원문 보기
investors vote on a compensation package for Elon Musk and in that proposed compensation package is the mandatory goal of him delivering 20 million vehicles over 10 years. That means 500,000 vehicles every single quarter for 10 years. It's a lot of big numbers. How does he get there without a low-cost EV?
Yeah, so it's really really interesting. The other phenomenon of the quarter was that Tesla very quietly started doing advertising and marketing which Elon Musk doesn't like advertising or marketing. You know, the story historically has been what was called parketing. In other words, you know, Tesla's brand was sort of self-fulfilling.
People would see a Tesla and be like, "What's that? I want one of those." But what I've heard from sources inside the company is after they experimented with ads on like YouTube, Instagram for their energy business like solar and batteries, they saw a a direct uptick in sales. SO THEY TOOK THAT AND THEY WERE LIKE, "LET'S START DOING CARS." To answer your question, remember the future of this company is predicated on robotaxis and humanoid robots.
That is narrative. It's his narrative to the boards, too. That's what I've been pitching since 2022. &. Advertise the benefits of Tesla. How good it is to be able to use a battery while you're at peak hours from the grid and offset that to get a big 17 to 20% ROI on your energy bill with Tesla solar.
Let's freaking go. Come on, man. 1 trillion-dollar compensation deal. It reminds you that they still need to be good at building and selling EVs to consumers to fund this future vision. Absolutely, because conventional EV sales still make the bulk of their business. I mean, they have this energy business with the batteries, but that doesn't contribute to its bottom line the way that selling Tesla cars do.
Or selling regular regulatory credits to other automakers. So remember ZEV credits have been a big factor in in the bottom line because you're basically getting super high-margin revenue for not doing anything. And that also to an extent goes away. So yeah, I find it really fascinating. But as a moment in time, yes Okay, I mean, we got to talk more about what this means with advertising because it's a game-changer for Tesla.
We'll look at their numbers and their cogs and all that and what it means for the future of Tesla. But this is really really exciting. Let's just listen for a little bit more and we'll talk about this. Keep in mind we called the dip after this announcement in the Meet Kevin Alpha report that traders are going to have to exit this.
So as this was skyrocketing this morning, I'm like, "Be careful. People are going to exit now. People are going to take their tendies." And they did. So make sure you join. Use coupon code Daddy's back to join that and get that lifetime access. road at least here in the US with the expiration of that federal tax credit.
Let's bring in John McNeal, CEO and co-founder at DVX Ventures for more on the global EV market. We should mention John is also The EV market like Rivian, Ford, GM record EV sales, by the way, during this expiration. So the question is like, "What's next for the company?" Right? We'll talk about that.
It's a long-term story. It's not something that plays out quarter by quarter. Yet you look at what's happening in the US and those federal tax credits, those subsidies matter quite a bit to US consumers. How important are these federal subsidies to the US consumer adopting EVs en masse? I think you know, now if you look at it, one in four cars sold in the US is electrified.
It's either a full battery electric vehicle or it's a hybrid. And so I think we're at the point where the market is probably ready to stand on its own. I and we've seen this. We've got the benefit of looking at Europe who two years ago rolled back subsidies. Basically saying pulled the the support pegs out and and let Tesla stand on its own.
I agree with this. Again, the big thing is going to be what's going to happen with margins at Tesla. See, look at this. If we have X credit, we're still at 15% on X credit for Tesla margins, which is still very good. Now, that was Q2. They're going to in Q3 have some more advertising expense which is going to show up not in gross margin, but it'll show up under operating expenses.
Typically, SG&A right here, this is where you're going to end up dumping advertising. So there's going to be a little bit of complexity here in how they actually report these numbers and how investors look at them, but you will end up seeing operating expenses go up as you have seen from Look at this Look at this operating expense increase from Q3 to four to Q1 to Q Q2.
Some of that could be though because of R&D. And so to see that breakdown, we can jump on over to the actual SEC statement. We should be able to see it here. Here we go. So take a look at this. R&D, yeah, a nice pickup in R&D right here, right? Almost a 50% pickup in research and dev. That's what we want.
We want that research and dev increase. Not only are you getting more research and development tax credits as a company which are different than your, you know, vehicle or manufacturing tax credits. But you don't really want to see SG&A go up too much. Hopefully Elon is keeping the business as efficient as possible which because Daddy's back, I think he is.
You're still seeing about a 6.9% increase in SG&A here net net. This is probably going to increase even more because of ads, but honestly, I don't think they have to spend that much money on ads. I actually think and this is why, you know, we made like mock Tesla commercials not only with AI and then, you know, I got yelled at by Ryan Reynolds' attorney.
Uh That was entertaining because we made an AI of Ryan Reynolds pitching Tesla cars about how they're freaking awesome. Although we didn't use that word either. And then Elon retweeted it and then Ryan Reynolds made an AI response video of Elon Musk pitching Aviation Gin. And then I got a letter from an attorney.
Okay. So So long and short, I've been really gung ho about getting Tesla to advertise because I actually think their ROI on advertising will be huge because again, I'll just give you a few examples. Like if this is Tesla listening, please like I really I want what's best for the Tesla community for Tesla as a company, for Elon because I freaking love the cars.
Okay, I You should see what I I just got. I got one of these center consoles in the Cybertruck. I'll have to do a whole Cybertruck review. And and instead of that dead area where everything keeps rolling around in the middle, and I've got extra cup holders now and like extra storage. Oh, it's so cool.
And we'll have to do a Tesla walk-around video. Comment for a Tesla walk-around video. I put a rack on the Cybertruck as well. It's great. But anyway, so excited about it. So what Tesla needs to pitch, first of all, is that the ROI on using your batteries during peak hours basically pays for these damn panels and batteries even without tax credits.
And now you got an expiring 30% tax credit. But your break-even cost with the 30% tax credit is like five or six years and then it's profit, man. Profit after that. I've had solar panels on the house that I'm in right now. They're Enphase. Well, they're the IQ cells, so the German ones made in China and then Enphase microinverters.
I've had solar here since 2016. You know, I'm nine years in. So I'm just like ROI milking right now. And there's no maintenance of this crap, you know? So I'm just getting ROI every day I'm running electricity. I'm getting ROI on these panels. You know, it's surprising how fast time goes by. It's also kind of scary.
But anyway, so like I'm a big fan. Like I'm a shill for solar panels and batteries. I kind of think Donald Trump's assault on green energy, you know, with what he's doing right now. I mean, what what did it Look at what the New York Times is reporting. And I know it's the Times, but look at this. Energy Department cancels hundreds of clean energy projects mostly Democratic states.
7.5 billion dollars of Biden era awards to hundreds of product projects in California, Colorado, Connecticut, Delaware, Hawaii, Illinois, Massachusetts, Maryland, Minnesota, New York New Mexico, New York, Oregon, Washington have been canned. All of those states have Democratic governors. So it's like blatant political favoritism which a lot of these were projects that could have potentially had funding going to Tesla Megapacks.
So you have short-term downsides here, right? They're real short-term downsides. But let's let's list this out. So here's here's my take on the future of Tesla. Okay, so let's go ahead. Here, let's just take a document here really quick. I'll take my SoFi versus Rocket analysis as a template here. So we'll go near-term problems for Tesla and then we'll go with a long-term long-term abstract.
Abstract because I think there's a huge ROI for Tesla on advertising and they're just now starting to learn it. Okay, near-term problems for Tesla. So the 321 green projects canceled will get Megapacks. Okay, then you've got Q3 will be the biggest pull forward pull forward in Tesla history. Right? Car sales will be the worst in Q4 and Q1.
Q4 is like seasonally still good, but you just pulled all that forward to Q3. And then Q1, you're going to have to start slashing prices. So hopefully they advertise more, but if if they cut prices, Tesla will either or both cut prices or cut financing with specials. They should advertise that. Should advertise that as they have been.
Those specials. I personally prefer financing or lease deals for Tesla and I think they do as well. Okay, and they should pitch those with ads. But also, you should have a huge advertising push, a huge ad push for solar and battery in Q4, critical because you want that 30% tax credit that's expiring.
Okay? Then, longer-term ad strat, I mean things that I think most people don't think about when it comes to Tesla. First of all, the safety of FSD, most people don't understand it. Like, it took years for me to get my wife to like FSD, and now she loves it. Like, we don't want to buy a Sprinter van because it doesn't have FSD.
No Sprinter because no FSD. Like, that's The people can pitch this. Real people that you could get actors, you could get Sydney Sweeney. Dude, please get Sweeney to say this, you know? Hire Sweeney and go, "You know, I've always liked this Mercedes, but I won't drive a car today unless it has boom boom full self-driving." That's all you need, dude.
Stock 10X, man. Like, it's not that hard. Like, there are so many great things you could do with advertising. Or like, put put Sydney Sweeney or like, film the ads in robo-taxis. Film the ads in robo-taxis, please. Like, have somebody sitting in the back of a robo-taxi or the passenger seat of a robo-taxi.
"When I send my kids to school, I want them to be safe." And then like, the camera pans and like, nobody's in the driver's seat. And and then you're like, "That's why I trust Tesla robo-taxis." By the way, did you know you could get the same technology in your very own car to keep your family safe? FSD.
Yeah, whatever. And then you get into like, a financing special on the Tesla or like, "Come on, man. There's so much we could do here, okay?" That's just on FSD. But, not just that. I mean, crash tests, right? Crash testing, huge, right? The The results that we have for this. The software updates. You have to realize I bitched on Twitter because and I I only because I want to help.
But, I complained on Twitter about why we don't have like, a button basically to turn off all of the energy draining things when we park our car at an airport and we go on a trip like, to Japan. And then Elon releases it in a software update like, 2 weeks later. I'm like, "Man, daddy's back. Hats off to you, Elon.
I love that. Daddy's back." That also happens to be the coupon code expiring tomorrow, which gives you that technical analysis on trades, not only trades that we're setting up for, price targets we've got for the end of the year, our 10 stocks to buy over the next 10 years, also stocks to buy maybe over the next 6 months as a trade.
We got a couple over the last 3 days we've been looking at, a couple stocks that were like, technically good, fundamentally cheap, upside catalysts in the near term. So, the technicals and fundamentals looking really good for the next 6 months on on a couple of these. It's really exciting. So, be part of that Meet Kevin membership.
But, anyway, the software update aspect, like, advertise this. You know, when we we get so many software updates for these Teslas, they're fun. Like, now we get the color that changes with the the color album of our songs or the beat of of music. Free software update. Freaking amazing feature. I love it.
Love my Cybertruck. I do wish they had a van so I could put all my family in it. I wouldn't need a Sprinter van. And this is why I wish Tesla would get into making more models. I like models. Love models. Uh we need more models. But, anyway, I am so glad to hear Ed Ludlow say that we're seeing positive ROI on advertising because we knew it would work because the Tesla product is good.
You're just enhancing a great product with little reminders and prods. So, when we look at these fundamentals, I want you to understand this. If Tesla X credits is at 15%, we're going to have amazing numbers here, okay? Let's go pick our Q4 numbers. We're going to have 20 bill of auto revenues, okay?
20 bill auto revenues. Okay? Let's take 15% of that. So, 20,000 million times or I guess that's K, actually. Right? Yeah, this is K. Wait, no, it's in millions. Is it in millions or You know what I mean. 20 bill in auto revs, okay? 20 bill in auto revs times 1.5, we're looking at 3 bill 3 bill gross a margin at 15%, okay?
How much are we really spending on advertising? Not that much. Go look in here. We're probably spending on SG&A, we are probably spending Some of that SG&A is obviously I think the the G&A part's going down. I would guess G&A's going down and S is going up. So, let's say G&A is going down by 5%. And the delta here was 6.9, I think.
1366 divided by 1277. Yeah, 6.9. So, call it a 12% increase in advertising or G&A for for advertising. I'll take 1366 times 1.2 is 150 million bucks. Dude, dirt cheap. You won't even notice it, you know? If you took 150 to 300 mil for ads, IMO you can soften the Q4 Q1 hurt, uh and it barely moves your margin because you're you're moving margin to the tune of I mean, let's see.
If I go to 20 uh times, you know, 14%, I'm at 280 mil. So, it's like a 1% hit to margin, 1% effective hit to gross margin. Who cares if it means you're getting the volume, right? And that's the other thing. 1% hit uh to gross margin would be, you know, call it 200 mil of ads. Sponsor people like, Sweeney or whatever.
You know, you don't have to sponsor the shills cuz they're already like, all in Tesla, right? But, get some of these mains Go You got to go mainstream. Like Elon said, he's preaching to the choir when he talks to Tesla fanboys and fangirls. You got to get that mainstream audience, the senior citizens, the moms.
That's what you got to target. You could get those people through sponsorship, that's the game changer for Tesla because now you can maintain volumes while you're trying to get through the FSD transition and you actually follow through with the mega the the plan, Elon's next master plan and his is stock comp plan of actually delivering the vehicles that he wants and that Tesla needs.
That helps you get through Q1 Q4 Q1. So, that's bullish. So, now I do think you'll have, you know, near-term pain around these numbers. Like, honestly, the the numbers that we get in January and April, they're probably going to suck. And a recession obviously would suck as well. But, coming out of Q1 Q like, Q1 Q2 could be a low that you could buy the dip on.
If we go into a recession combined with Q1 Q2 dip, you'll have a glorious dip. But, coming out of that, you will have the most glorious buying opportunity for Tesla because in the next 10 years, these are the best cars that exist. I've no doubt about that. I have my doubts or I Sorry, let me rephrase that.
I had my doubts about robo-taxi. Had. Now, why do I say had? Did I just, you know, flip-flop on my opinion on robo-taxi? No. In fact, if you go look at this, robo-taxi Meet Kevin, go look it up. The Tesla robo-taxi. This changes everything. And I did a full breakdown of my exposure's a little higher.
I did a full breakdown of my tour with a Tesla robo-taxi and how impressed I was with it. And how this was a game changer for the stock. You know, over the last month you'd been up 30, 40% on Tesla stock. And we talked I I broke this down in person. I flew to Austin, Texas, and Ellie was so nice. A shout-out to her for letting me get, you know, in on the ride.
But, I was really impressed with this. This was very, very good. So, you know, hey, any crap in the short like, Tesla is listening. And that's why I say daddy's back. Not only because actually, that's what the coupon code's inspired by is that Elon's back at Tesla. So, yeah, what happens when Elon goes back to Tesla?
Dude, heads fly. When Elon goes back to his company, heads fly. And the information likes to on Elon every damn day, it feels like. Like, I'm pretty sure here, "XAI broke safety policy with coding model." Who cares? Uh you know, there was another piece in here yesterday about like, the people like these head people flocking or like, leaving Elon or whatever.
And like, how there's an exodus at Elon-related companies. Who cares? You know, uh this was actually very interesting. This uh this piece right here. The SunRun and Tesla battery partnership, how basically we can utilize batteries to offset pain from the AI grid uh or AI taking over our grid and overrunning our grid and we can soften the load or distribute the load more evenly.
Brilliant. This is why I'm a shill for the batteries. I kid you not, I have on my phone right now, on my tabs, an $83,000 Tesla solar project because I want to hit buy on it cuz I think it's going to be like, an 18% return uh on on, you know, where we run our servers for House Hack. Tesla. You know, I big fan.
And the 30% tax credit expires at the end of the year. So, it's it's a huge game-changer. But, seeing where they're going with robotaxis, it's going to take time. Uh where they're going with advertising, they're listening in the product, they're listening. It's just a matter of them introducing a new model, and they've listened to everything uh that their community has has suggested.
This is a smart business. I'm excited about this. Again, recession, you will have the most glorious buying opportunity to buy Tesla. But, then rates will plummet, and it'll come back. No recession? Yeah, the Q4, you know, next earnings should be fine. Q4, Q1 are going to suck a little bit with deliveries, but that's okay.
Hopefully by then we have some more good news on progress on on AI and robotaxis and that. So, I'm excited. This is very good. Uh so, good job, Tesla. Uh and again, like this near-term dip, I get it. That doesn't make me bearish on the stock long-term. We literally wrote this down in the Alpha report.
And we talked about it this morning on the live stream. We literally said there will be traders profit-taking, because there are people who buy Tesla stock for the short-term momentum, and then they leave. You know, they're fair-weather friends. They come and they go. The trade aspect here is always going to be down on buy the rumor, sell the news stuff.
But, the long-term here, and I don't love the valuation where it is right now. Let's be real about that, okay? Let's do a little valuation update. Uh and you know, I've been giving me giving you my unvarnished opinions around Tesla stock since like 2017. So, I haven't gone anywhere. But, let's look at the valuation, cuz the valuation is cooked right now.
So, you know, I give you the exciting fundamental uh talk. Uh now, let's actually look at the valuation, cuz it's depressing. So, valuation, I have uh 1.75 of earnings at 445. 445 / 1.75 it's 254 times on a PE ratio, which is maddening. The forecast for EPS growth though, honestly, keeps going up at Wall Street.
40. 40.39. Come on, 40.39 plus 40.39 plus 37.04 + 34.88 + 48.24 / 4. 40. It's still 40. It's pretty impressive. 40% EPS growth. But, 252 / 40 bro, it's a 6.3 PEG. The the multiple right now is insane. Okay? We should be at I'll give them a services valuation of 2.67 * 1.75 * 40. 186 on a services valuation.
That means the difference, this extra like $200, $300 here is is hype and momentum, excitement about the future, the market only goes up, it can't go down. It's fine. Like it's the same thing with Nvidia. Okay, I've got millions of dollars in Nvidia shares. And every day I'm like, I can't justify buying it at these levels.
I'm so excited about what Nvidia's doing. Nvidia is going to be the one company that gives Tesla a run for its money on on FSD, because their ADAS software is very, very good. And it allows this not open source, but nearly open source licensing for ADAS, because even though you license it, so it's not open source free, it's basically available to anyone.
So, I call it open source-ish. Uh but, that's a big deal, because that's going to be competition to Tesla for FSD in the long-term. And so, Nvidia and like people don't even price that in for Nvidia. I'm so excited about this. I wake up every day and I'm like, oh my gosh, I'm making more money on Nvidia.
I'm doing nothing. But, I just can't buy them at some of these valuations. Although, Nvidia's valuation isn't even multiple-wise anything close to Tesla's. That's something else that's wild. So, look at look at the valuation for Nvidia right now. You know, a $4 billion company versus Tesla. Tesla's valuation right now is $1.4 trillion.
Uh Nvidia is sitting at a valuation of uh what do we have here? $4.6 trillion. But, you know, you go into the Nvidia uh earnings over here, you know, we've got revenue of a $46 billion. We've got net income before taxes of $31 billion. The margins are insane. And because the margins at Nvidia are so high, you know, Tesla's bringing, you know, whatever, 7 to 10% to the bottom line.
Uh Nvidia, they're bringing 50% or more of their revenues to the bottom line. That's what's helping Nvidia keep their their um valuation lower. So, Nvidia at 4.51, 189 / 4.51, I've got them at 41.9 times. And EPS growth for Nvidia right now, let's calculate it. So, 41.9, call it 42. 42 15.4 11.9 11.16 / 4.
20. 41 / 20.1 It's trading for a two PEG, dude. Two PEG. They should be at a 269. So, 269 * 451. Come on. All right. 267. 451 * the growth rate. This should be a $240 stock. On Nvidia. So, you know, Nvidia is trading at a massive discount for this innovation future relative to earnings. You know, part of this is because we just get so enamored with Elon.
It's like this is again why I say Daddy's back. Coupon code expiring tomorrow. Where, you know, not only are you getting fundamental analysis, the next 10 stocks to buy, but you will also get my promise of when I sell Nvidia, you are going to get the alert of when I sell Nvidia and I dump that thing like a hot freaking potato.
I cannot wait to dump it. But, in the meantime, I'm just milking money on a daily basis, and I freaking love it. Anyway, go check that out over mekevin.com. You get all the courses, all eight uh uh courses, the future lectures that are coming out. You get uh potentially tax deductibility on the course.
Uh and use coupon code Daddy's back. Some of y'all are asking me about the leasing plan that Tesla is offering for the Tesla solar panels. Uh what I did is I threw in an example of a uh pricing setup here where we could pay cash for the system at $84,000, which is quite a bit. That's a 24.6 kW system.
Honestly, I don't even think we could fit that many panels, but I just overpriced it right now to just to see the numbers. Uh because, you know, we've got about a $1,000 electricity bill per month where we're running our AI servers for for House Hack. Uh and, you know, it it's it's expensive. So, we're looking at like, all right, well, cool.
I mean, if we could save, you know, even call it $10,000 a year uh because you don't necessarily want to zero out. Zeroing out usually isn't a good ROI. But, if we could save 10,000 bucks a year, you know, that's a nice ROI. I mean, 10 / uh 84. Mind you, we get the tax credit on top of that. So, it's actually 84 * 0.7, be about 58.
So, 10 / 58.8, that's a 17% return on investment, right? Like that's sexy. Uh that's really nice. Uh so, the question is, like, okay, well, what do I think about the lease? So, here's the problem with the lease, okay? The number one problem that comes up with the lease is people get themselves into these leases, and then they want to sell, and they want to move.
And you know what happens every damn time? The sellers are like, oh, well, the buyer should just take over the lease. And the buyers are like, double bird, bro. Pay it off. So, then you get suckered into paying the interest rate on the lease, which is built in, for, you know, three, four, five years, and then paying full pop of the contract value.
We don't know what that price is going to be uh for your solar panels after five years. After five years, your system's not new anymore. But, Tesla determines what the price is on uh on this option to buy. And they don't tell you what the price is up front. They tell you it'll be in the contract. So, you really have to get pretty damn deep committed to this, and then they'll give you the buyout price.
I don't love that, because I'm basically making half of the payment I would have been making to the utility to Tesla, and I still don't own the damn system. And it's a lease, so it's not like I'm I'm making any principal payments towards the actual system. So, I get it. It's And I have a 10% or a 3% increase in the annual cost of my electricity.
Now, I understand people are like, oh, but your electricity costs might go up. I I blah blah blah blah blah. That's the sales pitch. We don't know that. That That may not be a foregone conclusion. That's what people are pitching today. But, understand, you know, what's what's going on with the input cost, which is mostly like coal or oil or natural gas.
The input cost of our of our you know, of our energy is is actually kind of going down. I mean, look at the last five years in oil prices. You know, it's been going straight down, because we're producing more. Uh so, you know, that does not necessarily mean electricity prices are going to come down, cuz I get it, the whole AI buildout and all that stuff.
But, that's the great sales pitch. So, I actually think this is great for Tesla, because Tesla gets immediate ROI on panels and batteries and they get to increase the amount of gigawatts deployed. This is very very bullish Tesla. This lease function brilliant for Tesla. But I don't like it for the user.
Number one, if you go to sell you're screwed. You're going to hate it. Now a lot of you are going to be like, "I'm not going to move for the next 5 years anyway." That's what everybody always says and then they end up moving after 5 years. It's not just sales issues though, it could create refinancing issues.
Because if they put this lease, which they probably will, as a debt on your property, you know, basically secure the lease contract via a UCC or whatever against your property, that's going to suck. And I don't think you're going to get a great price after 5 years. Like you're not going to get a big discount.
So I kind of think you're throwing money in the toilet doing the leasing option. I'm not the biggest fan of the leasing option. Let me compare it to financing. I could be wrong here. They write the lease term, dude, for 25 years. Like you're basically just forever leasing it unless you pay it off. I again, at 3% of an escalator, bro, you know, before I before I know it, I mean my my lease is going to start at 470.
470 * 1.3 1.3 1.3 1.3 1.3 1.3 7 8 9 10. If I did that right, I'm at $613 after 10 years at, you know, at a 3% escalator and that's, you know, that is compounded. You know, my bill's going up 150 bucks after 10 years. It's like, I don't know. Is is my usage going to go up? Is the utility rate going to go up that much?
Natural gas prices have come down over the last year. I I don't know. I I don't know that it's I also think we're overbuilding electricity infrastructure because of the AI boom, which could actually lead to massive deflation in energy prices. So if you have deflation in energy prices, you're screwed in a solar lease.
If you have to move, you're screwed. If you want to refinance, you have risks. The buyout option is probably clickbait. All of those four things make me nervous about the lease. If I go to finance it, you know, the financing rate at 7.24% is too high. Now the financing rates are written at 18 months.
Wow, dude, 18 months is 15 years. 15 years, that's bad, too. So I kind of think like you're either going home equity line of credit or you're going or or just don't do it. So it's it's HELOC, cash or don't do it. That's my take. Now 99% of people are going to hear me say that and they're still going to get the lease in my opinion, which is honestly the most bullish thing possible for Tesla.
The lease is a great deal for Tesla. A brilliant deal for Tesla, because you can lock in that 30% tax credit basically in their pricing. And their energy installs are going to skyrocket because of this lease thing. I just think financially it's not my favorite, especially cuz the I don't know this, but I wonder if it'll also show up as a debt on your credit.
I don't know that it will, but it's technically a debt that's going to show up on title searches, I believe. Fact check that. And if lenders start counting that against my debt and hurt my ability to qualify for rental properties because I have this solar lease, bro, I'm going to be pissed. So from a financial like advice point of view, not personalized financial advice cuz I don't know your situation, but sort of broad financial advice point of view, don't love it.
From a Tesla investor point of view, yeah, baby. So there's an answer to your question. Thanks for asking .
Comments 0