Dan Ives & Cathie Wood Have INCREDIBLE News for TESLA Stock Investors!

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로보택시 이벤트가 8월 8일에서 10월로 두 달 연기됐지만 Dan Ives와 Cathie Wood 모두 테슬라에 대한 강세 견해를 유지한다. 연기는 더 나은 제품 준비를 위한 것이며 AI·로보택시 스토리의 가치(Ives는 1조 달러 언급)는 변하지 않는다. 주가는 연기 발표 후 약 7~8% 하락했지만 장기적으로 매수 기회라는 주장이다. 두 애널리스트 모두 10월 이벤트에서 실망을 주지 않아야 한다는 조건을 강조한다.

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01. you put out a note very quickly on this reporting saying the delay did not change ultimately your bullish call on Tesla why not look I mean it's two months we're not talking nine months a year you'd rather them be what I view is kind of a jaw dropper event and that's what really needs to happen in terms in October and obviously the delay is not what you want to see so no one's popping Champaign when you hear that there is going to be delayed you know congrats to Ed and Dana on the story but in terms the AI story FSD the next phase of Tesla that's unchanged that's why in our in our opinion this is just more an airpocket period to get on to what I view as gold at the end of the rainbow despite the news of delaying the robo taxi event from August to October renowned wedbush analyst Dan IES remains super positive about Elon musk's autonomous vehicle which is great news for Tesla stock investors who got worried by the recent news this comes regardless of the countless criticism musk is receiving as a result of the news with many analysts starting to doubt the future of self-driving cars IES and he's not the only one as Ark invest CEO is also still bullish on Robo taxis and thinks that the best is yet to come for Tesla so let's find out wh let's talk about some of the calls at the end of the rainbow Ed I mean we had seen a runup in Tesla's stock previous week up 27% we did see a fall yesterday yeah and and look what really surprised me overnight was all of the retail investor Community very publicly on xain Elon mus like can you confirm this can you confirm this like Bloomberg stands by its reporting and we always reach out to Elon mus ask in any other Avenue at Tesla to ask for comment and verify but Dan what was it then I I know that you remain bullish on Tesla but when I said you were coming on the show a lot of folks in that Community were saying well well explain that the 8.4% drop uh that happened in Thursday's session is that just because the the run up in the stock that preceded it or is it because of genuine concern no I think it's more the run up B this is going to be a historical day whether it's 88 or 108 or you know whatever day it's going to be in October lot of anticipation going in here and in my opinion Tesla is more of an AI robotics play than just an auto company and investors they don't like the Le because then it feeds into that narrative and obviously the Bears they focus on in terms of empty promises and I think it's important and this is the most important thing that when they have this event in October doesn't disappoint it shows the path for robo Taxi shows autonomous shows the AI vision and monetization two month away that's rounding hour relative to where we see longer term as we've said I think the AI story alone is worth a trillion dollars for Tesla investors have recently been worried and pulled back by musk's decision to delay the robo taxi event yet IES tells them that they don't need to worry at all as the content of musk's project is what matters not the timing or the date at all while many investors may have been discouraged by the latest news Ives believes that the news should not be a huge influencing Factor on how they view the stock this is because the timing of Robo taxis Partnerships and the ultimate autonomous and Aid driven technology does not change at all for their bullish Tesla thesis IES is basically reassuring investors saying that there isn't much to worry about in general moreover IES believes that the delay could be in the benefit of Tesla as the company will be more prepared which might result in a product better than the one they would have revealed in August he said that to some extent they believe this two-month delay could just make the actual robotaxi event and prototypes even better and more eye popping for Tesla as musk and the team know that this unlocks the key to long-term future growth for Tesla and investors want more details not less at this historic event additionally IES believes that a two-month delay is not worth any fuss as it is not 9 months not a year not a long period in any case and although announcing the 8th of August as the revealing date of the robo taxi was not the best decision from the first place rushing the EV manufacturer would be extremely pointless especially if the quality of the vehicle still doesn't meet up to Tesla's potential or Ambitions noteworthy IES isn't the only accomplished analyst to remain bullish on Tesla as longtime Tesla bull Kathy Wood also spoke out about this so let's hear what she had to say hello everyone and welcome back to invest stracy you have a 16% based on what Rebecca said 16% of the flagship Arc Innovation is Tesla I mean are you looking to increase that waiting is there is there a maximum cap within the strategy for a single stock NOW normally uh we will start taking profits well before 16% um but the reason we're uh we we have let Tesla run we've taken some profits but let it run to a higher percentage than normal of the portfolio is because uh that Tesla is about to give us a lot more information about the robo taxi opportunity now originally um August 8th August 88th so 88 and I know in China that's a very lucky number and we thought that that's why uh Elon chose the date at first it was uh August 8th uh today they pushed it uh to October um and that just tells me that uh we're probably getting closer to this Robo uh taxi opportunity uh not further away he wants to show us something more I think awe inspiring than we might have seen on uh August 8th and he believes it's possible by October Tesla has received some blows recently due to this news as the company's stock dropped by nearly 7% to just over 200 $145 this marked the first loss since June 24th and the biggest drop since March 4th when the stock also fell by over 7% as a result the value of Elon musk's 133% stake in Tesla decreased from $88.2 billion to $76.80 Rally had increased his Stakes value by about $56 billion Arkin vests Kathy Wood stated that they remain bullish on Tesla despite the recent setback further more she believes that the recent news is actually good because the outcome might be even better as musk wants to push Robo Taxi's technological boundaries even further wood added that musk wants to make a bigger change saying that he wants to show us something even more revolutionary on the contrary to many beliefs wood believes that by this news we're actually getting closer to the robo taxi not further away wood has suggested that short-term setbacks like delays do not deter her long-term bullish outlook on Tesla she remains focused on the transformative potential of Tesla's autonomous driving capabilities but what does this mean for Tesla's stock is it a good buy at the moment Mr IES we we always appreciate having you on this program Bloom technology you are unw waveringly bullish on everything and we just showed a graphic with uh your coverage right all the stocks that you are across 30 buys three holds and zero sells so again I kind of think Caroline what would it take to make Mr Ives a little more cautious on Tesla what what is it that he would see that would would make him rethink his cool Caro I don't know yeah down I mean what I'd say to that point look we've talk I mean for the last almost 25 years I mean really pound the table on Tech and of course we've had bad calls in there as well but our view especially where we are and especially the last decade but especially the last what I call 18 months this AI Revolution is just starting so when I look at Tesla and you what would make us negative we talked about a quarter or two ago that must need to step it up right in terms of adult in the room I think and I think he did that I think deliveries was important for two q and I think you know you saw a lot of the Bears going back into their caves for that but you need to continue to see demand stabilization no more major price cuts and October you got to deliver in terms of this next phase of the store in terms of robot taxi although some analysts and investors consider this delay to be a negative indication of Tesla's future as they have root concerns about the company's capability in meeting deadlines and announced dates we have to agree with Ives and woods take on the subject object developing a fully autonomous vehicle that can operate safely and reliably without human intervention is incredibly complex despite significant advancements in Tesla's autopilot and full self-driving systems achieving full autonomy has proven to be more challenging and timec consuming than initially expected Tesla is also considering the market Readiness and demand musk might be waiting for a more favorable Market environment or higher levels of consumer acceptance of autonomous vehicles on top on top of that musk would like to ensure the safety of passengers and other Road users is Paramount any incidents involving autonomous vehicles can have serious implications for public trust and the company's reputation therefore Tesla likely wants to ensure that their technology is robust and safe before deploying it widely in conclusion by delaying the event Tesla is increasing the levels of anticipation as the firm still has not fulfilled the potential of Robo taxi which means that at the end of of the day we will be presented with a much better and safer product which would definitely have a great impact on the stock value pushing it higher and as long as we are getting a better product rushing musk would be indeed purposeless so basically Tesla stock at the current situation remains an amazing buy without a doubt as we're getting by this delay closer to a better Robo taxi which will have an incredible impact on the firm