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Dan I was just on TV and he basically said to sum it all up that Tesla is going through its iPhone moment let's take a look Tesla pretty incredible run this year more than doubling its value since January and some think it'll only go higher next year top Tech analyst and Tesla bull Dan IES out with a new note saying Tesla will hit a$1 trillion market cap in the upcoming year uh a lot of people coming at you on social media about this price Target even if they're saying well Tesla sucks they're coming at you from a fundamental perspective I'm saying I I I can't do the math and the earnings the valuation how do you get to 350 Tesla is where Apple was in 2008 2009 in terms of the sum of the parts and the software piece this is just starting what I view is the next phase of the Tesa growth story hit starting in 2024 and at this point from electric vehicles they're doubling down where others are peeling back I think units I think margins actually start to increase I think this is is going to be a golden year for Tesla at the end of the year I expect them to be above a trillion dollar did he catch that basically Dan I is saying that Tesla right now is where Apple was in 2008 which is basically when Apple was having its major iPhone moment so to me that means Dan I is saying that Tesla is having its iPhone moment in the Next Generation vehicle is not even out yet and despite that the Moto Y is to be the world's bestselling car this year with over 1.2 million sales it beat a vehicle that's so much cheaper than the model y I mean the model y is at least twice as expensive as the Toyota Corolla now what's interesting here is the model y was the bestselling car globally in q1 Q2 and Q3 but media coverage was limited without any official numbers from Tesla so what would be really great is Tesla officially announcing how many model y they they sold so that everyone can actually say yes the model Y is indeed the world's bestselling vehicle Troy thinks people around Elon are too afraid to ask whether Tesla should report sales by model in region as all other manufacturers do but T I can just announce this one time how many model y they sold because I think having it official that the model y was the bestselling vehicle in the whole world would help Tesla sell more Teslas Gordon Johnson obviously a bear on Tesla you know and Gordon's a great guy comes on the show he hasn't been right on on it but he might he might be at some point we don't know uh he says he wrote on X margins and earnings are imploding global market shares down and there's articles claiming that Tesla knowingly sold faulty Vehicles yeah now look to to his points what I would say here is that first off this is a not an auto company it's a disruptive technology company that's why from a valuation perspective I think this is a stock that could be up 40 50% in 2024 because people want a Tesla maybe they don't want an EV they want a Tesla you who said say said that as the great Brian well listen I it's funny I actually talked to a car I met a car dealer he watches the show he came up to me we he owns a bunch of Brands and we started talking and uh you know and basically he was like yeah I'm not selling them I think people want Teslas they don't want EBS because Tesla if you've driven them all and I have Tesla's a just a different experience the dashboard looks different the infotainment system is very different there's just it's just a different thing no doubt than a than an electric powered Audi well and you're seeing Detroit peel back you're seeing some of the European players and that's why this was a poker move for the ages by musk in terms of cutting prices going after volumes now they're in a position of strength and I believe this is just the next phase of the Tesla growth story where I don't think they stopped at a trillion I think there just the middle in it my Tesla stock prediction is that Tesla stock will eventually go to 1 trillion and then 2 trillion and then three trillion and then four trillion dollar and I am personally convinced that we are not going to experience a great year after a great year after a great year after a great year I believe right now we are going through a consolidation period and then the stock will explode where in one year it is going to go up at least a few hundred% and those that are trying to time Tesla stock are going to be in big pain if at that moment they will be out and I believe many of them will happen to be out because there's going to be a lot of fud around Tesla and things will seem to be not going exactly great and then one day oh this is going well and that is going well and that is going better than expected and that is going also better than expected what is going on here well the history is repeating itself is what is going on is Elon Musk hurt the company or help the company at this point cuz people don't realize musk is not running Tesla there there there is a management staff that's very quiet they're not on Twitter they just go about their job every day but he's the face of he's the golden he created it but there's a whole team actually running the company there's a team that runs it but he is the hearts and lungs of Tesla and that's from a brand perspective you know as as we've talked about I still believe right now that's a contained issue relative to what's happening in Tesla the iron is this quarter we see a record quarter in China so we're not actually seeing even against byd even against BD which is the Chinese car company that's taking over China I mean and probably soon to come here soon to come here but in China they've held their own and I think this is going to be actually a record quarter from a China perspective I think we look out we go into this next year margins increase they gain share and now full self driving I'd argue the AI piece could be $75 per share and I think that's what we're going to be talking about one two years from now I am certainly expecting a record quarter in China we will get the new latest numbers from China very very soon and I expect that number to be relatively great at least certainly enough for us to believe that we will certainly have a new record quarter in China again and with FSD I believe that the mainstream analysts are going to be way too late to the game eventually but they will come on board once it becomes obvious that this part of Tesla's business is also going to generate tremendous revenues I'm not so fixated on exactly which year FSD is coming I'm more fixated on is full cell driving is it actually going to happen in the tangible relatively tangible feature and the answer to that question is absolutely yes I mean you just look at wayo for example and Cruz they use lar though but there are services that already work and I believe that Tesla is going to be the first company to scale full cell driving with a vision approach which is going to be the cheapest way to scale the reason why you see so many Chad gbd clones is because the data is available to everyone but you cannot just download millions of clips of vehicles being driven on the road roads with camera feeds from these drives that data is kept private and Tesla has a lot of it more of it than anyone else what if it doesn't happen what if full self-driving just Regulators don't want it insurance companies won't insure it something occurs I don't know I hope it does because you know what I'll sit in the car and let it drive me to work while I do my work but what if full self driving never occurs if if it never occurs then Tesla just fundamentally when you look at some of the Parts this is a stock that still has 30 40% upside if full self-driving happens which we believe as we get to level four and I believe they lead in that raise over the next decade then you could argue this is a stock that could go toward two trillion over the coming years because of disruptive Tech and going back to the Apple thesis and ' 0809 services that's why copertino right now is a $3 trillion Market many thought they never reach a trillion so even Dan IR released that Tesla stock still has so much upside even if it never soles full self-driving this is coming from a man who has not uh been bullish enough about Tesla's stock uh during some important periods of time I think he's being way too conservative with his long-term thesis here I personally think those that invest in Tesla stock that do not have a Time Horizon of 10 years or more I think these people are going to miss out on some big gains and I need to address the question from the host what happens what will happen to Tesla if full Cale driving never ever gets solved and I believe that question was presented from a point of view what if this technology never happens I don't think he was questioning Tesla specifically he was questioning the technology itself and that question really shows me that the host is not very familiar with AI it is like saying say back in 1996 that the internet is maybe not really going to take over or in 2008 saying that smartphones with touch screens are not going to take it over that we will still have these little phones of keyboards without touch screens it is like saying that in the beginning of the 20th century that the vehicle Revolution the cars are not going to take over and replace horses we already see that the technology is possible with liar and HD maps and we see what CH GPT is capable of doing and how fast it made progress once you fed a lot of data to it so we know the exact same thing is going to happen with full cell driving technology as well it's not really any different this reminds me so much of when doctors refused to wash their hands after surgery or before surgery because they wanted to look like doctors back then it was stylish to have blood on your hands and your clothes that guy that brought up the idea and presented the evidence of washing hands he was ostracized and I believe this is not really going to change when there is change people are skeptical despite clear evidence provided people only start to really change their mind after the thing has happened and there is an un an insurmountable amount of evidence presented to a point where you don't need to think even a tiny little bit you see right now when it comes to full driving you actually need to think you need to look at Chad GPD at other models like Chad gbt and there are so many of them now and you need to understand that the more data you feed to AI the better it gets and that happens with every single model basically and we have seen a demo of of sd12 and that one is just built on data you can already make a good clear conclusion that that is the feature the more data you feed the better it's going to get and at some point inevitably it will become better than humans driving very quickly Elon Musk came out today I think it was in a in a in a Twitter spaces with Kathy Wood maybe it's yesterday I'm getting old basically saying that that the market the stock market is kind of broken because there's there's too much institutional ownership and Retail ownership doesn't matter enough but Tesla I think is is a retail investor type of stock and I would say the retail has been ahead of institution on this name I mean outside of Baron and some others and I think now what's happening is institutions are catching up to retail in terms of what I view as a golden year ahead for Tesla yeah I'm not so sure they are really catching up I mean how much attention do they pay to Tesla energy business not much you don't really hear analysts talking on TV about how Tesla's energy business now has higher margins than the auto business and that already happened a few months ago and you still don't really hear about it about which I'm actually quite happy because it allows me to keep buying Tesla's stock at low prices which I I will continue doing throughout all of 2024 I'm starting a new channel while with Matt pus uh the reasons are many for that I covered all of them in my New Year's resolution the main thing is basically later on I want to cover some of the more controversial subjects and it helps if I can be recognized as someone who is perhaps a bit less serious overall someone who is more of Entertainer and maybe a bit of a comedian so that channel is going to be focused on uh comedy entertainment basically I will find the funniest clips on the internet and I will put them together I will react to them and then and then I will comment on these and once in a while I will put in something controversial in there as well especially later on in the beginning maybe not as often but later on yes I will and what I have observed is if you are a very serious person then it's much easier to cancel you but if you are perceived more of an Entertainer if you can say that you are a comedian then the likelihood of you getting cancelled I think is a lot lower so that's the main purpose of this channel really and also I like to laugh a lot and I will be laughing a lot so you can subscribe to that channel I will I will start uploading on it in the next few days or the next few weeks and uh the link to subscribe is down below in the description Merry Christmas everyone happy holidays make sure to make your own New Year's resolution if you haven't yet I made mine quickly I shared that uh in the last video so watch it if you haven't yet one of the biggest things I have on there is to teach my 14-year-old brothers who are twins everything I know about money basically how to make between 20,000 to $100,000 a month I'm thinking of ways how to also sh that with everyone else because there going to be some good stuff and it would be easier just to keep it all private but I try to be a responsible Citizen and share what I know with others as well like And subscribe if you haven't yet and I will see you in the next video my name is mat Fus
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