I think Dan is conservative on FSDs development timeline, and impact on consumers and TSLA bottom lines. They built xAI’s mammoth system in less than 2 months. This would have taken any other company 2-3 years. FSDs progress has been exponential and vertical at this point. Cybercab will be in 2-6 states in 2025, with initial overview facilities as Waymo and others have, but it will be round the world deployed with China being a big market. FSD regulatory approval and primary development will be done by end of 2025. There are 5-6M Tesla vehicles worldwide capable of running FSD now with no modifications, and an over the air update. FSD is SaS and is almost pure reoccurring profit. Tesla sold millions of vehicles at profit with no advertising other than word of mouth for many, many years. Now how will this play out… Tesla has a MASSIVE mote with millions of miles of data coming in and the AI only taking differential and intervention data from those cars every evening over the air. Then there is the desperate legacy auto manufacturers who have never adjusted themselves to 1st principles of business and development. They are already in the red, hemorrhaging and consolidating, and will have to license FSD and end up with the government bailing them out, while TSLA is in the green profiting with a well diversified portfolio of high technology products in high demand. We haven’t even gone into stationary storage, and the new China factory… Elon Musk was very intuitive to get in tight with the next administration as he has already found that the regulatory system is not ready for his companies rapidly developing products and will need the knowledge and guidance to keep up or they will be his Achilles heel. Competition is not a problem. So how is TSLA and what does their future look like in the near and long term. They are already ahead in dry battery development, and making plans for solid state batteries for vehicles, stationary storage, and manufacturing/domestic robots,…
I'm surprised Dan didn't mention the energy division. Tesla's new Megapack factory in China is set to begin production in the first quarter. That'll be huge when fully ramped. And the CT Foundation series is over with and roll-out of the cheaper versions are already coming off the assembly lines. When the base model CT starts it's roll-out, sales will increase a lot.
Still buying? Down $90 so far today, am I a wrong now when I predicted their deliveries would be short of expectation 8 days ago? Also, I predicted a $100 decline in Q3 and the they’re there now.. keep in mind the market correction has not taken place so far yet, I bet it will this year.
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.
@@BogumilTanski I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2020, I was having an investing nightmare before touching base with an advisor. In a nutshell, I've accrued over $2m with the help of my advisor from an initial $350k investment.
@@DarnellsStevenses-e7z I have to give props to MARGARET MOLLI ALVEY, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
Tesla is over valued, Tesla truck tanked. Tesla autonomous score is low in the autonomous scale. China is offering zero finance to buys Tesla which is a bad sign, margins are no good, deliveries no good. So this company will decline in the market. This Dan guy’s doesn’t know what he’s saying. Full autonomous driving is 20yrs away. Not many sedan options
Tesla has about 4-5 sedans 1 truck that failed. It’s market cap is 1.3 trillion Toyota has better margins more vehicles and specialty vehicles and cheaper options and it’s market cap is 288 billion. Tesla is a bubble. Going to burst eventually. Only a matter of time.
@@leonyc4653 Toyota has over $200B in debt, and it's sales are tanking, currently down 40% YoY. Tesla has $30B+ in available cash, has NO long term debt and is introducing new models in 2025. And Tesla isn't just a car company or don't you read the news? My "portfolio" consists of only TSLA.
@@billthecat7536 Nice try total debt for Toyota is $130B, their cash at A/R alone ia $101.6Billion. Only reason I brought Toyota was to look at what seasoned car company market cap is worth in the market. Again, Tesla is interested in lowering their price and making their product more economical despite what has been evidenced which is that is hard for them. Another point that should be considered is that the fast-charging infrastructure is only found in America which is why it has had difficulty breaking into foreign markets. So how will they convince more Americans to buy Tesla or tell the ones who already bought a Tesla to get a second one? I can't see it. its good that it's in your portfolio ride the wave then jump before the ship sinks. The tesla driverless taxi should have been a signal that this company is approaching a brink point. I can't see that product being realistically a "thing" yet.
Good interview.
Love his fashion! Great opinions always
I think Dan is conservative on FSDs development timeline, and impact on consumers and TSLA bottom lines. They built xAI’s mammoth system in less than 2 months. This would have taken any other company 2-3 years.
FSDs progress has been exponential and vertical at this point.
Cybercab will be in 2-6 states in 2025, with initial overview facilities as Waymo and others have, but it will be round the world deployed with China being a big market. FSD regulatory approval and primary development will be done by end of 2025. There are 5-6M Tesla vehicles worldwide capable of running FSD now with no modifications, and an over the air update.
FSD is SaS and is almost pure reoccurring profit. Tesla sold millions of vehicles at profit with no advertising other than word of mouth for many, many years. Now how will this play out…
Tesla has a MASSIVE mote with millions of miles of data coming in and the AI only taking differential and intervention data from those cars every evening over the air. Then there is the desperate legacy auto manufacturers who have never adjusted themselves to 1st principles of business and development. They are already in the red, hemorrhaging and consolidating, and will have to license FSD and end up with the government bailing them out, while TSLA is in the green profiting with a well diversified portfolio of high technology products in high demand.
We haven’t even gone into stationary storage, and the new China factory…
Elon Musk was very intuitive to get in tight with the next administration as he has already found that the regulatory system is not ready for his companies rapidly developing products and will need the knowledge and guidance to keep up or they will be his Achilles heel. Competition is not a problem.
So how is TSLA and what does their future look like in the near and long term.
They are already ahead in dry battery development, and making plans for solid state batteries for vehicles, stationary storage, and manufacturing/domestic robots,…
9:00 $600 in 2025
What did he say???? Nothing!!
Go, Nittany Lions!
I'm surprised Dan didn't mention the energy division. Tesla's new Megapack factory in China is set to begin production in the first quarter. That'll be huge when fully ramped. And the CT Foundation series is over with and roll-out of the cheaper versions are already coming off the assembly lines. When the base model CT starts it's roll-out, sales will increase a lot.
Still buying? Down $90 so far today, am I a wrong now when I predicted their deliveries would be short of expectation 8 days ago? Also, I predicted a $100 decline in Q3 and the they’re there now.. keep in mind the market correction has not taken place so far yet, I bet it will this year.
@@leonyc4653 With every spare cent.
I’m up
Purchasing a stock may seem straightforward, but selecting the correct stock without a proven strategy can be exceedingly challenging. I've been working on expanding my $210K portfolio for a while, and my primary obstacle is the lack of clear entry and exit strategies. Any advice on this matter would be greatly appreciated.
The strategies are quite rigorous for the regular. They are mostly successfully carried out by pros who have had a great deal of skills/knowledge to pull such trades off.
@@BogumilTanski I agree, having a brokerage advisor for investing is genius! Amidst the financial crisis in 2020, I was having an investing nightmare before touching base with an advisor. In a nutshell, I've accrued over $2m with the help of my advisor from an initial $350k investment.
@@JasonsHortons Please can you leave the information of your investment advisor here? I'm in dire need of one.
@@DarnellsStevenses-e7z I have to give props to MARGARET MOLLI ALVEY, my CFA, she's the real deal in the finance game. Dive into her background, this lady's a treasure trove of experience and knowledge for anyone navigating the financial jungle.
@@JasonsHortons Thank you for this Pointer. It was easy to find your handler, She seems very proficient and flexible.
Tesla is over valued, Tesla truck tanked. Tesla autonomous score is low in the autonomous scale. China is offering zero finance to buys Tesla which is a bad sign, margins are no good, deliveries no good. So this company will decline in the market. This Dan guy’s doesn’t know what he’s saying. Full autonomous driving is 20yrs away. Not many sedan options
It's so easy to spot a Tesla/Musk hater. You're dead wrong in everything you just wrote. Thanks for the laugh!
Tesla has about 4-5 sedans 1 truck that failed. It’s market cap is 1.3 trillion Toyota has better margins more vehicles and specialty vehicles and cheaper options and it’s market cap is 288 billion. Tesla is a bubble. Going to burst eventually. Only a matter of time.
@@leonyc4653 Toyota has over $200B in debt, and it's sales are tanking, currently down 40% YoY. Tesla has $30B+ in available cash, has NO long term debt and is introducing new models in 2025. And Tesla isn't just a car company or don't you read the news?
My "portfolio" consists of only TSLA.
@@billthecat7536 Nice try total debt for Toyota is $130B, their cash at A/R alone ia $101.6Billion. Only reason I brought Toyota was to look at what seasoned car company market cap is worth in the market. Again, Tesla is interested in lowering their price and making their product more economical despite what has been evidenced which is that is hard for them. Another point that should be considered is that the fast-charging infrastructure is only found in America which is why it has had difficulty breaking into foreign markets. So how will they convince more Americans to buy Tesla or tell the ones who already bought a Tesla to get a second one? I can't see it. its good that it's in your portfolio ride the wave then jump before the ship sinks. The tesla driverless taxi should have been a signal that this company is approaching a brink point. I can't see that product being realistically a "thing" yet.
@leon... how long have you been sure Tesla was done for?
Sober?