Pressure Points: Tesla 3Q'24 Earnings

[@nickyma4409]

Gene, I always love seeing your analyses. You consistently provide objective, well-reasoned opinions that align with those of Wall Street.

[@Recraw7]

Thanks for the update Gene be well!

[@23and2]

You’re the man, Gene. Thanks as always!

[@tnelly6588]

Why no mention of energy? Huge growing TAM, rapidly expanding production and margins killed it!

[@markanderson1974]

Absolutely

[@montymonto6430]

4:30 He said (conference call) cyber cab volume production 2026 not 2027.

[@charlesorosz8884]

At all time highs? What?

[@disclosure-100]

I was doing day trades when TSLA was trading for $1200 a share pre-split, so yeah, I get your point.

[@shizzyfinn]

yeah it's not even near year-to-date highs (270ish) let alone all-time highs (400ish)... Gene u OK?

[@CorwinPatrick]

Didn't he qualify that with the "after-hours" statement?

[@heyitsanthony6366]

obviously tesla stock is no where near all time highs… could have been a copy error that should’ve / could’ve read, all time highs of cash on hand and production or energy revenue etc, could be starting the next run towards new all time highs etc… something like that- the direction for tesla is up and to the right

[@phelps078q]

Waking up every 14th of each month to $210,000 it’s a blessing to I and my family… Big gratitude .......

[@AmarachiSteve]

I want to compliment you, you have said it all. I am a little business owner and I really want to expand my business to the next level by making myself an investor but I really don't know how to go about it..

[@RolandPatrick-t6f]

Assets that can make you rich *FX *Btcoin *Stocks *Gold *Real estate

[@phelps078q]

mrs wil lburn was my hope during the 'bear summer last year. I did so many mistakes but also learned so much from it. she knows exactly when to enter and exit trades for maximum profit. her siignals are top notch

[@JenniferDa-t4r]

Wealth is built in both bull or bear market and also wealth transfers from the impatient to the patient. One of the best ways to succeed in crypto is by trading your assets with a good strategy..

[@JohnAlex-w3m]

I'm retired at 47, went from Grass to Grace. This here reminds me of my transformation from a nobody to good home, honest wife, $35k biweekly and a good daughter full of ❤ I’m forever grateful christen willburn

[@Sofie8211]

At all time highs? Um no.

[@Rexylang22]

Time is the most important factor in determining market movements and by studying past price records you will be able to prove to yourself history does repeat and by knowing the past you can tell the future. There is a definite relation between price and time. By studying time cycles and time periods you will learn why market tops and bottoms are found at certain times, and why resistance levels are so strong at certain times, and prices hold around them. The most gain is made when fast moves and extreme fluctuations occur at the end of major cycles.... I have managed to grow a nest egg of around 100k to a decent 432k in the space of a few months... I'm especially grateful to Elise Monroe, whose deep expertise and traditional trading acumen have been invaluable in this challenging, ever-evolving financial landscape.

[@Rexylang22]

She's mostly interacts on Telegrams, using the user-name...

[@Rexylang22]

@elisemonroe

[@nathanielwilkins8110]

Elise Monroe has really set the standard for others to follow, we love her here in Canada🇨🇦 as she has been really helpful and changed lots of life’s

[@bentoncroston2953]

It's important to have a well-thought-out strategy and not make impulsive moves based on short-term market fluctuations. Patience and a long-term perspective are key. You should consider a market expert to guide you.

[@B58-i1w]

Exploring new investment opportunities demonstrates your proactive stance towards financial growth during these volatile times. Diversifying your portfolio can play a crucial role in effectiveIy mitigating risks..

[@kulvindersamra119]

Excellent. Thank you

[@nobrien1]

Since Tesla just released FSD for the CyberTruck, doesn't that enable them to now claim a portion of FSD escrow funds for the CT equal to what their other vehicles have earned so far?

[@montymonto6430]

0:13 All time high?!

[@1519Spring]

I think he meant all-time highest upward jump (in percentage) in after-hours share price following a quarterly earnings call.

[@doug3691]

Before the stripped down versions of M3's, the current C.O.G.S. is $35.1k. It should be interesting to see how many versions of Tesla vehicles end up below $30k by mid-2025 (or end-2025). (And that's before Federal and State incentives.)

[@jimpurewal2661]

They did not guide margin down. The CFO said Q4 margin may not be the same and challenging and has said this in many calls. Also FSD revenue is ongoing and would not be all recognized in one quarter. So you do not back it out. It is a competitive advantage.

[@iamric23]

it is not at all time highs, what are you talking about???????????

[@markrolls5905]

Does anybody know how many megawatts tesla sells to customers via the supercharger network worldwide?

[@daborahgermanstavolkmunte]

I recently sold some of my long-term position and currently sitting on about 250k, do you think Nvidia is a good buy right now or I have I missed out on a crucial buy period, any good stock recommendation on great performing stocks or Crypto will be appreciated.

[@JoseLopez-lf9rw]

As a beginner investor, it’s essential for you to have a mentor to keep you accountable. Ruth Ann Tsakonas is my trade analyst, she has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns..

[@YevaSonia]

I managed to grow a nest egg of around 120k to over a Million. I'm especially grateful to Adviser Ruth Ann Tsakonas, for her expertise and exposure to different areas of the market..

[@YevaSonia]

Without a doubt! Ruth Ann Tsakonas is a trader who goes above and beyond. she has an exceptional skill for analyzing market movements and spotting profitable opportunities. Her strategies are meticulously crafted based on thorough research and years of practical experience..

[@daborahgermanstavolkmunte]

nice! once you hit a big milestone, the next comes easier.. How can i reach her, if you don't mind me asking?

[@daborahgermanstavolkmunte]

I've just looked up her full name on my browser and found her webpage without sweat, very much appreciate this..

[@Derpy1969]

Elon talked out his Auto Smart Summon during that call. He exaggerated FSD as he has for 11 years straight and flip-flopped on robotaxi’s price, backtracking, and changing his BS as he spoke.

[@matthewbouton5121]

I hope people keep selling. I need more time to grow tesla holdings.

[@esta1177]

Tesla has pricing power that you don’t seem to understand.

[@MickyGlover]

I already own shares of TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..

[@kurtKking]

If you need advice on short-term investments, consider speaking with a financial advisor. They have a lot more knowledge and expertise in this area.

[@Adambarking]

*People dismiss the importance of advisors until they are burned by their own emotions. I remember a couple of summers ago, following my lengthy divorce, I needed a good boost to assist my business stay alive, so I looked for qualified consultants and came across someone with the highest qualifications. She has helped me raise my reserve from $275k to $850k, despite inflation.*

[@Benedictrud]

How can I participate in this? I sincerely aspire to establish a secure financial future and am eager to participate. Who is the driving force behind your success?.

[@Adambarking]

*TRUDY ELIZABETH STOUFFER* is my trade analyst, She has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@Adambarking]

*TRUDY ELIZABETH STOUFFER* is my trade analyst, She has guided me to identify key market trends, pinpointed strategic entry points, and provided risk assessments, ensuring my trades decisions align with market dynamics for optimal returns.

[@leebaldwin677]

Tesla looking great

[@Bill-cy2cy]

Hope the cold passes soon 👌

[@Steph1]

How is this all time highs? We’re not even close to all time highs. That pretty much discredits anything you say after that

[@1519Spring]

I think Gene meant highest ever percentage jump (+12%) in share price in after hours trading following a quarterly earnings call.

[@cafl9844]

​@@1519Spring Already down again so chill!

[@midwestcannabis]

🥳🥳✌️✌️✌️

[@DanielPMBA]

ASS is so good, $300m sold, imagine when FSD is 100%?

[@KeelySoucy]

My spouse is already panicking, so many questions! will the rate cut lead to inflation? I'm very worried about my $1million stock portfolio losing value. Do i move to 100% cash? What strategies should I be employing in my portfolio right now?

[@RicardoBell-z5t]

I've been through the 'bonds and beating stocks' periods since the 90s with no bonds and with all aggressive stock mutual funds. At 58, my IRA and cash accounts are far more than I expected for my retirement. I can easily handle a worst-case stock crash, Thanks to my trade advisor Gabriel Alberto William

[@KeelySoucy]

How can I reach this adviser of yours? because I'm seeking for a more effective investment approach on my savings

[@RicardoBell-z5t]

Gabriel alberto william is the licensed adviser I use. Just research the name, you will find the necessary details to work with

[@KeelySoucy]

I just checked him out on google with his full name, I have sent him an email and I hope he gets back to me soon

[@michelstronguin6974]

Gene, if Trump wins and Elon starts working on the efficiency commission in the government, he could just lay the ground rules of what he wants to do, and then appoint another manager to continue his orders. Like he did with Twitter/X and with SpaceX…

[@illegalsmirf]

lol

[@ssing7113]

IMPOSSIBLE to get cybercab ramped in 26’. The logistics of where to store. Clean. Service. Maintain. Charge. We don’t even have one Tesla charger in Maui. No Tesla ain’t talking over the world with cyber and for another 15-20 years. Takes massive time to rollout that many “hotspots” for robotaxi hubs for the plates above Pipe dreams people. And I’m as bull as they come ( I hold one stock and that’s Tesla. Millions into Tesla ) but let’s be realistic folks. The logistics can’t even be done for minimum a decade running full double barrel steam. More like 2 decades

[@microsfan]

Bro wake up! You're sandbaggin big time

[@matthewbouton5121]

​@@microsfanlet him. I need more time to buy tsla cheap.

[@MoneySavingVideos]

I would not put it past for Elon to some day run for President. He has Twitter (X) and Republicans for his base.

[@richpalmisano1740]

He can't...he is a naturalized citizen, therefore he cannot be president.

[@captkerosene]

You missed all the important stuff.

[@eth4peace]

He said he could only pick one point for PowerPoint, but I hear you. I love hearing this guy talk.

[@captkerosene]

@@eth4peace He picked the least important thing.

[@JanBruunAndersen]

Gene and his colleagues cannot read a financial statement! Tesla cannot legally put money from the sale of FSD onto their balance sheet until FSD is delivered to the customers. Instead the revenue is sort of put in a "savings account". What Tesla *can do* is to _recognise_ or take out part of that money as Tesla delivers FSD functionality, like the new Absolute Smart Summon (ASS) feature. If Tesla recon that ASS is 2 % of whole FSD package, then Tesla can take 2 % of that money from the "savings account" and put it on the balance sheet as FSD sales. And that is where this recognised FSD revenue that Gene is talking about is coming from. Edit: I have no idea how big a percentage Tesla has decided to recognise as sold. It all depends on how complete Tesla thinks FSD (Supervised) is at the moment. Is it 57 %? 64 %? 82 %? Who knows. But as new features are released, and as FSD improves, that number is going to go up until 100 % of the FSD sales goes directly to bottom of the balance sheet.