저자: CathieWood · 외국인
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캐시 우드는 테슬라를 세계 최대 AI 프로젝트로 보며 자율주행 택시 플랫폼 기대를 강조. ARK가 ETF에서 테슬라 약 2천만 주를 매도했는데, 주가가 많이 올라 다른 종목 대비 비중이 과도해져 이익실현·재배분 차원이라고 설명. GM·포드의 전기차 후퇴를 언급하며 테슬라 점유율 전망은 상승. ARK는 2027년 주당 2,000달러, 2026년 4,600달러 가치 전망을 제시했으나 과거 전망 실패 지적도 있음. 사회자는 테슬라 시총 1조 달러 도달 시점과 Dave Lee의 주당 29,000달러 시나리오를 소개.
다듬은 글
Hey guys, welcome back to another exciting video. Today we'll explore the latest happenings with leading automaker Tesla, what this car company's been up to, and what the plans are for the future. Let's get started. It is interesting. I think it's a data issue. Autonomous taxi platforms are the biggest AI project in the world.
And therefore, we think Tesla is the biggest. But you have sold, you've sold Tesla shares, and it's, you know, it used to be the number one holding, I believe, in your in your ETF. It's now number three. You've sold about 20 million shares. Yes. So, um, well, whenever it goes up, it was up about Welcome back to yet another thrilling video.
Everyone, today we'll discuss the most recent events involving top manufacturer Tesla, as well as the company's recent activities and future goals. Let's begin. It's a fascinating. I believe there is a data problem. We believe Tesla is the largest AI project in the world. Since autonomous taxi platforms are the largest, Tesla shares, which were formerly, I believe, the top holding in your ETF, are now number three after you sold them.
You've sold around 20 million shares. Yes, but why? Um, so anytime it goes up, it was up uh approximately 150% relative to our other names, many of which had not moved. So we will constantly um uh recycle that manner, collect profits and um I would also say listen to Elon on the previous conference call.
He's quite concerned about the economy as we are. Kathy, will you will I look outside 5 years from now and see GM and Ford EVs everywhere? It's quite intriguing to hear both of them pull back saying, "But do you think with this new way?" I believe I don't even know if we'll be talking about GM in Ford in 5 years.
What is remarkable about the report is that both of them are pulling back for profitability concerns. They can't be lucrative in this space unless they scale. This is how it operates. Catch 22. Their shareholder base is heavily focused on internal combustion engines. So, it's a catch 22 situation. They want their profit and dividends now, but they don't want that kind of thing.
How will they accomplish this? Will they be able to? I don't know. I don't know. All I know is back to the Tesla topic. As they are pulling away, our market share predictions for Tesla go up. Tesla is one of the most inventive and controversial corporations in the world. And a manufacturer has been making headlines lately.
There have been some very fascinating occurrences going on with Tesla. Some positive and some negative. from AI to Cybertruck to record deliveries. Tesla has been on a roller coaster ride of events. And today we're going to explore every one of them. So, buckle up and get ready to learn about what's going on with Tesla and how the company's trying to transform the world.
Let's begin. In terms of what they're trying to deal with right now, since you do have a car that's going to be unusual in terms of how it's made and how many vehicles finally come out, how many can they make? Well, I think ultimately, ideally, you'll get to 200K, 250K at one time, but as you go into next year, 50K is really what you're aiming at.
You know, ideally, November 30th is when they actually start to deliver. But this is an important ramp because investors need to be convinced, as you guys have talked about often, that they will be able to produce and actually deliver on new vehicles, especially what could be a sub-doll 30k vehicle by later next year.
I mean, I question how much money the Cybert truck will actually be worth in the secondary market. It is going to be rare, but it's difficult to create. No, I adore it. Oh my goodness, I think it's really cool. Have you never seen Buck Rogers before? It definitely reminds me of what we thought space was like in the 70s, you know.
But the question is, is this mega casting used in his construction? Is the body practically one cast piece, which is so cool. However, consider what would happen if someone ran into my 911. The rear quarter panel needed to be replaced. That was $16,000. What would happen if this gadget got dented? Yes, it will be a problem if you have a ding, isn't it?
I mean, in terms of if you look at the way this is being structured, anyone that's seen it in person, it's a fantastic vehicle. And that's why see reservations, you know, upwards of call it 750k a million. I mean, even though a number of those could cancel, but I do feel there's demand for it. And I believe that's why with Tesla's whole tale, you know, many are saying that the demise, the best growth is in the back mirror.
I don't agree. I think this is just more of a transition to the next phase of Tesla being in a dominant position in the EV market for quite a while. In addition to having the biggest charging network, the most cuttingedge software features, and the most sophisticated battery technology, it will have about 24% global market share in 2022.
Additionally, Tesla's energy generating and storage divisions, which sell solar panels, solar roofs, and battery packs for residences and commercial buildings, generate a variety of income sources. About 7% of its overall income came from this energy area in 2022. And as a need for clean energy rises, it could see considerable growth in the future.
Welcome back to Tesla tomorrow, everyone. Even if we believe this might happen sooner, investors may have to wait a few years if they want to see a trillion dollar valuation develop because based on long-term predictions, Tesla still has a lot of room to grow. These prospects may send Tesla over the trillion dollar valuation well before the end of the decade.
and the figures prove conservative, Tesla's stock will recover trillion dollar status much faster. What are the current concerns regarding this elite automaker? Let's dive in. But before we do, if you like this type of information, press the like button, subscribe, and switch on post alerts to remain up to date on everything going on with Tesla.
After launching its demo model 4 years ago, Tesla recently showcased a redesigned Cybertruck design. The car maker introduced a new look Cybert truck sporting a sharper style, a smaller size, and a more streamlined interior with a range of up to 500 m, a towing capability of up to 14,000 lb, and a time of less than 3 seconds to reach 60 mph.
The electric pickup truck also offers remarkable performance. Over a million reservations were made for the Cybert truck, which is anticipated to begin manufacturing in a few days and be delivered to clients in early 2024. And that's not all. Tesla has issued a pretty intriguing policy on the Cybertruck.
Typically, once you purchase a vehicle and it's yours, nothing can prohibit you from selling it to someone else. However, with the Cybert truck, that isn't the case. Judging by Tesla's latest disclosures, we can see that this is not the case. The manufacturer states that owners of Cybert trucks must consent to refrain from selling the vehicle or making any other attempt to do so within the first year after the date of delivery.
They must also agree that in the event they breach this provision or Tesla has reasonable belief that they have breached it, then Tesla may seek injunctive relief to prevent the transfer of title of the truck or demand liquidated damages from car owners in the amount of $50,000 or the value received as consideration for the customer with their sale or transfer.
Simply put, if Cybertruck owners must sell their vehicle within the first year following its delivery date for any unforeseen reason and Tesla agrees that their reason warrants an exception to its no seller or reseller in this case policy, then owners must notify Tesla in writing and give a company reasonable time to purchase the vehicle from them at its own sole discretion.
Additionally, Tesla will buy such a vehicle for the price specified on their final pricing sheet, provided that it is less than 0.25 25 m on it, has appropriate wear and tear, and has been repaired to meet Tesla's used car mechanical and cosmetic criteria. Owners of independent Cybert trucks who disregard these regulations run the risk of never being able to purchase Tesla automobiles again.
The Cybert truck has a robust policy. In similar news, Archinveo Kathy would said she believes that Tesla is the biggest AI player in the world. In addition to her reputation for sophisticated technical accounting and investment, a post on the Arc Invest website states that Ark projects Tesla's revenue value to be $2,000 per share in 2027 with the present share price hanging at $235.
Her predicted upside seems to be unduly optimistic. Notably, ARC projected a value of $4,600 per share in 2026 in a report of the same name published in April 2022. Both investigations highlighted the significant benefits that AI as a service may provide, particularly in the form of Robert Taxi Revenue and the Tesla bot.
It is estimated that by 2030, when the business sells a million robots and its fleet of robot haxes is fully operational, the price of Tesla stock may rise to $1,500 per share. A valuation model by Tesla bull Dave Lee proves even more positive. He claims that Tesla will have a market capitalization of $88 trillion if it generates a gross profit of $800 billion from both Tesla owned and private robot access for $150 billion from energy storage, $1 trillion in the sale of 20 million robots and a total gross profit of $2.65 trillion of which 2/3 will be net profit at a P ratio of 50.
And Tesla's share price will be fixed at $29,000 per share if there are roughly three billion shares available on the stock market. That's quite astounding. More than 100 times what Tesla stock is currently trading at at the time of this video. Therefore, if you do not currently own any shares of Tesla, now may be the time to do so.
However, it can take a while for these companies to develop. But in a few years, a lot can change. Even though some investors don't believe that Tesla can make up to $10,000 profit per vehicle by 2030, the narratives will likely start to change when it becomes more obvious that Tesla can attain these outlandish numbers, providing all conditions outlined in scenario are in place.
Tesla's AI efforts have been tremendous. And with the latest development from the car maker, Tesla's tail is just getting started. What are your thoughts? Tell us down below. Click the next video on your screen for more fascinating Tesla content.
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