Elon Musk has just single-handledly vaporized the entire EU market (400M potential clients) I dunno what you guys are on about in the US, but over here Teslas are getting vandalized, swastikas painted on Tesla dealers doors, there is not one company in Europe that would risk its reputation by buying Tesla for its fleet nowadays. Tesla is done in Europe, -63% sales for january 2025 in France, -75% in Spain, and tariffs and rising competition in Asia make Tesla alot less attractive there as well.
We got the update to version 12.6.3 yesterday for our Model Y. Went on a 200+mile round trip today (Ground Hog Day cruise) with zero intervention. WOW !!
Herbert and Larry thank you for this analysis. It is sad though because Canada just said they will put a 100% tarif on Tesla cars and equipment, then 300% in 21 days. Not great for business.
At the end of the day , The security of the world is greater than a bully - A carbon copy of HITLER . There is so much more in this world than the success/failure of Tesla & SpaceX . BASIC HUMANITY. Long ago there was an expression "slowly, slowly catch a monkey" -( or make progress slowly )
This was just a suggestion from one person, as far as I understood, I am quite sure you cannot make a law against a single company in Canada, that would not withstand in court.
YES - get Alex. Potter on the show, guys! Adam Jonas would be another I'd like to see. Great show, always the insightful perspective with Herbert and the gang. Keep it up.... Love the channel!
I have assumed that batteries were the Achilles heel for production since it was acknowledged back 2 years ago. And was not confident that batteries were no longer a constraint a couple of years ago. So going forward I will stay skeptical about having more batteries than they need.
The thing that is really needed at the federal level is a communication protocol between vehicles. As this technology progresses knowing what the other car is planning will start to be critical. even if the other car is not autonomous, knowing that the other driver is not hitting brakes, for instance, would be invaluable. How about the fun we have at 4 way stops as another example?
Pierre’s question was good. He asked if he could use his own car in Austin unsupervised in June. Elon hadn’t made it clear that it was only the Tesla fleet. You were only disappointed because you didn’t understand the question and mixed him up with Jonas.
lol cmon man. Car company is struggling. Energy business is booming. Full Self Driving and Robots are still hype at this point. Making profit on robots and FSD is still 2-5 years away.
@ no you’re caught up in the hype. I’m a long term Tesla shareholder. Robots and FSD I believe is coming. Profits is all wall street cares about. It’s going be awhile. IMO.
@@jackarnold3290 It is a legitimate question for those who no longer want to own a vehicle, don’t fly and need to travel long distances from time to time. Once this is rolled out in all 50 states it will be a common question asked. Of course the cab will stop to recharge and me take a piss. It will be like a uhaul. Quit with the hate!
Sales in Europe will suffer because of Elon meddling in politics. I am taking profit at these levels as I am afraid that sales will fall short. The future maybe bots and FSD but short term doesn’t look good to me. Sorry to say.
I don´t understand why Tesla is battery constrained, I thought CATL and other battery manufacturers are running their factories significantly below full capacity. Can someone explain this? Thanks!
Markets are irrational. You may suspect that TESLA will sell of due to less vehicle sales. But then, it remains flat and goes parabolic while you are waiting for the DIP. Just hold that DARN thing. There is WAAAAY too much ahead in the near term to not be holding this GEM. For god's sake, the guy has his car floating in space. NUFF SAID.
time stamp 8:12 - Larry speaks of being battery constraint being the big issue and talks about expanding the Berlin Factory.... What happens when all of EU boycotts the cars because of Musk? I'm a long term investor in TSLA and hope to be for many years, but the reality is that I believe Musk's actions are going to crash the demand in both EU and USA.
Craig was being seen as an idiot as a bear always undervaluing, which is why he switched to being a bull because he has more to gain being right as a bull
@ IT IS FUTILE at this moment as it is changing constantly and NO ONE has the true facts on the issue so until it gets all finalized it is mere DRAMA... and a WASSTE OF TIME to even try and discuss !
@@Vancouver_Island_Guy GO WATCH RANDY KIRK if you are obsessed with that issue... He has a segment with Brian Wang on it... AGAIN it is so volatile it is a waste of time IMO...
You should definitely have a look at some videos where Huawei's autonomous software gets tested, it seems they are a real competitor to Tesla. While it is generally good for consumers when there is not a monopoly, this changes the projected Tesla valuation. Still Tesla can make a lot of money with FSD and will most likely have a first movers advantage in the US, but it is not as crazy, as some Tesla hyperbulls see it, in my opinion. With Optimus that is too early to say something, but Tesla is sourcing so many parts from Chinese companies, that China can make a clone of it. Okay then there is the brain. A lot of talk around DeepSeek, at least it seems to be sure that China has a lot of Nvidia GPU´s. and smart scientists.
What do you think will happen in the hypothetical event that in 2025: 1. Car sales drop further 2. Optimus is not ready 3. FSD is good but not great… again. The stock is in trouble.
@ Oh my 🤔 Someone appears to be triggered 🤣 YES "MeatHead" the stock was explicitly referenced... AND it was/is such a stupid comment as to anyone who follows $TSLA recognizes his concerns are BEYOND trivial 😊
I think FSD will be limited mostly to city centers. Suburban and rural residents will continue to drive. And I question whether FSD will ever cost less than ownership.
@ssing7113 hey buddy no channel is wrong if I convice even 1 person to boycott republicans businesses and with Canada targeting republicans businesses and states along with trumps tarrifs tax you republicans will soon be replacing those migrants in the field picking veggies for 5. Dollars an hour
Don't let Elons's XAI521K$ pass you by. This is a monumental moment in history, and you don't want to be left out of the loop. Get in on the ground floor now!
This is a year of completion, where everything that doesn't have to be will cease to be, and what has to be will be, and the first half of the year is the most challenging, as it is a time of cleansing and organization throughout the country, and this has repercussions on everything, but from the second half onwards everything changes for the better. Thank you very much, Elon Musk is a genius, and your partnership with President Trump is the Future with progress and prosperity, social and material equality for all. Muito obrigada, or Thank you very so much. 💝👏👏👏🌻💫✨🚀🪐
I bought a Model Y in May of 2024. I love the car, but I am glad that I purchased it before the inauguration and Elon's abject idiocy with the Nazi salute. I would not have bought the car had I known this was coming. I have read both the Vance and the Isaacson biographies and appreciate Elon's genius, but he is downright stupid when it comes to human beings.
Buying a Tesla? Use my referral link and get up to $2,000 off.
ts.la/herbert23392
My daughter: ts.la/amanda443323
I don’t doubt Elon one bit when he says Tesla will eventually be bigger than the whole mag 7 COMBINED.
He didn’t say that.
He said top 5
There is a path, dunno which percentage
To be correct, Elon said Tesla will be bigger than the top five companies, but I understand your point.
Elon Musk has just single-handledly vaporized the entire EU market (400M potential clients)
I dunno what you guys are on about in the US, but over here Teslas are getting vandalized, swastikas painted on Tesla dealers doors, there is not one company in Europe that would risk its reputation by buying Tesla for its fleet nowadays. Tesla is done in Europe, -63% sales for january 2025 in France, -75% in Spain, and tariffs and rising competition in Asia make Tesla alot less attractive there as well.
We got the update to version 12.6.3 yesterday for our Model Y. Went on a 200+mile round trip today (Ground Hog Day cruise) with zero intervention. WOW !!
This is the most exuberant I've seen from Larry....
I love this podcast,very professional,keep on,Tesla IS the future!
Herbert n Larry Dynamic Matrix Analysis breakdown is Amazing! GOAT
Thanks guys. Top show.
Herbert and Larry thank you for this analysis. It is sad though because Canada just said they will put a 100% tarif on Tesla cars and equipment, then 300% in 21 days. Not great for business.
Canada is not a player for anything.
At the end of the day , The security of the world is greater than a bully -
A carbon copy of HITLER . There is so much more in this world than the success/failure of Tesla & SpaceX . BASIC HUMANITY. Long ago there was an expression "slowly, slowly catch a monkey" -( or make progress slowly )
This was just a suggestion from one person, as far as I understood, I am quite sure you cannot make a law against a single company in Canada, that would not withstand in court.
As a long term Tesla Shareholder,I believe tariffs are great for America and Fair considering the tariffs other countries charge American. Parity
The price fell on the initial release of the financials but recovered within 30 minutes, well before the actual earnings call.
Larry glad you joined Herbert today!
Berlin! for the win. Grok agrees with Larry.
YES - get Alex. Potter on the show, guys! Adam Jonas would be another I'd like to see. Great show, always the insightful perspective with Herbert and the gang. Keep it up.... Love the channel!
Thanks Herbert
I’m hoping it stays volatile for a few more months to provide buying opportunities.
Exactly!
That would be a treat. Because of geopolitics, it's likely.
Now is a great time to buy more TSLA. I believe anything under $1000 is a good time to buy more Tesla. Think LONG term.
Larry struggling...a few glasses of red deep. 🍷🍷🍷🍷
So what do we think abiut the stock next week?
Next week stock price means Nothing to me.I am a Tesla Investor (long term shareholder),Not a Daytrader(gambler). My grandsons will benefit.$$$$$$$
@jackarnold3290 same here..buying since 3.5 years and nothing sold. 🤘
TSLA BULLRUN INCOMING
I have assumed that batteries were the Achilles heel for production since it was acknowledged back 2 years ago. And was not confident that batteries were no longer a constraint a couple of years ago.
So going forward I will stay skeptical about having more batteries than they need.
PF asked one of the best questions.
2:03 Plethora? Jeffe, would you say I have a plethora? 😂
😂😂😂 love that part
But what about the AD for Luka trade?
fr I love tesla but what the heck dallas that was stupid
No body cares about basketball
if you don't mind to share what companies stocks you own in your portfolio?
And how many % tesla?
Thanks
How would what others own be of concern to anyone else? Think for yourself.
The thing that is really needed at the federal level is a communication protocol between vehicles. As this technology progresses knowing what the other car is planning will start to be critical. even if the other car is not autonomous, knowing that the other driver is not hitting brakes, for instance, would be invaluable. How about the fun we have at 4 way stops as another example?
Pierre’s question was good. He asked if he could use his own car in Austin unsupervised in June. Elon hadn’t made it clear that it was only the Tesla fleet. You were only disappointed because you didn’t understand the question and mixed him up with Jonas.
Will the Tariffs impact Tesla vehicles
WHO CARES... the money is in CYBER-CAB and Optimus !
@@LJ-jq8ogwho cares. Oh Lordy 😂
Dan Ives has been right not just Tesla, however Palantir and Apple and others. One of the best on the Street.
Where does Dan buy in suit coats
Dan buys clothes at the children ‘s section of Ringling Bros, Barnum& Bailey of course.
Larry Goldberg is a gem!
Shanghai megapactory is especially significant
Stock reports are as valuable as fortune cookies or horoscopes or wine reviews - sound good but are information free.
What about ASD huawei version on fsd how come no talk about it? I'm a long term tesla investor and more needs to be talked about this.
Not really. We care about what Tesla does.
GO LARRY 💪❤️
lol cmon man. Car company is struggling. Energy business is booming. Full Self Driving and Robots are still hype at this point. Making profit on robots and FSD is still 2-5 years away.
You're nuts
@ no you’re caught up in the hype. I’m a long term Tesla shareholder. Robots and FSD I believe is coming. Profits is all wall street cares about. It’s going be awhile. IMO.
Will this cybercab take me 450 miles in one trip and how much would that cost?
Ridiculous question.Would ANY taxi take you 450 miles? Besides we all need to stop to pee.
@@jackarnold3290 It is a legitimate question for those who no longer want to own a vehicle, don’t fly and need to travel long distances from time to time. Once this is rolled out in all 50 states it will be a common question asked. Of course the cab will stop to recharge and me take a piss. It will be like a uhaul. Quit with the hate!
Herbert: “it’s huge”
Are the proposed robotaxis in June going to have a ‘safety driver’ ?
Im sure not, but they may have remote operators
Negative
NO
I'm not a fan of Pierre Feragus but his question was when would personal vehicles be added to the autonomous network. kind of relevant...
Tariffs are going to create a buying opportunity.... 💯
Yep, good for Tesla Investors and good for America.
I thought it was Gordon😂
Now, THAT would have been funny!
Never hear about him anymore
@@FreeKekistannThank goodness, just his name makes me nauseous
@ lol, gordon is annoying
I think the new battery plant will be near the new lithium refinery.
Sales in Europe will suffer because of Elon meddling in politics. I am taking profit at these levels as I am afraid that sales will fall short. The future maybe bots and FSD but short term doesn’t look good to me. Sorry to say.
There is no “short term”for Tesla Investors (long term shareholders),Daytraders (gamblers), think”short term”.
I don´t understand why Tesla is battery constrained, I thought CATL and other battery manufacturers are running their factories significantly below full capacity. Can someone explain this? Thanks!
I wonder if Tesla will partner with X and get a deal on robotaxi rates?
Yeah sir certainly
What is an overweight status of a stock
Same as saying “ buy.”
@@seanr.8059Thank you. I was wondering what it meant too.
Markets are irrational. You may suspect that TESLA will sell of due to less vehicle sales. But then, it remains flat and goes parabolic while you are waiting for the DIP. Just hold that DARN thing. There is WAAAAY too much ahead in the near term to not be holding this GEM. For god's sake, the guy has his car floating in space. NUFF SAID.
Spoken like a true Tesla Investor (long term shareholder). Not a Daytrader (gambler).
HSBC has a $165 PT for TSLA and $279 for CVNA.
time stamp 8:12 - Larry speaks of being battery constraint being the big issue and talks about expanding the Berlin Factory.... What happens when all of EU boycotts the cars because of Musk? I'm a long term investor in TSLA and hope to be for many years, but the reality is that I believe Musk's actions are going to crash the demand in both EU and USA.
Craig was being seen as an idiot as a bear always undervaluing, which is why he switched to being a bull because he has more to gain being right as a bull
Tsla is s 💰 🐮🙏😎💯
Bot will start increasing the margin
The bot walking with a full diaper? That Bot
So tell me. What jobs will this bot be doing.
Tesla stocks about to tumble when the markets open on Monday….
Perhaps,but I do not care about short term share price. I am a Tesla Investor (long term shareholder),NOT a Daytrader (gambler).
What about Elon's mania??
What about your IQ?
What is price prediction of $XAI521K
Larry G is sooooo bullish and it shows
Investors love to know somethings are coming... Not sure why tesla didn't blow the doors off this report
No talk about the trade war with canada mexico and possibly Europe?
WHO CARES !
@LJ-jq8og alot of people care you.
@ IT IS FUTILE at this moment as it is changing constantly and NO ONE has the true facts on the issue so until it gets all finalized it is mere DRAMA... and a WASSTE OF TIME to even try and discuss !
@@Vancouver_Island_Guy GO WATCH RANDY KIRK if you are obsessed with that issue... He has a segment with Brian Wang on it... AGAIN it is so volatile it is a waste of time IMO...
@LJ-jq8og no its not. Using your logic nothing will be accomplished. Everyone needs to have conversation.
I miss Gordon Clown Johnson aka mister ZERO star analyst 🤡👍
NOW we have "Lost Gerbil" 🐹
Gordon has already wasted enough of our time. Just let him fade into obscurity
You should definitely have a look at some videos where Huawei's autonomous software gets tested, it seems they are a real competitor to Tesla. While it is generally good for consumers when there is not a monopoly, this changes the projected Tesla valuation. Still Tesla can make a lot of money with FSD and will most likely have a first movers advantage in the US, but it is not as crazy, as some Tesla hyperbulls see it, in my opinion. With Optimus that is too early to say something, but Tesla is sourcing so many parts from Chinese companies, that China can make a clone of it. Okay then there is the brain. A lot of talk around DeepSeek, at least it seems to be sure that China has a lot of Nvidia GPU´s. and smart scientists.
Tesla will be just fine.
Could Chinese EV makers have a DeepSeek moment assuming they catch up in the area of FSD?
IT AINT ABOUT EV, ENERGY, ,AUTONOMY OR FSD. THE FOCUS IS CREATING A 100% BOT ARMY PAID FOR BY YOU AND ME
Seek medical help
@jackarnold3290 GOOD IDEA TO KEEP WORKING ON THE SOUND QUALITY JACK.
@@jackarnold3290 CANT YOU SEE THEY SCRAMBLE FOR THE SINGULARITY
Second battery plant in China doesn’t make sense because the new Shanghai battery plant is twice the size of Lothrap plant. Berlin makes sense.
Never bet against Elon. Whatever Elon does makes sense.
Elon Musk is the greatest asset and the greatest liability to Tesla.
NO LIABILITY at all... Saved America 🇺🇸.. May save Germany 🇩🇪 too 🤞
@@LJ-jq8ogAgree 100% !!!!
@ 💪
Looks like all your bets are on Tesla Stock come on guys there’s thousands of stocks in US better and safer
DISAGREE
$800 per share by early August
🤣🤣🤣
@ LFG !!!
Pure fantasy
@@darylfoster7944 Absolutely. I'd be happy if they can stay above 400 by year end. Come Jan 26 revist what I said.
Deluded….
Imagine the democrats saying someone is giving the president elect ideas and telling him what to do. You really can't make this stuff up.
Funny considering old sleepy Joe’s mind has been gone so long.
DIMMER! IT'S GOING IN THE TOILET ONCE AGAIN! NO MARGINS= CRASH STOCK PRICE 🚽🚫🔮
Must be hard being a gambler (daytader).
What do you think will happen in the hypothetical event that in 2025:
1. Car sales drop further
2. Optimus is not ready
3. FSD is good but not great… again.
The stock is in trouble.
That's a given. But people aren't smart and will continue to grow based on what ia SAID not what is accomplished. Human nature.
OK GENIUS 🤪... Clearly you and your friends are "clueless" as to $TSLA... IF I were YOU I'd go buy Rivian and LUCID... Please do !!!!! 🤣
@@LJ-jq8og Which one of these things did he say is wrong? Stick to the statement meatball. Nobody ever said anything about buying stock
@ Oh my 🤔 Someone appears to be triggered 🤣 YES "MeatHead" the stock was explicitly referenced... AND it was/is such a stupid comment as to anyone who follows $TSLA recognizes his concerns are BEYOND trivial 😊
@LJ-jq8og TRIGGERED. DID YOU MAKE THAT ONE UP?
👏🏻👏🏻👏🏻👏🏻👏🏻✌🏻
FIRST
i dont know why fsd make alot money. most pple like drving.
I think FSD will be limited mostly to city centers. Suburban and rural residents will continue to drive. And I question whether FSD will ever cost less than ownership.
You had ever taken cross country road trip using f s d you wouldn't be saying this.
FSD doesn’t make a lot of
Money. Its take rate is abysmal
@@darylfoster7944Quakers would think that way.
@@ssing7113You are talking about history. FSD is near perfection and will be standard in all cars, because of lives saved.
I see XAI521K$ everywhere. Could someone help explain what XAI521K$ is?
Im encouraging everyone to boycott tesla/starlink/and twitter
Wrong channel buddy 😂😂😂
@ssing7113 hey buddy no channel is wrong if I convice even 1 person to boycott republicans businesses and with Canada targeting republicans businesses and states along with trumps tarrifs tax you republicans will soon be replacing those migrants in the field picking veggies for 5. Dollars an hour
Perhaps your three friends will comply.
@jackarnold3290 Quebec canceled their order with starlink and tesla is going down on Wallstreet, so I guess my three friends are very powerful
What is your $XAI521K exit strategy
This $XAI521K thing is going bananas 🚀
$XAI521K is a solid project and it is currently outperforming both ETH and Nexo!
Don't let Elons's XAI521K$ pass you by. This is a monumental moment in history, and you don't want to be left out of the loop. Get in on the ground floor now!
This is a year of completion, where everything that doesn't have to be will cease to be, and what has to be will be, and the first half of the year is the most challenging, as it is a time of cleansing and organization throughout the country, and this has repercussions on everything, but from the second half onwards everything changes for the better. Thank you very much, Elon Musk is a genius, and your partnership with President Trump is the Future with progress and prosperity, social and material equality for all. Muito obrigada, or Thank you very so much. 💝👏👏👏🌻💫✨🚀🪐
I bought a Model Y in May of 2024. I love the car, but I am glad that I purchased it before the inauguration and Elon's abject idiocy with the Nazi salute. I would not have bought the car had I known this was coming. I have read both the Vance and the Isaacson biographies and appreciate Elon's genius, but he is downright stupid when it comes to human beings.
@@douglashoward2302Sell me your Tesla and we both will be happier. We are opposite thinkers.