저자: DanIves · 외국인
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Tesla 주가가 CFO 공백 등 커뮤니케이션 문제와 EV 수요 둔화로 크게 하락했으나, 하락분의 약 80%는 소통 문제이고 펀더멘털 영향은 약 20%라고 주장. 6~12개월 내 자율주행·저가형 차량 서사가 실현될 것으로 보고 Tesla 보유자에게 버티기/매수를 권유함. 트럼프 당선은 Tesla에 단기 이득일 수 있으나 중국 리스크가 더 크다고 봄.
다듬은 글
investors in this market, you'll see risk off on Tesla. But I don't believe we sit here 6 12 months from now. It's the same narrative as we ultimately see a sub $30,000 vehicle FSD autonomous and the rest ultimately what I view as the story comes to comes to fruit. 12 months 12 look I think we are definitely right now going through a very very difficult period as a Tesla holder.
I mean it it's so much easier to just own the godfather of AI, Jensen, Nvidia, Microsoft, you know what I view, Amazon, a handful of others, but for Tesla, I think we get onto the other side of this. That said, it's definitely, you know, sort of put the seat belt on time as we see in terms of the stock.
Yes, in this market you'll see risk off on Tesla, but I don't believe we sit here 6 to 12 month from now with the same narrative as we ultimately see a sub $30,000 vehicle FST automated and the rest ultimately what I regard as a story comes to comes to fruit 12 months 12. Look, I believe that as TZ holders, we are undoubtedly going through a really challenging time right now.
I mean it it's so much easier just by the godfather of AI, Yens, and Nvidia, Microsoft. you know where I regard Amazon a few of others but for Tesla I think we move on to the other side of this nevertheless in terms of the stock it's undoubtedly sort of put the seatel at on time then I just encouraged everyone to buy Tesla stock if you're currently distracted by the recent hub in the stock market or by Tesla's plung in stock price then you might be sleeping on a fantastic chance Tesla stock will profit investors Mallayiona in near future and Dana just verified that the growth tale is still relevant in my opinion.
I just believe we're going through a very brutal transition period to get on to the other side. And for Tesla, do you squeeze competition, continue to cut prices, or do you basically hold serve? But it comes at a time when Tesla was just about getting it right on the profitability of front, right? So, how long does this transition period last?
And how much does the test patience for Tesla and Tesla's shareholders who be wanting it to be more in the black on the bottom line? Well, the main issue is that those conference calls, they've virtually been Saturday Night Live comedy acts. I mean, because without a CFO, Zack, since he departed in August, every time you want to get council, you want communication.
You don't get it. So, the problem now is that I think about 80% of the selloff has been communication. 20% is the actual fundamentals. And investors in this market, you'll see risk off on Tesla. But I don't believe we sit here 6 to 12 months from now with the same narrative as we ultimately see a sub $30,000 vehicle FST autonomous and the rest ultimately what I view as a story comes to comes to fruit 12 months 12.
Look, I believe that as TZ holders, we are undoubtedly going through a really challenging time right now. I mean it. It's so much easier to just own the godfather of AI, yens, and Nvidia. Micros off, you know what I regard Amazon a handful of others, but for Tesla, I think we get on to the other side of this.
That said, it's definitely, you know, sort of put the seat belt on time as we see in terms of the stock you mentioned, and I'm not trying to champion TE, but you mentioned, you know, it's almost like when it comes to Elon Musk, and I know he's no Sydney Sweeney, but in terms of being able to give guidance considering what's happening right now, isn't that really tricky for them to do?
because we're seeing day in dayout price cuts and you know expectation getting absolutely slashed. So how can how can they actually be be able to produce anything in the next 6 months that'll land our the next 12 months but offer some goalpost give a worst case be accused of doing it again and overpromising and underdelivering but the problem is that by no goalpost no communication bad news in terms of coming out of the China numbers investors basically put on the blindfold play darts that's where the model is going to be and that's not good for stock it comes down to like investors understand must goes was a beat of a different drum.
No one could argue with his success, but the Dan II has always underlined the tremendous potential of Tesla stock, especially around its unique price objectives and predictions. And this time, he's got some fairly insane things to say. Tesla's stock has been a bit of a roller coaster recently, and there's been a lot of things happening on, but according Dan as the ultimate maker is undoubtedly going through a time of change that will inevitably take it to its actual valuation.
In fact, he believes that in only 6 months, Tesla will be completely different. But how will that occur? And why is Dani so optimistic? Let's find out. Look, like on the other side, the Delaware situation, the 25% ownership, you know, in terms of some of the noise there, that's just added to the AA that we've seen the stock.
But how much is this a Tesla story versus how much of this is the EV transition team losing steam? Look, EV, it's been dark days. I mean, we see it globally, right? Even you look at GM for they're taking a step back hybrid, you're starting to see, okay, so now do we go to 60% penetration? It's probably closer to 30%.
But nonetheless, that's a big growth opportunity over the following years. However, from an EV standpoint, it has been a very challenging time for both players and investors in a baited market. It was like, do you want to own the Bugatti in the left lane that you'll pay up for, which is essentially AI, or the minivan in the right lane with the paint chaw going 40 m hour?
So, that's the difficulty right now in this market. Can I just really quickly ask you, probably no other firm in the S&P or even in the MAG 7 will be more impacted by the potential of a Trump presidency. Do you think that if Trump wins, Tesla would see a boom since all the money they've been getting from the bottom Mint Tyion would essentially vanish in an instant?
Yeah. I mean the elections like obviously in a Trump if Trump won there'd be benefit but then I'd argue on the other side in terms of China tensions that would be more negative and that would actually hurt Tesla just given that's such an important end market for them and Apple and I think there's definitely across Asia in terms of my travels a lot of questions on elections EVs and look essentially it went from a Cinderella story to a horror show but it's probably somewhere in between as long as there's a happy ending if there's won.
I do think the way to play it is bid and Tesla in terms of who will join as a winner. Well, I mean, we've been here before in terms of going through in terms of going through these types of scenarios. You finally have to betting against been the incorrect move. Tesla's been a crazy ride from revolutionary innovations to Musk's sometimes surprise statements and a roller coaster stock prices.
There's so much going on with the vehicle company. However, lately there's word in the air that Tesla might be altering gears. And according to Dan Ies, who is a Tesla bull and stock guru, Tesla could be at the edge of attaining its true potential. Hey everybody, welcome back to Tesla tomorrow. Tesla's ongoing research and development efforts, especially around autonomous driving technology, could potentially disrupt the transportation industry.
And as the automaker makes strides in autonomous driving and self-driving capabilities, it's got the potential to unlock new revenue streams and revolutionize the way we think about transportation. Additionally, Tesla's excellent cash position and positive free cash flow gi with the resources needed for future expansion, R&D, and strategic acquisitions.
And that's something most people don't comprehend. than I bullishness on his price estimate for Tesla isn't just a conjecture. But it's a proof regarding Tesla's continually rise in potential, which is why the analyst has studied the firm for years. And he's also been looking at it for a long time. Before we proceed on, if you're digging this type of stuff, press the like button, subscribe, and switch on post notifications to keep up to current on everything going on with Tesla.
Let's take a moment to look over Tesla's past in order to understand why Dan Aas just made the statement. Now, Dan is once said he believes Tesla has a huge opportunity to dominate the electric car market. And he expects it's going to grow to almost 25% by 2025. And he also thinks that Tesla's got a strong advantage in terms of battery technology, software, and autonomous driving, enabling it to maintain its leadership position and fend off rivals.
In a prior interview on CNBC, the stock guru talked about his bullishness attitude on Tesla. Not just that he sees the automaker as a disruptive technological firm, but as one that is revolutionizing the industry and generating a loyal fan following. He's also not too worried about the supply chain issues that Tesla is encountering as he feels that the car firm will one day be able to overcome them and generate great profits quarter to quarter.
But for Tesla, it's all they're playing with, right? And the underlying story for Tesla has been about incredible rapid growth over the last few years. And now Elon and team are suggesting that's going to be much slower this year. And all these signs in the last few weeks and months are really kind of making it even more worrisome just how slow that growth is going to be.
You know, one of the great things about Tesla is if you look over the previous 3 years, for example, the first quarter has shown growth that's been better than the fourth quarter, which is really very unexceptional. think about that since wants to go buy a new car in winter and kick the tires, right?
But that just kind of emphasizes how much growth there's been there. And now there's real concern that maybe this quarter won't be as as excellent as last quarter and that's worrisome to some people. Do you think eventually that some of the mandates that we've got from the Biden administration, do they get pushed back and does that matter to Tesla?
is Tesla dependent on I mean I know that clearly subsidies assist but on the mandates that go
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