Sugar High or New Baseline Is $TSLA going up forever

[@aomurdock]

THanks Brian for a voice of reason!

[@FutureAzA]

It ain't easy.

[@davidbeppler3032]

@@FutureAzA You make it look easy!

[@christophercross3193]

Well, I just wanted to comment and say this was one of the most interesting fun and eye-opening videos in a long time. Usually you both just kiss each other’s rings and agree incessantly with each other today I felt like both of you were thinking what am I gonna say next. And I think we got the best of both of you guys in this video. Randy, I don’t know if you noticed or not, but you didn’t stutter once your thoughts were clear, precise, and on point. Brian originally when the whole conversation started, I was on Randy side hundred percent. But each time as usual, your thoughts are clear precisely on point and instead of just listening to you guys, I actually thought about what was being said. My mind didn’t stay on one side of the fence. Thank you both for having a great discussion. Thank you both for teaching people how to have a disagreement and have a conversation about the disagreement. The only reason I’m gonna pick Randy as the winner of this “argument” It’s because of his last question but up until then you guys were neck and neck. Keep the videos coming. Above all keep that friendship growing you guys are awesome

[@craighermle7727]

Level-headed, Brian. Nicely done.

[@FutureAzA]

Thank you kindly!

[@mnsawmill2904]

Great job Brian, I have had similar conversations.

[@hsiaohu2959]

Brian, thank you for being fair & balanced

[@FutureAzA]

It ain't easy.

[@srodewald]

Wow, finally a two-sided discussion on the merits! A rare thing these days! Thank you, Brian, for keeping it real.

[@FutureAzA]

Have to avoid the echo chamber.

[@davidbeppler3032]

@@FutureAzA echo chamber

[@doug3691]

Oh no! Someone isn't using someone else's favorite term! Thanks, Brian, for being so darned level-headed! And Randy, I appreciated the discussion.

[@kylecross8770]

Glad to hear you respectfully pushing back on Gary on the lawfare

[@machoopichoo2]

“If a cluttered desk is a sign of a cluttered mind, of what, then, is an empty desk?” - Albert Einstein

[@johntolkien9629]

Thanks Brian - keep on talking sense ! There are many Tesla fans getting over excited and whiny.

[@z4zuse]

11:01 I agree. It is not as big as some claim it is. The fact it is in the (sponsored) media does not mean Tesla is the only company affected by lawsuits

[@brilanto]

Elon/Tesla isn't targeted because others are targeted, too - really?

[@MoreOnEVs]

Love this video, Brian😂

[@mandolorian25]

Oh my god This guy still thinks Ronald Regan did not know about the Iran Contra affair 🤣🤣🤣🤣. He’s a senior citizen who believes in the tooth fairy.

[@filamrider]

Morning Brian ☕☕☕ Got it all figured out... Good job big bro... Great day

[@MarkSpohr]

Tulip mania (Dutch: tulpenmanie) was a period during the Dutch Golden Age when contract prices for some bulbs of the recently introduced and fashionable tulip reached extraordinarily high levels. The major acceleration started in 1634 and then dramatically collapsed in February 1637. It is generally considered to have been the first recorded speculative bubble or asset bubble in history.[2] In many ways, the tulip mania was more of a then-unknown socio-economic phenomenon than a significant economic crisis. It had no critical influence on the prosperity of the Dutch Republic, which was one of the world's leading economic and financial powers in the 17th century, with the highest per capita income in the world from about 1600 to about 1720.[3][4] The term tulip mania is now often used metaphorically to refer to any large economic bubble when asset prices deviate from intrinsic values.[5][6]

[@Rob_Womack]

man, i didn't think i could like randy any less.

[@mflies2399]

I think a lot if Tesla homers should tread lightly. There is a reason serious business people don’t do deals with Trump. He’s a powder keg and never know when he’ll turn on you

[@craighermle7727]

He's a proven scam artist and thief

[@Travlinmo]

Hey Brian, what do you think is the chance we get the regulations around side mirrors updated to cameras in 2025? I have wanted that done for my next car for so damn long.

[@davidbeppler3032]

They were supposed to be removable on the Cybertruck. Has anyone seen one without them?!

[@td4940]

I think Randy is grasping for straws. The dirty desk analogy is far fetched BS.

[@Viggo_Frb]

Really appreciate your level headed approach

[@frankcorredine2475]

Desire, will, vision, hard work, exceptional ability, and perseverance have prevailed long term so far. All else are blips. Of the above, only health and death will intervene and even those are conquered by the passing on of vision and belief.

[@diydrivenGA]

Good video... I honestly think some are banking on NACS expansion across all EV makers in the US, and sales related to that and deals made between manufacturers and Tesla. Their charging network will continue to expand and may even take over. Then there is the fact he will try to help end subsidies even though he benefits to ensure legacy brands take a harder hit. He can afford a price war legacy cannot. More Tesla's will sell when Legacy can't afford to sell lower. I also suspect Teslas will find their way into fleets at the federal and state level. Fleet contracts and infrastructure projects may come as a result. SpaceX will likely take more money from Nasa but that shouldn't affect Tesla stock but then again the market is in some ways a reflection of rich people feelings than actual fiscal forecasting.

[@Joe-420-69]

I was late to the stock but I'm up 60% on today's numbers. Hopefully this will be my pension fund.

[@davidhuber6251]

There are still going to be many good and bad things happen in the next few months. I'm just closing my eyes and hanging on.

[@IronBeagle]

I think Tesla unlike most publicly traded companies is not dependent on the stock market or other financial institutions for future funding. This provides significant freedom to Tesla’s management to be more focused on long term plans than most companies. They have a compelling product and they don’t have to make detrimental choices for short term financial reasons. They also don’t have to stick to the proven path to satisfy short sighted external financial entities. This makes owning Tesla shares more gut reaching perhaps.

[@dahoop5933]

This was a painful watch lol Morbidly fascinating to see these guys jump through hoops. Great stuff Brian.

[@FutureAzA]

It felt more like a sermon than a lecture.

[@PranakashaProductions]

Egad that backdrop!!!! :)

[@chrisrichardson8728]

Well said Brian.

[@FlorestanTrement]

About areas of expertise: again, the Dunning-Kruger is king there, when people know next to nothing about something, or anything, really, they feel like they know all there is to know and their confidence is solid. It's true for anyone that doesn't know it and make a conscious effort to counter it.

[@FutureAzA]

I'm sufficiently aware of this effect that I go out of my way to not speak on topics outside my area of expertise. Even things like EPS estimates, which can be reasonably surmised, are off limits to me because I've tried to model it in the past, and my models don't hold up. I know what I'm good at and do my best to stay in my lane.

[@FlorestanTrement]

@@FutureAzA When I think about it, it becomes obvious that you are. I wasn't speaking about you in this case, but about the people you like to roast. Maybe you'd like to speak about that effect a bit in your videos: not your bread and butter but it would be good that this was better known.

[@FlorestanTrement]

About administrations: these are made of many people with many layers of managers. They are not one coherent mind. So, some will speed things up, some will stand on the brake pedal. These dynamics are complex and can't be summarized from guesses by outsiders like us.

[@FutureAzA]

Many of the loudest Tesla channels are unable to see that. They imagine it's nothing but rubber stamps from here out, which isn't how governments work.

[@fruitgums]

OMG Brian, the stock is in freefall. 🎻

[@FutureAzA]

It fluctuates. I don't keep track day to day. I'm here for the long haul.

[@fruitgums]

@@FutureAzA So are we my friend

[@budhicks101]

Randy is right on the SCOTUS being the last stop. Agree with you on everything else.

[@BH195829]

It’s the ridiculous 2,500 car cap on FSD Cars…. That overhang is gone. 🤔

[@FutureAzA]

That was never a law. That's an agency regulation that can be removed with the swipe of a pen. No one ever considered that a serious concern until some randos brought it up on X a couple weeks before the election.

[@FlorestanTrement]

So, Randy sees the price is high, so he invests more? Aren't we supposed to do the opposite?… I don't understand that one.

[@garyrooksby]

fun discussion. Two intelligent guys who don't agree on everything. Excellent

[@FutureAzA]

I've had viewers suggest I drop him, but I feel a diversity of opinion is valuable.

[@AquarianSoulTimeTraveler]

450 inch range maybe a little higher and then settle back down into the 350-375 range. Most of what we see right now is from the short sellers of Tesla stock getting squeezed... They're giving up their short positions... As they give up their short positions this raises Tesla stock prices.

[@markbloxham1313]

Time to zoom out. people. Expect vicissitudes. Amazing how many want to discuss the last weeks share price movements who profess that they are long term investors. Most shares are bought because they have recently gone up and Randy is a case in point. My last and final trades in Tesla were in the early spring.

[@gcauldwell]

3:59 - yeah yeah yeah, let’s hear it for those Tesla LEAPS and ixnay on the percentages that no one would believe … let’s just say we have dibs on a WHOLE lot more $TSLA than we can afford

[@newworld6474]

nothing goes straight up ... there are many variables that will make it choppy ...

[@vincentmoylan6653]

Looks like the run is over. Down just about $10.00 and dropping at the moment. Hopefully, we don't end up selling off too much.

[@MarcoTrillion]

Randy I correct

[@RossBurrell-w8g]

The lemon tree is back. Hooray 🎉

[@scottmiller2159]

Randy redeemed himself at the end with the Market Perception argument. That was fun, thanks

[@iGreen_]

I've been taking a little profit sell averaging over the last couple days to sit on the side for a bit. Stock market to GDP ratio is at all time highs. I know 2025 is supposed to be a big year for the company execution wise but risk to reward in next 6 months on the stock seems less juicy with the run and sentiment overall seems like its in greed mode. Looking forward to seeing what FSD 13 brings, FSD improvement is the main thing I care about right now.

[@robertwoodhouse-bm7kt]

I think the FAA and the California Coastal units were politically motivated and almost admitted as such. The FAA got shut down and Spacex looks to be moving extra flights to Florida. NHTSA was more of "as you can fix this as an OTA software update to increase the font size" so please do so, other OEMs can´t so the same issue is dropped.

[@gcauldwell]

7:56 - Ford over the air fixes, Brian? Haven’t there been more UFO sightings?

[@FutureAzA]

There have, yes. I saw one yesterday. My son told me it was a bird, but I couldn't identify it, so here we are.

[@AKJammer1]

Way to go!!! Totally agree. I don’t think the lawfare argument holds any weight either. Randy’s an idiot.

[@vermontsownboy6957]

"Randy's an idiot". Yehp...took me a while to get there. Now it's all I see.

[@craighermle7727]

100%

[@slowercuber7767]

Outgoing friend? I hope that is an adjective, not a verb!

[@FutureAzA]

There's a reason I like you.

[@slowercuber7767]

@@FutureAzA Strictly speaking, both meanings are adjectives, though one speaks of personality and the other of an impending change of state, still you copped my intended implication. Nice job.

[@babyUFO.]

shorting here

[@johnpapiewski7022]

Another thing. For years, Elon has been calling for greater oversight on AI (hasn't he?). Wouldn't gov't regs be part of that?

[@jdcarguy1242]

The persecution will end, now they just have normal headwinds. The shorts are also less supported. Their fear will bring further covering.

[@edwardlinne2156]

Teump isnt going to help Elon. He isnt going to hurt him either.

[@medschoolvisual6954]

Bill Gates will soon be living in a van down by the river

[@FutureAzA]

He does offer motivational speaking, so he seems well qualified.

[@johnwalker8110]

It came crashing down today

[@FutureAzA]

It's almost like I know what I'm talking about sometimes.

[@robertwoodhouse-bm7kt]

12/11 $16 down to $333

[@FutureAzA]

Careful there, people might start to think I know what I'm talking about. 😉

[@emayhand]

Elon Musk is what has held Tesla back.

[@craighermle7727]

Hanging out with old 45 in murry laga is helping?

[@machoopichoo2]

I took my entire life savings and shorted Tesla. I will be ok right?

[@dvader3263]

Yes, just like shorting Apple and Samsung and those who have manufactured the billions of smartphones, tablet and portable computers on Earth would be a good move.

[@machoopichoo2]

@@dvader3263 Well, I have to admit, it wasn't my entire life savings. I carved off 31% to short NVIDIA (leaving 69% to short Tesla).

[@johnpapiewski7022]

Glad Randy is happy, but I'm not hearing anything substantive from his ideas on how "Trump Admin may lift Regulatory Burdens from Tesla." There may be sentiment out there that "feels" that, but it's a long way from feeling stuff and reality.

[@FutureAzA]

And that by itself can be an answer. If enough people "feel" it's a good thing, they may invest accordingly regardless of what it will actually mean in the long term.

[@jonjacoby2933]

You underestimate the blob

[@craighermle7727]

"Regardless of how smart you are, your level of expertise tapers off precipitously" Musk stay in your lane. Oh, I understand Musk has Trump ear, etc, but... what happens when you have a substantial portion of your business, oh I don't know, let's go with China, and you spend a couple of hundred million to prop up an autocrat in the US, and then the autocrat hires a couple of China hawks. .... Mr. Bow Jangles.... dance. or maybe, as Mr. Tyler wrote in a song, "tap dancing on a land mind"

[@jdcarguy1242]

The left wants socialism, a direct threat to the ability of business to run unrestrained. That veil being lifted is what also stokes enthusiasm.

[@machoopichoo2]

Really? Glass-Steagall was repealed under Clinton. Then 2008 happened under "unrestrained" capitalism.

[@dvader3263]

The left doesn't want socialism or anything close to it. The left wants a Democracy of all people, for all people. Remember the Union of Soviet Socialist Republics? More like the Right wants a communist system with a fascist dictator. Moving closer to China, Russia and North Korea. All idolized by the next President. In his own words, Trump said that he wants Generals like those of Hitler. In his speeches, Trump used the words of Hitler. Trump said that he would be a dictator on day 1 of his administration. Dictator for a day, fascist dictator for life. Trump loves the gullible, the racists, the uneducated and the billionaires.

[@craighermle7727]

Interesting perspective. Billionaires that dont pay taxes because they're smart is ok? Euphemism for socialism are used depemding who wants a break.

[@kennethmoerscher6680]

I call foul. Lawfare: DoJ coming at SpaceX for not considering hiring immigrants when also SpaceX having to adhere to advanced weapons regulations prohibiting hiring non-residents/non-citizens. I think your bias is showing....and you can't prove incompetence of the actors, so that's not an excuse.

[@FutureAzA]

Zoom out. Stupidity like this has been exhibited by every agency at various times. This hasn't stopped or even slowed SpaceX. It's meaningless.

[@kennethmoerscher6680]

@@FutureAzA OK. Zoomed out. Five cabinet departments and 6 agencies have investigations into Telsa, SpaceX, Neuralink and X. Seven are overlapping/directed at Tesla, and six at SpaceX. Two each against the other companies. And to say it hasn't stopped SpaceX is true, but how do you qualify 'slowed'? And your statement sounds as if it implies that it's OK as long as Elon can press on regardless, damn the financial expense. It's not meaningless. if you're writing the defense checks.

[@davidlloyd1526]

Tesla now have competition. Are they ready for it?

[@machoopichoo2]

Who? BYD?

[@FutureAzA]

Appears so.

[@t3hpwninat0r]

Stock up 40% in 5 days. It's the only stock I own. Am I excited? Not really. I'm VERY excited for what a Trump presidency will do for America in general. Am I happy? Meh. I would say I'm merely pleased, or maybe even relieved. The effect of propaganda on $TSLA is waning, but "number go up" isn't really stirring anything. The artificial downward force has been going on for so long that I think this is the real price for most of 2024 and the discount coupons have just expired.

[@jayjones1665]

I have to say I disagree with you about the law fair. It’s clearly that the administration was tipping the scales on the basis of political ideology when it came to Elon. Competency was not the only issue over the government indictment of Elon and by the same against Trump.

[@MarcoTrillion]

I really didn't wanna see this channel and now that I did. I've never seen this guy more negative and possibly very incorrect. The guy, I mean the channel owner

[@FutureAzA]

You're holding a political belief over a data-driven belief, and that's your right. When you follow your hopes, you're sometimes right. When you follow the data, you're almost always right.

[@vermontsownboy6957]

Hostile comments on this video? When Randy's a guest on your show, the best plan is that he simply STFU and act like a piece of furniture in the back of the room. The guy provides no value of any kind. And note the dialogue on the show: the host called out Randy numerous times for spouting BS talking points. That, and I can't believe how his Randy's bias' and incessant childish blathering makes less and less likable. Please, man, I beseech you: find a guest with better analysis and content.

[@iGreen_]

I thought its funny he's like oh $TSLA just ran up 40%? Time to take $ out of my safe account and double down now on TSLA options when he's probably like 60? Why? Cause Tesla might get sued a bit less and Trump might bring more cheer-leading factor! XD

[@craighermle7727]

Theyre all friends. This is just a wwf planned wrestling match.

[@craighermle7727]

​@@iGreen_its almost kike someone is day trading.