TSLA

"Same thing with Tesla. If you own a large percentage in Tesla, Tesla has an Elon Musk premium. What if something happens to Elon Musk? Then what happens to Tesla? And you're overexposed. So that's an unknown event."

"أعتقد أن المحطة التالية لتيسلا في صفقة إيران هي الوصول إلى 414. لذا، فإن الوصول إلى صفقة إيران عند مستوى 414 أمر أساسي . وإذا نظرت إلى سهم تيسلا من منظور بعيد، يمكنك أن ترى أننا كنا ننزل هنا، عذراً، هذا هو المقصود هنا. لقد كنا ننزل قليلاً في الأيام القليلة الماضية، لكننا استقررنا حقاً فوق 347، وهو أمر رائع لأنه لفترة وجيزة، كان هذا بسبب تصفية ليوبولد."

"علينا أن نتحدث عما يعنيه هذا لسهم تسلا، لأن تسلا تمر اليوم بتقلبات كبيرة."

"فيما يتعلق بتقييم تسلا، فهو لا يزال مرتفعاً. ضع في اعتبارك أيضاً أن أوروبا تمثل حوالي 17% من مبيعات تسلا. لذا، كما تعلم، فهي ليست الجزء الأكبر من تسلا."

"إن المغزى هو أن الناس لا يدركون أن كل هذه الأرقام ليست سوى جزء بسيط من الدخل التشغيلي الذي تحصل عليه من بيع السيارات."

"هذا بصراحة قوي جداً جداً بالنسبة لتسلا."

"لكن، كما تعلم، تحولت تسلا فعلياً إلى نموذج الإيرادات المتكررة السنوية (ARR) لنظام القيادة الذاتية الكاملة (FSD)، وهذا ذكي جداً في الواقع"

"لقد كانت تلك توقعات متفائلة بشأن تسلا وها نحن ذا."

"ولكن إذا كنت تريد فقط شيئًا سريعًا مثل: "أوه، لم تتح لي الفرصة لمشاهدة كيفن اليوم، هل يمكنني الحصول على ملخص سريع؟". هذه هي الرسالة التي أعددناها لك، ومرة أخرى ستكون متاحة في تطبيق "ميت كيفن" تحت علامة تبويب الثروة اليومية أو عبر البريد الإلكتروني من خلال الملخص اليومي. لذا فقط ضع بريدك الإلكتروني هناك meetkevin.com/digest. لقد كانت تلك توقعات متفائلة بشأن تسلا وها نحن ذا. لقد تجاوزت تسلا للتو توقعات التسليم بشكل مذهل. ارتفع السهم بنسبة 5%وهناك ارتباط بنسبة 70%تقريباً عندما ترتفع تسلا، ترتفع سبي"

"وإذا كانت توقعاتي في النهاية صحيحة بأننا عند ذروة العوائد، فإن تسلا مستفيدة من ذلك. لأن توقعاتي تقول إن 5.27 هي ذروة العوائد. 5.27، نحن عند 5.26 الآن، تقريباً. أعتقد أن 5.27 هي ذروة العوائد. إذا كان هذا صحيحاً وانتهى بنا المطاف بالحصول على، ماذا يسمى؟ انتهى بنا الأمر بالتوصل إلى اتفاق مع إيران، حينها ستنطلق تسلا كالسهم."

"وقد تضمنت توقعات متفائلة بشأن سهم تسلا."

"ولكن إذا نظرنا إلى نسبة PEG لتسلا، فهي مرتفعة في الوقت الحالي. لذا، نريد أن نكون واضحين بشأن ذلك. مقارنة بالأسهم الأخرى، تسلا باهظة الثمن حالياً، حسناً؟ تسلا حالياً عند ربحية سهم آجلة قدرها 1.63 دولار، وتتداول عند حوالي 228 ضعفاً. هذا مكلف. إذا قسمت ذلك على توقعات النمو الآجلة البالغة 47، فما زلت أحصل على نسبة PEG تبلغ حوالي 4.8."

"لدينا حتى "تسلا" كمثال هنا. انظر إلى هذا. سيكون هذا مثالاً على بعض الأشياء التي ستحصل عليها. في 96%من المرات التي ظهر فيها هذا، ارتفعت أسهم " تسلا" بنسبة 30%خلال 60 يوماً. خلاصة القول، اشترِ عند انخفاض السعر."

"يتوقع انخفاضًا في أسهم تسلا، ويشير إلى أن تسلا وتويوتا وهيونداي تواجه خطر فقدان حوالي 12%لتسلا و 10%لتويوتا من الحصة السوقية في المبيعات الأوروبية العام المقبل إذا زادت الشركات الصينية حصتها بنحو 5%."

"أريد أن أكون متفائلاً بشأن "تسلا"."

"وأعتقد أنه جيد لتيسلا، إنه انتصار لتيسلا."

"وهذه علامة على وجود قوة تسعيرية. مرحلة الوصول إلى القاع جارية الآن لهذه الشركة."

"توقعي لهذه الشركة هو أنك يجب أن تبيع السيارات. وكلما زادت مبيعاتك من هذه السيارات، زادت الأرباح التي تجنيها هذه الشركة في المحصلة النهائية."

"এসঅ্যান্ডপি ৫০০, এনভিডিয়া, টেসলা, অ্যাপল, ইউরো এবং ইয়েন —সবই সেখানে ট্রেড হচ্ছে।"

"They don't have as much risk as they have Uber has in the United States in terms of competition from Lyft and from Tesla and Whimo."

"أعتقد أنهم سيشترون تسلا العام المقبل. شخصياً، أعتقد أنه سيكون اندماجاً. سيكون اندماجاً متكافئاً، لكنه سيكون اندماجاً بينهما. هذا شيء أعتقد أن إيلون يريد القيام به بالتأكيد. إلغاء القفل ليس أمر بيع."

"That means a 15, 20, 30% drop in individual stocks like Palantir, Tesla, or Nvidia, right?"

"Tesla definitely falls into that category. That's why again, if you're sitting on profits with Tesla, the stock, by the way, is down about 18 19% over the past year."

"So I think of hardware stocks and Tesla for example or you know Ford or GM or whatever. Early cycle winners."

"تسلا أقل من 20 دولارًا ، وأنا أراهن على ذلك، أقل من 20 دولارًا. وقت رائع."

"إذا كنتم في " ديسكورد"، سننشغل بـ SPY وتسلا هذا الأسبوع، كما نفعل دائماً."

"تيسلا ستقضي على أوبر" وما شابه، كلامٌ سخيفٌ للغاية."

"وقال أيضًا إنه إذا نجحت تسلا في تنفيذ مشاريع الذكاء الاصطناعي وروبوت أوبتيموس على أكمل وجه، فقد تصل قيمة تسلا وحدها يومًا ما إلى 30 مليار دولار."

"I actually am very excited about what's happening at Tesla. We're going to the Optimus robot, which is is now this weird thing that's happening where we're sort of compounding excitement. It already kind of shows up in the valuation of Tesla"

"I think and would not be surprised that if we end up getting a deal with Iran, Tesla stock is probably going to re-rate well above $414. And we should probably be trading above the previous highs based on how far manufacturing has scaled at this point."

"So, it does make for an interesting stock to pay attention to on that optionality. I just look at it as as a startup almost. That's the way to think about it. It's like a it's a big startup. A big $1.5 trillion startup, basically."

"So, that's very bullish in my opinion. And I don't even, you know, need to, I feel like, talk about the Roadster, which if we actually get a for-sale Roadster, that's cool."

"এরপরে আমাদের কাছে আছে টেসলা, টিএসএলএ (TSLA)।"

"يمكنك رؤية صور هنا لتسلا"

"كان تقييم تسلا في عام 2021 مبالغًا فيه جدًا، ألف ضعف. هذا ما كان عليه الحال مع تسلا في عام 2021."

"You know, you guys were asking me, I know I get asked before, hey, why did you get out of Tesla?"

"Like the first stock I think of is Tesla, Tesla, my Tesla, right? It was an incredible stock and that was one of the stocks that really catapulted this portfolio into the seven figures for the first time and that was obviously like what six years ago or seven years ago or something like that now at this point in time, right? a long time ago and Tesla was not the stock that propelled this portfolio to 5 million, right?"

"If you look at some of the most successful companies today like Tesla, Amazon, Meta and Google, this is exactly the strategy that these companies pursued in the early 2000s."

"a long before I found my AMD, my Meta, my Palanteer, my ELF, my Tesla, like life-changing stocks like those, right?"

"Elon Musk was already very proven before I started really loading up on those shares."

"When you think about Tesla, I believe that was my first stock that went up uh you know 2,000 plus percent, went up, you know, over seven figures, right?"

"And this is the one where we kind of got the counter there with Nvidia going into Tesla, especially at these valuations. I understand the excitement around Cyber Cab. It is exciting, you know. However, when does that actually print massive profits to the bottom line and all sorts of other things like that? You know, guys, we're a long way away from all that sort of stuff. We don't really have time to get into all the nuance here, but I I have this feeling that this pushing up into the number one"

"I'm still bearish. I was right on the fundamentals. It would surprise me if they ever make long-term sustainable profits because they are in highly competitive industries."

"Now, I have been a bear on Tesla for ages now, but the stock just keeps going up."

"Tesla remains Tesla nothing to add on that one but we'll discuss that too."

"if Elon Musk went and bought a million dollars of of Tesla stock, who cares?"

"Why not Tesla? ... if Tesla for the past four or five years had been putting up 50% growth rates, uh, or 40% growth rates and was continuing to improve margins instead of seeing margins erode and was actually executing on time instead of obviously being behind. And if Tesla was undervalued instead of way overvalued like it is right now currently, it might have had a chance."

"He actually closed his bets against Tesla and applied materials for a profit."

"وتسلا"

"أما بالنسبة لتسلا، فمنذ عام 2022، ظل الأداء مستقراً بشكل أساسي."

"بعد خمس سنوات من الآن، ما لم تكن تسلا ووايمو هما المركبتان ذاتيتا القيادة الوحيدتان على هذا الكوكب، لا أرى كيف لن تكون أوبر شركة عظيمة وأكبر حجماً."

"بالطبع، مرة أخرى، إذا استحوذت تسلا ووايمو بطريقة ما على أكثر من 90 بالمئة من السوق، عندها لن تكون أوبر استثماراً جيداً."

"لأنه لا تزال هناك تلك الأحاديث حول: "أوه، تسلا ستقضي على أوبر، وهذا وذاك"."

"مهلاً، إذا كان بإمكاني شراء أسطول من سيارات تسلا، فما الذي يمنعني من وضعها على شبكة أوبر؟"

"لقد أدرجت أيضاً أوبر لنتمكن من رؤية الفرق بين أوبر وتسلا في الوقت الحالي لأن هذا النقاش لا يزال مستمراً."

"This is why shares are trading for right around that 15 16 17 times earnings and even lower than that times free cash flow because the market thinks hey there may be disruption coming from companies like Whimo companies like Tesla. Tesla had their their robo taxi event last week."

"We've seen a lot of talk about disruption from other autonomous vehicles particularly Whimo and Tesla that we're not really seeing that in the numbers."

"لو تم تسعيرها مثل تسلا، التي تنتج سيارات كهربائية وأجهزة وروبوتات وأدوات، وتبلغ قيمتها السوقية 1.1 تريليون دولار، فسيتم تسعير شاومي بحوالي 3 إلى 5 تريليونات."

"تستثمر بشكل مشابه لما تستثمره تسلا، ولديها أيضاً نموذج عمل مشابه لتسلا"

"I looked at something like a Tesla. I mean, sentiment on Tesla is still not in a great place."

"Now Tesla robo taxi event to me was a bit of a lot of hype. Very good rides, good-looking cars, although we knew what the cars would look like."

"There's been persistent speculation about SpaceX potentially acquiring or merging with Tesla. Remember who controls SpaceX? Elon Musk holds dominant super voting control over SpaceX. If SpaceX makes a play for Tesla, Elon would be essentially negotiating with himself across both sides of the corporate table. A structural merger between the two entities could instantly trigger the change of control provisions, bypassing the brutal operational hurdles and unlocking a massive multi-billion dollar p"

"We've all seen this exact movie play out before with Tesla. The stock surges into a massive media event, social media loses its mind, and then the very next morning, the shares sell off. It's the classic pattern that leaves retail investors holding the bag. On Thursday, Tesla popped 7% on pure excitement. By Friday afternoon, it slumped 6% right back down."

"Tesla introduced the Cyber Cab, a purpose-built two-seater with no steering wheel or pedals. They announced their ride hailing app is operating in limited pilots across Texas and expanding into Florida. The concept sounds incredible and Elon framed this as the beginning of an era of amazing abundance, but is it really a big deal when you look at the broader landscape? Whimo is quietly doing half a million paid driverless rides a week across more than 10 cities. Tesla is throwing a massive media "

"The market is pricing Tesla like an unrippable software monopoly that will completely dominate the future. We ran their actual cash flows through our valuation model. We did not assume magical infinite growth. We cap their future cash generation at a realistic ceiling to account for the billions they are burning on these new AI factories. Our barecase price target sits at $3645. That is what the underlying manufacturing business is fundamentally worth. If the autonomous thesis falls apart, our b"

"Let's talk about the SpaceX illusion. If Tesla's operating income was only 398 million, you might be asking how they reported a headline net income of 1.11 billion. The mainstream media saw that profit and assumed everything was totally fine. But when you dig into the footnotes, the illusion disappears completely. During the quarter, Tesla recorded a 1.005 005 billion unrealized paper gain on an equity investment in SpaceX. In plain English, over 90% of Tesla's reported net income did not come f"

"Now, let's look at the downright ugly. In their last quarter, operating income collapsed by 57%, falling to just $398 million. That translates to an operating margin of just 1.4%. They are spending massive amounts of capital building out AI compute clusters and retooling factories for the Optimus robot. Their capital expenditures for the quarter hit 5.79 billion, which pushed their quarterly free cash flow into negative territory. They are burning real cash right now to fund their AI dreams. whi"

"Even if we build out an aggressive bullcase, our model caps the fair value at 39672. That's a maximum upside of roughly 12% from current levels. Look, I've made a lot of money trading Tesla over the years, but I made that money by following the math, not the hype. And right now, the math is screaming to sit this one out. Risking a 48% draw down in exchange for a potential 12% gain is terrible math, making Tesla an absolute pass for me."

"The launch of the Cyber Cab proved that Tesla is willing to bet the farm on realworld artificial intelligence. But the real question is no longer whether Tesla can build an attractive prototype. The real question is how they intend to fund tens of billions of dollars in annual capital spending if their automotive cash machine keeps bleeding margins. We're moving from a phase of speculative promises into a phase of brutal capital intensity."

"Tesla used to look like a fortress, but a 1.4% operating margin is the exact opposite of a monopoly. You cannot command a premium tech valuation when your core business is bleeding cash."

"Let's start with the good. Tesla is sitting on over 15.2 billion in clean, unrestricted corporate cash, maintaining a fortress balance sheet with zero near-term credit risk. Their energy storage business is performing exceptionally well with deployments growing 41% year-over-year. But that is where the clean story ends. And the bad news begins. Their core vehicle manufacturing engine is stalling out. While total revenue grew 26% to 28.2 billion, their gap gross margins slipped down to 16.8%. The"

"Every time Tesla gears up for a major product reveal, the hype train leaves the station at full speed. Wall Street analysts raise targets and the retail crowd rushes out of pure fear of missing out. Then the event actually happens. Elon walks out on stage and makes promises about timelines that everyone in the room knows are completely unrealistic."

"Amazon, Spotify, and Tesla are very clearly in phase three"

"هل نرى وايمو أو تسلا تستحوذان على حصة سوقية؟"

"I believe Tesla uses them, BMW uses them, Mercedes uses them, Toyota uses them."

"And I made 24 buys in Tesla in 2022 through basically January of 2023."

"All they do is tell you, well, you know, if you bought SoFi 5 years ago or you bought Tesla, you know, four and a half years ago, it's gone nowhere, right?"

"Tesla has been down for almost five years now."

"And I'm just going to use Tesla here as an example because it's so volatile. Everybody knows Tesla."

"And I finally sold out of most of my Tesla in 2026 at $418 or so in regards to the pricing I got for all the shares that I sold."

"Now, I didn't buy Tesla at 400 in 2021 because it was crazy overvalued despite the fact that everybody was telling you, "Oh, you got to buy the future."

"Then of course Tesla does what Tesla does. Tesla ran. I didn't chase."

"So here's my buy pattern with Tesla in 2020. I bought a ton of shares multiple times."

"Tesla down over 12%."

"It never owned Tesla."

"بالإضافة إلى ذلك، أكدت Intel شراكتها مع SpaceX وXAI وTesla، وغيرها من الشركات، لدعم مشروع Terrafab."

"If you're in the Discord, we are going to get busy with SPY and Tesla this week as we always do."

"Then you've got Tesla sitting at positive 5.6%. It's not burning cash and that's good, but there's barely any cushion there. If conditions tighten up, that little bit of breathing room disappears fast."

"You wouldn't know to not buy Tesla at 400 and instead buy Apple at 115."

"I essentially avoided buying, you know, Tesla at the 400 and instead was buying at the 100."

"there was Tesla in the low 100s, which then I bought Tesla instead because that was the deal at the time, and I avoided buying Apple."

"everyone wanted to buy Tesla at over $400 in 2021. So, in 2021, I was busy buying Apple instead of Tesla."

"obviously the only automaker I've ever owned in my entire investing history was Tesla, and that was a crazy money maker for us back in the day, right?"

"Tesla has struggled fundamentally just like NEO has, just like the entire EV revolution has for years now. That's the bottom line with Tesla. That's why it can't seem to pick up any momentum. That's why it's basically, you know, hasn't done anything for almost five years now."

"I did it with Palantir, I did it with Tesla, I did it with AMD. You got to do it with stocks that move and that you actually like, okay?"

"Coach, where is Tesla headed next? Today, I'm going to give you guys next week price targets and end of year price targets, okay? But mind you, put one caveat in place for me. We do got midterm elections and they love to use that as a catalyst for manipulation, okay? Guys, as you come on in here, make sure you like, subscribe. Make sure we get the likes up for me, okay? So, Tesla is going to try to pretty much close this gap next week. I won't be surprised if we gap up. So, for next week, guys, "

"Did anybody catch the move on Tesla? Let's break down Tesla real quick. Let me pull this up. Tesla, guys, we finished today lovely, by the way. 362.86 and then we're already up $1 after hours. But in Discord this morning, when Tesla was 340, I talked about today we were going to go test 350, okay? And from 350, if we could clear and hold that level, we would go test 359. Guys, we closed even better than what coach called out, okay? We closed at 362. We were up $17 on the day with our Tesla play "

"Oracle 3.5, Tesla is up 1.4 or 1% or so."

"I think Tesla."

"Tesla's a laugh out loud."

"And the most recent example that everybody knows, Tesla is the best example of people not believing this 100% true stock market reality and getting destroyed."

"Dan Ives was the same exact guy telling you, "Hey, buy Tesla at 4 whatever the heck it was back in 2021 because we see 480 right around the corner and it this is easily uh you know maybe 800 maybe thousands in play here very very shortly in regards to Tesla." Now, here you are almost 5 years later and you're still down during that time."

"It's the same with electrical vehicles. Only when Tesla really did it in 2019, all the others entered the market and now six years later or seven, nobody made any money."

"I'm not sure I'm bullish or bearish on it. I just feel like this one needs a lot more time to shake out and to figure out what the heck's going to happen before we have anything predictable in regards to that. Back to 200 would not surprise me. All the way down to 50 bucks wouldn't surprise me either in regards to this stock and you can make a case even below 50 if you wanted wanted to try to put valuation to it because that's about where the value is in regards to what they're producing right n"

"I don't think we're going to get a 5-year stagnation journey like we got with Tesla or you know we're approaching 5 years. Who knows how long that last with Tesla right now cuz right now if you bought at that peak in 2021 with Tesla you're still down a lot in regards to where that headed there."

"In addition, Palunteer, Caterpillar, Tesla, Oracle, and a newer AI name called Nebus."

"We also have Nvidia, Palantir, Tesla, the shorts there."

"Nearly half the entire fund is jammed into just top 10 stocks with Tesla alone making up around 10% of it."

"ARK top holdings, Tesla, robot taxis, data centers in space, and some others, crypto still going strong. But these are just gambles"

"Everybody's always talking about MATA, Amazon, you know, Tesla doesn't get talked about as much nowadays."

"And even with a stock like Tesla, that's just crazy. We sold it after a forex"

"Okay, everybody. SPY, that's always our go-to. Then you can do QQQ, then you do Tesla. Okay, it should be in that order. Tesla is your wild card, okay? That's like the redhead stepchild, okay? because it can go any way, any day. It could be up $10 one day, it could be down $20 the next. And so, you're going to get a run for your money through our Tesla plays, okay?"

"Every day we are to master our skills through the spy and through Tesla when we get a little more advanced, okay?"

"Like, so tomorrow, today we made a killing off Tesla and the spy and everything else, but tomorrow we going to make a killing, too."

"Okay, lateral to the spy coach is going to get busy with Tesla. I start every day off all year round with those two cuz what I need you guys to do is to master at least both of those."

"if you want to see what really happened when Tesla and Google reported and why both of those stocks fell even harder than Intel, click our full breakdown right here on your screen."

"So many people made life-changing money off of Apple. I think Tesla. I'm talking about to the downside."

"I don't have much to say on Tesla. I really don't understand the business well. To be honest, I don't understand their robotics exposure. I don't understand their you know, robot taxes or whatever it is with competing with Waymo. But I think most of you guys know that the stock is mostly a story stock. So it's a lot about Elon Musk and you know, things that could happen with Elon Musk and innovations and it will pretty much never trade at fair value. Like it will always have the Elon Musk premiu"

"تسلا مقومة بأعلى من قيمتها"

"تسلا"

"The idea that somehow dilution is bad for SoFi but it was not bad for Apple back in the day which they diluted multiple times Tesla back in the day they've diluted multiple times or Google or Amazon or any other meggaap company out there somehow dilution was bad for you despite hundred hundreds of thousands of percent gains in some of those stocks since the delution is simply just not true."

"what's going to happen if they decide to merge with Tesla."

"It was twice the valuation of Tesla in 2021 at its peak valuation back then. Just insane."

"Tesla is red a little bit"

"Its energy business grew fast, but saw its profit margins slashed and Tesla actually burned through cash this quarter."

"If Tesla truly cracks self-driving and robo taxis, it could earn steady software-like money for the entire life of every car, which is far more valuable than selling a car just one time."

"Bearcase number three, the Elon Musk factor. His attention is split across many companies. Tesla keeps doing deals with his other businesses like SpaceX, and the brand has gotten tangled up in a lot of political controversy."

"Last week, two of the biggest companies in the entire world, Tesla and Google, reported their earnings just moments apart, and both stocks fell, and I mean, they fell hard."

"Bearcase number two, competition. Tesla no longer owns the electric car world."

"Guys, it makes it a $500 company. It's currently at 308. Do you see why? Even though that's a lot of potential for the next seven or eight years, but it was selling for 450."

"One thing I'm not a huge fan of that profit margin being a lot lower. Their 10-year average is 7 and a half%. Their 5-year number is 9.7. Their one year is 3.67%. So, is on decline? Is that permanent?"

"The company's currently selling for 190 times free cash flow and 286 times earnings. That's quite the multiple even for a company that has a lot of potential."

"So, I first did a 10-year analysis. Next, I'm looking at revenue growth assumptions, guys. I'm going optimistic here and saying 10, 20, and 30% revenue growth for the next 10 years. That's a lot."

"So, if you own Tesla or Google right now, you need to see what's going on underneath those numbers before you do anything."

"So, let's break it down and look at the numbers. Now, guys, the stock is down hard. It's down to 308 per share. But the real price is that market cap here."

"So, why did the believers still love Tesla? Because they aren't buying a car company, they're buying three giant bets on the future. Bull case number one, autonomy."

"They're expecting Tesla to make $2 a share this year, growing to almost $25 per share in 2033. Now, let's assume they're right. What PE would you assign to Tesla? five or six years from now."

"Bull case number three, and the one that I am the most excited about, Optimist, the humanoid robot."

"This is the revenue growth over the last 10, five, and three years. It is massively declining."

"This difference here is their debt. And that's not a lot of debt for a company this size or for a car business. Most car companies have a much higher enterprise value than market cap. This I love. So that's a great thing for Tesla on a balance sheet perspective."

"100 billion growing to $830 billion in that same time. Again, a lot of optimism there."

"Now guys, you just saw what happened with Tesla and Google. Two of the biggest companies in the world reported earnings and both of them had massive headline profits that were basically an illusion."

"But look closer and the profits fall apart. Tesla's operating income, that's the money that it actually earns running their core business, collapsed 57% down to just $398 million and its profit margin shrank to a razor thin 1.4%."

"Now, on the other side, the bears have three serious warnings of their own, and they're just as important to understand. Bear case number one, the core car business is weak."

"Tesla's real margins collapsed to 1.4% and Google burned cash for the first time ever."

"Bull case number two, energy. This part is quietly becoming a much larger piece of Tesla."

"So I hit the analyze button. I want to remind you these are very optimistic assumptions and I have a low price of 100 high price of 1230 a middle price of 380."

"Next, profit margin. Guys, look what I did here. 12, 18, and 24. They've never done these. They have never done these and this company is just a car company."

"The headline said that Tesla earned over a billion, but most of that came from a $1 billion paper gain on its SpaceX investment, not from selling their actual products."

"টেসলার মতো শেয়ার বিক্রি হয়ে যাচ্ছে, বিভিন্ন এআই কোম্পানি এবং টেক কোম্পানির শেয়ারের দরপতন ঘটছে।"

"But this whole notion that again, oh, Tesla is going to destroy, right? the Tesla boys."

"What if I told you that the most [1s] powerful AI company on Earth isn't [4s] Nvidia or Tesla or Palanteer?"

"You know, even go back Tesla."

"It seems like with SoFi it kind of almost it's not quite as rabid as the Tesla community, but man, if it has a surprise earnings call or we'll just say a beat and they do raise and some of the other things go correctly with the Fed and such or at least where Wall Street likes it, right?"

"Oh, Uber to zero. Of course, all of the Tesla fanboys, of course, we knew this, right?"

"Tesla uh took a nose dive after after earnings and they fell below a key critical level."

"I had to see Tesla. I had to see the how the Google's report went. And long story short, guys, pay attention tomorrow, especially pay attention to Google for me, guys. Okay? see if Nvidia is a beneficiary of some of the rhetoric Google talked about today."

"Now, Uber is going down mainly due to the disruption fears from Tesla and Waymo."

"تسلا"

"The company overall saw 16% total revenue growth, 50% growth to its gross profits, and its operating income was up 136% year-over-year. Operating cash flow was up 83% and free cash flow was up 117%."

"in the most recent quarter, IBIDA did in fact grow."

"Tesla's revenue has been flat but its gross profits, operating income and net income have all been declining for the past 3 to four years."

"Tesla's business and how they have been developing. So, the first one is the vehicle deliveries. And over the past 3 years, you can see that the vehicle deliveries have been downtrending on a trailing 12 months basis."

"this was not a bad quarter for Tesla at all after the company has had a long streak of having pretty subpar quarters."

"which is Tesla. Tesla also reports its earnings on Wednesday after the close along with Service Now and Google."

"Tesla's price to sales ratio is at 14.5. This is a higher price to sales ratio than a lot of software companies trade for, which are highly profitable and growing their cash flows and earnings by 20% plus annually."

"in the past two quarters, gross profits have finally been starting to grow once again."

"the company's operating and free cash flows look like they are starting to uptrend again after being pretty volatile and not really growing for the past 3 years."

"These are extremely high multiples for a company that hasn't really grown its revenue over the past three years and its underlying profits have been consistently declining for 3 to four years now."

"A 14.5 price to sales ratio for mostly an automotive company with low margins is extremely high."

"So on an operating income basis, Tesla still has a lot of freaking work to do."

"The moral of the story is Netflix comes in and puts up the numbers year in year out and Tesla comes in and disappoints you again and again and again and again"

"One, I want to talk about Netflix and Tesla, the numbers, why those stocks are so different. Not the business models really so much, but just the numbers and kind of trying to figure out like where the best values are in particular stocks at particular times."

"If we went back prior to that, right? I said, what were the returns for Netflix and Tesla stock? November 2016 to November 2021, right? Netflix stock had gone up 449% over that time. Tesla had gone up nearly 3,000% over that time. So at that particular time period, you look at those stocks and you be like, "My gosh." Like those are incredible stocks. Like they're two of the best out there, right? Look at the returns they've given you. And now you look at those returns since then and it's awful, "

"Whenever you're trying to ride off hope, especially for a company that fails again and again again like Tesla has, right?"

"Netflix comes in and puts up the numbers year in year out and Tesla comes in and disappoints you again and again and again and again, right?"

"Now let's compare that versus somebody like a Tesla. Okay. Look at Tesla's stagnation in revenue over time. Right? It's a very different chart than what we're seeing here with Netflix."

"Look at Netflix and Tesla stock. Both of them are down since November 2021"

"So, when I look out there and I'm like okay, I have an opportunity to buy a Netflix or I have an opportunity to buy a Tesla right Tesla was a great money maker for me back in the day might have been my first stock I ever cleared seven figures plus on right but at the end of the day like what's a better buy today it's Netflix without question right and so that's why I'm investing heavily into Netflix"

"Netflix, I look at that stock right now as an easy buy. Tesla, on the other hand, right, with roughly the same return since November 2021, it's a very questionable buy. It's a hope buy, right?"

"Additionally, when it comes to Tesla, you got to understand there's been a lot of promises made in the past, right?"

"মেটা ও মাইক্রোসফট ২৩, গুগল ২৭, অ্যামাজন ২৯, এনভিডিয়া ৩১, অ্যাপল ৩৮ এবং টেসলার পিই রেশিও অবাস্তব ৩৭১। হ্যাঁ, টেসলার পিই রেশিও সত্যিই পাগলামির পর্যায়ে।"

"ম্যাগনিফিসেন্ট ৭, অ্যাপল, অ্যামাজন, মেটা, গুগল, এনভিডিয়া, মাইক্রোসফট, টেসলা।"

"Some others, Tesla's down 12%. Lowe's 13%, Disney 15%, PayPal 18, Microsoft down 19, Netflix down 21, Palanteer down 26%, Service Now 27%, Nike is down 31%, Oracle 32%, Adobe 34%, Lululemon down 42%, and like I just said, into it down 58%"

"If you are, let's get ready to crush Tesla and the spy."

"We have Tesla. I don't know how much value they can provide here, but okay."

"Alphabet, we have Tesla, we have Service Now, IBM, Intel, Nokia. So, it's going to be one hell of a week. We're going to have a look at what the market is expecting to see from these companies."

"that would be will we see the margins finally tick back up? Now, I know um a lot of folks want to focus on all kinds of other things there, but those margins eroded for a while. They finally kind of uh flatlined a bit, but we haven't really gotten back to those margins that we had before."

"Wall Street wants to mess around give me a good discount in addition to Tesla finally performing on earnings and I will happily add to this stock there but it's going to take a lot on both ends but it's also Tesla we have seen crazier we have seen stranger with Tesla stock Nothing ever surprises me in regards to the way it moves and the excitement up and the bearishness on the way down."

"And with a stock like Tesla where it moves so wild sometimes it goes from extremely overvalued to extremely undervalued and everything else in between it can be a really really hard stock to understand."

"How would that shape up? I I just wouldn't be surprised if they almost get just as many questions about that as they do about Tesla stock themselves."

"That's just part of the journey with Tesla stock. You understand that if you own Tesla, you are on the Tesla roller coaster."

"My plan right now in regards to Tesla is what it has been for a while. I need to see earnings performance in addition to, you know, the valuation being somewhat reasonable again"

"I'm not saying Tesla won't get there. Absolutely they will. It's just going to take longer on a lot of these things than we expect. Number four, any new models or expansion plans?"

"what my plan is for Tesla stock. But the last thing is any SpaceX commentary. Okay, he might get more questions about this than any of the merger, anything else really, right?"

"If we get a really nice boost up in EPS, you know, two, three or excuse me, well, EPS 2, but in margins, if we get a really nice bump up there in margins, you know, two, three% difference of margin, that would be a great sign for Tesla that things are finally moving back in that right direction."

"All right, guys. Let's talk about Tesla's earnings call coming up this week"

"what my plan is for Tesla stock as well."

"Most of our buys are down in the 100s you know maybe 200s or so at the highest. We definitely are avoiding it when it gets up over $400 and everybody's saying it's to a,000 and 2,000 and everything else of that nature."

"what really makes the bull case for Tesla happen is those margins moving in the correct direction, right? Getting better."

"Unfortunately, a lot of Tesla things are, you know, long time into the future. They're not right now, but energy is one that definitely could really save Tesla's bacon as they are continuing to uh expand out with Roboaxi, obviously expanding out into Optimus and some of those other high capex products that are unfortunately longer than a lot of the bulls want to think that they are in regards to adding money to the bottom line."

"That mixed in with the stock price coming down. Of course also lowers the valuation and might very well get us right there to that sweet spot in regards to Tesla to maybe start adding some more at this stage."

"Does that timeline continue to get smaller? or do we consistently see energy become a consistent huge contributor in regards to bottom line profits for Tesla?"

"Tesla, obviously a huge darling, also something everybody piles into. But with Tesla, you're paying about a 400 times PE. And they have a gross margin of 20%. Actually pretty good for a car company. And I know people are going to get upset about that, but yeah, really good car companies have about a 20% margin. So for all the AI and solar and FSD and all that stuff, at the moment, it is still very much a car company. So what does gross margin really mean? Well, for every dollar Tesla gets from s"

"These are companies Microsoft, Meta, Nvidia, Amazon, Apple, Tesla, and Google, they carried this entire market."

"You can say, "Oh, you're crazy. Tesla, way more autonomous vehicles." I don't think so."

"a lot of companies in the S&P that I don't want to own in my portfolio, like Verizon and Tesla"

"there's a lot of companies in the S&P that I don't want to own in my portfolio, like Verizon and Tesla"

"But at the end of the day, like if you bought Tesla back in 2021, you're still sitting on like nothing, right, all these years later."

"And one of the most famous stocks, we know what it is. It is good old Tesla myla. Tesla myla."

"and Tesla. 2020 has crossed"

"That's how come whenever, you know, Tesla in 2021 can be at over $400 per share, everybody just oh, price target's now 480, right?"

"The magnificent seven, Apple, Microsoft, Nvidia, Amazon, Alphabet, Meta, Tesla make up onethird of the stock market."

"The [1131s] magnificent seven, Apple, Microsoft, [1133s] Nvidia, Amazon, Alphabet, Meta, Tesla [1136s] make up onethird of the stock market."

"But, coming in at number two is Tesla, which I found really interesting given the fact that they're kind of all together there."

"have a look at Tesla's margin it'll be below 20% I think last time I checked because they're building physical things very hard to build physical things with margins that are higher than 20%."

"Tesla for example, it's the safest car in the world, right?"

"things like Nvidia, Applied Materials, Caterpillar, Tesla, and the entire chip index."

"من الواضح أن تسلا هي الرائدة في مجال روبوتات الذكاء الاصطناعي. الآن، إذا نظرت إلى أساسيات تسلا، فهي تبدو سيئة. هذا لأنهم في الواقع يتحولون نحو الروبوتات"

"No different than if we [1339s] go back to Tesla. I'm fortunate, you [1341s] know, that was one of the first [1342s] life-changing stocks for me in terms of [1344s] getting like a 2,000 plus% gain is just [1347s] ridiculous. The money I was fortunate to [1349s] make on on Tesla and I think that was my [1350s] first seven figure stock if I recall, [1352s] right? Unbelievable like what we were [1355s] able to accomplish with Tesla. The issue [1357s] with Tesla and that stock is the same [1360s] pr"

"a lot of stocks are down 2% like Meta, JP Morgan, Bank of America, Birkshshire Hathaway, Tesla,"

"And keep in mind that this group includes Tesla, which has a very inflated forward PE."

"We've been spot on with the levels for SPY and Tesla."

"And for just an example here, look at Tesla in 2021. Even last year, uh, you know, we all know what happened to Tesla 2021, you're still down, right?"

"When we compare this to Tesla, Tesla is currently trading at a 1.5 trillion-dollar market cap, meaning that Meta and Tesla are roughly the same size. One of the major differences with Tesla and Meta is that Tesla hasn't been growing for the past 2 years."

"As this was going on, Elon Musk posted this. He posted this uh X post that says, quote, "Tesla robotaxis were unaffected by the San Francisco power outage." ... but Tesla robotaxis don't really exist in California. Unless you're talking about the ones that are driver assisted, in which case for every single Tesla, there is a human in the driver seat that is required by law to be at the ready to take over the vehicle at any time should anything unordinary happen."

"They're figuring out humanoid robots along with Tesla and other companies."

"They're figuring out humanoid robots along with Tesla and other companies."