock has gained 30% in the past week

  • @alexedens1
    @alexedens1 6 місяців тому +2

    He’s wrong about multiple players in the Robotaxi market. Tesla has the only generalized solution. Tesla collects the most driving data by far, has the best in car inference chip by far, has the only video in/action out neural net, and has by far the most compute. All the competitors use premapped lidar based systems. They have no chance.

  • @hosssobhani8980
    @hosssobhani8980 5 місяців тому +1

    Robo taxi is NOT everyone interest for ride, is too scary for everyday commute specially in icy or bad weather condition, that; is my thought , GOOD luck to tesla business.

  • @weho_brian
    @weho_brian 6 місяців тому +23

    Shorts destroyed 😆

  • @lwilson1357
    @lwilson1357 6 місяців тому +5

    Where’s Tom Lee???

  • @pondviewny2909
    @pondviewny2909 6 місяців тому +3

    His job is so easy and just give any random number in his head. 415,000 delivery, $0.86 robotaxi ride per mile. In NY, LA, SF ........ you pay $1 for taxi ? the most ride is around 1 mile there. What is your model ???

  • @paulnam6524
    @paulnam6524 6 місяців тому +4

    Energy storage is another MASSIVE Tesla play. This company is going eventually be the world's most valuable within 5 years.

  • @BaileyJames-zv2ddd
    @BaileyJames-zv2ddd 6 місяців тому +38

    Without a doubt, this year will be worse than the last. I lost a lot of money last year as a result of bad investment choices that I would not have made if I hadn't been so worried about my portfolio. I kept investing, but I couldn't determine whether to start paying for a house. In the end, I sold my positions, and the house needed more work than I had planned. I'm not sure how long I can keep going like this

    • @AlexClarkcompany
      @AlexClarkcompany 6 місяців тому

      We've all made mistakes at some point. You should consider financial planning

    • @OscarOwenn
      @OscarOwenn 6 місяців тому

      True. My portfolio was diversified across several markets with the help of a financial planner, and were able to achieve over a million in net profit among high dividend yield equities, ETFs, and bonds. It is vital that you have a variety of exposure, including in firms that are currently generating cash flows.

    • @BaileyJames-zv2ddd
      @BaileyJames-zv2ddd 6 місяців тому

      Do you mind sharing your financial planner ?

    • @OscarOwenn
      @OscarOwenn 6 місяців тому

      Leah Foster Alderman

    • @OscarOwenn
      @OscarOwenn 6 місяців тому

      You are most likely to find more info when you look her up

  • @mistareee
    @mistareee 6 місяців тому +3

    This boy is hilarious, “my mom was happy” 😂😂
    Get him back on.

  • @Yungstpatrik
    @Yungstpatrik 6 місяців тому +7

    What about earnings? $0.91 Q2 2023. Estimates are $0.59 this year.

  • @juicypickle4777
    @juicypickle4777 6 місяців тому +2

    What about Optimus?

  • @aai2184
    @aai2184 6 місяців тому +3

    Great job.

  • @prolific1518
    @prolific1518 6 місяців тому +1

    Deliveries down year over year and it pumped. It's not retail or investors behind this market delusion. US Treasury is active in the market.

  • @bloat4hk
    @bloat4hk 6 місяців тому +5

    Can tell this guy loves to talk about career aspirations daily to his friends 😂

  • @jeffreyjoseph9082
    @jeffreyjoseph9082 6 місяців тому

    Whatup Tom? Keep killing it buddy! Tesla to the MOON!

  • @NicoleLe-fx5br
    @NicoleLe-fx5br 6 місяців тому +1

    He’s been spot on!

  • @RichardKing-sx6xc
    @RichardKing-sx6xc 6 місяців тому +8

    *LONNNNNNNNG TESLA!!!* 🤣😂😅😆

  • @HJ-jy7fw
    @HJ-jy7fw 6 місяців тому +5

    Over analyze the robots, fsd, energy and ai.

  • @andrerodriguez7603
    @andrerodriguez7603 6 місяців тому +2

    Everyone else will be buying the autonomous software from Tesla.

  • @shdmd2118
    @shdmd2118 6 місяців тому +5

    That guy won’t be employed much longer lol

  • @rho008
    @rho008 6 місяців тому +7

    Rigorous analysis is actually looking at Tesla as Tech, AI, Robotic, and most importantly Energy company. Not just, it's a car company. Show me Toyota building a bunch of gas stations or even charging stations all over the world. That's the difference.

  • @juicypickle4777
    @juicypickle4777 6 місяців тому +1

    Betting the richest man in the world stays the richest man in the world

  • @2023gainer
    @2023gainer 6 місяців тому

    Up near 40 % ..Zapp.... FSRNQ..11 % rise week... Tesla up 25 % week... Rivian 26 % week... Polestar..35 % week.. Archer flying 12 % higher today. Lillium Evtol Jets..Evgo and more. The EV sector charging Up Another Summer.

  • @matt.stevick
    @matt.stevick 6 місяців тому +2

    Hi 👋🏻 Tom’s mom, rooting for Tesla. I used to be a hater until elon became a Nvidia 💚🖤 customer.

  • @damonkatos4271
    @damonkatos4271 6 місяців тому +2

    BYD is moving ahead in China.

  • @Youcanatme
    @Youcanatme 6 місяців тому +3

    Tesla is overvalued how can it have pe 40 and german manufacturers 4-6

    • @elvinlee7592
      @elvinlee7592 6 місяців тому

      P/e should be used very carefully to compare valuations. Sober things to consider are projected growth rates, margins, and capital structure (ie amount of capitalization through debt vs equity).

    • @djlovetap2141
      @djlovetap2141 6 місяців тому

      Ur joking right? 😂 German automakers are close to bankruptcy, no AI, FSD or bots, or sister rocket companies that do 80% of all the space flight 😂ur a hilarious comedian

    • @Youcanatme
      @Youcanatme 6 місяців тому

      @@djlovetap2141 which one is close to bankruptcy? They are still very profitable

  • @cryptopunk888
    @cryptopunk888 6 місяців тому +5

    Tesla will launch 3 new cars on August 8th. one of the cars will be the 25k model 2. that will drive auto sales growth to resume. estimates are for 5 million unit annually. the other car is a robotaxi and most likely a mini Van. The RoboTaxi will be run by Travis Kalanick, the founder of Uber. Energy division growing at over 100% quarter-quarter. So basically growth resumes in a big way. All this is speculation so take it with a grain of salt!

  • @theeverythinghub-v3l
    @theeverythinghub-v3l 6 місяців тому +1

    theres already rob taxi on the road elon is late 😂and if the US let BYD sell their cars here telsa would go to crap 🤣

  • @Hunter-go4bv
    @Hunter-go4bv 6 місяців тому +1

    That is 4 or five years out

  • @StockVisionHub
    @StockVisionHub 6 місяців тому +1

    The brown version of Tom Lee 😆

  • @charbelutube
    @charbelutube 6 місяців тому +3

    Energy storage is the true business, on top of the RoboTaxi

    • @prolific1518
      @prolific1518 6 місяців тому

      Cool story. Why did it pump on delivery numbers that were down year over year? It had nothing to do with the energy storage narrative you muskrats are trying to cook up.

  • @vitbing
    @vitbing 6 місяців тому +1

    who needs to do the rigorous math ! lets hear the skill to foresee some future ,

  • @shawn-le8bv
    @shawn-le8bv 6 місяців тому +10

    dont bring this guy back

  • @MohHus-r7o
    @MohHus-r7o 6 місяців тому

    Who is buying in billions of stocks in Nvidia and Tesla? In days stocks going up in billions. Is it the hard cash are they buying or peoples money in the bank are being used since the interest rates hiked.

  • @robert5447
    @robert5447 6 місяців тому +2

    I'm DRINKING my coffee and..and..and smashing that like button.

  • @MARKXHWANG
    @MARKXHWANG 5 місяців тому

    Wrong question to ask. Robotaxi never made a Penny for anyone. Money losing propersition

  • @knt3219
    @knt3219 6 місяців тому

    The 443,956 Cars Sold By Tesla Was Out My Prediction. I Was Looking 420,000 Including 5000 Cyber Trucks For Any Positive Evaluation Last One Or Two Weeks Ago. The Current Market Is About $245 At The Minimum Before The Up Coming Earning Report In Mid July 2024 And That Is My Prediction. If The 3rd Quarter Continues To Do Well And The 4th Quarter Is Reached 478,000 Units By Jan 2025 Report , Then Tesla Could Be $310 Per Share And That Is My Another Prediction. Sincerely❤❤❤, KNT.

    • @knt3219
      @knt3219 6 місяців тому

      July 3 2024. 1:32 P.M. Sincerely ❤❤❤, KNT.

    • @knt3219
      @knt3219 6 місяців тому

      443,956 , From CNBC . Sincerely❤❤❤, KNT.

  • @philip443
    @philip443 6 місяців тому +1

    So big guys can do the next short

  • @tresjolieme81
    @tresjolieme81 6 місяців тому +2

    yall know when their stuff catches on fire it takes everything to put them out. Batteries go bad eventually..

  • @fhowland
    @fhowland 6 місяців тому +2

    This guy is a 🤡

  • @damonkatos4271
    @damonkatos4271 6 місяців тому

    Who’s going to be the first to get in a robo taxi?
    When Elon can take a robo taxi down I-35 in Texas and survive lmk.

  • @Mostly_bad
    @Mostly_bad 6 місяців тому

    Hopes and dreams.

  • @DQ-su6qf
    @DQ-su6qf 6 місяців тому +2

    Everyone’s caught up to Tesla?

    • @finalversion6237
      @finalversion6237 6 місяців тому +1

      like who? srsly. besides BYD which is a china threat, who? every other ev maker loses millions to billions on ev sales each quarter. they have yet to figure out to either get concept to real model, mass producing, and lastly how to turn a profit. more and more of these companies will go broke just like fisker recently. Rivian got 5B from VW but they lost 1B in their last earnings report. VW helping them stay afloat only for the next 5Qrtrs.

    • @mikafiltenborg7572
      @mikafiltenborg7572 6 місяців тому

      Tesla's competition is coming All over them self 😂

  • @Personalfinance_10174
    @Personalfinance_10174 6 місяців тому

    Just a meme stock now. How are the others doing?

  • @mmercato7174
    @mmercato7174 6 місяців тому

    He made the math wrong...

  • @robertruiz-p5j
    @robertruiz-p5j 6 місяців тому

    Robotaxi 😂 omg.

  • @thomas8421
    @thomas8421 6 місяців тому +1

    Doesn't put any value in the robots but values robotaxis lol

  • @ehhalexx
    @ehhalexx 6 місяців тому

    This guy is so full of it lol

  • @VJ-lt9uk
    @VJ-lt9uk 6 місяців тому

    Rigorous analysis lmao

  • @JimMcNutty
    @JimMcNutty 6 місяців тому

    This dude’s shirt is terrible

  • @michaelmoran8755
    @michaelmoran8755 6 місяців тому

    Robotaxi is a joke for the next 5 yrs at least. No one will do it till they have to.

  • @robert-dr8569
    @robert-dr8569 6 місяців тому

    Tesla has to drop the price to be sustainable not only because the current Chinese EV car makers make much cheaper EV cars but also because Toyota and Honda have not scaled up their EV production yet. However, this is coming...Acura has started to make the first EV car ZDX, which looks very good but is significantly cheaper ($10,000) than Tesla's X. My question to Musk: what makes you think Tesla X can be $10,000 more expensive than Acura ZDX?

  • @joebloe1401
    @joebloe1401 6 місяців тому +1

    Pump on delivery news DUMP after earnings call!!!