To be negative on Tesla you need to assume that Elon is straight up lying as opposed to just being nebulous on timing. If you go back to Tesla's founding and track all of his official comments and their published roadmaps, Telsa's only real fault is being late to deliver. According to the Media and Analysts... The Roadster was irrelevant, the Model S was overpriced, the Model 3 was late, the Model Y was too similar to the 3, and the Cybertruck is too weird. The Cybertruck is outselling Ford and Rivian in just 10 months and the Model Y was the best selling CAR last year. On the Planet. Pay heed to the statement, "Elon makes the impossible merely late." 5 million Tesla's currently on the road can be RoboTaxi's tomorrow (with the Tech Tesla embedded 5 years ago) with the wave of Regulator's Pen. The CyberCab is almost irrelevant, and yet they will produce it. That is concrete. Model it in your projections or be terminally wrong about Tesla.
@@MartinD9999 Oh....It is only a Leader In EV sales with about 1.8 million Cars sold or will be sold this year, Leader in Self Driving Tech and will probably launch NEXT YEAR, Leader in Energy Deployment with AAA Ratings, Have one of the BIGGEST Ai Cluster in a Multiple Cities to perform training......And you call it a Garbage Stock???? Reeeeeeeally??? Idi0t......
@@RK-um9tu Oh....It is only a Leader In EV sales with about 1.8 million Cars sold or will be sold this year, Leader in Self Driving Tech and will probably launch NEXT YEAR, Leader in Energy Deployment with AAA Ratings, Have one of the BIGGEST Ai Cluster in a Multiple Cities to perform training......And you call it a Garbage Stock???? Reeeeeeeally??? Idi0t......
Feeling sorry for Tesla shorters. Dan Ives said Palantir was the Mesi of AI last year at 16. It is now over 40. I don't care what he wears, Most of the crooks on Wallstreet wear nice suits.
@@Hshjshshjsj72727 It can drive to a destination without any interventions at times, but not all the time. IT IS GETTING BETTER with Each iteration. Soooo, it will get there sooner than you think.
Problem that I see (I’m not a Tesla fan) is if you’re playing the AI story, other companies are simply better. TSLA is a wait and see story. If you have money that just sitting in a stock, fine. Most people want appreciation of their money. Also, the valuation of TSLA is of a really strong growth company, not a company that’s been stagnant. I’d much rather have money in NVDA - AMZN - Broadcom - and other profitable companies.
Tesla is wait and see if you never drove a Tesla or understood mega packs. My Tesla works like a phone. Your car works like a car. 99% of people can’t grasp this concept because Tesla is a paradigm shift. GL
@@brandonderrick006 I agree that Tesla is unique. But as a car company it’s grossly overvalued. Other car companies are making EVs as well. They don’t have a moat on the technology. People are valuing the company as if it’s not a car company. Hence my argument that they need to sell way more than cars to have a value where it currently stands. Also, almost a third of all EVs are sold in California. They still haven’t figured out all the charging and cold weather issues. This might change, but having your money in TSLA right now is dead money in my opinion.
Tesla is a disruptive growth company and hence seems inflated on books. If you believe in the disruptive technology and future, then invest in this company for a longer horizon, I will say in years. For short term play on the stock one can do protective puts.
@@chattingwithshap8010 You are DELUSIONAL. Which other Companies besides Chinese Car manufacturers that are selling an EV like Tesla is??? We heard that Competition is coming and WE ARE STILL WAITING. Tesla IS NOT just a Car company also. They have MEGA PaCKs for Energy deployment, Optimus ROBOT, FSD, Solar Roofs, Autobidder for Energy delployment with buying and selling energy, Ai Cluster with all that Training DATA. Are you still denying that Tesla is not just a Car company with all that I stated above????
The underwhelmed people who paid to go to California to watch this event have this chance to go across the street and get a ride in a real Self Driving waymo car.
The omission of details was, I believe, deliberate. Tesla has also tried not to advertise too much or boost the stock price before. They probably don't want the stock to rise at the moment, but what's behind that, perhaps an expert can comment.
Dan Ives has always been right on Tesla, but the others always wrong in the last decade. They keep shorting Tesla and like 2020 they will loose their pants
we all cannot predict the future. in terms of AI stuff, which company has really brought something great to the table so far? in my opinion none. sure, stuff like chatgpt is turning heads, but its not there (yet) for more than that. microsoft with copilot? gimme a break. meta with video and picture generating? google? apple? dont make me laugh. none of all the big tech companies have really solved AI. tesla is far from it too. but at least they try to be somewhat bold so i give them points for trying. AI might become something big, in a couple of years and if that is the case, tesla will be at the front with some other names. so yeah, i salut them for trying. if they succeed with anything tho is far from certain. ill sit back and watch the show.
That’s cool but you’re ignoring the costs. The same costs Tesla bears always seem to mention to bash Tesla. Your opinion is compromised and irrelevant therefore.
There's two topics here, the cars and the software and in both cases Tesla is far ahead of any competitors. Chinese cars are cheaper but they don't have the performance of Teslas Waymo is doing great with LIDAR based geo fenced cars but they're too expensive to buy. Plus their system is really only good if you can map the entire area the car will use. Tesla FSD is affordable and will ultimately work anywhere due to their use of AI rather than hardware. It would be unwise to bet against Tesla's strategy long term.
It’s not like Tesla or Musk don’t have a history of not executing even if at times late 😂 . Sort of expected when doing things that have never been done before. What a dumb view as usual from Wallsteet who rolled out the same narrative when the Model y was released and we know how that turned out. Hilarious 😂
TSLA lags a lot when it comes to self driving. Model 3 owner and big Tesla fan but this Robo crap etc. won't make it to the market for at least in the next 10 years.
“2026 they start to produce this” He’s being promising this garbage since 2019. Elmo must have some compromising photos of Dan with barn animals or something. It doesn’t make any sense
I’m glad they’re challenging Ives. Tesla bull or not, no way you left that event after a two month delay, satisfied with no details, no dates, no affordable consumer car… He showed off a Waymo, a Zoox, and dancing SweetGreen robots.
If he gives details and they don't hit every mark Tesla sucks. If the leave room for the unknown Tesla sucks. Elon said the ride service will start with model 3-Y next year in Texas and California. That paves the way for the cybercab. They could have a fleet of 10,000 cars by the end of next year all the 2022 leases that are up will become part of the fleet. 2026 you should start to see revenue from taxis.
From $37K to $65K that's the minimum range of profit return every month I think it's not a bad one for me, now I have enough to pay bills and take care of my family. ❤️
YES!! That's actually her name (Michelle Thompson ) so many people have recommended highly about her and I'm just starting with her😊from Brisbane Australia 🇦🇺
I 100% agree that Tesla is undervalued! Tesla is not a car company anymore - it’s Car, AI, Robotics, Transport and Energy rolled into one! I wish I had a million $ in the bank - all of it would’ve gone into Tesla stock and forget about it for the next 5 years!
Good on the host for pushing back. Dan Ives doesn’t know when to turn off his perma bull mode talking points on the same companies he’s been backing for the past few years, or be objective. It’s always the “start of an AI supercycle”.
Cybercab is a proof of concept that will work both profitability and functionality. The question is when not what if. I am bullish on the future of Tesla. The stock is down because of the event does not show evidences EPS growth in the short term. However the event strengthens robotaxi conviction realized by Tesla.
Tesla already handed all their car tech to China. They are last in actual FSD compared to most other auto companies and far behind in AI as well. Keep dreaming and losing money.
Production by 2027, as Elon says, means that there won't be any profits from it for at least two years after. There's a ramp up. Where it's nothing but losses. So we're looking at 2030 now before any of this starts to hit earnings.
Details were scarce !! Ives said before the event that they needed to provide details!! and the timeline that he parroted is absurd... Dan, don't embarrass yourself, the event was a fail...
didn’t dan wear this outfit yesterday? 😂
Maybe he recorded this commentary, preemptively.
he owns 100 of this same outfit bro
To be negative on Tesla you need to assume that Elon is straight up lying as opposed to just being nebulous on timing. If you go back to Tesla's founding and track all of his official comments and their published roadmaps, Telsa's only real fault is being late to deliver. According to the Media and Analysts... The Roadster was irrelevant, the Model S was overpriced, the Model 3 was late, the Model Y was too similar to the 3, and the Cybertruck is too weird. The Cybertruck is outselling Ford and Rivian in just 10 months and the Model Y was the best selling CAR last year. On the Planet. Pay heed to the statement, "Elon makes the impossible merely late." 5 million Tesla's currently on the road can be RoboTaxi's tomorrow (with the Tech Tesla embedded 5 years ago) with the wave of Regulator's Pen. The CyberCab is almost irrelevant, and yet they will produce it. That is concrete. Model it in your projections or be terminally wrong about Tesla.
Nobody has the driver data of Tesla
Just a matter of couple of years, all these folks who are doubting AI will bite the bullet really hard😂
Well, maybe after the AI bubble that’s GONNA POP!! 🫧 💥😂
The host trying hard to bash Tesla
It is not hard to bash a company that is all talk...
He’s not bashing Tesla, he’s pointing out it’s a garbage stock.
@@MartinD9999 Oh....It is only a Leader In EV sales with about 1.8 million Cars sold or will be sold this year, Leader in Self Driving Tech and will probably launch NEXT YEAR, Leader in Energy Deployment with AAA Ratings, Have one of the BIGGEST Ai Cluster in a Multiple Cities to perform training......And you call it a Garbage Stock???? Reeeeeeeally??? Idi0t......
@@RK-um9tu Oh....It is only a Leader In EV sales with about 1.8 million Cars sold or will be sold this year, Leader in Self Driving Tech and will probably launch NEXT YEAR, Leader in Energy Deployment with AAA Ratings, Have one of the BIGGEST Ai Cluster in a Multiple Cities to perform training......And you call it a Garbage Stock???? Reeeeeeeally??? Idi0t......
Clearly it’s cnbc bashing musk solely based on his political views.
Dan the man, also correct
Feeling sorry for Tesla shorters. Dan Ives said Palantir was the Mesi of AI last year at 16. It is now over 40. I don't care what he wears, Most of the crooks on Wallstreet wear nice suits.
One crook even run for president
Dan is sounding like JD Vance
This FSD is a real thing. I have it on all three of my Tesla's.
Its good? Like full self drive (not just hype name)
@@Hshjshshjsj72727 It can drive to a destination without any interventions at times, but not all the time. IT IS GETTING BETTER with Each iteration. Soooo, it will get there sooner than you think.
Is Tesla’s FSD as real as the story of you having 3 Teslas? ;)
Problem that I see (I’m not a Tesla fan) is if you’re playing the AI story, other companies are simply better. TSLA is a wait and see story. If you have money that just sitting in a stock, fine. Most people want appreciation of their money. Also, the valuation of TSLA is of a really strong growth company, not a company that’s been stagnant. I’d much rather have money in NVDA - AMZN - Broadcom - and other profitable companies.
Tesla is wait and see if you never drove a Tesla or understood mega packs. My Tesla works like a phone. Your car works like a car. 99% of people can’t grasp this concept because Tesla is a paradigm shift. GL
@@brandonderrick006 I agree that Tesla is unique. But as a car company it’s grossly overvalued. Other car companies are making EVs as well. They don’t have a moat on the technology. People are valuing the company as if it’s not a car company. Hence my argument that they need to sell way more than cars to have a value where it currently stands. Also, almost a third of all EVs are sold in California. They still haven’t figured out all the charging and cold weather issues. This might change, but having your money in TSLA right now is dead money in my opinion.
Tesla is a disruptive growth company and hence seems inflated on books. If you believe in the disruptive technology and future, then invest in this company for a longer horizon, I will say in years. For short term play on the stock one can do protective puts.
@@chattingwithshap8010 You are DELUSIONAL. Which other Companies besides Chinese Car manufacturers that are selling an EV like Tesla is??? We heard that Competition is coming and WE ARE STILL WAITING. Tesla IS NOT just a Car company also. They have MEGA PaCKs for Energy deployment, Optimus ROBOT, FSD, Solar Roofs, Autobidder for Energy delployment with buying and selling energy, Ai Cluster with all that Training DATA. Are you still denying that Tesla is not just a Car company with all that I stated above????
Other companies aren't better, that's one of the points.
ives is going to need a drink after that oof
Google is overvalued?
Far under.
Under
This stock "analyst" is nothing more than a pumper. He's got no clue.
Made a nice 17% overnight shorting Tesla lol.
No details at what was hyped as being talked about 100 years from now ? Investors should feel unfathomably swindled
The underwhelmed people who paid to go to California to watch this event have this chance to go across the street and get a ride in a real Self Driving waymo car.
Tech is about iteration cycles. The vision remains the same, but you fail fast enough to learn and progress. Most analysts just don't get it.
glad i took so much from tsla longs via tslz today 😂
Great points Dan!!
The omission of details was, I believe, deliberate. Tesla has also tried not to advertise too much or boost the stock price before. They probably don't want the stock to rise at the moment, but what's behind that, perhaps an expert can comment.
Dan Ives has always been right on Tesla, but the others always wrong in the last decade. They keep shorting Tesla and like 2020 they will loose their pants
Most undervalued AI name? At 64 P/E. Google is what then?
Im sorry this is a wild headline lmao
How much do these tech companies pay Dan Ives, or the firm he works for?
we all cannot predict the future. in terms of AI stuff, which company has really brought something great to the table so far? in my opinion none. sure, stuff like chatgpt is turning heads, but its not there (yet) for more than that. microsoft with copilot? gimme a break. meta with video and picture generating? google? apple? dont make me laugh. none of all the big tech companies have really solved AI. tesla is far from it too. but at least they try to be somewhat bold so i give them points for trying. AI might become something big, in a couple of years and if that is the case, tesla will be at the front with some other names. so yeah, i salut them for trying. if they succeed with anything tho is far from certain. ill sit back and watch the show.
Only tesla fanbois get invited to the event...ives is bias in his analysis.
Dan Ives might not get his questions answered if Elon's too busy tweeting and playing politics
Dan's shirt is testing my eyesight looking for a number.
Waymo has 700 driverless taxis on the road TODAY
Teleoperated...
@@germangil7209Tesla fans are now resorting to blatantly lying about Waymo 😂
How’s that working out financially for them? Good luck scaling 😂
@@TheSpartan3669 the cars can only worked in pre mapped geofenced areas and rely on tele operators to get out of many situations fwiw
That’s cool but you’re ignoring the costs. The same costs Tesla bears always seem to mention to bash Tesla. Your opinion is compromised and irrelevant therefore.
There's two topics here, the cars and the software and in both cases Tesla is far ahead of any competitors. Chinese cars are cheaper but they don't have the performance of Teslas
Waymo is doing great with LIDAR based geo fenced cars but they're too expensive to buy. Plus their system is really only good if you can map the entire area the car will use.
Tesla FSD is affordable and will ultimately work anywhere due to their use of AI rather than hardware. It would be unwise to bet against Tesla's strategy long term.
Dan Ives is looking for a pump and dump.
Exactly. And there’s plenty of suckers betting big on Tesla 😂
Nobody understands how much of a lead Tesla has on training data. All other mfgs are going to end up licensing Teslas fsd software
Chat we cooked
Tesla did great ❤
😂 You must not have been watching the stock the last couple days 🤪
Dan is underwater owning Tesla ^^
how can he call himself an investor. Tell him a story and he's sold. A speculator, not an investor.
Haters will hate and bears will hyberbate, we are withessing future here :)
Exactly 💯😂😂
🤣 Fanboys now read poems to themselves to forget about the CONSISTENT false promises that spew from Musk. 🤦🏽♂️
Dan is desperate to defend his position. Probably busy selling while he hypes it up on CNBC.
Waymo has already won
It’s not like Tesla or Musk don’t have a history of not executing even if at times late 😂 . Sort of expected when doing things that have never been done before. What a dumb view as usual from Wallsteet who rolled out the same narrative when the Model y was released and we know how that turned out. Hilarious 😂
TSLA lags a lot when it comes to self driving. Model 3 owner and big Tesla fan but this Robo crap etc. won't make it to the market for at least in the next 10 years.
Tesla is overvalued minimum 5 time
“2026 they start to produce this”
He’s being promising this garbage since 2019.
Elmo must have some compromising photos of Dan with barn animals or something.
It doesn’t make any sense
And there’s sooooo many suckers that keep ignoring that fact! It’s like, at this point, Tesla scam victims DESERVE it 😂
I’m glad they’re challenging Ives. Tesla bull or not, no way you left that event after a two month delay, satisfied with no details, no dates, no affordable consumer car…
He showed off a Waymo, a Zoox, and dancing SweetGreen robots.
You got that right. But the fanboy suckers find excuses every single time this happens.
They deserve it.
If he gives details and they don't hit every mark Tesla sucks.
If the leave room for the unknown Tesla sucks.
Elon said the ride service will start with model 3-Y next year in Texas and California. That paves the way for the cybercab. They could have a fleet of 10,000 cars by the end of next year all the 2022 leases that are up will become part of the fleet. 2026 you should start to see revenue from taxis.
No one believes in a two seat robotaxi comically bad
From $37K to $65K that's the minimum range of profit return every month I think it's not a bad one for me, now I have enough to pay bills and take care of my family. ❤️
Wow that's huge, how do you make that much monthly?
I'm 37 and have been looking for ways to be successful, please how??
Since meeting expert Michelle, I now agree that with an expert managing your portfolio, the rate of profits are higher, with less risk
YES!! That's actually her name (Michelle Thompson ) so many people have recommended highly about her and I'm just starting with her😊from Brisbane Australia 🇦🇺
Isn't she the same Mrs Michelle Thompson that my neighbors are talking about, she has to be a perfect expect for people to talk about her so well.
People are ignorant of profitability in Bitcoin investment and that has been the major issues limiting their investment
The host is a loser, Dan is giving him details but this guy is digging for dirt.
Robo crap is at least 15 years away.
Elmo ruined Tesla…and he never stops lying
perma bull
"trying to get my arms around...."
???
xD
I don't trust this guy!🤮🤢🤮
Tesla = the most overvalued.
Its a bridge I'm not wiling to buy
Ives is trying to get us to buy tesla so he doesn't lose all his money smh
No other company is as inventive and demonstrates their talents like Tesla.
Or has as many recalls, NHTS safety violations or maintenance backups than Tesla.
You forgot those other little details.
I 100% agree that Tesla is undervalued! Tesla is not a car company anymore - it’s Car, AI, Robotics, Transport and Energy rolled into one!
I wish I had a million $ in the bank - all of it would’ve gone into Tesla stock and forget about it for the next 5 years!
Jack of all Trades, master of none. It wants to be all those things, but that's far from achieving it.
It’s a scamming company. There, fixed it for you.
The ONLY sure thing Tesla has is SpaceX 😂
Good on the host for pushing back. Dan Ives doesn’t know when to turn off his perma bull mode talking points on the same companies he’s been backing for the past few years, or be objective. It’s always the “start of an AI supercycle”.
It was a sneak preview of a movie, not a reality. Robocop 3
Elon is lying. This car is doing nowhere. It is a disaster.
Google's owned, Waymo, out here in SF, was like, 'hello old news'. They're booking thousands of rides/wk and chill.
Stop it Dan
Cybercab is a proof of concept that will work both profitability and functionality. The question is when not what if. I am bullish on the future of Tesla. The stock is down because of the event does not show evidences EPS growth in the short term. However the event strengthens robotaxi conviction realized by Tesla.
No - the question remains if.
@harrislee9479
Riiiight. Just like FSD and the cyber truck, huh? 🤦🏽♂️
Scott, should Tesla hand all the details over to their competitors ????
Tesla already handed all their car tech to China. They are last in actual FSD compared to most other auto companies and far behind in AI as well. Keep dreaming and losing money.
Stockholm syndrome.
I love Dan but……😊
Production by 2027, as Elon says, means that there won't be any profits from it for at least two years after. There's a ramp up. Where it's nothing but losses. So we're looking at 2030 now before any of this starts to hit earnings.
How do you park this car with those windows.
I would like to know that too
Dan & Elon are smoking pot together & I'm a fan of TSLA. Very unimpressive late no details stupid "event" GO FISH!!!!!!!!!!!!!!!!!!
Tesla worth like 4 times openai, how are they undervalued lol
Do you mean the not-for-profit Open AI?
Elon says so
he is a always bullish.
Details were scarce !! Ives said before the event that they needed to provide details!! and the timeline that he parroted is absurd... Dan, don't embarrass yourself, the event was a fail...
Generous to call them “prototypes”, tesla shows “mockups” in these events.
he is not going to admit he is wrong.
Not Whole Foods parking friendly
Ives clothing makes sense when you realize he's a 🤡
That’s Krusty the clown