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we had Kathy Wood on last night she's a $2,000 price Target on Tesla look I believe I mean that's that makes you look bearish by comparison I believe we will at one point next three to four years be talking about Tesla not just at one trillion at two trillion and this is I think this is just a moment they need to navigate but that's why for the board it's time to act it's time to set the foundation for the future what has been the problem with Tesla stock Dan what's what what in your mind is it byd threats is it interest rates is it C something else I I think there's two big reasons I mean one we talk about that call it was obviously debacle in terms of the conference call not putting some Line in the Sand in terms of the price cuts are done investors need to understand that most that price cuts are done margins expand from here I think one that's been a huge overhang this recent interview from Dan IES just gives us a little bit of insight into a possible 20% increase in Tesla's stock in no distant time and now before you react to this listen to the recent comments from the stock expert it's something that you really need to hear for yourself W bush out with a new note on the EV leader saying quote it is time for the board to change the Tesla narrative with three things that need to occur to make change happen for more it's The Man Behind the note W bush managing director Dan Ives Dan Best Dressed Man on Wall Street as well great to be here it's okay three things number one create a new comp package that supersedes this 20181 what do you want to see look at $40 to $50 right now overhang on the stock because of this the Delaware situation I believe they need a a comp package to supersede the 2018 ultimately must gets that package this has been you want to see him get paid you want to see him get paid this has already been approved by shareholders stopped the nonsense and I think this is something that the Board needs to act now so I mean there the judge in Del of course everybody's saying oh it's politicized who knows whatever ever but you think the Board needs to come up with something new to compensate Elon Musk keep by the way keep him there keep him happy and keep that AI in house cuz he kind of threatened to walk musk is the heart and lungs of Tesla Tesla is musk musk is Tesla and I think that's something that's very very important at this juncture Clock Struck midnight boor needs to come out and act this video shows a lot of optimism from Dan IES not just regarding Tesla but also Elon Musk as well Dan Ives seems to be standing up for Elon Musk despite numerous knives and daggers of criticism that are currently pointed at the CEO it's a fierce battle and musk seems to have a strong Soldier on his side today we're going to want you to pay attention to what we've got to say in this video because it's critical for Tesla's growth moving forward right now the fate of Tesla's stock and Tesla itself may depend on the decisions that are made for and by Tesla's leadership body what has been the problem with Tesla star what's what what in your mind is it byd threats is it interest rates is it C something else I I think there's two big reasons I mean one we talked about that call it was obviously debacle in terms of the conference call not putting some line the sand in terms of the price cuts are done investors need to understand that most that price cuts are done margins expand from here I think one that's been a huge overhang two you know you talk about overall EV demand what you talk about do a great job on the show well people think as no but but the I I honestly people come at me but I've been right I've been correct I it's not it's not because I'm smart it's because I talk to dealers all over the country yeah and that's it Tesla does not have dealers so I can't talk to them to figure out how it's going I have to talk to you and and and and for the Brian solving quote do they want an EV or they just want a Tes no I I've said I don't offend anybody Teslas are for people that are more Tech oriented that want to be moved around EVS are for car people exactly and and and to that to your point this is a pip look this it's a Moment of Truth this is a Moment of Truth time for the Tesla Story show demand is going to continue to be there which we believe it is including in China stop the price Cuts let the board come out show that musk is there and at that point we believe that's worth $40 to $50 per share to the stock El musk's recent compensation issues have sent shock waves through the electric car Empire a Delaware judge threw a wrench into the mix when it came to musk's massive pay package leaving everyone wondering what is next for Tesla now we're not here to discuss too deeply what's actually been going on but there are a few things that we really should pay attention to we're going to delve into the potential impact of this issue and decision both on Tesla's trajectory and on the big man himself hey guys welcome back to Tesla tomorrow some speculate the recent decision to musk's pay package might send Tesla into a tail spin and after all musk is the Visionary leader of the automaker however we may also want to consider that behind the scenes some of Tesla's success is actually relying on the minds of several brilliant people plus the EV Market is booming and competition are actually starting to ramp up and get at Tesla's heels who knows they may even see the opportunity to poach talent but while this could be a wakeup call let's also consider the huge role musk playing in Tesla although it may not seem like a big issue this latest ruling may be putting Tesla at risk of losing one of its best CEOs that it could ever have before we carry on though if you like this type of content hit that like button subscribe and turn on post notifications Elon Musk and Tesla well this is a combination that is pretty magic in fact we've got to say that musk's impact on Tesla is undeniable and it's not only Tesla musk is also breaking boundaries in several other fields and industries particularly Ai and spaceships and to be honest it's difficult to not ignore this kind of Genius this is two things Emily right it is pretty big medical news it is also a pretty big mystery and oh by the way it's driven by one of the most controversial people in the United States Elon Musk what's happening yeah it's absolutely getting people talking and it's the source of Intrigue and also concern so Elon Musk is calling this product telepathy and take a look at here this is some of the limited information The Limited details that we know telepathy really speaking to what it can do it enables control of the phone or computer merely by thinking by your mind by thoughts according to Elon Musk who tweeted about it yesterday he says the first users will be people who lost use of their limbs the clinical study looking for people who are experiencing uh paralysis quadria and the initial results as you said Elon Musk said says that they are promising now a clinical study uh is expected to take 6 years or so and remember this is just one of numerous rounds of safety inspections these different um these different things that they have to pass before something like this can even reach commercialization so it's still will be a while hi I should also know we reached out to noral link and we have not heard back for comment musk is a Visionary leader and more than that he's a flashy pacemaker he truly is the heart of Tesla Elon Musk is the driving force his success and he's not just the CEO but he's the face of the company too the one captivating audiences with his audacious goals and futuristic Visions remember the road in space yep that was him most Tesla Bulls even argue his ambition is contagious attracting top talent and then pushing the boundaries of what's possible without him Tesla would just be another car company lost in a smug of mediocrity and now we know what you're probably thinking Tesla is a complex body with a beating heart of its own and it just may be musk's undeniable Charisma which is only a plus well that's very correct experts have pointed out to The Talented Engineers designers and Factory workers who bring musk's Vision to life that without their dedication and expertise things like cyber druck would just be a polygonal dream plus the board of directors and other key players who contribute to strategic decisions all of this is completely true but let's also take a note of the fact that not every situation is black and white while there is a bright team of Minds without musk's leadership and strategic decisions their talents might be scattered but it also depends on who and what you think of Tesla as an investor or as a Tesla fan the answer depends on where you stand whether you value the charismatic leader pushing boundaries or a well-oiled machine humming with diverse Talent it's entirely up to you maybe Tesla needs a bit of Bose a strong leadership core working in Synergy with a talented and empowered team who knows maybe the future holds something pretty crazy for AI as a CEO but that's a discussion for another day so should Elon Musk get his compensation package well there are a few debates to have here musk's supporters argue that he does deserve the pay he's LED has led to some pretty crazy highs and he's revolutionized the EV industry too and he's even planning to create a world for humans on Mars so maybe rewarding something so audacious is key to retaining top talent but there's the other hand too on the other hand critics argue the pay package is excessive especially considering the wealth gap between musk and Tesla's average employee they say that without the billions musk is already one of the richest on Earth so maybe focusing on company culture and employee well-being will be a better investment will you expect an appeals now do you think that the board will go back and just try to restructure some sort of payment fa Alon wouldn't surprise me at all if we saw an appeal uh under Delaware practice there is a direct appeal to the Delaware Supreme Court which is the final word on matters like this so it's likely there'll be an appeal and Max from Elon Inc your expertise of all things I mean he has been avidly against Delaware more broadly clearly there has been concerns about from Elon himself a lack of control of his own company now what do you think happens after this payack I mean this is a huge development not just because of the amount of money that is at stake in these options the value of the options I've seen you know figures as high as 50 billion reported of course he hasn't exercised them yet um but also because this kind of throws not just Tesla into chaos they have to figure out a way to try to retain Elon Musk he's already been sort of making these kind of veiled threats that he might be doing AI research outside of the company if he doesn't get a bigger pay package um and then at the same time you have all his other companies which of course depend on his financing and we remember one of the uh kind of uh one of the reasons he wanted all this money supposedly was to pay for his you know Mars exploration so you have to ask where every where all of this goes last thing I'll say is this is another big loss on Delaware remember Delaware forced him to buy uh Twitter for $44 billion so now even for the world's richest man 44 billion 50 billion that's starting to add up uh Greg good morning it's Ed in in San Francisco as far as I can tell you and your clients are the only ones to actually ever take a look at the compensation package so as a starting point Greg what was it in the first place that that worried you or or that you thought was unusual about the package that caused you and your clients to look you know I I I have to say that I have a hard time articulating $ 55 billion I often misspeak and say $ 55 million $55 billion is such a large pay package that it basically skewed dramatically upward the entire data set for the compensation Consulting industry um I think we put out a press release yesterday referring to it as a gargantuan uh package um let me start by saying it was so large that we looked at it specifically because no one had ever tried to come this close and oh by the way when you look at the nearest comparable it's elon's prior pay package the recent debate surrounding musk's role as Tesla CEO has been quite tough but the truth is nobody really knows for sure what the future holds will Tes stumble without his billionaire superhero will a more balanced leadership team propel them even further and will musk ever get his hands on a mega paycheck all these are not certain but what we do know for sure is that musk is one to stick around and if he does decide to leave tesle though at any point though the car company will have a hard time surviving without its genius CEO even Dan IES has emphasized a strong relationship between the two entities according to him musk is Tesla and Tesla is musk Dan IES also said that as musk recently announced on X if Tesla does eventually leave Delaware then it would have no more headaches and musk will have the flexibility to pursue a new compensation package a plan that would likely bring the CEO's voting control to 25% just as he requested earlier this month IES further added that the level of control would incentivize musk to pursue his AI initiatives Tesla since the CEO has already said that he would feel uncomfortable pursuing further Ai and Robotics work at Tesla also and and and it's related to that the company's headquarters is already in Texas but you think they need to and muskus said he may do this legally move the state of incorporation from Delaware to Texas I think it's not a question they have to I think not just from a Delaware perspective you got to move to Texas at the shareholder meeting put that set up I think the Board needs to come out with a statement and then the must 25% in terms of getting must to the 25% voting obviously a lot of controversy there but Brian it is so important that Ai and we believe could be the one of the biggest AI stories out there AI stays under Tesla which is I think this is a it's a pivotal point to make sure that must stays a Tesa through 2030 at least just and your three points are kind of in the two that we talked about which is the new comp package the comp package for the 25% share bogey as you call it and then moving that state of incorporation to Texas there's a lot going on right now for Tesla but we won't fail to acknowledge the incredible fundamentals of this company first in terms of innovation Tesla's got the tech chops to make even the most sci-fi enthusiasts drool the autopilot system while still in development is Miles Ahead of the competition and let's not even forget about the supercharging network stch like this that gives Tesla a massive Edge when it comes comes to Electric driving similarly unlike other car makers Tesla isn't just slapping batteries on Wheels they're getting their hands dirty minding their own batteries and materials too and even building their own gigafactories the vertical integration gives the automaker great control over costs and quality something crucial in the competitive EV Market it's like something similar to having your own Farm totable Restaurant where you can ensure everything is fresh and under your control and then Tesla has got another Ace of bits leave data that's right the company collects a ton of data constantly learning and improving their vehicles and software using this data and it gives Tesla a powerful Edge in understanding user behavior and developing even better products so it's a season laced with mixed feelings right now while we do need to constantly remember the incredible potential Tesla has it's also important to take a note of the events that may pose a threat to Tesla's success in the future at the moment though no one can say for sure where this lands but we can tell you for free that the Saga is far from over and the EV Revolution is about to get a whole lot more interesting the truth is it's a very complex issue there's many perspectives to consider and the situation is evolving but keep watching this space because we'll be following all of this drama as it unfolds what do you think let us know down below don't forget to tell us what your valuation of Tesla is and if you want to know more about what Tesla
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