Comment below or tweet me at: twitter.com/TickerSymbolYOU -- what do you think Tesla's BIGGEST advantage is? Will they dominate EVs over the next decade?
Sandy Munro said that ICE executives at the other auto companies said that gas powered V8 engines are going to make a comeback. Sandy Munro also said that the GM, Ford, and Volkswagen are refusing to invest in battery factories because all their MBA's think it a bad idea. At this point Tesla is going have the field all to itself for at the foreseeable future in the EV market.
What a great video to summarize "WHY TSLA" in one little package. All the "Value investor" nay-sayers fail to realize the MASSIVE lead, and, the enormous high-margin recurring revenue that comes with FSD subscriptions. Just a few days ago, ARK was ADDING more TSLA shares :)
What massive lead? This is an urban legend. They have no lead. They're shit cars, poorly built. They don't make money after you take away the credits (eg stellanits). This stock is going to below $100. It's a giant POS. Take your profits now.
@@kevinbroadfoot3535 there's alot of facets to their massive lead but I feel like your going to need a picture so here. MASSIVE LEAD. All the manufacturers have the same batteries but Tesla goes farther and charges faster.... Why? Better engineering. Now what happens when 4680 goes live....? Bigger lead. twitter.com/matty_mogul/status/1372220880349188102?s=19
FSD is the key. Although I have taken a position a third of the size in BYD and if I can figure out how a position in CATL. They are two of the three most advanced battery companies in the world. Both are lithium phosphate batteries and are less raw material constrained. BYD has the ultra safe blade battery longlived battery (older versions have gone 300,000 miles in Shenzhen taxis). CATL has the sodium ion , much cheaper and safer but heavier per kWh battery, which they can use for backing up grids. If BYD builds the apple car look out.
Elon said poor quality was the reason for battery packs It let them troubleshoot and swap out packs . Quality is better and packs are no longer necessary. Thus the move to structural batteries
Your videos are top-notch. I'd like to see Crypto coverage on this channel. Specifically CBDC's, ripple/ XRP, etc. The dawn of an all-digital payment system is upon us.
I can't justify buying an overpriced new car right now, much less a Tesla that won't suffice while living in the southwest. I need a gas vehicle. I sold my 2017 Tundra a few weeks ago for $3k more than I paid for it and bought a 1 owner 2011 Venza for $6500 cash. After paying off my only debt, a 401k loan, I'm officially completely debt free and put $25k into crypto which is on sale right now. I can't add anymore to my Roth till next year, so I figure crypto it is. If Ethereum, Cardano and Polkadot pop, I'm sure I will be able to buy a new vehicle by next year IF the chip shortage is sorted out. I probably won't though. That Toyota will easily last a decade or more and I'd rather invest more into ARKK anyway. I will buy ARKB once that eventually hits the market... Definitely want to see a video on THAT.
Full self driving is difficult. Tesla agessively markets and charges for FSD which at this time 2021 does not work. Cathy may be correct that Tesla has a 50% chance to fail and 50% chance of succeeding. Dropping radar reducing noise just happened. That is meaningful. FSD now means dependence on the front camera and visual depth perception is what Tesla has concluded with all their data. Essentially the AI by vision alone must have human intelligence. You be the judge.
Unpopular opinion. Ark is not going to have a great 2021. 2022, 2023, 2024 is going to be another 150% year. I will just keep adding to the funds along the way!
the innovation you are talking about TESLA is nothing in comparison to the looming Crypto Currencies which will disrupt the entire Financial industry by tokenizing everything including the stock market.
FSD is never going to be able to go without driver. Plastic bags blows across the highway. Halloween costumes on city streets. Reality it too variable. TSLA needs to build future on battery, M2, Semi, Home HVAC, solar. The resources spent on FSD could get better, faster results on other projects. It is holding TSLA down.
I got about halfway thru this video with the dishonest title. When C. Woods name is prominently used in the title, I don't want to see your face at all. Info seemed on point but please have the guts to put out the video with you in the title. Thumbs down and I'm not interested in any future video from you thanks.
Comment below or tweet me at: twitter.com/TickerSymbolYOU -- what do you think Tesla's BIGGEST advantage is? Will they dominate EVs over the next decade?
I put a critical review of each moat and share target in the comments below
Good stuff. 👊🏾👊🏾
Sandy Munro said that ICE executives at the other auto companies said that gas powered V8 engines are going to make a comeback. Sandy Munro also said that the GM, Ford, and Volkswagen are refusing to invest in battery factories because all their MBA's think it a bad idea. At this point Tesla is going have the field all to itself for at the foreseeable future in the EV market.
Alex, may i know 6:59, where i can find the video / presentation that talks about charge time in slightly more details. Thanks.
I've been searching for a concise thesis on 'why Tesla', this might be the best!
Glad you like it! Thanks for taking the time.
avid tesla follower here and I still learned a lot in this video, thanks
I'm glad to hear that! Thanks for taking the time.
What a great video to summarize "WHY TSLA" in one little package. All the "Value investor" nay-sayers fail to realize the MASSIVE lead, and, the enormous high-margin recurring revenue that comes with FSD subscriptions. Just a few days ago, ARK was ADDING more TSLA shares :)
She bought the dip😂
Just keep on buying and keep it to yourself. You don’t have to convince anyone. The results will speak for themselves.
This this this. Excellent synopsis of all the moats associated with tesla. Great job!
What massive lead? This is an urban legend. They have no lead. They're shit cars, poorly built. They don't make money after you take away the credits (eg stellanits). This stock is going to below $100. It's a giant POS. Take your profits now.
@@kevinbroadfoot3535 there's alot of facets to their massive lead but I feel like your going to need a picture so here. MASSIVE LEAD. All the manufacturers have the same batteries but Tesla goes farther and charges faster.... Why? Better engineering. Now what happens when 4680 goes live....? Bigger lead.
twitter.com/matty_mogul/status/1372220880349188102?s=19
By far the best, most informative and intelligent commentary on investment. Thank you, Alex.
Thanks for the kind words. That really means a lot to me!
*Nice, subscribed, I just bought another 36 Tesla shares.*
Comprehensive work, thank you Alex
Your videos are always very professional and very educative. Love them.
Glad you like them!
Hot tip: a red border on the thumbnail makes it hard to see if the video has been viewed yet (for the user).
Thanks! I typically avoid using the red, but the Tesla logo made me go for it!
Thanks again! Your content is very educational 👏
Very good analysis
Superb video Alex. Explains the key factors for Tesla advantage very succinctly with backup video and discussion.
Excellent, Excellent, Excellent. Thank you
Outstanding video, well done!
Glad you enjoyed it!
Nice summary about Tesla.
Amazing summary. I am all in on Tesla.
Glad you enjoyed the content! TSLA is a no-brainer!
GO TESLA GO FOREVER 🚀🚀🚀👍🏻
Great explanations !
Alex, you are the best, smart, smart, smart!!
What a great video ! Excellent!
Glad you liked it. Cheers!
Great content
FSD is the key. Although I have taken a position a third of the size in BYD and if I can figure out how a position in CATL. They are two of the three most advanced battery companies in the world. Both are lithium phosphate batteries and are less raw material constrained. BYD has the ultra safe blade battery longlived battery (older versions have gone 300,000 miles in Shenzhen taxis). CATL has the sodium ion , much cheaper and safer but heavier per kWh battery, which they can use for backing up grids.
If BYD builds the apple car look out.
Good vision
Internet was a thing in the 1990s. I know because I lived it when we had dial up modems.
An excellent analysis.
Thank you!
Elon said poor quality was the reason for battery packs
It let them troubleshoot and swap out packs .
Quality is better and packs are no longer necessary.
Thus the move to structural batteries
If tesla gets into HVAC and more home use /energy devices they will continue to grow fo sho. The more I learn about tesla the more bullish I get
Yeah, the energy side of Tesla (HVAC is a huge energy hog) could be even bigger than the auto side one day!
great work (Testing the perk too)
Thanks for your support!
I hope
Hi Alex, can you do a video soon on Brianchip and their AI?
What products are their chips in today?
FSD 9 has some issues but expected since it is a paradigm shift. Now it can learn and progress should advance. Good episode thanks.
Your videos are top-notch. I'd like to see Crypto coverage on this channel. Specifically CBDC's, ripple/ XRP, etc. The dawn of an all-digital payment system is upon us.
If people keep asking for crypto content, I'll cover it more! Thanks for taking the time.
Correction to Cathie: Laptop Batteries!
i just want to see TSLA stock make me money again
I can't justify buying an overpriced new car right now, much less a Tesla that won't suffice while living in the southwest. I need a gas vehicle.
I sold my 2017 Tundra a few weeks ago for $3k more than I paid for it and bought a 1 owner 2011 Venza for $6500 cash. After paying off my only debt, a 401k loan, I'm officially completely debt free and put $25k into crypto which is on sale right now.
I can't add anymore to my Roth till next year, so I figure crypto it is.
If Ethereum, Cardano and Polkadot pop, I'm sure I will be able to buy a new vehicle by next year IF the chip shortage is sorted out.
I probably won't though.
That Toyota will easily last a decade or more and I'd rather invest more into ARKK anyway.
I will buy ARKB once that eventually hits the market...
Definitely want to see a video on THAT.
Full self driving is difficult. Tesla agessively markets and charges for FSD which at this time 2021 does not work. Cathy may be correct that Tesla has a 50% chance to fail and 50% chance of succeeding. Dropping radar reducing noise just happened. That is meaningful. FSD now means dependence on the front camera and visual depth perception is what Tesla has concluded with all their data. Essentially the AI by vision alone must have human intelligence. You be the judge.
Do you think these competitive advantages are already priced into the share price ?
You’re answer is at the 18:20 mark.
Unpopular opinion. Ark is not going to have a great 2021. 2022, 2023, 2024 is going to be another 150% year. I will just keep adding to the funds along the way!
the innovation you are talking about TESLA is nothing in comparison to the looming Crypto Currencies which will disrupt the entire Financial industry by tokenizing everything including the stock market.
True, but two totally different spaces. Both of these are happening at the same time and deserve coverage.
It's all going to be short lived.
Couldn't agree less!
Ugly cars.
FSD is never going to be able to go without driver. Plastic bags blows across the highway. Halloween costumes on city streets. Reality it too variable. TSLA needs to build future on battery, M2, Semi, Home HVAC, solar. The resources spent on FSD could get better, faster results on other projects. It is holding TSLA down.
I got about halfway thru this video with the dishonest title.
When C. Woods name is prominently used in the title, I don't want to see your face at all.
Info seemed on point but please have the guts to put out the video with you in the title.
Thumbs down and I'm not interested in any future video from you thanks.
Depending on where you stopped, Cathie Wood either speaks 2 or 3 more times during the video, but ok.
Do you think these competitive advantages are already priced into the share price ?
Nope