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want to bring in dan ives right now from webbush because we got to break down uh what happened with apple's earnings and of course tesla with the gm news of going all electric by 2035 but dan it's the headline to george i gotta ask you this business with robin hood and reddit and gamestop and going after the firms that short d how do you make heads or tales of this are we at an inflection of power shift here no you you you're starting to see a market force that previously wasn't a factor and now it's starting more and more to play in as the individual investor now is no longer at the kids table so you're starting to see maybe a bit of a share shift but fundamentally it's still a contained issue i think this is one where it doesn't really change our view overall on stocks in terms of especially when i look at a risk on trade but it's definitely a dynamic that's going to play into the market going forward and i think it we need to see if this is a contained issue or it has more of a brush fire type impact dan we got to talk about apple we had their earnings out after the bell yesterday you were out with a note this morning calling it a jaw dropper december quarter yet we're seeing shares under a bit of pressure today off just around two percent why do you think we're seeing this reaction in the stock look i mean in my opinion it's probably the best apple quarter that i've seen in six to seven years i mean this was a cinderella story type of quarter in terms of a five billion dollar iphone beat and this really just shows the super cycle it's not just hype it's a reality and it's starting to play out and i believe six to nine months from now we're looking at a three trillion dollar market for apple so it's like right here when i look at a stock being down a bit i view it as a buying opportunity and it continues right now to be a five-year super cycle with services that's part of the re-reading in apple i think that alone is worth 1.2 trillion um i used to be an apple lover i think that the 3 trillion dollar call i mean people do love these apple products but is there any concern that maybe quality is falling at apple i mean we saw them release big sur far too early and there were a lot of hiccups in getting that out yeah i think ultimately if you look from a hardware perspective at their releases from iphone 12 to what we've seen in aeropods to across mac and of course with their own chip in terms of them and that's important in terms of what we're seeing with their own silicon it's really been a renaissance of growth from a product perspective within cupertino they're always going to have some dings here and there you talked about with big sur but ultimately whatever leaves the four walls within cupertino has been met with massive success especially over the last year or two and i think that's why they continue to have that gold standard in terms of what we see for apple and you're seeing an iphone 12.
a lot of skepticism in terms of the super cycle many think and their best growth is in the rear view mirror what you saw last night is mahomes type of growth hey dan i also want to ask you about tesla because that sack also off just around 2 today bears are pointing to the miss that they reported on earnings about that they reported lower margins why doesn't this worry you at all it's a golden age for evs i know we've talked about it before but it's three percent penetration in terms of evs globally going to 10 next three to four years china firing on all cylinders and i think you're seeing not just for tessa but the likes of neo x ping and others and then when you look at a bad administration coming in i think a doubling down on tax credit restoration to tesla and gm this is really just the start of what i believe could be a million vehicles plus delivered for tesla in 2022 they're going to be conservative at the gate for deliveries but i think it's a sandbag special in terms of guidance what about this uh effort by the the federal government to switch over to the fleet all new purchases being electric vehicles i mean are we going to see remember how it was k cars in the 1980s are we going to see nissan leafs because i can't imagine government folk driving teslas one i think when you look at this government initiative it's really the broader green initiative that we're seeing of course gm just dove into the deep end of the pool going full evs by 2035 and i think what you're really going to see is a massive shift within the us not just on the government side but but within consumer demand but a lot of it's driven from abiding in a blue senate green across the board and that disproportionately benefits the likes of tesla gm but it's also why you have that company in cupertino apple they're not going to look at evs from the outside looking in i believe in the next six to nine months they announced an eevee partnership with the likes of tesla vw hyundai or potential one of the big three hey dan when we got uh the info out from biden saying that he wants to move this whole the fleet to evs this whole initiative that he launched he didn't give a timeline does that matter well i think they don't want to put themselves sort of back against the wall in terms of a time frame we talked about 2030 in terms of supercharger network potentially building out 500k but i think they still need to double click and figure out to make sure that they do a time rise that they don't miss there'll be a lot of speculation on that and i think over the next call it three to six months it's gonna be a more concrete plan but i think it's gonna be multi-faceted the restoration of tax credits the tesla and gm that's significant especially for tesla in terms of u.s demand more tax incentives in terms of factory build-outs and supercharger build-outs and i believe a year from now we're sitting here we have more foreign ev manufacturers coming into this country and i think that's going to be a big part of job growth in terms of the ev environment dan before i let you go i got to ask you and hold you to something you said earlier in the discussion are you a kansas city fan look i mean ultimately i like kansas city but mahomes in my opinion it's hard to bet against him just like it's hard to bet against tesla and apple and uh you know i still i think kc by a touchdown oh all right dan ives we got to get your back on the 8th um but first i'm gonna say thank you it's always a pleasure to have you here buddy all the best to you take care dana is with webb bush security
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