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Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
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Herbert question. So did tesla not realize any credits from the IRA for batteries and packs for q1? I can't get an answer on this.
Checkmate was related to the celebrity Twitter blue saga over the weekend! 😂
I think Elon's "Checkmate" tweet coincided with removing the blue checks from previously verified accounts who didn't pay the monthly subscription fee. (Tweet was before the decision to reinstate blue checks for most accounts with more than 1M followers).
This is crazy to me first the bears said production numbers. Then when that failed the narrative was shifted to deliveries. Then when that was not effective it was shifted to EPS growth. The YouTube community just falls into the messy attitude even tho Tesla is not just a auto company. So now every guru analyst is pointing at margins above not above 20%. I'm kind of tired of the shifting goal post to downgrade Tesla stock. They are just going to keep this up to 2030.
CFO actually said that they would be reporting quarterly unit sales mega packs two days after the end of the quarters as they do with vehicles. That was by the end of this year.
FREE ROGAN CYBER-TRUCK COMMERCIAL 💪💪💪
I want to hear more about semi. We had a very nice intro a couple months ago but since then it’s slowed to a crawl or not at all since the initial deliveries. Where’s the ramp? This is a more concrete physical product than Robotaxis, FSD, etc. it could be a real stock driver if we see more on the road.
Wonderful, excellent conversation and insights. Thank you very much.
Im very much looking forward to the day when Tesla is recognized by Wall Street as an energy company and as an AI software company.
Jeff’s laying down the law. Always feel smarter after listening.
Jeff makes good points about the tax credit. First, you have to finance the amount of the credit, unless you're paying cash. Second, a single person has to make about $69k to fully qualify for the credit. There may be people making less than that who want to buy a Tesla, and they're willing to wait until 2024 to buy.
Jeff‘s insights are excellent!! Thank you Herbert and Jeff 👌🏽😁🙋🏻♂️
Lots of things I’d never know or consider. Thanks Jeff for your knowledge and Herbert for hosting another awesome interview!
Jeff explained the strategy for Tesla, despite the macro environment and the resultant financial pressures. Shareholders need to remain focused upon the target. EV's are the future, and Tesla will capture the lion's share and push the industry forward.
I assumed Elon's Checkmate tweet was to do with that silly business over Twitter check marks.
Jeff is awesome.
great video gentlemen
Jeff Lutz really does have a good handle on Manufacturing. Listen to him and believe!
Right on Jeff…. ramping up involves evertrything, every part, every assembly compression everywhere unti you get 100% production.
Jeff and Herbert, fantastic discussions!
They need to actually increase spending when economy is going to get hit bad. Get lower costs for service. They already need 4x battery facilities. 2 gigafactories breaking ground. Building for robot. Dojo needed to be online yesterday. Cybertruck needs to come. New robotaxi unveil. Semi ramp. And we need another unveiling of future van / work truck
I don’t see why anyone is upset. They need to get the ball rolling even harder as Elon is able to do if he quit his Twitter drama to obliterate the competition in two years time ramping now
Great show as always guys
More AI for HVAC!!!
Cyber truck most likely to be a slow rollout. Entirely new and different vehicle.
Will change to 48V have pressure on costs initially? Or it won’t happen in 3/Y
Canada has a 5000$ credit which is not specific to battery country of origin.
You and Jeff are a great team. Always a good show. Appreciate you!!!😊
Tesla is playing Monopoly while many of the others are playing tiddly winks.
Awesome!
I bet Joe Rogan is one of the first to have his Cybertruck delivered. That should be worth $ millions in free advertising.
I live in fly over country and am constantly getting questions about my Tesla. I reach more than 3-5 new people by far.
I’m almost certain that “checkmate” was in relation to him giving out blue checks to celebrities on Twitter. He said it as he was handing these verified checks out.
I think the check mate tweet was about giving blue check marks away to some prominent figures to stop the “BlockBlueChecks” trend that was happening at the time 😂
Wall St is in sleep mode. The robots are coming.
Checkmate was for the Twitter blue checkmark IMO.
The larger the Tesla fleet is the bigger the eventual robotaxi fleet will be which will generate the most revenue.
Grrreeeaatt! Seriously great?
Jeff’s analysis is spot on. He covers most of the bases. Good form.
Such valuable information for the Tesla community…thank you Herbert and Jeff
Imagine if the CyberTruck starts hitting the streets, and fully working FSD occurs (unlikely, but…)…
Great thinking and analysis , which is very encouraging
In Canada it’s at POS