Ark Invest's Cathie Wood Says, Tesla Negativity is 'Pretty Unbelievable'

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Ark Invest의 Cathie Wood은 테슬라에 대한 부정적 여론이 "믿기 어려울 정도"라며 강한 낙관론을 유지. 테슬라 마진 전망: 모델3 가격 유지 시 매출총이익률이 올해 약 17%에서 최대 30%까지 상승 가능하다고 분석. 주가 흐름: 1년 전 약 350달러에서 절반 수준으로 떨어졌다가 최근 약 175~210달러로 회복. 시장이 기업 가치를 제대로 파악하지 못하고 있다고 주장. 밸류에이션 비교: 구글 웨이모 가치를 450~650억 달러로 보는 시각은 테슬라 기술 우위를 감안하면 설득력이 떨어진다고 반박. 자율주행 전망: 테슬라의 카메라 및 자체 칩 기반 완전자율주행 기술이 수년 앞서 있으며, 자율주행 기술을 보유한 기술기업이 자동차 제조사를 흡수할 가능성을 언급. 리스크: 기존 자동차 회사 중 자율주행에 투자하지 않는 곳은 사라지거나 기술기업에 흡수될 수 있다고 봄. 공매도 세력과 테슬라 비판자들에 대해서는 비합리적이라고 평가. 출연자 전망: 테슬라 강세 유지, 단기 변동보다 기술 가치에 주목하는 장기 관점.

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01. hey guys Moshe the electric Israeli here thank you for joining my channel if you are new please subscribe and help me change the world one electric car at the time thank you to all of my patrons and those who ordered a Tesla using my link your support is much appreciated I want to share with you a video interview on CNBC of Cathy wood from Ark investment I've been following Ark investment for really a while now and especially Cathy wood and they are one of the biggest Tesla believers and supporters not only in their electric cars idea and mission but also of course in their idea of autonomous vehicles she said some great interesting astonishing thing it's a very short video watch it and then come right back and I'll tell you what I think about that it's when it's got your number one holding which is Tesla which is obviously a tough figure you've been a vehement defender of Tesla and very eloquent in it are you are you still as enthusiastic as you were a year ago absolutely I think we're in a whack-a-mole period where the Bears out there are whacking the latest mole they get production going then the Bears worry about demand they get demand going then the Bears worry about cash they do a deal then the Bears worry about margins we've just done a gross margin study and we think their gross margins could go up if they keep pricing where it is in the model 3 to 30% from roughly 17% in this year this year so we're we're pretty excited about Tesla we think the negative sentiment is pretty unbelievable and you know what it is disingenuous at best for for those who think Google Google's way moe should be worth 45 to 65 billion when Tesla is so far ahead of whammo and Cruz Automation have a really tough time even vaguely understanding how to value this and what was it 350 a year ago it went down to 1/2 that it we have almost 175 I think it's 210 I think but that tell when you cut in half in a year and then you start coming back that tells you the market doesn't have any idea what it this is another great example value the company another great example of the difference between the tech and telecom bubble where where you did have investors looking to the future instead of the past the new Evie ETF you mentioned if you look most of those auto companies are either going to disappear or be absorbed by some bigger maybe tech company I don't know tech companies are going to dominate on so one of the things that impressed me about her the most is they're actually the last part I agree with everything that she says about how irrational and how almost vicious the short sellers and those who don't understand the test evaluation the hard it is to evaluate this in the cash and all that and how all the haters going from no demand to sales yes sales no cash yes cash no it tax incentive though is gonna find something but the last thing that she said was extraordinarily interesting to me is that the advanced the Tesla advantage of autonomous cars future full self-driving we using their camera and later on the chip and all that a versus slider and and the other one is just years in dog years many light years ahead of everybody else and the fact that once that thing is on you know that thing is going autonomous vehicles that car manufacturers will be eaten up taking over by a technology companies in other words think about any car any non Tesla car for example that now everybody's going to demand these technology autonomous driving or full self-driving if you are in sitting in the as the driver just in case and the technology companies who will employ these technologies of autonomy will put their systems with cameras and all that and existing they're basically going to be taking over taking over car companies traditional company that was so interesting what she said very very that's the one that I caught my eye the most is that fact that that what's gonna happen to car companies in the futures that are not doing what taste like do not think about Google alphabet another using way more in it's these are universe things is doomed but imagine Tesla ship going into future cars in other words that technology that take part of the technology take over future cars or car manufactures will have no idea what we do because they are not investing this time and resources to do it that's so interesting let me know what you think thank you for watching give me a thumbs up see you tomorrow