저자: 미상 · 외국인
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한 줄 결론: 테슬라 주주의 머스크 정직 요구와 중국·유럽 전기차 조사, 비냉 등 다양한 이슈를 다루며 전반적으로 테슬라에 대한 낙관적 전망을 제시하는 영상이다. 테슬라 주주 이슈: 한 주주가 이사회에 머스크를 30~60일 직무정지하고 공감 교육·치료를 받게 하라고 요구했다. 진행자는 해당 주주의 보유 주식 가치가 500만 달러 미만이라 큰 의미가 없다고 평가했다. 피스커(Fisker): 최고운영책임자에 이어 최고회계책임자도 한 달 내 사임했다. 11월 16일 뉴욕증권거래소로부터 상장 규정 미준수 통지를 받았다고 발표했으며 상황이 발표보다 나쁠 수 있다고 봤다. 기아 커넥트 앱: 원격 서비스 요청에 일일 한도가 있어 초과 시 하루 종일 잠긴다고 지적했다. 테슬라에는 없는 불편한 제약이라고 비교했다. 중국·유럽 전기차 조사: 유럽이 중국 전기차 기업의 보조금 문제를 조사 중이며, 이 조사가 현재 테슬라에 유리하게 작용한다고 설명했다. 다만 테슬라도 중국산 차량을 유럽에 많이 수입하므로 조사가 끝나면 테슬라에 좋지 않을 수 있다고 했다. 그러나 중국의 보복 가능성 때문에 큰 벌금 부과는 어렵다고 봤다. 빈패스트(VinFast): 한 증권사가 아웃퍼폼 등급과 목표가 12달러로 커버리지를 개시했다. 진행자는 시가총액 약 40억 달러 수준이고 주가가 약 91% 하락한 상태라 목표가대로면 두 배가 된다고 언급했다. 그러나 전기차 인도량이 적고 미국 판매 차량에 문제가 많아 개인적으로는 회피하겠다고 밝혔다. 운이 좋으면 수익을 낼 수 있으나 매우 위험하다고 봤다. 바이낸스(BTC): 바이낸스가 43억 달러 벌금을 내고 CEO가 물러나며 자금세탁방지 혐의를 인정할 예정이라고 전했다. 진행자는 거래소 자체에 부정적 입장을 보였다. 포드: 마퀴(Mach-E 등) 판매 부진을 전했다. 진행자는 딜러들에게서 들은 이야기라며 전기차 리드가 거의 없다고 언급했다. 리사이클링 기술: 연구자들이 박테리아를 이용해 닛산 리프 배터리를 재활용하는 기술을 소개했다. 테슬라 2024년 인도량 전망: 트로이(Troy)의 예측을 소개했다. 200만 대 달성 확률 90%, 210만 대 70%, 220만 대 40%다. 진행자는 테슬라가 광고를 하지 않았던 점을 고려하면 광고 시작 시 수요가 매우 강할 수 있다고 봤다. 샘 텔러 옹호 글: 머스크 밑에서 5년간 일한 샘 텔러가 반유대주의 흔적을 본 적이 없다고 주장한 글이 확산 중이라고 소개했다. 진행자는 이를 지지했다. 테슬라 주가: 현재 바닥인지 추가 상승할지 질문으로 마무리했다. 진행자는 해당 질문에 대한 명확한 답을 제시하지 않았다.
다듬은 글
there's an article here that says Tesla shareholder calls on board to suspend Ela musk for agreeing with anti-semitic post this Tesla shareholder says Tesla's board should put musk on leave for 30 to 60 days and require him to attend empathy training and or therapy it is interesting though that CNN wrote exactly how many shares Elon owns and exactly how much approximately these Shares are worth $96 billion but when it comes to this other Tesla shareholder they just say how many shares they did not say how much in terms of dollars and that number is actually under $5 million so yeah this is not really worth talking about remember how fisker's Chief Operating Officer just resigned well Fisker just announced they received a notice from New York Stock Exchange on November 16th indicating that the company is not in compliance so it makes sense that the chief accounting officer would resign probably is looking quite quite a bit worse than it appears they lost their second Chief accounting officer in less than a month this is crazy the Kia Connect app has a daily limit of remote service requests and will lock you out for the rest of the day if you exceed it unclear what the limit is but it's not much wow this is a silly limit you would never have a problem like this with a Tesla you know how Europeans are investigating some Chinese companies because they think that some of these EV companies are getting subsidies from the government M which makes it unfair when these cars are then imported into Europe because Europeans then cannot really compete with them well the president of China just expressed his pleasure in seeing more French products entering the Chinese market and welcom more French companies to invest in China he also hoped that Chinese companies would be treated nicely in France currently that investigation into Chinese automakers by European is working in Tesla's favor because Tesla is not being investigated even though Tesla Imports a lot of vehicles from China to Europe so if these investigations end that would not be exactly great news for Tesla but it's not really all that bad because I don't think these investigations are likely to result in huge penalties for Chinese companies because China would probably retaliate to Europeans and Europeans don't really want that but we'll see what happens this will come as a shocker to many because Dan I just said we are initiating coverage on vinfast with an outperform rating and a $12 price Target we have seen the impressive vinfast operations in Vietnam firsthand and came away extremely impressed with its EV footprint we see winfest as one of the global winners in the EV race so he basically thinks that stock will double already it's worth $4 billion in terms of its market cap but that's after a drop of about 91% if you remember if you follow me in the summer I said yeah this is looking Preposterous it was clear that it's going to fall really bad anyway they are not really delivering many EVs and the EVS that they are delivering in the US I've seen a lot of bad things about them so personally I will stay away from vinfast but if you get lucky you could make some money here but it's very risky if you watched every single one of my videos a while ago you heard me say that yeah I'm not a big fan of binance it seems shady and today we how this binance is a crypto exchange platform by the way sort of like FDX binance to pay $4.3 billion in fines and the CEO is about to step down and will plead guilty to anti-money laundering charges this does not look great for Ford Ford Marquee sales are struggling I heard this from lots of dealers I've been in sales for seven months months at the Ford dealer still have never had a customer or a lead for a Mike E wow wow researchers are recycling all Nissan Leaf batteries using bacteria maybe using bacteria is the feature of recycling pretty fascinating Troy basically just posted his expectations for next year in terms of deliveries he thinks uh based on how this is wed that there's a 90% chance that Tesla will deliver 2 million vehicles next year 70% chance Tesla will deliver 2.1 and 40% chance Tesla will deliver 2.2 million but I think this also does not really take into consideration Tesla's advertising up until now Tesla's demand was just based on Tesla having no advertising but we don't really know exactly how Tesla's demand will look once Tesla starts seriously advertising and my guess is if Tesla really figures out advertising the demand would be extremely strong this post is sort of going viral on X Sam teller says I spent nearly 5 years as elon's Chief of Staff in that time I never observed a trace of anti-Semitism these critics ignore a lifetime of elon's actions to suggest that he's someone he is not I like it when people come out like this and defend Elon the Testa stop bottom are we going to go up from here I just published a new exclusive video on patreon
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