저자: 미상 · 외국인
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Cathie Wood의 테슬라 2025년 주가 3,000달러 목표 재확인을 인용하며, 현재 약 1,000달러 수준에서 약 3배 상승 가능성을 주장함. 테슬라 주가는 이전 고점 약 1,250달러에서 1,000달러 부근으로 조정, 모멘텀 투자자 이탈 후 진행자는 이를 일시적 조정으로 봄. 진행자는 2030년 목표(차량 판매 약 2,000만 대, 로보틱스, 배터리, 에너지저장, 완전자율주행 등) 중 절반만 달성해도 현재 가치의 4배, 전부 달성 시 최대 10배 가능성을 제시하며 자체 엑셀 모델이 있다고 언급. 우드의 ARK 혁신 ETF 상위 보유종목(테슬라, 텔레닥, 코인베이스, 유니티, 로쿠, 줌, 스포티파이, 쇼피파이, UiPath, 스퀘어)을 소개. 일론 머스크의 지분 매도(약 10%, 트위터 인수 관련 세금 목적 추정)가 주가 하방 압력이 될 수 있으나 큰 의미는 없다고 평가. 테슬라 시총은 주가 3,000달러 시 약 3조 달러로 계산되며, 허츠의 10만 대 모델3 주문과 판매 호조(주문 대기 약 6개월)를 긍정 요인으로 언급. 레거시 자동차사들의 2030년 전기차 전환 목표가 낮아 테슬라가 시장을 잠식할 것으로 봄. 기업 가치는 차량 외 에너지·로보틱스·자율주행·배터리에서 나온다고 강조.
다듬은 글
The person on the planet who has most correctly predicted the stock price of Tesla over the last few years claims the price will triple by 2025. . Fantastic to see you today. Thank you for tuning into the channel. Hope you've had an unreal week. There's so much incredible EV news that's already happened within the last 24 hours this week.
It's only Monday night here in Melbourne, Australia. And wow, I'm excited. There's some fantastic news going on. But before I get to some of that news, which you'll see in more videos coming out today, I want to talk about Tesla stock. Tesla's bull Kathy Wood of Arc Invest has said she is still confident in her prediction of a $3,000 US price target by 2025.
Now, the stock price price right now at reporting this video is at about $1,000. So, Kathy Wood is saying that the price will triple within about four years. And I think she's right. I agree with her. Now, one of my favorite websites or fan-based websites, which I think is pretty impressive for a fan-based website, is Tesla.
And Tesla said that in spite of Tesla's recent kind of stock price dip after the initial highs, the stock price went up to what was it about $1,250. It's gone back down now to about $1,000. She still believes the price will triple by 2025 to $3,000. Of course, the momentum players turned tail as soon as the stock reacted to that news and they followed it down.
For us, we have been taking profits on the way up and receiving a lot of criticism for it. And for us, this is nothing but a blip. I agree with Kathy. This is nothing but a blip. It's difficult in times like these when the stock price increases significantly and then you feel like well if I buy again am I now buying at a price that's too high?
That's the normal human emotion. That's the way I currently feel right now. Do you feel that way? If you were going to buy stock today and you had a,000 or say $10,000 to invest, what would you buy? Let me know in the comments section below. I still think Tesla stock is cheap. I I know that sounds crazy, but based on my predictions on other channels predictions, well, solving the money problems, predictions on his channel for the number of cars that Tesla will be selling in 2030.
Tesla are aiming, I believe, to sell 20 million vehicles in 2030 and the other things that Tesla are planning to do in robotics, in battery production, in energy storage, with supercharger stations. There are so many different things I could go on and on and on about all the things that they are aiming to achieve by 2030.
Full self-driving, will that happen by 2030? I think yes, absolutely. I'm 100% convinced that it will happen by 2030. All of those things together, if you combine all those, if Tesla only achieve half of their stated goals by 2030, then the price will definitely be worth in my view at least four times what it is worth today.
So, am I willing to wait 9 years to four to get a four times return on my money? Absolutely. Are you willing to wait 9 years for your money to go up by a factor of four? I think that's a pretty good return. Now, if we consider the fact that Tesla has achieved all of its goals that it set out to achieve back when it wrote its mission statement all the way back in 2008, basically they've done exactly what they said they would, which is purely honestly, it's truly miraculous that they have been able to do that.
Then, if they only achieve half of their goals between now and 2030, then that's a win. But if they achieve all of their goals between now and 2030, I can see the stock price being worth potentially 10x what it's worth today. I know that sounds insane, but that's based on all the numbers I put together, and I've got an Excel spreadsheet where I've put all the numbers together based on everything Tesla plan on doing by 2030.
I will share that with you very soon. Now, top 10 holdings of Kathy Wood and Arch Invest's Innovation ETF fund as of today. Number one is Tesla. Number two is Teddoc. Now Teldoc's an interesting one, TOC. They provide teley health services. Number three, Coinbase. Number four is Unity. Number five is Roku.
Number six is Zoom. Number seven, Spotify. Number eight, Shopify. Number nine, UiPath. And number 10 is Square. Now, last week, Tesla's stock was down from its highs by about 15%. Partly due to Elon Musk offloading some of his shares. The share price is probably going to drop, in my view, even more this week as Elon continues to sell more of his Tesla stock.
Now, as of the time of this video, on the 15th of November, Elon was about 50% of the way through his stock sale, and the stock price has gone down to about $995 US. Now, Musk said that his low basis share sale rate is designed to be closer to maximum taxation on Twitter. Wood believes that Musk's decision to sell some of his shares is fair enough.
She said he has been on the record of saying I was the first in and I'm going to be the last out. And yet he has an enormous tax bill for stock options. I'm sure he didn't want to use any more of his stock as collateral for loans. So I think that's sensible. I don't want him to be under pressure as a shareholder.
I want him to feel his secure and to be in good shape so he can do his job. Wood said about Musk. Now, honestly, I'm not 100% sure that Musk is really selling his stocks to pay taxes on that stock sale. So, it makes it look like he's paying taxes. Maybe he is, maybe he's not. I don't know. I don't really care to tell you the truth.
I think Musk has still an enormous amount of Tesla stock. He's got an enormous amount of options that he has available in August of 2022, which I'm sure he will take up. And frankly, it doesn't really make any difference to me. I think this is a pretty minimal amount. It's only 10%. Now Tesla reported that Kathy also said our estimate for Tesla's success has gone up.
The main reason for that is their market share. Instead of going down from the year end of 2017 to today, it's actually gone up fairly dramatically would explain at the time Tesla was trading around at about $733 per share and would have to go up more than 300% to reach Wood's price target. So she sounds like a lunatic, right?
She's saying it's going to go up enormous amount. Well, she sounded crazy when she said a few years ago where it would be today. And she was about right now. With a share price of 3,000 US per share, Tesla's valuation would be around about $3 trillion US. Sounds crazy, right? That's a feat that might have seemed far-fetched to some at the time when she first predicted it.
Does it sound crazy today? You know, I don't think it does. Let me know what you think in the comments below. Do you think it's crazy? Now, Tesla reached a valuation of 1 trillion in October after Herz ordered 100,000 Tesla Model 3 vehicles for its rental fleet. And since it made that order, Herz has engaged in an incredible marketing campaign to convince people of how good the Tesla Model 3 vehicle is and how good electric cars are.
I love it. Thank you, Herz. Thank you for helping us to sell more electric cars. And honestly, I mean, do they even need any help right now? Sales of Tesla's vehicles are just going insane. I just had a look on tesla.com and I clicked on the button to say to order a Tesla Model Y in America and I think it said I'd have to wait about 6 months.
That's insane. Now, most of the world's legacy auto manufacturers claim they won't be anywhere near 100% all EV in their fleets by 2030. So Tesla will be more than happy to eat their lunch, which is exactly what they're doing right now. But remember, the company's valuation will be due to far more than their cars, just like BYD.
It will be from energy, robotics, full self-driving, batteries, and many other things that they're working on right now. Thank you for watching the channel. Thank you for tuning in and for commenting, letting me know what you think about what Kathy Wood is saying about Tesla's stock price. Have an awesome day. Look forward to seeing you again on the next video. Bye-bye.
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