Prepare for the Tesla Rug Pull | Tesla Earnings Preview.

Tesla Livestream 1/24/2024: • Tesla Q4 2024 Earnings... Thanks for watching!! We love you!
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00:00 Tesla Stock Technicals.
01:50 Tesla Vehicle Deliveries & Production.
07:53 Tesla Stock Moves.
16:40 Tesla 25% Elon Musk Warning.
19:25 Tesla Margin.
22:50 Tesla Stock Price Projection.
📝Disclaimer:
This video is not personalized advice for the viewer.

[@MeetKevin]

Tesla Livestream 1/24/2024: kzbin.info/www/bejne/g6e8c4WXbNCGjKM

[@laplaptop]

The fact that I am hoping for a rug pull to buy them cheap will probably make the stock go green tomorrow

[@Thebackson]

If history is any indication, the numbers won't matter near as much as how many times Elon opens his mouth during the earnings call.

[@DrHughMonguscoque]

Last earnings I was like: What is blud babbling about.🤷🏾‍♂️

[@Itstheabbas1]

He wants to get his comp issued at a low price per share so he gets issued more shares. Elon should be sued by the board. He's not working in the interest of value creation for the company.

[@justSTUMBLEDupon]

LMAO

[@Thebackson]

@@zachbeall6810 looks like you were not watching the minute market on during the last few earnings calls.

[@thirdplace3973]

That’s true. Before Elon started talking on the Q3 call the stock was +5% after earnings release.

[@CalvinGroover]

If Tesla drops back to 100 I’m going all in

[@platnumn4]

No, no you’re not

[@Paralegal97]

You’d still be purchasing an enterprise with 30% maximum annual growth at a 60 p/e if it dropped in half 😂.

[@demoticshadow2494]

Don't after a wedge they break out to the upside sometimes based on TA?

[@RedHammerBodyShop]

It ALWAYS crashes with good news, and goes up with bad news. Always has.

[@a_linikus]

VERY interesting last point about recession resilience vs rate sensitivity!

[@RL.777]

I don't see the 18% margins but rather 16.23 based on my numbers with 2.3 M delivery for 2024 & $0.64-0.66 EPS for Q4

[@binaryvat]

Do you have the source of the estimated 4 yr EPS growth for TSLA? I checked finviz, tradingview and yahoo finance, and they are ~1.7%, ~10% and ~1.7% growth. Can't fin anything near that 30% growth estimate. Thanks.

[@TradeBrigade]

TSLA has a channel low around 170 and a market maker expected move of 13 bucks currently. Let the games begin.

[@ronaldglen4636]

Wonder if we will get model 2 tease.

[@NextGenEvs]

25% take rate for FSD is SUPER generous…

[@hikintrailsndrinkinales]

Glad you’re back to making these videos Kevin. I’ve greatly enjoyed your insight and perspectives on TSLA and other opportunities that have come and gone. Keep up the good work dude!

[@trousersnake1486]

I'm hoping for a rug pull. I want shares cheap!

[@serge-partykingtech5923]

I don’t mind things dropping cheap temporary dip pick ups are my thing

[@SK-ex3ws]

very balanced analysis.

[@marcosc361]

Lessgo Kevin always on point !!

[@seanninov655]

The expected drop is already price in . Load up before is too late for rebound!

[@davesheffield3620]

I still think the cybertruck was a mistake at this time , the effort put in to that vehicle should have been put into the $25000 car , cybertruck achieves nothing comparably.

[@dalebruno5201]

I think it’s because the cheaper car will be much much easier to build so why not build what nobody is building just yet besides Rivian. I think it’s smarter to get the head start before the Ram and F150 and the Silverado ev get going.

[@jonathanmusick2571]

At 2x you sound exceptionally passionate.

[@curiou25s]

I'm surprised, that even Kevin doesn't understand what 50% CAGR is. You shouldn't count 50% from last year. It's 50% CAGR from 2020 and for that 2.5 mil estimate would keep it still at 50% CAGR since 2020. 2.36 mil that Kevin counts as 30% CAGR is wrong, at 2.36 mil estimate CAGR would be 47.4% (2020 - 500k to 2024 - 2.36 mil)

[@YouMeJV]

Hey Kevin how can I contact you? I noticed some stuff not working on your House Hack site.

[@Da-King-of-Swing]

50% wasn't to be expected every year its an Overall Average long term thru out this decade

[@RepresentativeRaborn]

Looking forward to big earnings! Hopeful to buy a Model Y 7-seater for my wife and our 4 kids!

[@KonVekT]

I am guessing EPS is going to be increasingly depending on Energy instead just cars.

[@bonkers_dave]

bots being in tesla car factories would drop their costs. so if you are pricing bots, it is income from bots sold/leased minus cost savings from using them in-house

[@bossusa365]

Is there demand for 2.5 mil ?

[@arguanmodeth]

There won't be much of a suprise in earnings and most of the price is a call against Energy, FSD, Optimus, DOJO, Insurance, Lithium refining and charging network. So no big moves.

[@fernieesparza2652]

"i know!!!" lol you make me bullish on tesla Kevin lol your enthusiasm, its....well.....beautiful

[@byronchurch]

Thanks Keven !

[@Zeb_Fields]

Fantastic Video!

[@CorneliusKemp]

Zero chance for 2.5M in 2024, current factories at full tilt can’t do it plus demand isn’t there. More realistic target is 2.05M

[@mrsoccergod5001]

2.2m vehicles. You heard it here first

[@alanfriedman5037]

Thank you kevin

[@aransherriff8890]

Great video Kevin!

[@Redbill-zv5rk]

I hope your son had an amazing birthday I have watched hundreds of hours of you and the impression I get is that you are a loving good father.

[@benjaminbreitkreutz7354]

Great video kevin! Thank you

[@georgeorwell7291]

you are not considering that autopilot and revenue from it will be dead once you can buy fsd for 4k

[@tradeoption9666]

Ty for video if it go 17 % down ill buy even more tesla is not a company it's a legacy 🎉🎉🎉🎉🎉

[@chrisar6068]

Love a drop to around 170. I will look at how i can get a bit of cash.

[@zuma4847]

Will you take this video down when it hits 300?

[@tomdue]

very good insight!

[@thirdplace3973]

TA doesn’t matter with Tesla stock, Kevin. It’s the only ticker symbol on Wall Street where major resistance levels when broken never become major support levels. Took weeks to break $220 and also many weeks to break the $245-$247 level. Stock fell through both like a brick through a wet napkin.

[@blipblop92]

Once people see the cost of battery replacement that is 20k and people are stuck with teslas with 130k mile and out of warranty, it's all over.

[@juancyroman7108]

I hope you kevin dont erase this video after we hit 300 this year

[@richb2229]

I think you’re both wrong on how many vehicles will be built in 2026. Current production capacity plus construction of new production capacity is around 7.5 million. Assuming only part of the capacity is utilized in 2026, I can see about 4.5 million produced and sold at a minimum. About 1/2 of those will be Gen 3 vehicles.

[@babelouis6150]

awesome vid kevin!

[@ryan6391]

The reviews of FSD version 12 have been great. Down town CA slowing for fire trucks, stopping for people, going around double parked cars, slowing before speed bumps. Gotta say drives better then most people.

[@212roblox212]

How will a Tesla dip effect the rest of the market?

[@dougdauphinee5767]

I loaded up some more today. I’ll keep loading if it goes down.

[@cohenkevinloriqueen818]

and you should be good for the long term, but probably not the short term...

[@everettminer]

Hope it tanks. I'll be a happy buyer 🤷🏻‍♂️

[@billflipper1130]

They have pricing power that's why they're constantly dropping prices

[@jchong416]

17% price drop please

[@trevorbrooks1275]

Thanks Kevin! Fair & balanced bear & bull case. I’m a bull since 2018 and have a big piece of my life savings in Tesla, and I think it’s important to remain unemotional about the highs & lows. I’m in it long term, so always have to be prepared to hear the worst, but am always happy when it runs the other way. Appreciate you sharing the worst case scenarios.

[@MillennialRescueOrg]

Currently EV's are getting a lot of bad press operating in Cold Climates in regards to its stated ranges. The other problem is the battery packs structure holding in place the batteries are fragile to auto accidents. Hearing people have to scrap the cars due to little fender benders that strike the battery holdings. This is a big turn off and would negate me buying an EV due to the large expense battery replacement are.

[@artlesslywhite]

my old ice vehicle ironically wouldn't turn on in icy conditions. would have to wait for the engine to be warmed up by the sun, loved going to school late because of it XD

[@TheRealBlight]

TESLA can partner with NIO in China where Nio will be the owner of the swap stations and Tesla can own or control the majority of the shares in the rest of the world, the way biopharmaceuticals do, this will favor not only Tesla but the adoption of EV by the rest of the manufacturers, Tesla may be in a position to control the market of consumers who prefer either of the two mentioned options, advantage for the consumer, they can send the car to change the battery at night autonomously when the electricity is cheaper and stabilize the network

[@jaypeepee]

Everyone is beating earnings so my guess is that it moons

[@DocOrtmeyer]

They hate tesla, so it doesn’t matter

[@fishwithcliff]

Hope is not a plan as you always say. Good luck to all

[@GdaySport]

Even after good earnings TSLA goes down! Best time to buy the stock for long term hold imo.

[@alexepstein7094]

I want to see this for endphase

[@najibdarwich3925]

What the numbers for Ford & GM ? That’s the issue since TSLA is the leading EV

[@deadeyeridge]

What brand of lipstick do you wear?

[@cristJUNlee]

Wow this was really good video

[@dalebruno5201]

Why is the volume on stocks down by more then 50%

[@johnfurr6060]

psst: Tesla doesn't have robotaxis. Tesla doesn't have a 25K car. Tesla is at best a flat line stock until one of those two happen. Lines on charts don't matter unless you are trying to trade short time frames.

[@Legola87]

YESSSS!!! Kevin goes zero on the Mars shot projects. Don't need them to be bullish on TSLA. As he should, this is the Way.

[@discreetbtmxxx2639]

2.38 million cars delivered 2024

[@motoman869]

Price of lithium and raw materials coming down and a skilled workforce could drive eps.

[@julesdrums6167]

Time to buy Tesla puts

[@ShayanErfanfar]

My man owns an etf called Pricing Power and yet his 2 largest positions have had abseloultly 0 pricing power ever since he bought them ( in fact negative) lmao.

[@mattn3090]

Puts are going to print

[@thestonksmarket1897]

Let’s see that $175! I’ll pick up 33 shares at that price ;)

[@marioxmariox]

Tesla has the capacity do go more then 2.5m. Tesla can makeup that 2 weeks in Berlin just by stepping up production in Berlin. The only reason Tesla would not do 2.5m is if they choose to ramp slower to keep prices higher. If production is lower, then we can expect higher margins. Tesla has always been slow to update factory capacity on quarterly reports. Elon antisemitic? That is as dumb as calling Trump an antisemite or a racist. It is just Elon haters say at people they don't like. In 2027 Tesla Energy should be doing $33 billion revenue if it grows as Tesla projects at 50% per year and 30% margins. Would just need 1 more megapack factory to do that. I go with 25% margins for my projections for Energy, not sure how much to add to services with Tesla energy software SaaS. I do not see Tesla supercharging revenue. Also, Optimus will drive down COGS for Tesla once they start using them on the production line. I am going to buy puts before market close just to be safe.

[@alexanderklein46]

If the 20k Tesla Car ist coming, how could you assume 2026 ASP is 44k. This Car should be their massproduct. This would impact their earnings negativly?

[@nokialover31]

I sold it all and went all-in on NVDA

[@renegadeace1735]

Glad I got out when I broke even at 255 a share.

[@michaelmourek3879]

Remember- " Buy The Dip"

[@hikeyt2747]

WE ❤KEVIN

[@TiagoRamosVideos]

👌

[@glassdomedesign]

Can only see a big drop after earnings - too much headwind and margin erosion. We haven’t seen the end of price cuts either, not FUD on used EVs. I’m a Tesla superfan, but can’t see anything other than a big drop, or at best more sideways trading

[@glassdomedesign]

I get the numbers shared and know there is room for stock price resilience, but Tesla trades emotion and people will sell

[@LEXUS99995]

KEV WITH HIS FIBS BROOO

[@michaelmourek3879]

Tesla - $4 trillion dollars - remember - cut, copy and paste - Giga Factories on the Moon

[@daphne7897]

I can still remember how pissed you were at last earnings report, let’s hope it’s not a repeat today😊

[@ryan6391]

Let's hope he doesn't fly off the handle from drinking 10 cups of coffee. Dude needs to learn to step back and take a breath sometimes.

[@Fishneck10]

Love kevins fake laugh

[@kv5862]

Great job Kevin, appreciated.

[@blipblop92]

If tesla target 2.1mil delivery its going to have -10% margin

[@maintreevent1325]

The rugging is gonna be glorious if they don’t present any plans on how to increase EPS growth

[@Mellowyellow8888]

Give us $60... Where the price gaps are.. retail will reload..

[@finance2070]

EPS has be declining since it topped out at APR 2023

[@DocOrtmeyer]

They never talk about that 😂

[@natekennedy8290]

Hope it hits the floor be great time get in

[@krisdillon6972]

Large hard growth!!! ‘That’s what she said!!’

[@cohenkevinloriqueen818]

The only positive that i see for this earnings call is that the stock market looks forward and Interest rates should cut soon, but other than that, it looks dim....

[@slick3996]

Eli Lily close to overtaking TSLA is hillarious

[@cszafarczyk63]

2.2-2.3 will be Tesla’s guidance

[@cicirunner]

Tesla Europe has inventory they can sell in the meantime

[@ntheq3982]

I can see shareholders being diluted...

[@TheTesting1239]

i just test drove the benz gls 450; for safety and auto steer, tesla is so much better. i much prefer teslas infotainment also. the gls is def more comfortable but drive-wise the tesla is way way more fun.

[@shou635]

Tesla said ON AVERAGE there will be 50% growth and we are there from when started. It won’t be 50% for certain EVERy YEAR because new factories are not coming online every year.

[@chrisar6068]

Musk is providing opportunities for long term investors, that still have cash.

[@_ShaDynasty]

already priced in. it wont move much

[@jrkamuela]

DLC all the way! This is so silly since Hawaii/Mexico/etc... no coal but battery energy growth etc... DLC!!!

[@boneil321]

why would you give a car company a 50 pe?

[@bobd7038]

Kevin, Chinese New Year will require mandatory 10 days of downtime at Shanghai.