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Here is the link for the 10% coupon code for TipRanks:
https://bit.ly/3BJA7KJ
You can now book a live 1X1 call with me via Clarity here: https://clarity.fm/tomnashv2
I have a long position in TSLA stock.
DISCLAIMER: All of Tom's trades, strategies, and news coverage are based on his own opinions alone and are only done for entertainment purposes. If you are watching Tom's videos, please Don't take any of this content as guidance for buying or selling any type of investment or security. Tom Nash is not a financial advisor and anything said on this YouTube channel should not be seen as financial advice. Tom is merely sharing his own personal opinion. Your own results in the stock market or with any type of investment may not be typical and may vary from person to person. Please keep in mind that there are a lot of risks associated with investing in the stock market so do your own research and due diligence before making any investment decisions.
I want to tell you a story about a tesla, a failed smartphone and a deadly vacation, and this is not clickbait. Now, 20 years ago, jeff bezos had the brilliant idea to come out with a smartphone by amazon. Now that smartphone was called fire now, ironically, it would get a lot of people fired and it was a dumpster fire of a phone since, literally months after its launch, they had to scrap the entire inventory and call it off. It was a colossal failure, however, despite it being a total flop of a phone, it actually birthed one of the best things about amazon today, one of the devs, while working on the fire.
What a weird name for a phone actually came up with the idea to develop a voice, recognition software to help people, you know to say the songs. They want to hear. Let the phone play it that feature later became amazon alexa, and that just goes to show you that you can never tell when a complete of an idea can blossom into a beautiful flower. Now another thing happened: 20 years ago, elon musk finally decided to take a vacation.
Now back then he was the ceo of a little known company called paypal and he decided to go on the honeymoon. Now, what happened when he went on the honeymoon was a complete storm, almost as bad as the amazon fire phone. He got, cerebral malaria almost died came back found out. He got kicked out of paypal, not the best turn of events and his famous quote.
You know if a good vacation can literally kill you now. That explains a lot about why elon musk has been kind of reluctant about taking vacations over the past 20 years, but it also has an important lesson to teach us, and that is that we as humans tend to be very arrogant. We think we know everything. The truth is, you can never know what a shitty situation really means for your life unless a 20-year period goes by and can actually understand what the hell just happened, and even though it's unfortunate that these alternative events kind of created the worst workaholicism case, we've ever Seen in our lifetime, elon musk went to work.
He took over tesla when it was a complete third and he went through multiple potential bankruptcies only to come out as probably the best fastest growing car company. That's about to take over the world - and i know i know tesla - isn't exactly a car company but they're about to take the launch of every single oem, at least in the us quite soon. Now. What i want to share with you in this video is my new target price for tesla.
But, as you know, in my videos, i don't hold you hostage, i'm not trying to keep my retention numbers high just so you watch the other video, where i'm going to tell you my target price. The bottom line always comes first, so my bottom line is that my target price is going up to 2500. Now before you fall off your seat check this out a year ago, when the share price was 400. I said that my target price is 1500 and everybody said i'm crazy now, especially wall street analysts, who are basically lagging behind, always late to the party, always unable to truly evaluate potential and growth. They almost you know, are late by a whole year. Only now these guys are joining the party at 1200, 1300. We've been here all along now, there's a good reason. Why i'm raising my next target price? It isn't because of hype, it's because of actual fundamentals and numbers which i'm about to share with you check it out, but before we do, i do want to ask of one thing, which is: don't click? Nothing, don't smash, nothing don't buy.
Nothing. Don't do nothing! Just watch the video i'm trying to sell you jack now, when elon musk invested his entire fortune into spacex and eventually tesla, i'm sure a lot of smart people told him hey ellen you're, being an idiot. This isn't the smartest way to invest your money. This is a really dumb idea and it's going to basically bankrupt you and those same smart people who told them this out of good intentions.
I'm sure are the same type of people, not saying that they're, the identical people but they're the same type of people who are now telling you that tesla at 1500 is way too expensive. The tesla is at 2000 is imaginary. Tesla 2500 is a complete fable. Those same people who were unable to understand the vision are now saying that tesla is overvalued right now when clearly tesla.
If you look at 10 years forward, is a 5x company - i'm not even doubtful about it, but you know baby steps. Let's start with 2500, then we can talk about 5000 in a couple of years, but you know it's an easy no-brainer for me to see that path and in this video i want to share a little glimpse of it with you. So you can do the same. Trajectory as i and do your own research and find out now there will be a whole dcf, which i did on tesla to reach to my 2500 price.
It will be available to download on our patreon page. If you want to join it's five dollars per month. You can get the dcf, but you can also stay if you want. The link is going to be below in the description section and pin, as the first comment below check it out, join.
If you want take my dcf play around with it, and you know, if you think it's wrong, let me know i'm always happy to hear tesla just released the q4 delivery numbers and there are 934 000 vehicles which is very impressive and a lot higher than anticipations, Which already are quite inflated about 16 beat, which is quite insane, but this isn't the whole story. The story is that if you look at the december deliveries for china, you find out exactly where we're headed. Just in china, the company delivered 70 000 vehicles just in the month of december, and if you carve out q4 entire q4 for tesla we're talking about 309 000 vehicles just that alone, it means we're on pace as it stands right now, without any further capacity. At 1.2 million vehicles, if we just duplicate these quarters four times now, obviously capacity is increasing. China is ramping up, austin is about to get operational. Berlin is just starting the operational, so i'm thinking that by 2023 we're probably looking at three million vehicles per year, which is quite insane, but as it stands right now, even the 934 000 that they just released. It's literally a 90 increase from last year and with the insane increase in capacity, as we mentioned, with austin with china with berlin. There's no reason not to see this ramp up happening in next two years and to see tesla delivering more and more vehicles, and you know what happens when tesla delivers more vehicles.
Obviously, eventually, the share price goes up now, that's not always immediate, and the share price tends to be volatile. For example, we just saw the fed come out and be all hawkish sending the share price 200 down, but that will happen with a stock like tesla. The question is: what happens long term over the long run? You know when in doubt, zoom out and as i mentioned before, the latest pullback we just saw was macroeconomic. So you had an opportunity to make a lot of money.
I invested about a thousand bucks, i'm sure a lot of you did the same thing, and even though this isn't financial advice and i'm not a financial advisor, i'm just a guy in it. I did this track suit on the internet. Sharing his opinions, which might be an accurate, might be wrong, might be the rams of a madman. I'm just saying that when you have a market pullback like that which is macroeconomic in most, it's an opportunity to make money.
So what i think will happen once the q4 financials come out quite soon. Well we're probably going to see anywhere from 16 to 18 billion dollars in revenues. That is insane now. The low end of estimates are talking about 16.
The high end is about 18., whether you're in the high or low end. These are insane numbers. So what i think we'll see because of this recent pullback by the fed and all this microeconomics we'll see probably tesla, go to an all-time high as far as share price, sometimes after the q4 financials. Of course, there's a lot of profit taking around q4 financials q3 financial.
So the volatility is there, but you know when the dust settles. I think that once everything relaxes we'll see an all-time high for the share price right after the q4 financials right in time. For us to make money, and if that's not enough for you think about these numbers right now, tesla holds about two-thirds of the u.s easy market, which means they own about 2.6 two and a half percent of the entire auto industry in the u.s. What happens as evs get adopted more and more? Obviously, that's exactly what's going on everywhere, especially in the united states.
You know, what's going to happen when the 2.6 of the market share in the us becomes 5. What do you think is going to happen with the share price and of course, you will hear a lot of smart people, especially wall street analysts who are known to fall asleep at the wheel and let the thing just go past them and be late to the Party tell you that this isn't possible, that you're overpaying, that this is expensive and, of course, these same people are the same people who miss the boat the first time. They don't see that this is just day one. They missed it on day, zero, we're still on day one. This is still a 5x multibagger stock, but you don't have to do it. You do you see you tomorrow.
Stock is the future. Investing in it now will be the wisest thing to do especially with the current dip
2500 dollars justify with 50 bilion dollar profit
Tesla will be a lot more than $5000 by 2032
Man, I stopped making YT videos, but you are forcing me to return only to mock you. You are speaking of the fundamentals and VW alone has 15 times bigger profit than Tesla, and that is without government subsidies. And Tesla has almost 10 times bigger valuation than VW. Cmon man. Just stop it, please. You are pumping overvalued stocks. In the best-case scenario, their valuation should be that of the VW, not a penny more.
I think people are missing the fact that Tesla has the latest manufacturing facilities ,a highly refined design that really takes manufacturing into consideration , no dealership . . All these mean it has a much higher profit margin per car than existing auto makers . It also doesn't have old ,out of date manufacturing facilities that are probably worth NOTHING . All existing car manufacturers have hidden cost , like employee liabilities ( highly questionable $$$ ) stocking and supporting spare parts for existing models ,etc .
I like that the video is not called "This is BAD". π
Could you give us your opinion on the percentage of persons with the purchasing capacity to buy Tesla vehicles vs Tesla's production capacity. Production could ramp up to insane numbers over the upcoming years, but the number of purchasers who are willing to purchase, can afford to purchase an EV or have the suitable home-charging facilities is not infinite. Early adoption may not accurately reflect adoption by the general public at a mature stage of the game. Still think Tesla is an amazing company with room to grow, just wondering about limitations.
I believe this will happen if/when our government subsidizes Tesla to move offshore.
Only watching the beginning of the video is like just giving the final answer on your test, you gota watch the whole video or show your work on the test to get full marks!
There could be another buying opportunity in Feb/March when the headline will be "Tesla January China sales crash 86%"… (as Tesla shifts back to exporting from Shanghai…).
Thank you Tom! I have 50 shares and I hope that the stock splits so I can start selling covered calls. I think anything approaching that price makes it happen.
It's going to $34 before it reverses & goto 3400
Because they 'll play against Tesla or don't trust it yet or where blind a long time and see now the potential in the stock..
Dilemmaβ¦.I donβt have any additional available funds to continue to add to my Tesla position but I have 8k sitting in Palantir. I like PLTR but have this continuing thought due to its slower growth I could roll into Tesla and buy back into PLTR over time. π€·π»ββοΈ
Bought 3 more at 1000 $ two days ago. Will buy st least 1 every month
I still have friends who for no reason other than that Tesla went up a lot think it might go down by a lot. I really don't understand the idea behind it, they somehow don't understand that the Company actually is simply creating way more worth than they used to and the market understands that now, so there is no way the price will drop massively unless Tesla somehow completely fucks up as a company, but then again this could really happen to any company and the chances it happens to tesla is probably by far lower than with other companies lol..
That's a strange way to spell overinflated asf
I'm a bit worried about how electricity prices could potentially affect Tesla stock.
Right now EU is closing nuclear power plants. EU mostly burns Russian natural gas to get electricity. Even now it's more expensive to drive with an EV than a Diesel engine car. It costs 54USD to charge Model 3 in Germany. Model 3 can go 250km max on the freeway.
Right now there are no financial benefits by using EV in most of Europe.
Someone take the vodka away from Tom and grandpa!
Youβre probably my favourite finance YouTuber. However, Iβm sorry, but I flout your request every time. I ALWAYS smash like when you release a video!
you sir are in a need of a happy Elon sticker
Weird knowing what will happen when most of the rest of the world, even the investing world, seems oblivious to Tesla becoming a juggernaut. How could it be any more obvious???
Hey Tom can you do a 2022 bulletproof investment plan like you did last year?
after the meeting on the 26th it will go up some more.
Mainstream analysis is still running on dial-up. I feel like we at least have the equivalent of a good T1 connection with some of the talent (like Tom) on YouTube.
You are assuming the oem are absolutely unable to convert to ev, they are still building ice because they sell! I repeat; ice vehicles are selling right now and tomorrow and next year and for at least the next 5 years.
At $1100, there's too much good will baked into the stock price. Tesla is an options play story that I don't think is talked about enough. Their fundamentals didn't get them to this price and now it's being propped up by a lot of good will, which can turn. The first part of their story to fall apart will be the robotaxi fleet. They are raising the price of FSD to $12,000 but they will not have a single Level 3 vehicle on the road in any location even by the end of this year.
At some point, fans will start to realize that it's not happening and especially not with 2016 hardware.
A year ago TESLA was more than 800US$ not 400$
Ok so basically put 100% of my money in Tesla stock, hold it until 2030. And FORGET about it. Also Tom u said u think Tesla will 5x by the end of the decade. U donβt think thatβs alittle low? Especially if they realize a complete full FSD and are able to put out 20 million cars a year like they plan too? Thatβs 20x what they are doing now but u think the price will only 5x?
Bought tesla shares at 400 and 600 and I will never sell. Neverrrrrrr
It is all about the 'growth mindset' rather than the 'fixed mindset'
Tom, have you taken a look at $four (Shift4 payments) they have a contract with SpaceX to handle all Starlink payment processing.
Gordon Johnson is going to be homeless if he keeps shorting Tesla
no way. TSLA stock is $500 within 2 years. it's just been a huge yolo gama squeeze.
Good Morning, Tom! Great Video as always!