저자: Kevin · 외국인
요약 보기
테슬라 사이버트럭의 V2H(차량-가정 충전) 기능으로 피크 시간 전기요금을 절감해 월 약 127달러(세후 환산 약 212달러) 수준의 사실상 패시브 인컴을 얻을 수 있다고 주장. 세금 공제(179 감가상각)와 향후 저가형 전기차 확산 시 V2H가 주가 촉매가 될 수 있다고 봄. 아마존 AWS 이익률 사례를 들어 테슬라 Dojo도 클라우드 수익 가능성이 있다고 언급. 다만 영상 내 주가 직접 예측은 없고, 본인은 테슬라 주식을 보유 중이라고 밝힘. 로봇 공격 기사 논란도 다룸.
다듬은 글
we've got two pretty important things to talk about regarding Tesla number one killer robots attacking people and pinning them down what and then of course we've got to talk about the real story here which has to do with the Cyber truck and some hidden benefits that could be generating passive income for the owners of cyber trucks which will become a lot more apparent in time that could end up being a catalyst for the stock as well as a convincing justification for you to tell your wife why you want to buy a cyber truck even though you don't need it yeah in this video I'm actually going to show you the math behind how the Cyber truck could pay you passive income of200 or more dollars per month without renting it out to anybody else we're going to talk about that but first a very quick note here on Killer Robots the Daily Mail literally uploaded a thumbnail of the Tesla Optimus in front of cyber trucks and then the headline Tesla robot attack and engineer at the company's Tesla Factory during violent malfunction leaving a trail of blood okay well what I'm going to do is I'm going to go to ec.com where I prefer to get my insights oh wait that's actually the stuff that I write uh this is our website uh for providing our research and news and commentary uh and before we get into the Cyber Truck Part worth noting right here that the daily mail actually wrote this to talk about one of these robotic arms that had a malfunction in 2021 and that no other robot related injuries were reported in either 2021 or 2022 though maybe more injuries are going under reported even though they occur they allege so basically the Daily Mail is trying to use the Optimus as a way to clickbait some kind of big takeover of robots that want to basically kill you and it's not actually happening because when you talk about the story the story literally has nothing to do with the Optimus robot they don't even talk about the Optimus robot in the story that's just how they're trying to lead clicks kind of sad day for the mainstream media But Not Unusual which is why I love what we're doing over at ec.com totally free website free forever for you to go learn more about and uh give me your feedback on in the comments down below all right but now how does the vehicle actually save me money okay well there are two ways we already know about the easy one the easy one is the 179 deduction I want to talk about the new one the 179 deduction just to catch you up to speed really quick let's say you buy this car this vehicle it's over 6,000 obviously right now it's like $120,000 for the founders Edition this is hard to justify this is going to be a lot more of a delicious calculus once the car is like $70,000 and you have the lower or less expensive vehicle versions uh but anyway you buy it now for 120k you write off 25k plus one of your seven years of straight line depreciation your first year of owning this vehicle might actually exceed your down payment if you finance it you might save $15,400 on the vehicle year one if your tax bracket is 40% you're writing it off for business which is kind of cool and then you might save an additional $5,400 a year on the vehicle uh just in tax savings of course confirm this with your CPA which is like 450 bucks a month by owning the vehicle that's pretty cool but I mean that's just depreciation though so check that out along with some of the accelerated depreciation you might be able to take but what I think is actually a lot more cool and be a lot more applicable to a lot of people in the long term and is super underrated when it comes to analyzing Tesla is vehicle to home charging and here's how vehicle to home charging could generate you over $200 of passive income per month first it's worth noting that the vehicles offering vehicle to home charging right now are the Volvo ex90 the Chevy Silverado the Tesla cybertruck and the Ford 150 lightning now they there are expected to be others that offer the bir directional charging like these here in yellow there is also the Volkswagen id4 which does offer vehicle to home charging uh but uh this one's labeled slightly a little bit differently and uh let's just focus on the cybertruck for the purpose of this video oh we got the Kia ev9 over here you can take a look at this right here uh to give you a little bit more of a breakdown but what I'd like to do is understand this when we pay money for our utility bill or electricity bill which the average throughout the United States is around 170 bucks a month we pay with what's known as after tax money okay now to understand this concept you have to first understand taxes when you go make money you pay taxes and then you could pay for after tax expenses like your electricity bill at home so for example let's say your electricity bill is 180 bucks a month okay you and you pay 40% in taxes on average you would end up having to have to earn $300 to pay 120 in taxes to be left with 180 for your electricity bill right so consider this when it comes to evaluating the Cyber truck all this in detail over here at ec.com consider this let's say Peak utility rates are now which they are 4: to 9:00 p.m.
when the sun is lower and solar isn't as effective average Peak utility rates are around 40 cents throughout the country roughly average usage during this time could be if you use power during 4:00 to 9 p.m. like most normal folks do could be somewhere around 5 KW an hour works out to about 25 kwhs now let's say your cybertruck has that spare which quite frankly you probably do you plug in the cybertruck and you run the cybertruck as your home's power source automatically it's all done automatically you don't have to think about it through the app for 5 hours at 5 kilowatt hours okay that's 25 kwhs now you're going to recharge at about a 17c discount in the middle of the night that would generate roughly 17 * 25 * 30 for a monthly figure $127.50 cents per month just by moving your peak hours onto the cybertruck's battery during peak time and then getting that power back that energy back in the super off peak times in the middle of the night now obviously these numbers are going to vary I'm not using very expensive California numbers I'm trying to use across the country averages here right but not including any other offsets if you're in a 40% tax bracket here saving $127.50 of electricity is actually kind of like earning $212 of passive income per month so literally that's like somebody coming to you and going here ma'am here's $200 of passive income and then you pay a little bit in taxes you have 127 left to give to your utility that's how the cybertruck can actually save you money in a way that a lot of folks aren't even considering about it yet but I'm not even considering about this from the point of view of like should you actually justify buying a vehicle uh that's $120,000 just to save a little bit here no of course not and there are other considerations as well like in the future the vehicle will be less expensive then it'll make more sense but you might not be a high energy use user and you might not have the car available during that time unless like you're a crypto Miner or a YouTuber and uh quite frankly we don't know yet how much this is going to affect the longevity of the battery you might have some battery depreciation by doing this that would offset some of your savings right so now for like the way I look at it is for me it would probably be a boon for people like me because I'm a high energy use user and I'm home a lot but I can have this same benefit a lot cheaper just by buying Tesla power walls or end phase battery packs because they would cost me a lot less to get the same kind of benefit but buying batteries is not sexy for your house buying a cyber truck is so is it possible the justification for buying a cyber truck could start including the calculus of savings from vehicle to home charging the answer to that I believe is yes but it's not just now The Fringe going oh yeah I'm going to save some money with my cybertruck with vehicle to home charging it's actually when this goes mainstream imagine you buy a $330,000 car a $330,000 car at a 3% interest rate like in the future okay this is this is where it becomes a catalyst and this is my point it's not the now it's we're going to go here let's do this car loan calculator all right ready for this let's go do an auto loan calculator we'll just go to a website over here let's say I buy uh the $30,000 Tesla uh you know in the future we'll Finance it at 72 months and let's say rates are lower they're 4% okay and I'm going to put $5,000 down great that's like what 15ish percent a little more than 15% we'll get our sales tax in there great calculate okay so what is my payment on the sucker my monthly payment is $391 assuming I don't use that for business that's all an after tax expense but if I can offset half of that I might literally have 50% of my Tesla car payment covered simply by being able to plug this sucker in and using it to support my H's Peak energy use during the middle of the day again this is a few years out right you got to get new Tesla like model 3 is allowing vehicle to home people have to pay for the inverters but in the future people are going to have the inverters in the future it's not going to make sense to have a gas car anymore because your monthly payment might literally be half of the equivalent of a gas car simply because a vehicle to home okay and this is not even comparing to the Catalyst that I was cheering this morning from uh Morgan Stanley actually so Morgan Stanley's Adam Jonas updated his Tesla thesis and he didn't really tell us much new but there was one thing that I thought was really really interesting he suggested that Amazon web services Drive 70% of earnings before interest and taxes at Amazon and they think this could happen with Tesla's Dojo as well so then I'm like hm so I dug around I went into Amazon's 10q and I'm like oh how interesting AWS brings in $2.5 billion per quarter with 5.4 billion in net that's actually really impressive that's a 26.3% net on cloud services which is really really fantastic I actually wrote here congratulations Amazon this is amazing this is like totally an understated consideration for Dojo because remember this isn't Dojo or Invidia right this is not Amazon or Nvidia like Amazon has its own chips and they use Nvidia chips your goal is just to create a server Factory basically and then compete in what I consider to be this oligopoly olop olop there we go olop of very few companies that can actually provide large scale Cloud infrastructure for cloud compute and cloud storage I personally thought about getting into Cloud infrastructure because I think there's a lot of money to be made there the problem is cyber security that's your greatest threat so cyber security isn't great with smaller companies potentially or I think you have less money to potentially fight the risks right so does that mean in the future there will be few dare I say an instead of OPEC for oil like an odec an operation of data exercising company okay that's it's a really bad one okay but I I came up with something the point is is it possible that very few like Microsoft Google Amazon meta and maybe Tesla as well could end up fighting for that margin and that profit yeah now am I going to price that into my PR no not at all do I think of it as icing on the cake absolutely do I think as V do I think of vehicle to home as icing on the cake absolutely is it going to take a long freaking time for people to start understanding that vehicle to home charging is actually going to save them money like pre-tax money yeah it's going to take a long time most people don't even know the freaking difference between post tax and pre-tax and the fact that when you pay your electricity dollars it's post tax money man most people don't realize when you save a little bit on your electricity it's actually like instead of saving a dollar you know how they say like a penny saved is a penny earned no no no no no it's like a penny saved is like 1.4 pennies earned roughly to make a dollar you have to divide it by6 it's actually like saving 1.67 pennies right think about that 1.67 pennies times 6 which would be my after tax is a dollar mhm yeah so every penny you save is like earning a penny 67 that's why after tax uh and pre-tax considerations are really important vehicle to home charging does that it saves you money where it's actually more useful money to save that's pretty cool now I teach that kind of stuff in my courses on building your wealth we got new Gold Course lectures coming out uh here at the end of the year I'm obviously biased towards Tesla as well I hold uh Tesla in my ETF and I own uh Tesla uh myself so I'm a big Tesla bull here but but I'm not pricing any of this into my trajectories for Tesla I'm looking at this more as like here's what the mainstream media is talking about Killer Robots and here's what me Kevin's talking about wow look at the future we're going to go into a future where Tesla could potentially compete in data centers but more interestingly every person might end up offsetting their Peak energy use by plugging in their electric vehicle and arbing the difference yeah that is very interesting anyway sure
Comments 0