The market shocked everyone today, but it is easy to forget that we are near all time highs on equities, and that business seems darn good. Larry and I take on the challenge sent by Gary Black regarding my bear case for 2030.
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Upcoming episodes. Make sure you hit notification: These are good guesses. Subject to change
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๐ซ๐ข๐๐๐ฒ Morning โ After the Bell
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๐ซ๐ข๐๐๐ฒ Afternoon โ Good News Friday with Larry Goldberg
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๐ซ๐ข๐๐๐ฒ Evening โ Cern Basher โ Bitcoin Explained
๐๐๐ญ๐ฎ๐ซ๐๐๐ฒ Morning โ
๐๐๐ญ๐ฎ๐ซ๐๐๐ฒ Mid Day โ
๐๐๐ญ๐ฎ๐ซ๐๐๐ฒ Afternoon โ Tesla News
๐๐ฎ๐ง๐๐๐ฒ Morning โ
๐๐ฎ๐ง๐๐๐ฒ Afternoon โ โMonday Morningโ Tesla and Financial expectations for the week ahead
๐๐จ๐ง๐๐๐ฒ Morning โ After the Bell
๐๐จ๐ง๐๐๐ฒ Afternoon โ Good News Monday with Larry Goldberg
๐๐จ๐ง๐๐๐ฒ Evening โ Brian White
๐๐ฎ๐๐ฌ๐๐๐ฒ Morning โ After the Bell
๐๐ฎ๐๐ฌ๐๐๐ฒ Afternoon โ Good News Tuesday with Nicholas Gibbs
๐๐ฎ๐๐ฌ๐๐๐ฒ Evening โ Brian White
๐๐๐๐ง๐๐ฌ๐๐๐ฒ Morning โ After the Bell
๐๐๐๐ง๐๐ฌ๐๐๐ฒ Afternoon- Good News Wednesday with Jeff Lutz
๐๐๐๐ง๐๐ฌ๐๐๐ฒ Evening โ Scott Walter
๐๐ก๐ฎ๐ซ๐ฌ๐๐๐ฒ Morning โ After the Bell
๐๐ก๐ฎ๐ซ๐ฌ๐๐๐ฒ Afternoon โ Good News Thursday with Bradford Ferguson
๐๐ก๐ฎ๐ซ๐ฌ๐๐๐ฒ Evening- Cern Basher
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๐ซ๐ข๐๐๐ฒ Morning โ After the Bell
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๐ซ๐ข๐๐๐ฒ Afternoon โ Good News Friday with Larry Goldberg
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๐ซ๐ข๐๐๐ฒ Evening
๐๐๐ญ๐ฎ๐ซ๐๐๐ฒ Morning โ
๐๐๐ญ๐ฎ๐ซ๐๐๐ฒ Mid Day โ
๐๐๐ญ๐ฎ๐ซ๐๐๐ฒ Afternoon โ Tesla News
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We have two goals on this channel. Provide useful information about Elon Musk and his related businesses and provide some context to the Tesla stock story as it relates to the economy, the macro, the fundamentals, and the technicals.
I have written 10 books about small business, several of which are currently available on Amazon, including two Amazon Best Sellers about Elon Musk.
source
The Semi TAM not just US. Europe and rest of world will want them.
I agree with Larry, a rocky year. Iโve partially quit my โfour year ride.โ As you say, never look back on a profit. 2025 maybe a year for tradingโฆI hope Iโm wrongโฆโค have a happy new year!
Randy, can you get to 26K subs by the end of the year?
Glad to see the stock down I have to do a Roth conversion
Oddly the only stock I hold options in that did not go down is a recent purchase of AMD.
Love my cyber truck bottle openers! Bought as gifts! Big hit!!๐๐
think 2035, not 2030
Herbert of "Brighter with Herbert" had an interesting theory on the January 2, 2025 delivery numbers affecting Tesla stock price. He said that if deliveries were 515k then the stock price would be 515 and asked if that was too optimistic.
We aren't going to get to 2028 let alone 2030. Singularity is near.
Don't forget Optimus would be perfect for elder care get rid of nursing homes
Stocks go up and stocks go down. If you are not in it for the long run get out.
Cheer up Larry!
Elon Musk does not play for 2nd or 3rd. – sounds like a random and pointless
Ramping up Optimus will become a huge priority for Tesla once they start proving to the world what profit per bit per year they can earn and the the demand at each factory that knows they want them will be huge. Factories not cutting their costs due to deployment of humanoid robots will go out of business at an alarming rate signaling to all other factories to order more Optimus robots to keep up. More demand feeds more demand quickly when the benefits are made obvious and the penalty for not having them will also be obvious. Making both of those obvious to everyone world wide shouldnโt take very long at all. 2027 will be a huge take off year for massive volume ramp up of humanoids using the profits from autonomous ride hail to fuel exponential humanoid factory growthโฆ
Larry is ๐ฏ on Garyโs miss on Optimis โ๏ธ
I'm convinced Gary is strategically opposed to performing any homework for any business he believes cannot generate significant revenue SOON for him to immediately recover the time and cost of his effort. He's too smart and educated and experienced to keep getting caught like this. There is some aspect of his business that discourages him from 'wasting' time with 'unnecessary' research.
FSD on a semi could be charged out at 4x of a car. Replacing a truck driver that costs way more than an Uber driver. Huge margins
I wonder how many Semis will be purchased by the US Army, Navy, Air Force, Space Force and Marines, and when those purchases will begin.
While Larry was looking in his computer for his Tesla numbers spreadsheet (around 32:00), Randy should have pitched his Tesla cyber truck bottle opener to give him time to.
10k before 2027. you can remember i said this
I brought 2 coins from your call 2/3 weeks ago like XAI401C and SNSY doing very well thanks so much for your hard work ๐
I bought 5000 XAI401C couple hours ago and Iโm pretty happy with what itโs doing so far
I took .5 ETH and bought XAI401C. Doubled my money and got my ETH back. Now I'm in 4 coins for free and up significantly.
THIS is When XAI401C Will Explode! ๐ฐ๐ฐ๐ฐ
XAI401C to the moooon ๐. XAI401C will hit 1bn marketcap soon, its volume is insane. Binance or coinbase listing might be soon๐๐
IT'S OVER!!! TIME SO SELL EVERYTHING AND BUY XAI401C FROM ELON Musk!!!!!!
When I saw everything about XAI401C it puzzled me why it was so low (in market cap), I got in at 14 cents๐
At this point how can one not safely assume fsd will be done within a year?
Larry hit it right on the nail, 2025 is going to be a very rough year for the market, don't be surprised if Tesla drops to under $200 again… 2026 will be the year when we see gains across the market and into the future… You have to remember, that nothing has changed for Tesla other than Elon and Trump becoming buddies, this euphoric Tesla run is going to crash because there hasn't been anything of "Real" material to justify these prices (Yet)… $10k would be amazing, but the reality is we'll be lucky to see $1,500k by 2030. However, 2040 is another story and you can expect it to easily hit $10k and possible $40k if Robo Taxi, Tesla-Bots and Semi's take off… Tesla traders need to sell off their stuck and wait for the major correction over the course of 2025 and then go all in at the tail end of 2025 and ride this until the next election…
Larry is a complete savage! ๐My only suggestion is that he stop continuously interrupting when a guest.โค
TSLA has gone up 30k or 40k% since $17/shr IPO in 2010. So it's notin' to gain another 2000% to $10k/shr in 2030.
I was very confused with Larry's comments about China going from 17 bots to 2 bots per human worker. To me, he seems to have accidentally flipped those number around… or am I missing something?
No, not nervous, just a buying opportunity.
As far as the military branches buying semiโs.:
Those branches can not make gasoline in the field, but you can make electricity through solar & wind. With advances of more efficient solar panels will eventually give them unlimited power on demand.
not good if youre renting and landlord been nice for few years. if u just bought and your mortgage went up 50% its also painful. debts are getting kicked down the road. delaying return will only be good for rich to buy up all the assets. which i always assume will happen. so that is why they are keeping rates up. put squeeze on remaining middle class.
Everything we gained was lost in a couple of days and you never noticed! Get your eye glasses upgraded. Never heard of anyone losing money that never noticed.
Just a thought…maybe time to ignore Gary? He does not represent institutions. He has no skin in the game. His analysis is a joke. The only reason he is relevant because you all keep citing him. Maybe stop.
Refreshing exercise to discuss the downside. Too many of the perma bulls just ignore it. Looking forward to Larry finally stepping up with meaningful data. Til now, heโs been the non-expert just saying the obvious stuff.
10K within 60 months ๐ these clowns are unreal.
What about optimus as saas?
27:00 Bots remind me of the late 80's early 90's when ERP software was first made available to small and medium business. There was essentially 20 years of off the chart demand.
Randy doesn't understand the difference between a failing economy and a crack up boom. Venezuela's stock market zoomed right before their monetary collapse. Same with Germany's DAX. Happens every time. If Elon makes the cuts, fires staff, etc. like they hope to do, GDP will plummet and we will be in recession or worse. We are in a no-win situation. The only way to come out of it is with extreme growth but that will take a lot of time. In other words, things will get much worse before they start getting better.
The deficit is out of control, NOW. Denial will not help.
Stopped watching after u mentioned Gary Black
Larry G. is so right. Gary is so ignorant. Iโm so glad someone with a voice finally said it out loud.