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hello everyone look I mean I think this it's a strategic bet that must made that ultimately could pay dividends for Tesla in a huge way for the coming years I think $40 to $50 per share it adds just for beginners not just because of what could happen from a tax credit perspective I think leveling you track all autonomous FSD and our whole view as we talked about in the show trillion dollars of valuation just on AI alone this is going to unlock it that's a key yeah and then I think that on the other side especially it's not just four for Tesla also apple as well for musk I think was like that was a potential risk but I think Mary and the team have kind of pulled back a little so it's not like they bet it all on EVS so I think one is going to be that where they get an advantage to and I think probably most important is this autonomous FS because when you think about cyber cab and everything we've talked about 26 could that be 25 big overhang here I think just broader has been regulatory I think another overhang has even been like FTC with con you know in terms of not just for tup I think broader in big Tech eye in the view many investors I've talked to as K is likely out you know in this scenario with Trump taking over which is bullish for him and a bullish for big Tech less regulation but when it's specifically when it comes to Tesla it's all about must now having a say he'll be what I'll call like an AI Ambassador I mean that's essentially what the role he could play from a tech perspective there's Comfort I think it's part of one wi vidas up wi semi his apples knocked down despite some worries about retaliatory must being there as Twilight Zone as it sounds actually gives some comfort that specifically on the AI piece that he could actually make sure that this does not have unintended consequences for the big Tech trade from Microsoft for the hyperscalers and I think that's something that's clearly at play here especially with must having much bigger say the White House oh no I mean like this is going to be you have battles that will continue to play on you know for the coming years but the big one is on the federal side so especially what's going on in China if Trump really tries to Fast Track autonomous FSD then everything we talked about at rubot tax today instead of 3 four years that's one two years ahead I think most of the investors I'm talking to that's their big Focus can this FasTrack autonomous the reason we're starting to see a trillion trillion and a half more cap as this all plays out is because I think the answer is probably yes it adds a lot of value and makes every Tesla Fan's dream come true I mean I think this could eventually add $40 to $50 per share at Tesla stock right away and we're now talking about a trillion doll half market for Tesla because first if Trump wins he'll actually take away the tax credits for electric vehicles but that's still a good thing for Tesla from a scale and scope point of view and that's a big deal also I think that if Trump gets in he a FastTrack autonomous FST Cybercat which could get pushed back about a year if you're a Tesla bull this is exactly what you want to see and musk will clearly have a big voice in a trump Administration from what I've seen in China that seems like a great idea to make FastTrack FSD automated there have been a lot of governmental hurdles and this is something that you must have talked about at robotex today obviously the initial reaction was negative but this is going to make that chance for and Tesla like even bigger put it another way the whole story is about making money that's what's been holding down Tesla stock on a general level I'd say it was $30 to $40 per share we didn't even expect to see a profit margin with this big of a difference this shows that the price is lower by 2 to 300 bits now that there are no more cuts the profits start to go up again you're bidding closer and closer to 20% gross earnings I believe this is where the stock begins it will start to make more money and the production numbers will keep going up until next year this stock will have three numbers in front of it in the end long term I think this story is about robots that can drive themselves which is a lot like the AI play on Wall Street they needed to see that the gaps grew but they couldn't find 13.14% that's important for more than just the show it means the worst is over there will be more supplies if you you ask me that profit margin is too high for any bear China may have helped the economy grow during the quarter in fact every bull needs to have it don't forget that the story was about bears having a bad dream a car that costs less than 30,000 rupees is important for growth I believe that will happen by the middle of 2025 that's the growth the Bulls want growth rates to drop to 10 to 12% when they talk on the call I expect them to talk about more than just margins I want to know more about how that car looks this tells you where they stand today we can have different opinions about robox and a lot of people would say they were let down what about the people who chose the vision of a self-driving May Vision Street I think they had to walk the walk to show that they did it and I think musk has really done that I mean GM's quarter was a lot like ws and from what we've seen from Tesla I believe this is the moment of truth that makes me excited about what the next three to four quarters will bring because there weren't many facts the price of the stock dropped as for Optimus I don't think it has any value right now because of what we saw with cyber caps also I think that the unsupervised FSD that will be added to all Tesla models in California and Texas next year will be a game changer for the store the next few years but I don't think it will make a difference in the next quarter I'd say first and look in terms of price per mile I think the big Focus was could they get under 50 cents he must talked about 20 cents per mile potential with tax is 30 to 40 cents when you look at Cyber capap and that clearly the tours cyber cap this is something where as this goes through the next 3 to four years there's no reason can ultimately be 10 15 20% overall profits for Tesla as is all Rams up just given what our view of the overall ride sharing market and what they could gain and it comes down to 1.5 billion miles driven I think we look back at last night 3 4 years from now as a historical moment sure it's well I think it's it's more than prototypes because ultimately I think the next leg of the story in terms of autonomous I believe they will be a clear leader in broader autonomous and I think it shows now when you look at Cyber cab that's just one piece I think the other reason the stock's down is model two lower cost vehicle they didn't show it I think they're not going to show we never expected they're going to show that at the event I still believe that's the 20 25 stories so I think broader you look at I think demand stabilizing just a robust China quarter I think cogs is going to come down you got model 2 or 2.5 in 2025 and then when I look at the future next 2 three years you look at Cyber cap you look at Optimus you look at just some of the parts I argue the AI store it is the most undervalued AI name in in the market no we called out details were scarce that was a negative and it's a reason we wanted more details but to me with musk and Tesla in an event like that you're maybe not going to get as many details right there as you'd want but the reason we came out so positive in terms of the test drives and if you look at Cyber cab and you look now at production this is real we're not talking prototype 2026 they start to produce this we go into next year this starts to become more and more of a reality and it all comes down to us FSD FSD penetration increases within Tesla the the story massively changes well I think Bye by The Bu later this year early next year you basically need to have some details on when the lower cost vehicle is coming out with production
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