TSLA Portfolio Manager w/ 300K SHARES Doubles Down!

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Brighter with Herbert

Brighter with Herbert

Күн бұрын

Simon Hale Porftolio Manager managing 300k TSLA shares
simon.hale@wellington-altus.ca
wellington-altus.ca/advisor/s...
X: @SimonHale007
My website: www.HerbertOng.com
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Disclaimer: All content on this channel should not be construed as professional financial advice or recommendation to buy or sell any securities.
Author is invested in multiple Humanoid companies and is long TSLA and other stocks at time of original video publish date.
#Tesla #ElonMusk #TeslaNews #investing #teslabot #technology #AI #TeslaFSD #teslastockanalysis #TeslaUpdate #ElonMuskNews #EV #FSD #TSLA #robotaxi #autonomousdriving #TeslaStock

Пікірлер: 214
@BrighterwithHerbert
@BrighterwithHerbert 14 күн бұрын
I hope this video helped you get brighter about Tesla! My website: www.HerbertOng.com See the MOST comprehensive resource for the $TSLA Investor Join this channel or my Patreon to get free access to 15+ modules of TSLA investor resources Join this channel: kzbin.info/door/4DBLlq1x0AKmip1QJUcbXgjoin Join my Patreon: www.patreon.com/brighterwithherbert Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments. Let's get brighter! Herbert
@MikeCasey311
@MikeCasey311 14 күн бұрын
I am disappointed that you are appearing to be shilling for Tesla. You are not reporting that FSD V12 is only available to select users. I subscribe to FSD three weeks ago and what I have today is FSD V11.3 I have contacted Tesla several times and no one can tell me when we will receive V12. I have cancelled my subscription.
@markrolls5905
@markrolls5905 14 күн бұрын
Simon, do you post on KZbin often? If not, Herbert, I suggest you feature Simon on your pod as a regular if he is willing ( very good contributor imo )
@ytacct6933
@ytacct6933 13 күн бұрын
💯 I second this thought!
@ReductioAdAbsurdum1
@ReductioAdAbsurdum1 14 күн бұрын
I love what Simon has to say! Please bring him back, and for science's sake please hand him a microphone. He's preaching what I like to hear!
@ytacct6933
@ytacct6933 13 күн бұрын
💯I second it!
@sagarpatel510
@sagarpatel510 12 күн бұрын
Agreed, what is his full twitter handle?
@dankuo8561
@dankuo8561 14 күн бұрын
I voted yes for all TSLA BOD reco's for close to 20k shares
@Mrbfgray
@Mrbfgray 14 күн бұрын
Talk to everyone you know who MIGHT have shares. Most are not in our bubble and likely don't even know about the vote. (inc. two of my friends that I got to vote)
@edwardhackett-jones8126
@edwardhackett-jones8126 14 күн бұрын
Thank you - this is the mark of a man of integrity.
@taylorc2542
@taylorc2542 14 күн бұрын
He suggested that he would split the company (AI/robotics and cars) if the courts don't honor the contract. How would this effect shareholders.
@Mrbfgray
@Mrbfgray 14 күн бұрын
@@taylorc2542 He can't just split the company literally. But he could go start AGI elsewhere and many of the top tier in the field would presumably follow him. But it's much worse than that. What do you think happens if he resigns as CEO and leaves Tesla? There is no one who can replace him. Likely take yrs to play out IF he doesn't take a NO vote as, "no confidence time to move on." Couple yrs for Delaware appeal alone. He needs a NEW pay pkg, hopefully out of TX this time...etc.
@Mrbfgray
@Mrbfgray 14 күн бұрын
@@taylorc2542 He can't just split the company. Could start new AGI Co. and presumably take top talent. What if he resigns as CEO and leaves Tesla? There is no one to replace him. NOT an easy thing for him to do, it's his adolescent child. Delaware appeals to take a couple yrs, hopefully he waits for that at least.
@johnmacri7440
@johnmacri7440 14 күн бұрын
One of the best tesla videos out in the last 6 months. Thank you Simon & company
@markrolls5905
@markrolls5905 14 күн бұрын
I wholeheartedly agree, Simon is a Gem
@melissamarlatt9452
@melissamarlatt9452 14 күн бұрын
Agree!! This was awesome
@Ronnieleec
@Ronnieleec 14 күн бұрын
Gary Black has essentially said the same, except Simon is a real bull.
@84gaynor
@84gaynor 14 күн бұрын
As much as i want to invest in T$LA, I think it has some short term pain ahead. Currently sitting on about 250k, do you still think T$LA is a good buy right now or I have I missed out on a crucial buy period?
@gagnepaingilly
@gagnepaingilly 14 күн бұрын
Don't be in a hurry to get in. The market needs several days of strong performance to signal that the downturn might be over; i still think It's a time to be largely, if not entirely, in cash
@sommersalt88
@sommersalt88 14 күн бұрын
The economy and stocks are two different things these days, but i agree, I think it's brilliant to have a portfolio advisor for investing! The market's instability makes DIY risky. You don't need to find the next NVDA to succeed in investing. I've turned 480k into $32,000 in quarterly dividends using one, a major milestone.
@Lewyn298
@Lewyn298 14 күн бұрын
…maybe you should be more Blue Chip…, just say’n
@velayuthman
@velayuthman 14 күн бұрын
@sommersalt88 I've been considering but haven't been proactive. Can you recommend your advisor? Could really use some assistance.
@sommersalt88
@sommersalt88 14 күн бұрын
I'm cautious about giving specific recommendations as everyone's situation varies. Consider independent financial advisors like "JENNIFER LEIGH HICKMAN" I've worked with her for 9 years and highly recommend her. Check if she meets your criteria.
@CapeFear1
@CapeFear1 14 күн бұрын
Im doubling down also. From 250 shares to 500.
@newworld6474
@newworld6474 14 күн бұрын
i have over 3,000 ...
@CapeFear1
@CapeFear1 14 күн бұрын
@newworld6474 Excellent. 500 is all I can afford to get to in the limited time I have left to work and earn money. Going to take me 10 to 11 months to buy the 200 I need.
@martinmuldoon8166
@martinmuldoon8166 14 күн бұрын
Love this fellows perspective. I will say he is saying the same thing Gary Black has been saying all along. Nice to see Tesla Retail waking up to the fact that we need Wall Street to get his stock to move. Important to understand how they think.
@oliverbergfeld1606
@oliverbergfeld1606 14 күн бұрын
I agree with Simon, I am positive that there are many analysts that do understand, but it is other ppl money! The client/ customer is always right and if he/ she decides that the position is too risky for them, they ask the managers to get rid of it.
@lrosan7469
@lrosan7469 14 күн бұрын
I voted “YES”
@ANQIHO
@ANQIHO 14 күн бұрын
Shouldn’t it be “for”😅
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
Thank you Simon! 🤠🥂🧊🥌
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
Notes taken.
@08cshay
@08cshay 14 күн бұрын
TSLA has recouped former lows from 5/2 is a big positive in my mind technically as this makes the entire consolidation an ABC corrective pullback which now should be followed by a move back above late April highs near 199. I expect that a push up to 228-235 is underway into mid-June. From Mark Newton, and I think that’s pretty accurate.
@mrbudgeable
@mrbudgeable 13 күн бұрын
This is gold ! Hope you can get him on again. Some great insights
@erikowren7894
@erikowren7894 14 күн бұрын
I wish people could be open to new ideas while discussing things. The disagreement during some of this conversation is not productive.
@Mrbfgray
@Mrbfgray 14 күн бұрын
I think it was productive, maybe the passionate 'conflict' bothers you?
@BF1GUN
@BF1GUN 13 күн бұрын
I disagree. This is a good thing, because if all we hear from is the bulls, we get a completely unbiased opinion of expectations and understanding of how things work, particularly on the analysts side.
@AS-cd5wf
@AS-cd5wf 14 күн бұрын
I like the thought pattern of Simon.
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
Our stock -street market is outdated.
@didier_777
@didier_777 14 күн бұрын
It's good to hear the perspective from the portfolio manager, I was starting to think I was in an eco chamber and wrong about Tesla. Because it's so clear to me and I thought why is everyone not seeing what I'm seeing?
@melissamarlatt9452
@melissamarlatt9452 14 күн бұрын
We are lucky bc we are buyers on the cheap !
@jerrybowen2869
@jerrybowen2869 14 күн бұрын
I would argue that Tesla's financial discipline, which includes very low debt accumulation while investing an oversized fraction of revenue (out of pocket) to grow exponentially, puts them in a class by themselves. The longer they hold to this heretofore unseen strategy, the more revenue streams from paid-off factories will come online. In simple terms, their growth rate is masked according to normal short term measures.
@That_Cyber_Dude
@That_Cyber_Dude 14 күн бұрын
GREAT VIDEO TODAY!! THIS WAS PACKED WITH GOOD INFO!
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
Thank you Lutz! 🙏🏽⚔️🤑
@andrewblack203
@andrewblack203 10 күн бұрын
this one the most amazing videos guys very juicey nuggets of info in this one! thanks so much and good job
@peterchung2024
@peterchung2024 14 күн бұрын
Thank you Herbert for organising this meet up, hats off to you for giving a megaphone to the PMs. Woohooo!!
@keethbrown3985
@keethbrown3985 12 күн бұрын
This was better than usual. Loved the intelligent perspective from LPF and the Canadian investment mgr. Don’t hate me I struggle with names. I super loved his perspective and the rebuttal was good but I like the market guys a bit more as they add perspective the Tesla bulls don’t. Ironically he said the numbers don’t have to show up “yet” but basically his explanation was the numbers has to show up. I get the discount but for it to lessen the “probability” has to decrease AKA the numbers have to show up. Not dogging on the guy or anyone. It the way the market works. Loved his take on FSD 12. Honest feedback and makes sense it doesn’t move the stock
@newworld6474
@newworld6474 14 күн бұрын
yes it is show me the money before the stock goes up ... ... and it has great potential ...
@ineumeyer
@ineumeyer 14 күн бұрын
Great episode, team. Hello from Toronto! 🇨🇦 Looking forward to seeing you at X Takeover! Hopefully can get a selfie with Jeff Lutz! 😜
@jeffreylutz1208
@jeffreylutz1208 13 күн бұрын
Thanks lol. If you see me, stop me and introduce yourself !
@SurfectedGermany
@SurfectedGermany 14 күн бұрын
Great discussion!! 👏🏽🙏🏼
@keyo1786
@keyo1786 14 күн бұрын
Absolutely spot on. My sentiments exactly. 💯💯 17:42
@anthony09283
@anthony09283 14 күн бұрын
Love this discussion.
@johndoughty7438
@johndoughty7438 14 күн бұрын
I thought once the banish and fetch features for the car get put on video. People will really start understanding what’s going on.
@victorblock3421
@victorblock3421 14 күн бұрын
A great post, thank you. Real sustained jump in the stock price will be real proof of profits flooding in. The market is usually correct. It's not saying Tesla is shit, the market adjusted the price way down after jumping up, just when I entered my 7 figure position. I am now waiting for years and it has me ill at times but I've learned to deal better with it. Everone saying, even 3 years ago, that market should be $1000+. The market wont rise to wait years for earnings. Maybe 6 months ahead? I don't know but I'm constantly chewing on my tongue, hoping and waiting.
@davesheffield3620
@davesheffield3620 14 күн бұрын
I’m more concerned about the vote for Elons pay .
@benc9979
@benc9979 14 күн бұрын
Me too, I’m good at ignoring the FUD, but I’m actually worried about this
@yourlogicalnightmare1014
@yourlogicalnightmare1014 14 күн бұрын
I'm betting it fails
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
Also to move outa corrupt Delaware. There, I said it. LOL
@davesheffield3620
@davesheffield3620 14 күн бұрын
@@ExecutiveZombie 👍
@davesheffield3620
@davesheffield3620 14 күн бұрын
@@yourlogicalnightmare1014 Definitely a concern
@daffyduck3185
@daffyduck3185 11 күн бұрын
I voted FOR on resolutions 1, 2, 3 , 4 and 5 as recommended by the Board of Directors
@anthony09283
@anthony09283 14 күн бұрын
Great discussion. One thing though (and it might just be me missing something) - it’s a little hard determining which person is talking at any given time (other than being familiar with their voice).
@MyPapagio
@MyPapagio 14 күн бұрын
If it was 2.5 hours where can we hear the other hou+?
@musicman53
@musicman53 14 күн бұрын
Excellent discussion, and thanks everybody for the great insights. Elon’s and Tesla’s mission has always been my “North Star” when trying to understand their actions, and we know that robotaxis have 5x-10x the mission impact that individually owned vehicles do. Robotaxis have been front-of-mind for Elon and Tesla for 8 years now, and once it was obvious that FSD would be solved then Elon knew his duty to humanity was to massively accelerate the robotaxis program. As Steve Jurvitson once commented when interviewing Elon, when you are mission-driven and execute well then profits will follow, as will the share price eventually.
@rlshultz5841
@rlshultz5841 14 күн бұрын
Exactly. Robotaxi is not a stock mover on 8/8. It’s a much longer ramp to gain trust adoption and scale. This is a multi year ramp.
@whynotstartusingyourbrain8726
@whynotstartusingyourbrain8726 14 күн бұрын
Man you have no idea. The technology they will present on August 8th will blow everybody's minds.
@Tjmalloy2
@Tjmalloy2 14 күн бұрын
It could definitely be a stock mover, but it will absolutely take years to ramp. When it hits the bottom line is when we could see new all time highs.
@Seoulhawk01
@Seoulhawk01 13 күн бұрын
@@Tjmalloy2 Why years to ramp? Elon has been saying next year for the last six years. If he truly believed that, they have researched the laws and understand how to put it on the road as fast as possible. Things like building the app or a command center for handling the cars would have already been discussed and planned out, if they have not, then they should be fired. This is the hopium I am taking. I have no proof just bits and pieces of evidence. 1. FSD is getting very good, and Elon is saying to wait to see what is next, by the end of June it will be shiny and new. 2. I keep hearing about all of these cars parked and Tesla's inventory is climbing. So, is it inventory or are they stockpiling? Think about it, if they have 46,000 cars in "inventory" they could put 10,000 cars in four cities on 8/8. 3. What they need are charging stations, someplace in each of the cities that can handle 10,000 cars a day charging. From what I understand is that they made a large parking area with chargers in the mega factory in Austin.... Maybe, that is what it is for. I know I might be some dope, but it's some good stuff.
@aflinden555
@aflinden555 14 күн бұрын
Why is this so contentious?
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
I perceive Simon’s pissed at dealing with the frustrations of being integrated in old-money, old market when Tesla and Tech are Innovation.
@mikenielsen3971
@mikenielsen3971 14 күн бұрын
@@ExecutiveZombie Agreed! But Simon no doubt is feeling that the "old-money" is aligned to a narrative that hates Elon as he won't play nice with those running the narrative. It is more than those old-money narrative based elites not seeing the pay off from Tesla's advancements, it is they are against what they can't control. But, if Tesla's numbers (even with the narrative based folks pushing Tesla down) are able to achieve / complete those advancements the old money might jump on for a bit to still try to maintain some control. This is the same thinking as Bill Gates continuing to have a short Tesla position. He wants Elon to fail as Elon won't support Bill's interests which effectively is attack on humanity for profit.
@naamon4788
@naamon4788 14 күн бұрын
It’s ok..it gives me another perspective..it gives me theGerber/Black perspective without the drama.
@gohansaru7821
@gohansaru7821 14 күн бұрын
Was that Lord Pretty Falco going off on Sat? Where’d that come drone? Yikes!
@lourdessilva6442
@lourdessilva6442 14 күн бұрын
Grata conhecimento e vida nos liberta
@zeecee9479
@zeecee9479 13 күн бұрын
Is it NAHVIDYA or ENNVIDIA?
@markrolls5905
@markrolls5905 14 күн бұрын
I wholeheartedly agree with Jeff that with Tom Zhou back in China that there will be a huge focus for new models ala Entry level model & additional model’s associated with to come out of China first as they are way quicker to produce & bring to market at scale new models especially with a Chinese government that appears to be backing Tesla & who value Elon & Tesla more than their own agenda driven USA government 😢
@markrolls5905
@markrolls5905 14 күн бұрын
Good tip for the Tesla board from Simon also regarding the notion x large & small Voters that have the incorrect opinion that Elons remuneration will effect cash flow when in fact it has already been taken out of the numbers
@markrolls5905
@markrolls5905 14 күн бұрын
So they obviously need to relate this to all voters
@appl314
@appl314 14 күн бұрын
Absolutely, the impact to current shareholders is not really understood by the average retail investor. This is an important point. All talk, but no real information in this area. Smr did a bit on this, but generally, it is a great void
@markrolls5905
@markrolls5905 14 күн бұрын
I love SMRs commentary as he is spot on & all in, i also appreciate his commitment to Tesla as you know he is fair dinkum & not some portfolio mgr hedging his bets & covering his arse ( as long as you can get past his own tyre pumping 🤣)
@NaughtyGoatFarm
@NaughtyGoatFarm 14 күн бұрын
Awesome
@RandomGuyOnYoutube601
@RandomGuyOnYoutube601 14 күн бұрын
That was a nice burn.
@markrolls5905
@markrolls5905 14 күн бұрын
Another tip for Elon, presuming FSD V 12.4 is released next week & is as impressive as expected take the time to take all of these Wall Street analysts & CNBC, Reuters, Yahoo, Gary Black etc as well as the pro Tesla commentators for a drive blow their minds 🤯
@Sue-zz3lj
@Sue-zz3lj 14 күн бұрын
As lomh as the feds have interest rates where they are there is no upside in my opinion. But ill keep buying in the meantime.
@ernielauterio4055
@ernielauterio4055 14 күн бұрын
Finally someone (a Canadian) calling out our failed governments support of tesla and Herbert's tongue tied
@maxs351
@maxs351 14 күн бұрын
Herbert was Canadian before and immigrated
@melissamarlatt9452
@melissamarlatt9452 14 күн бұрын
Fantastic info ! Loved hearing Simon! So exciting ! I can do without lord. I agree w the others. Wall Street is underestimating Tesla ! Or misleading retail so we miss out. Unless we’re smart enough to follow the “real” analysts
@singed8853
@singed8853 14 күн бұрын
Must have financial numbers. Right now the overall numbers are in decline.
@wildcatmahone-md6me
@wildcatmahone-md6me 14 күн бұрын
I missed the Nvidia train. Buy TSLA now it will not be getting any cheaper.
@lrosan7469
@lrosan7469 14 күн бұрын
There is nothing more aggravating than discussing anything of great importance with fools.
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
“Do not speak to a fool for he will scorn the wisdom of your words.”-Proverbs, Bible 😎
@wagabond2976
@wagabond2976 14 күн бұрын
The Point one of them mentioned is that the Energy part itself would warrant higher price target in five years regardless if he run a proper DCF valuation or not. Sad the other guy argued from the point of authority ( deflecting from the facts and focusing on his authority and attacking others ) that was very weak!
@anthony09283
@anthony09283 14 күн бұрын
The retail guy did personally attack Lord Pretty by saying he didn’t know what he was talking about. I took it as self defense.
@wagabond2976
@wagabond2976 14 күн бұрын
@@anthony09283 fair enough maybe I missed it. But to bring it down to “who are you” level is always an alert to me that as people are not eloquently focusing on facts or cannot adapt in debate. Either way a great conversation with great people
@anthony09283
@anthony09283 14 күн бұрын
yeah, that portion definitely brought the level of conversation down. agreed
@NicholasNerios
@NicholasNerios 14 күн бұрын
Good news
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
TB Real Sat vs Simon. SAT is correct. ✅ Simon. 100 Pages? 🥴🧟‍♀️ It should be three with visuals… You are correct that they have old models but SAT is correct in his innovative thinking of communication needs and I believe you struggle with understanding. ☀️😎🥂
@Sue-zz3lj
@Sue-zz3lj 14 күн бұрын
Does Tesla shareholders own Nuerolink?
@eugeniustheodidactus8890
@eugeniustheodidactus8890 14 күн бұрын
NO
@thatdudebrent4508
@thatdudebrent4508 14 күн бұрын
No. It is a separate company privately held.
@appl314
@appl314 14 күн бұрын
No one is explaining to the retail investor the impact of the compensation package to them. ..
@lrosan7469
@lrosan7469 14 күн бұрын
The impact will be Your Tesla investment will increase exponentially. Elon Musk must be paid for his genius ways of creating great successful companies and dedicating his life to all of them. No other person in the world works as hard as he does to multiply a companies worth. We are talking multiple companies.
@appl314
@appl314 14 күн бұрын
@lrosan7469 Oh, I agree. But still no info on what the impact of real cost will be per share A lot of people are underwater and want to know.
@Mrbfgray
@Mrbfgray 14 күн бұрын
The dilution is utterly trivial, all that matters is that we secure Elon for the long term and do the right thing to correct the greatest heist in history.
@mjregan88
@mjregan88 14 күн бұрын
It’s trivial
@Mrbfgray
@Mrbfgray 14 күн бұрын
Remind them what will happen to the stock if Elon is less committed or resigns as CEO. The latter will decimate the stock and for good reason. Expect it cut in half or more *overnight*.
@mjregan88
@mjregan88 14 күн бұрын
I voted yes to all. None of it matters to be saying no
@trfisher78
@trfisher78 14 күн бұрын
Tesla is the most American company. However, the inference that Unions are corrupt or un-American is...un-American.
@edwardhackett-jones8126
@edwardhackett-jones8126 14 күн бұрын
What?!
@lukevo6485
@lukevo6485 14 күн бұрын
Most successful auto company is Tesla, a non union company. Should tell you if unions are important or not.
@trfisher78
@trfisher78 14 күн бұрын
@@lukevo6485, unions are generally important to workers, though that's not always the case. I don't think a union would benefit Tesla, however workers should decide whether a union will benefit them. Worker's right to organize is protected by law. Personally, I've been on both sides. I worked as a union member in a deep red right to work state. Our wages and benefits were just marginally better than those of non-union workers. Later I worked for a non-union oil tool manufacturing company in deep red right to work Texas. It was the greatest company I ever worked for. Their pay and benefits were far better than the industry average. I worked for them until I retired. Non-union companies that treat their employees like the company I worked for are rare.
@LORD_CAPITOLI
@LORD_CAPITOLI 14 күн бұрын
*CougHOFFA*
@MD-jf1ml
@MD-jf1ml 13 күн бұрын
Anyone selling before the vote to let things settle then rebuy? 50/50 on what I’m going to do. 290 shares.
@francoischarbonneau9447
@francoischarbonneau9447 14 күн бұрын
Not buying because the price has gone up and feel it's too late is bull, when I bought my shares of Tesla in 2019 Amazon was the sweetheart on the Stock Market and it was selling I can't remember the exact number but it was over $1,000 per share and people were still buying the stock.
@melissamarlatt9452
@melissamarlatt9452 14 күн бұрын
Lol Jeff !
@johnlucich5026
@johnlucich5026 14 күн бұрын
Did you say Media-Or-STUP-U-PEDIA ? !
@didier_777
@didier_777 14 күн бұрын
There are a lot of educated investors that still think FSD is 5-10 years away. They all point to that tweet from EM 2016 that said ~2 years to solve FSD. Seeing is believing for them because they think it's black magic.
@stevegroen1116
@stevegroen1116 4 күн бұрын
Who wants to go in the history books as the guy who derailed Tesla. Hitch your wagon to a star. Emerson.
@DonBrowningRacing
@DonBrowningRacing 13 күн бұрын
What is the last name of Simon H?
@DonBrowningRacing
@DonBrowningRacing 13 күн бұрын
Does anyone know Simon H the speaker who was showing ski goggles in his picture, full last name? I want to look him up.
@robzienert7492
@robzienert7492 14 күн бұрын
I was going to skip this episode.... too long and didn't sound interesting. I'm very glad to be listening now. Perhaps it's due to confirmation bias. lol. The experts are saying what I expected.
@eugenealan1
@eugenealan1 13 күн бұрын
The portfolio manager from Canada was a great guest with great insight into Tesla and portfolio management. The Tesla bull arguing with him about analyst projections, etc is an idiot! I run client portfolios as a profession.
@robzienert7492
@robzienert7492 13 күн бұрын
@@eugenealan1 Yeah, I thought that one person arguing was being a total *ss. And missing the point, at that! Ranting about DCF ("Have YOU ever done a DCF?"...rude) as if the calculations are any better than the input.
@eugeniustheodidactus8890
@eugeniustheodidactus8890 14 күн бұрын
*Show me the money!* 💰💰💰 I think it will be five years before Tesla's AI + Robotics + FSD earnings are understandable and predictable enough for a *huge* run up on the stock. _I can wait._
@Michael-il5wd
@Michael-il5wd 14 күн бұрын
I think I'm two years
@trent1615
@trent1615 14 күн бұрын
I agree with you on the Robotics side but FSD early earnings and potential will be clear in 12 to 24 months.
@jmbelarmin
@jmbelarmin 14 күн бұрын
There’s more value to the bottom line if Tesla sells FSD license as b2b than to ordinary citizens. Tesla should start looking at any industry that uses a driver and start creating applications to disrupt them - starting with a robo-school bus system to replace all city owned school buses that are a major CO2 polluter.
@PStar42
@PStar42 14 күн бұрын
No one understands FSD 12.3.6 unless they experience it.
@MikeCasey311
@MikeCasey311 14 күн бұрын
My advice on buying FSD is Don’t. Not until FSD V12 is available.
@maxs351
@maxs351 14 күн бұрын
You mean v13? 12 been out for some time now
@MikeCasey311
@MikeCasey311 14 күн бұрын
@@maxs351 NO, I mean V12. I subscribe to FSD 3 weeks ago but what I got was V11. I contacted Tesla several times, but no one could tell me when V12 would be available. I am aware that V12 is available to selected users. So I cancelled the subscription.
@MikeCasey311
@MikeCasey311 14 күн бұрын
I mean V12 which is only available to a select few. I have talked with several Tesla representatives and no one can tell me when V12 will be available for mass release. I cancelled my FSD subscription.
@MikeCasey311
@MikeCasey311 14 күн бұрын
Why are you talking about RoboTaxies, Banish and Fetch when Tesla can’t deliver FSD V12.
@edwardhackett-jones8126
@edwardhackett-jones8126 14 күн бұрын
It’s already delivered, what are you talking about?!
@MikeCasey311
@MikeCasey311 14 күн бұрын
@@edwardhackett-jones8126 It is only delivered to select users. I subscribed to FSD and what my Tesla has today is FSD 11.3. I contacted Tesla several times and no one can tell me when V12 will be available. V11 is crap and I don’t recommend it to anyone.
@MikeCasey311
@MikeCasey311 14 күн бұрын
I subscribed to FSD 3 weeks ago and what I got was FSD V11.3. I have talked with several people at Tesla and no one can tell me when V12 will be available to any but a select few. I cancelled my FSD subscription. That is what I am talking about.
@edwardhackett-jones8126
@edwardhackett-jones8126 14 күн бұрын
@@MikeCasey311 right, so you’re talking nonsense. Around 50% of FSD users are on another branch of software which doesn’t yet have V12. The rest have V12 - delivered and operating. We don’t know why some haven’t been moved over to V12 yet, but it’s been postulated that there’s some sort of control testing behind it.
@Sue-zz3lj
@Sue-zz3lj 14 күн бұрын
Need more talk of DOJO.
@carlkelley4566
@carlkelley4566 14 күн бұрын
My friend and I voted 6,500 share in favor of Texas and Elon
@jameswoll
@jameswoll 14 күн бұрын
Was he being defensive or what? Whatever it was, he was being too intense and a bit rude. If he comes back I hope he'll do better next time. I think he will.
@08cshay
@08cshay 14 күн бұрын
FSD and Robotaxi can’t fail, because there is nothing left if no Robotaxi😅, it’s the biggest gamble since 2018.
@yourlogicalnightmare1014
@yourlogicalnightmare1014 14 күн бұрын
Optimusk is 10x more likely than hobotaxi
@newworld6474
@newworld6474 14 күн бұрын
@@yourlogicalnightmare1014 energy business
@jan1jan2jan
@jan1jan2jan 13 күн бұрын
Great episode, except for the obnoxious Lord
@paullevy4656
@paullevy4656 12 күн бұрын
Take a shot every time Stock talk says objectively. U won’t get sober anytime soon. 😂 it’s not a pivot to AI all of the sudden, Elon had this vision and talked about it for many years.
@yourlogicalnightmare1014
@yourlogicalnightmare1014 14 күн бұрын
Glad that big dogs are recognizing Tezzy is hugely overvalued at $170. So imagine how bat sheep crazy it was to be valued at $280 last summer. $280 is where you're at AFTER fsd & hobotaxi is here
@JaDeeeee3097
@JaDeeeee3097 13 күн бұрын
I live in Switzerland. Unfortunately I cant vote. I contacted my bank to look into it, they affirmed that I cant vote. Sorry. I wonder how much retail investors wont be able to vote outside of America.
@ExecutiveZombie
@ExecutiveZombie 14 күн бұрын
100 Pages…🤨🤢🤕
@warrenwade8531
@warrenwade8531 14 күн бұрын
lord pretty is pretty defensive of the wallstreet insiders rofl. Attitude says it all lol.
@Ronnieleec
@Ronnieleec 14 күн бұрын
Simon’s point of view is elementary. Gary and Ross and others have said this time after time. We are individual investors investing our money. They must deal with the information available, the news, earnings achievement and Elon’s actions and words the sometimes diminish investor confidence.
@Ddj2112
@Ddj2112 14 күн бұрын
Pretty nauseating conversation. Tell lord pretty flacko to calm down
@qwazy0158
@qwazy0158 14 күн бұрын
1st!
@NaughtyGoatFarm
@NaughtyGoatFarm 14 күн бұрын
Wow. Congratulations.
@davidstrauss8646
@davidstrauss8646 14 күн бұрын
lord pretty obnoxious.
@skylerskyler2144
@skylerskyler2144 13 күн бұрын
I think Herbert is a little lost. It seems in every video his guests are confused by his train of thought.
@l.s.60
@l.s.60 14 күн бұрын
It's crazy how everyone on this podcast is just REPEATING everything that is already known about Tesla!! Nobody has put in any type of new information or data at all this is just a repeat!
@elmirio8500
@elmirio8500 14 күн бұрын
This guy is way(!) off, mercia doesn't spread the good he thinks it does, on the contrary!
@Eyeahmdarck66
@Eyeahmdarck66 14 күн бұрын
Pretty Flocko pretty damn cringey
@bjrnerlingchristophersen1148
@bjrnerlingchristophersen1148 14 күн бұрын
Jump that pay and go for the next one..
@obijuan3004
@obijuan3004 14 күн бұрын
Lots of people falling for the Musk hype.
@johnlucich5026
@johnlucich5026 14 күн бұрын
I don’t just HEAR You-I AM LISTENING w/ Money to Invest THANX; ExBiomedical Engineering Tech-Rep; 20 Yrs Clinical experience in Multiple VENUES: Care units, Surgery, Autopsies + Mortician Coroner processes -Plus- FREE COOPERATIVE CONSULTING using Physicians, Researchers-plus-Now Podcast Data to Share with less ‘Disciplined’ clients
@eddieyeetx
@eddieyeetx 14 күн бұрын
What is Simon’s x username?
@johnlucich5026
@johnlucich5026 14 күн бұрын
From: Lutz-To- LUCICH, THANX ! ?
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