IT'S OVER. I Can't Stay Quiet on Tesla Stock (TSLA) Any Longer

[@TickerSymbolYOU]

Invest in solar projects across the US and earn up to 10% annually at climatize.earth/tsyou and use code TSYOU1 to get $10 to invest for free!

[@nandesu]

I’m just in for the Megapacks. The rest has just been a fun distraction for me.

[@RollerSkatinActor]

Maybe you can discuss Palo Alto's foray into AI and how that may expand their moat while keeping up with AI pure plays in the Cybersecurity space?

[@steve.k4735]

You have been objective and fair HOWEVER you failed to include that at present Musk is working for free, what do you believe fair compensation should be for such a CEO?

[@chrispestana1738]

TSLA is going to make a lot of “Experts” look really stupid

[@Frausnowwhite]

Yeah, I bought about 50k worth, can’t wait for more of it

[@EdwardWells-bj4eh]

Acquiring a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. Hence what are the best stocks to buy now or put on a watchlist? I’ve been trying to grow my portfolio of $160K for some time now, but my major challenge is not knowing the best entry and exit strategies. I would greatly appreciate any suggestions.

[@EdwardWells-bj4eh]

@DavidCline-zk7jw Please who is guiding you and how?

[@EdwardWells-bj4eh]

@DavidCline-zk7jw Thank you for the lead. I searched for her, and I sent her an email. I hope she gets back to me soon.

[@khuo0219]

Fair criticism about Elon Musk being wishy washy about how committed he is about AI at Tesla. At the same time, he has long stated his worries about unconstrained AI, to say that it would be totally fine as long as it is within Tesla would also be disingenuous. My model of Tesla does not include the bot, and I think it is what Elon is most interested in "controlling".

[@TickerSymbolYOU]

Interesting angle not including the bot!

[@theultimatereductionist7592]

Elon Musk lies, tortures innocent animals, murders innocent animals, overpopulates, pumps and dumps. Common Sense Skeptic (CSS) and Dr Phil Mason (Thunderf00t) destroy King Muskrat and his stupid cult every day. kzbin.info/www/bejne/sHazg5p7npaWna8

[@keithnance4209]

Buy low sell high. If you are a long term investor and believe in the Tesla mission and Tesla engineers to deliver on the future roadmap. These dips are a boon!

[@dertythegrower]

Its got so many people looking its being manipulated

[@dertythegrower]

Definitely manipulated like most blue chip stocks

[@VictoryX11]

The problem at this time is not that we(Tsla investors) don't believe in "Tesla's mission". The main concern is that the company is going through a difficult period and our beloved CEO looks like he is not 100% Focus on his company! Constructive criticism is important! I'm afraid Elon has bunch of "Yes Sir" people around him not willing to call him out when he is wrong.

[@briankerschke5306]

unrealistic future.

[@LaBamba690]

@@VictoryX11 Surrounding one's self with yes-men is a definite concern with people in powerful positions. I hope Elon isn't doing that. I don't think he is as I often hear him questioning himself. Only time will tell.

[@rayspencer7255]

Tesla increased their free cash flow while cutting margins and building new production capacity. Other OEMs would love to have Tesla’s financial problems.

[@LaBamba690]

So true!

[@MikeSmith-lx9jg]

EXACTLY the stock price goes lower people panic and big money buys up all the selling. People are so dumb. Anyone who sells Tesla stock will regret it soon.

[@letsRegulateSociopaths]

uh, that I very much doubt as sales in China (half their market) have fallen off a cliff and now the CCP have disallowed Teslas to drive in large parts of the country (near any government or sensitive sight)...

[@Frausnowwhite]

Yeah, I bought about 50k worth, can’t wait for more of it

[@Manikanta-hh7wp]

The point he made is, There demand problem for Tesla cars which forced Tesla to cut down prices which reduced the Margin. He is 100% on point on this.

[@graigfaison9568]

Musk did say that he didn’t need money, he needed control over Tesla not to be thrown out when major goals like AI and robotics are achieved. I would do the same if I were in his position

[@PStar42]

In addition Elon is working for free as he gets no salary, and the old compensation plan run out a few years ago, so he has been running Tesla for free.

[@mdo5121]

wants control... his board is hand picked...maybe he should go private.

[@trizzybones]

Bullshit. Of course he needs the money, after massively overpaying for Twitter and driving it into the ground. Musk has a long history of lying about things and going back on his word. I say this as someone who was a fan of his for a long time and still hopes Tesla and SpaceX succeed.

[@dirkwalker9686]

If he wanted control over tesla he shouldn't have flushed 20billion dollars worth of it down the toilet just to ruin twitter. If Telsa gives elon more shares what happens when he dumps it again to fund his next flight of fancy? SpaceX development going slow? Just dump more Tesla shares to fund it. No worries Tesla will just screw over the share holders again to give him back what he wasted?

[@furtsmagee1513]

@@PStar42you’re so whipped

[@parttimephilosopher7097]

The points in this video are valid, but I'm buying more TSLA currently.

[@daveb7122]

Exactly my thoughts

[@TheJtyyu]

you will lose money as the stock is going to crash

[@jamesmarinelli2177]

Me too its on sale !!!

[@dennisotoole3912]

Yea, its a no brainer! Tesla will BOOM. The board controls it, not Elon. This dudes just fishing with click bait!

[@DK-vx5co]

It would be fair and helpful to do a breakdown of the 12 tranches tied to this bonus; Musk's, part-time working status as he devotes himself to building many other financially-conflicting business distractions; the constant delays of the Cybertruck; Tesla stock falling 50%; and bailing out his brother's Solar City with Tesla corporate funds. This would be helpful to help us understand if the $56,000,000,000 was earned or if Musk gamed the system like the Robber Barrons 100 years ago. This award of $56,000,000,000 is $28,000,000 for every year since Jesus died 2000 years ago (or $76,000 every day since the time of Jesus). Did this "part-time employee" earn this amount with all of the above-cited problems? Honest question seeking an honest answer.

[@weho_brian]

its dead money for the next 6 months, but I do think this will be the last time you will be able to get TSLA between 150 - 200. Elon's wealth is tied to Tesla and so at the end of the day, he wants the stock price/company to do well

[@TickerSymbolYOU]

I obviously hope you're right!

[@laujack24]

lol, this company is not profitable from this point forward. facing huge competition from the chinese, pretty naive from elon set up all production in china and now they just come after u with cheaper variant. any ways tesla is finished, there just no way they can justify this valuation for long period of time. even selling 10 million cars at the current level wouldn't justify it

[@devpanch1]

I hope so. Got a lot of skin in Tesla. May I add that, Elon doesn’t seem Interesting in getting rich per se, but he is interesting in having money for other projects or businesses.

[@bottics2569]

@@laujack24 Are you serious bro?

[@jayarbe60]

@@bottics2569 He probably is but has just proved a clear lack of critical thinking by parroting the standard attack lines used against Tesla.

[@michaelplotkin7383]

And you recommend the purchase of FTX?

[@maryamaghaian393]

Actually I LOVED his answer to Advertisers! No poor judgement just being honest. Everyone is an adult and can handle the truth!

[@bomont2237]

Poor Wall Street not getting spoon fed numbers for their spreadsheets… SMH

[@MikeSmith-lx9jg]

they are buying like crazy though while putting out all the miss info so retail gets scared and sells.

[@curlyisconfident]

@@MikeSmith-lx9jgagreed- would expect a deeper dip.

[@BigHenFor]

They are investors not lovers. And if the company tanks, you would be paying attention to the numbers too.

[@johnyaya9225]

I think they are setting themselves up for big beats by lowering expectations. Interest rates will be coming down soon and this will be a great help. If they deliver on the gen 3 production platform, investors will be very happy.

[@DanF16b]

Good point

[@AlexAM808]

Did you listened that Elon is asking for more shares or he may develop AI outside of Tesla? basically he wants to dilute the current shareholders to pay for his side hustle at twitter...

[@Frenchieeeee]

interest rates aren't going to come down any time soon, stop being in denial.

[@MikeSmith-lx9jg]

@@Frenchieeeee You can buy a Model Y long range now for under $40k cheaper then most gas SUV's You can now get $7500 tax credit at point of sale.

[@Frausnowwhite]

Yeah, I bought about 50k worth, can’t wait for more of it

[@Unbiased321]

Elon Musk's behavior is perfect for me because it scares away investors after each earnings call so that I can buy cheap Tesla stocks. The fundamentals of the company and the future of the company is still rock solid with or without Elon Tesla will be a massive company in the future if they just execute on their current plans and executing on those doesn't require Elon even though it would help having him there.

[@phide01]

He hasn’t got a paycheck in 2 years. And remember open AI that he started is now “ closed AI” . He just don’t want to get burned again.

[@BradZook]

I'll be selling 300 more $TSLA shares today. Thank you for the great content.

[@fredbloggs5902]

Bad timing. If the Fed drops interest rates tomorrow they’re likely to take off like a rocket.

[@BradZook]

@@fredbloggs5902 Why would the Fed cut rates? There's no reason to unless they know something the rest of us don't.

[@fredbloggs5902]

@@BradZook Biden needs to engineer a boom in the economy before the election.

[@BradZook]

@@fredbloggs5902I should have sold more. 😒

[@JIYkp]

Nah, you really missed on this one. Margin has improved QoQ and Tesla is really the only non-Chinese auto maker significantly growing vehicle sales.

[@BigHenFor]

Not really. The hounds are getting closer.

[@badpuppy3]

There's a big question if FSD Robo-taxis will even be profitable. The maintenance cost of the fleet will eat into margins, and the biggest uncertainty is the Regulatory Environment Robo-taxis will be forced to operate in. Because they are replacing human workers, they could be taxed to death to pay for the displacement. Then there's the lawsuits that could bankrupt the company over accidents.

[@mvasa2582]

I consult with analysts regularly and was shocked when one said - FSD is a facade, and they no longer believe Elon. Which was a shocker!

[@dertythegrower]

once it is scaled up and Elon is allowed to import parts from lower cost labor markets... it will be much lower in costs. Also battery costs have dropped hugely... also new battery tech...

[@dertythegrower]

​@@mvasa2582dirtyTesla shows fsd all the time.. do better research, actually for yourself my guy..

[@dertythegrower]

​@@bartongrasshopperautomated hugely... its already started.. and i make parts for tesla last year (shorts as proofs) and welding and half the line is done by automated robots and machines...

[@phvaessen]

95% of all car accidents due to humans. FSD can reduce them to nearly zero. TESLA could easily include the insurance in its fee per mile of it's future robotaxis, no lawsuits. Governments will quickly see the advanatage of FSD and the cost reduction to the social security. FSD Would become quickly manadatory in all cars. Traditional cars will see their car insurance skyrocket as the insurance risk will be carried by fewer non-fsd car drivers. TESLA could (and is) planning to build cars that last over 500,000 miles or 10 years, lowering the investment cost to more miles. FSD means also you don't need a driver. So the cost per mile would be around the cost of a train ticket, but with much higher flexibiliy as it will transport people AND goods door to door at any time, day and night. AI is going to replace workers, it's a given fact, new jobs will be defined as with any new technology revolution.

[@miguelfloriano9039]

I invested in Tesla stock way back ago did pretty good, but after hearing things are slowing down and looking at the real world that people aren't buying much EV. Hert is selling them for a discount I see the storm coming and had to sell.. probably buy when it's the right price.

[@randallstephens1680]

I loved it when Elon stood up for all of us and told advertisers to grow food themselves. That wasn't a mistake; that was heroic.

[@AlphaCrucis]

Elon's strong character and spine makes me double down on supporting him, and it gives me more confidence that we have the right guy leading Tesla. He isn't going to let activists take over the company without a fight, whereas all these other companies just lay down and take it, and worse, think they're being moral because of it.

[@DarwinsChihuahua]

​@@AlphaCrucis Elon has no character. He's a hack and a fraud. He has no idea what he's doing. He doesn't care about free speech. Except for his own, of course. He cares about nobody but himself.

[@Manikanta-hh7wp]

That's heroic on personal level as well as free speech activist as well as fighter. But for Tesla, it's a disaster. Let's look Tesla car as Electronic device. What is Major companies which controls Hardware, Software, Play store and any tech delivery? It's apple. Apple is something everyone in US loves and want to have it. If Tesla wants to compete in that section, Tesla or Elon Musk should not rub others wrong way, Now the Left, Climate activists are turning on him which can severely affect sales. For Tesla, Elon Musk politics are disaster.

[@BigHenFor]

That wasnt heroic. That was childish.

[@liberatemi9642]

@@BigHenFor build a series of billion dollar companies, face down black-rock and then give us all the benefit of your “expertise”, until then, maybe stick to criticizing people you actually stand a chance of understanding

[@Pikminiman]

Thanks for starting this discussion. It's a lot more impactful coming from a channel with historically clear judgment regarding Elon's companies. I'm always happy for a chance to double-check my thesis.

[@TickerSymbolYOU]

I'm glad I can be a helpful data point for you!

[@jjm-2025]

Hey Alex, your video is fantastic! I love the way you tackled the current challenges Tesla is facing, especially with its CEO's behavior. Despite the issues, I remain bullish on Tesla and am hopeful for positive changes ahead.

[@AP19327]

Sold out of most of my TSLA position in November and put it into NVDA 🙌

[@waxweazel10]

Interesting.. buy when it's already hyped...

[@Mrbfgray]

NVDA seems reasonable but the coming humanoid bot revolution is going to send TSLA to $10T, maybe a lot higher before 2030. This guy seems something of a counter indicator.

[@BlueOrangey1]

@@waxweazel10 Yeah sooooooo interesting NVDA has gone up by ~20% since Nov while TSLA went down by ~10%. TSLA would need to go up by ~35% from today to match the growth @sagetology already has ...

[@AkweliParker]

Well played

[@lukang72]

that was a good move

[@caprashanthreddy4225]

Hi, Pls share your view on SMCI.

[@alex6188]

I still believe tesla will become bigger than Nvidia.

[@TickerSymbolYOU]

I'm not arguing against that at all.

[@singed8853]

I don’t believe it. Tesla hasn’t successfully broken into the technology business. They’re pretty much only in cars and energy. All their technology projects are in r&d and most r&d projects fail.

[@isaachunt5799]

ev's are a scam. there wont be a tesla in 10 years time.

[@utubeblackbat]

Another Excellent Video- you're right-Tesla Shareholders like myself have been F*D for over 3 years now with the stock only going one way...Down, he's got balls saying he wants more of the company...how about taking care of the shareholders first..Anyone that bought 3 yrs ago at $414 are down substantially..

[@GREG-THE-GREAT]

Love the video 100% correct! I love that you tell it how it is even though you know there will be people that will be upset. I LOVE Tesla I won’t be selling but agree with this take 👌

[@MikeSmith-lx9jg]

stupid video.

[@buythedip1]

It's not twice as much as he currently has get your facts straight and there's a very definitive reason why he said that and based on our current political climate I agree with him and another thing he will actually get that deal done,,,

[@blayzej]

Great analysis, detached from emotions, which is rare nowadays when it comes to Tesla and Musk. That being said, for a quick buck, the stock will go up some as people forget his latest antics, which he has had over at least the past 4 years. For the mid-term range, Optimus is likely to corner the North American and European markets if first to market for consumers and even more for businesses to use. That is probably the key application of Tesla's tech, AI, and engineering, there's a lot of value to unlock there. But yes, it would help if Musk could just focus on business for 6 months without getting into any more dicey situations.

[@TickerSymbolYOU]

Well said. And yes, I definitely think people can make a quick buck at these prices. That's just not what this channel is about.

[@TheJtyyu]

stock will go down NOT up. Good bet when market opens today will go down at least $10. WSJ articles on his drug use will tank the stock

[@NicholasAlexander1]

Perhaps the 25% plan is in progress. A lot of stock bought at 1.82… wait until it drifts down to 1.50….

[@TheRckonda]

Agree with you Alex. I have invested heavily in Tesla will not deploy new capital until I see there is a practically implemented catalyst that Elon is talking about for many years.

[@2023gainer]

A Winning beginning to the week for the EV sector.. FSR.. Fisker up 13 % Mon.. Lucid rising 27 %... EVTL up 14 %.... HYLN up 8 % and JOBY up 9 %.. and others. Will more Dip-buyers arrive Tues.? Thumbs up video/ comment. Thanks.

[@johnyaya9225]

He didn't have enough influence at Open AI. How did that turn out?

[@TickerSymbolYOU]

Just fine so far? With them creating almost $100B in value without him?

[@johnyaya9225]

@@TickerSymbolYOU Except that they went from being "Open" AI to something else. I'd rather that msft didn't have so much influence.

[@Frausnowwhite]

Yeah, I bought about 50k worth, can’t wait for more of it

[@Dave-cf4vd]

@@TickerSymbolYOU It isn't really "without him" when they are spending HIS money to do it, building the thing he named.

[@BigHenFor]

​@@Dave-cf4vdAre they spending his money? Somehow, I think not, especially as Microsoft is their sugar daddy now.

[@alancane1482]

I didn't know Cramer was in charge of who was in The Big Seven.

[@SmartMarketingExamples]

oh yes. very much so.

[@photogol]

😂

[@johnyaya9225]

Yeah, I'm sure Bear Stearns and Enron were in there at one time, right Cramer?

[@garybarrett4881]

It was Cramer who came up with the magnificent seven in the first place so yeah if anyone is in charge of who qualifies then it’s him…

[@alancane1482]

@@garybarrett4881 Defending Cramer. You must really hate Tesla

[@Chabooli]

My feeling is, that whilst people have varying opinions about Elon personally, the company has a board that could remove Elon from his position. Right now, I believe the board are happy with Elons tenure. I might be pissed at stuff he says… but the board are always the ones that have the ultimate power.

[@BigHenFor]

Really? Not with the decision in Delaware. It's a threatened diluting of stock, because issuing more stock to Elon is the only way he can legally get control of Tesla. Nobody, but Elon is happy with that being a possibility.

[@FizzleFX]

13:25 *making the cars impossible to repair* since the 1 part you could remove is now glued to the rest of the frame *leaving it to customers to get broke* ^^

[@markmercieca5569]

It is the same if there are 80 individually welded parts....I do not understand how the old system would be less expensive than having the giga pressed. part in one piece. In the future, as soon as supply chains speed up I see it even easier and much cheaper to fix with whole plug-and-play parts rather than the cut-out and reinstallment of the parts piece by piece.

[@5893MrWilson]

Chassis must be rigid meaning they must weld/glue many of the parts. Every car is made this way. Casting parts of the the chassis as a single piece simply makes it lighter, cheaper, stronger, and more consistent. Virtually every car that exists is considered a total loss by insurance if there is frame damage.

[@isaachunt5799]

correct, i wouldn't have a tesla for free. ev's are a scam anyway

[@5893MrWilson]

@@isaachunt5799 every car is totalled if there is frame damage. Combustion engines are technically more of a scam because you spend 3x more on gas vs electricity and you get repeatedly scammed by the stealer ships. EVs have fewer moving parts and much lower maintenance

[@islaperez1151]

I'm 45, $800K net worth. Been saving 50% of my salary, investing in stocks & living below my means. My goal this year is to be more serious and consistent with my investments for long term. I want to invest more this year but I'm not sure on how to mitigate risk. I'm worried with the numerous bank failures as of late, am I better off reinvesting my savings in the stock market or do I wait?

[@SergeyMaguire-qh3me]

It’s never a bad day to invest as long as you keep averaging in and have cash on the sidelines. I’d recommend some etfs like SPY, VOO, VTI. Also some dividend etfs like JEPI JEPQ

[@X.Gabriel]

Basic stock market mentality, love the stock when its going up , hate the stock when its going down. Emotions don't belong in the market the sooner people learn this the sooner they can start to making money.

[@LK5860]

Elon is the epitome of "The Big Picture". These episodes are so freaking good. Nicely Done.. 👍

[@tommyboi0]

I watched Elon tell investors on a conference call in 2018 that they weren't going to issue bonds when asked and three days later raised 1.5 billion 3 days later.. The party is over, it's hangover time unfortunately.

[@1stimgt]

Just for clarification when you mention Dojo...are you saying Tesla has a fab facility or just design

[@FunkyFreshFritz]

it still has a PE Ratio of 70 ... I expect it to go down

[@CDN900]

Elon did not say he wanted more stock. In fact he said he didn’t want it on the earning call day. He said he just wanted to have more control of the company because he has always been worrying the unregulated AI technology

[@jamesrobinson7381]

well said ... we do not need to reward bad behavior

[@richardcope8102]

Interesting and informed analysis. Thank You.

[@augiemattheiss]

"Tesla can build great chips of their own"... I've never heard this before, Tesla makes Integrated Circuits? Where is their plant located? I thought they bought chips from foundries like most everyone else. Intel makes their own chips, I do not know of Tesla making chips.

[@PL8tektonix]

Bad news creates an opportunity to pick up shares at a discount. Everything is a multi-variable equation. Many people do a poor job of listing this variables in the correct order of priority. The issues that you raise belong near the bottom of the list. At the top of the list are Interest Rates, lowering the Cost of Production, increasing overall Production Capacity. At the bottom of the list are Elon being Rude, anything to do with Twitter, whether he vacations with Board Members. At the top of the list is the steak, and at the bottom is the sizzle. Learn to differentiate between the things that actually matter, and the things that the press chooses to focus on.

[@anthonyballog8026]

Last year they sold 1.8 million cars. The reason I am saying that is not what u think. Elon said ALL cars will be bi-directional. Auto bidder and energy will be huge.

[@ghgilland]

I agree Alex. As much as I love Telsa, I just allow my portfolio to get super unbalanced like it has been in the past. There are just so many unknown variables.

[@MikeSmith-lx9jg]

If you do not know why you should be buying Tesla at these low prices you do need to sell all your Tesla stock. If you can not clearly see what the future of Tesla is going to be then SELL it go buy Apple or Nvidia .

[@ghgilland]

@@MikeSmith-lx9jg I fairly certain you didn’t read my response. I never mentioned selling anything.

[@MrGorgefla]

I am sure Elon is going to get sued for that statement. If Tesla dollars, hardware, and talent are being used for X AI, and he does not give the shareholder ROE for it, then you know some shareholders are going to sue him again. Even this statement is material to the prior compensation package. This is some madness.

[@truhunk1]

Dont expect robo taxis anytime soon. Not for a long while.

[@je8884]

Catalysts that I believe make it still a strong buy at this price point (and they don’t all have to hit): 1. Model 2 2. Energy / Storage 3. FSD 4. AI 5. Robots 6. EV at 75%+ New Vehicle sales globally by 2030. All of these are far from guaranteed success, but when you look at the probability of 1-2 of these hitting… I’ll take that risk all day long. That being said, TSLA is already above 10% of my portfolio, so I am adding new dollars to BPTRX for more exposure and getting SpaceX exposure at the same time. Just bought more last week after the big drop.

[@MegaJusWright]

I wish I would’ve sold my Tesla stock 2 months ago. I really wanted to but didn’t pull the trigger. I still like the company long term but there are head winds for the time being.

[@beyondwanderlust]

You just said almost exactly how I’ve been feeling. I sold though ar it’s recent high. Just not a good vibe going on recently right now.

[@RS-bn9rx]

Testa gross margins are still so far ahead of any other ev for ice manufacturer. What is the issue around competitive circumstances

[@blublum7916]

in 2022-2023 they were building 2 massive factories. You don't take that into considerations.

[@ninjastormy]

Somebody please correct me if I'm wrong, but I believe the 13% number for Elon's ownership doesn't take into account the 2018 pay package for which he has options for another 12% (6% after tax). Except for the ridiculous judgement that just came down from Delaware invalidating that compensation plan, this would have put Elon's current ownership (or expected ownership at the time of that tweet) at 19%. So all he was saying was another similar pay package - something like 12% to make Tesla a 10T dollar company was what he wanted. Given all the negativity in the media around his last pay package, it seemed to me like a reasonable thing to put out there.

[@spatchin]

Elon's "GFY" moment was excellent

[@TickerSymbolYOU]

I agree. Too bad it's about TWITTER.

[@Dave-cf4vd]

@@TickerSymbolYOU The people who want Twitter to fail also want you to not own anything, eat ze bugs, and shut up. So Twitters success is probably intertwined with future sales.

[@LarryPearlstein-hq8nr]

I don’t get how you simply accept that Tsla can be competitive in AI chips or humanoid robots. How much domain knowledge do you have in either area? It’s super easy to make great demos of anything with a $billion to burn, but that is not at the same thing as having a competitive product. I have designed chips like what dojo is trying to be - it’s not that hard to design a chip to a fixed spec, but it’s very hard to compete against well-run, focused organizations with economies of scale. I expected dojo to crash and burn when I first heard that tsla was taking this detour, and Elon now saying “long shot” is recognition that they realize they can’t compete.

[@LarryPearlstein-hq8nr]

One of TSLA’s strategic headwinds moving forward is attracting great engineers to work for this toxic person.

[@bobjohnson3617]

Disappointed seeing you join the Elon bashing bandwagon

[@singed8853]

Cult of musk. Calling this ‘bashing’ is sick. Seek help. The video voices legitimate and reasonable concerns of investors. Stay blind.

[@ttb1513]

See 7:57. Are you comfortable with that as a shareholder that was betting on robotics, AI, autonomous vehicles, etc.?

[@EoeSantinny]

Fan of the channel. I agree with some of your points but some of the points I think you've missed the target specially on Elon compensation and threat! Agree that Elon was at roughly ~25% before the Tweeter/X acquisition and he should have used $ from his other private companies not Tesla's stock. But I do agree Elon needs a new package as he has been working for free for the past two years. He has explained in many occasions that the $ is not what's important to him but control. He is building a very critical/power-full technology he wants to be a good steward. Elon's have learned from the openIA scenario and just wants to be careful. He explained in a few occasion including the earning calls but you going back to the original X's post and not reiterate to your listener the entire story is not ok in my view.

[@chrisschneider4226]

Time for another TSLA video!

[@BrettWordon]

Investing in Tesla is in many ways investing in Elon.. at least in part. Which means you need to be ok with his antics and personality. While you make very good objective points, this is the nature of the genius. It’s not for everyone. I personally think the business needs to catch up to the evaluation and we’ll see some nice buying opportunities along the way, so I’m ok with what’s happening to the stock at the moment

[@martijn6969]

for 12% yes

[@BigHenFor]

Einstein was a genius, and never told anyone he depended on what Musk said in public. That's his Achilles Heel right there. His latitude for such childish behaviours is narrowing. He needs both Twitter and Tesla to grow, and ad revenue does that.

[@johnnynephrite6147]

you need to stop calling the POS a "AI company". They are a company that arguably "uses AI". But even that is a dubious claim.

[@BigHotSauceBoss69]

little johnny you NGMI bro

[@johnnynephrite6147]

@@BigHotSauceBoss69 sycophant punk

[@userwink]

Whoa ! Tesla shareholders did NOT pay for Twitter. Don't forget those shares belong to Elon.

[@Mr35000000]

Elon is a liability to Tesla. Initially he was good at creating hype and free advertisement, but Tesla is now too mature, too large and too important to be headed up by a man child.

[@johnfurr6060]

Spot on. Boot him from Tesla and let him go spend his days tweeting. it's pretty clear that's most important to him.

[@williefaison3200]

I own 3500 shares but I'm going to start selling high and buying back low since it's becoming insane to buy and hold!

[@chirocafe]

Is neuralink part of Tesla?

[@Matrium0]

Great video overall, but I feel like you took some serious copium. Teslas self driving is no where near the leaders in this area at this point, even with their great head start. Part of it is insisting on inferior technology like cameras instead of stuff like lidar.

[@adamhatcher6620]

Elon is great and he wants more control because he has seen what happens just like open AI was a non profit and open source and got to where it is now by having that badge of non profit but it's now private for profit multi billion dollar business. Elon cut ties and hopefully everyone can see Elon is for the betterment of humanity and is most definitely on the good side 99% of the time

[@billm6366]

Elon, always says what’s on his mind. That’s why his true fans love him. Just as trump says what’s on his mind and people love him for it.

[@TickerSymbolYOU]

And I absolutely respect that. But what he says and does in regards to *Twitter* shouldn't be paid for by *Tesla* shareholders.

[@markeby6985]

That threat on AI when he already has a lackey board was outrageous. It made me cheer for his pay package being over turned when previously was only mildly annoyed by it. The description of 0 bargaining and push back by the board in2018 made the recent request look even more ridiculous

[@pawnslinger1]

Well, I lost faith in Elon long ago. His recent antics are just... well, more of the same. As long as he is in control of any company, I would not own any of its stock. Not Tesla, not Twitter (X), not SpaceX, _none_ of them. Elon is simply unstable and does not deserve my loyalty as an investor.

[@leefox1124]

X is changing the world, no more silenced stories by the old stream media.

[@TickerSymbolYOU]

Totally agree. I just don't think it should be financed by Tesla shareholders.

[@AIVision_Era]

U r talking everything on the surface and learn everything of Tesla from main stream media. You are a pure trader and keep changing your focus from stock to stock , and you are a good youtuber

[@BigHenFor]

Investing isn't a religion. Its about concrete results. Underpromising and overdelivering is a habit Elon needs to acquire, and diluting investors stock will not strengthen their trust in him. I think he wsnts his cake and to eat it too. He wants to run Tesla like it was a private company, but he also likes the attention and capital gains from having public stockholders. Unfottunately, thats impossible in Delaware corporate law. So he's playing a game of chicken with his shareholders. His lawyers will have akready told him that his only choice is either to reincorporate Tesla in a jurisdiction that allows shadow control of corporations, or dilute the existing shares by giving him more shares. Its a win-lose proposition for both sides, because cash and collateral is short right now, so the last thing the shareholders want is a devaluation of their stock in the current climate. So this is a battle where the space for hopium to hold the day is narrowing as the real economy is showing obvious signs of distress. The institutional investors are bound by their liability investing schedules, and if their stock is diluted, their valuations will have to be downgraded in the near-term, and that would put them under pressure. Elon wouldnt mind if they reduced their holdings, as he could possibly get financed to buy up those shares. He would have to pay a hefty price for it though, because credit risk is really important now, and he'd need to offer collateral. So he wants them to relinquish both power and money... Boy, is this going to be interesting to see how it plays out. "There's many a slip between cup and lip", and Elon is playing with real poker diehards. Lol.

[@markeby6985]

Yeah first rule they teach in business school is not to care about money right Elon? A friend of mine sold all his Tesla stock after that nonsense.

[@nicholas5396]

Just wanted to add a thanks for being one of the few youtube finance type channels that is being brutally honest. A lotnof them pander to the tesla investor who just wants to hear to number go up. Great analysis and agree with all.

[@TickerSymbolYOU]

I appreciate that!

[@blu2117]

Well said, Alex.

[@antonystotts7943]

Wall Street is incompetent, musk is not. It’s odd that people get uncomfortable when a leader does not lie to them. I continue to buy to stock. Feel free to sell you shares, I like buying them at a discount. Thanks.

[@allyal728]

If Elon does leave Tesla or manufacture outside Tesla, which company do you think will prosper?

[@surgeotech]

Shhh! Manufacturing as a Service. Think! Standard Template Construct.

[@thechartjunkie3822]

Elon's behavior is what will make the company great, most people haven't caught up yet. to what is happening in the world.

[@machoopichoo2]

Cybertruck wasn't delayed by manufacturing techniques. It was battery constrained.

[@machoopichoo2]

If anything manufacturing wise caused delays it is most likely the move to 48V architecture and getting suppliers to switch.

[@huskydogg7536]

Really don't care about any of Elon's companies besides Tesla which imo is the company the world needs now. I agree with all your arguments, well stated. Subscribed and liked!

[@hawtan4536]

To analize tesla as a car company is missing the end game. Tesla's future profit engine is FSD. It's like selling as much razors at low profit so you can make higher profit on the blade sales in the future. Especially if other car companies will also license the FSD technology. Owning more data generaters on the road is the key to develope the best FSD technology.

[@burgerjointgame]

When you talk about Dojo being a "longshot" (13:55), which is what Musk himself called it during the Q3 earnings call, it's actually more like a moonshot. The sadly non-existent D1 cells (that you showed) are a pipe dream - Dojo actually uses 10,000 off-the-shelf Nvidea H100 GPUs (Announced on Twitter/X in August 2023 by Tim Zaman). This many GPUs seems impressive, until you realize that Microsoft and Meta each bought 150,000 H100s in 2023 alone and even TikTok bought 20,000 of them!

[@queleeo]

Super smart individual. Tank the stock some. Buy the amount needed to acquire the voting influence desired. TESLA stock slingshots!

[@peterj.4338]

I will keep buying it. … I always budget my investments and split evenly amongst my selected stocks. (Reduces the risk)

[@galanoth17]

I agree holding Tesla this year has a opportunity cost, but it's hard to sell such a volatile stock. It could just skyrocket anytime...

[@christophresmerowski1824]

Telas are like Grandma. She doesn't like the cold and needs a few extra blankets. She'll be fine in Spring when the temperatures will be going back up.

[@threerisingsuns]

Reading Elon's tweets at face value is likely a gross error. It is not what the tweet says, it is the RESULT it causes that matters. He is likely trying to save Tesla, not abandon it like you suggest, and will say whatever it takes to attain that result.

[@daninthemoon2616]

Your point of view is understandable, Elon is a blessing and a curse sometimes. Tsla is about a third of my stock portfolio, feels like being stuck in amber lately with all the can kicking down the road. Glad I bought some nvidia five years ago, helps ease the short term blues. Im holding unless it breaks under 125 again.

[@donniedotzler7387]

Ok, Mr Goody Two Shoes. EV's cost more to produce and impact the carbon way more than what was/is produced. It will take 100 years to get anywhere near breaking even, praying the EV revolution doesn't set us on fire before then. Please explain why you have an opinion about living on other planets. What's in it for you?

[@larryevans2806]

Great analysis. Elon is like a breath of fresh air to me but he does have a tendency to be a little unpredictable which concerns me as a possible shareowner. Although I would love to see him kick Zucks ass!

[@CaryC88]

All he's saying is he would build AI in another legal entity he controls 100%. Is there any doubt he wouldn't license the technology to Tesla? All Teslas vehicles (and manufacturing) would still reap the benefits of the technology. So there wouldn't really be a loss to Tesla's value.

[@TheDavidlloydjones]

The most important fact about investing is that what people feel is the most important fact consider.

[@tasoskar9693]

I am pretty sure that 25% voting right is not the same as owing 25% of the company. Your whole video is based on the assumption that Elon asks for more stock, when in reality he asks for voting power. Which is a perfectly normal thing to do and I fully support it

[@taeyoungsin]

Interest rates?

[@Richardson_Mg]

Love the content! I will keep buying as the price goes down

[@TickerSymbolYOU]

I appreciate you taking the time and considering my point of view!

[@criddy22]

Agree with short term prospects but I'm very long (have done very well) and will remain.

[@kurtwendler2067]

I want all companies to do well but erratic numbers and erratic behavior force me to cut them off and go elsewhere