so quick two-minute response video to chicken genius singapore my brother from another mother ken i love you can i love your work you know i'm your friend but i have to disagree with your conclusion as far as your latest video just a little bit now can chicken genius just posted the video saying why he's not optimistic about tesla stock for the upcoming few months because of supply chain issues delivery numbers are gonna be amazing you know inflation's gonna be a so basically tesla is going to deliver less cars they laid off a lot of people inflation is going to take a hit on their margins which would lead to horrible q2 financials which would lead to a sell-off and that's why he has a synthetic short to cover his ass basically covered the big position he has long on tesla now i agree with ken about every single assumption he made here as far as delivery numbers will be down inflation will be a employees are laid off and q2 are not gonna be brilliant i mean there's no the ways about it it's going to be a quota for tesla however where i disagree with ken and here's the important part is what would be the impact of all those things so you have to understand that tesla the stock is different their community is just insanely analytical and objective data driven guys like dave lee gary black rob marrer they give you so much data to look beyond the smoke beyond the short-term effects and it's going to be very hard to assume that this very sophisticated retail community would sell off a stock because of something they absolutely know and understand the short term it's very different from other stock and other communities that are engaged in technology and a little bit more innovative on the go side tesla also i mean broke all the rules for the past few years if you look at tesla ownership it's like 60 retail in any other scenario i would tell you 60 retail is just too high i mean we have the same problem with volunteer institutional ownership creates stability but not in the case of tesla because the retail investors of tesla have some of the highest conviction patience and determination i've ever seen so to assume that they will sell off because of something they understand is temporary and they will lose patience because of one bad quarter i would not bet on this again i don't have to because i'm a long-term investor and i honestly don't care what happens with the stock price might go up it might go down ken might be right for all i know i don't know but if it goes down even to 300 i'm not selling and i think there's a lot of people out there like me who are just looking at this as a five to ten year investment they absolutely don't give a simple as that so a bad quarter is coming ken is 100 correct but i don't think personally again might be wrong i've been wrong before multiple times i don't think it's going to lead to a massive sell-off in the stock all the way to the 400s but if it will ken was right and i'll buy more stock it is what it is but i just want to give a huge shout out to tesla community because so far i mean even across social medias gary black is giving us some of the best data on twitter we have dave lee talking about the more kind of visionary elements of tesla rob maurer is a wizard as far as numbers go i would not bet that this community is going to sell off because of fewer deliveries and a little bit of shittier margins also don't forget this has literally the best margins in the business i mean the entire industry is going to be hurting but i think they're going to be hurting not as much as a gm afforder toyota but just my two cents see you next video.
By Stock Chat
where the coffee is hot and so is the chat
if it goes to the 400 level going to love it and i'm selling myself to buy more stocks
If he’s holding a substantial position of tesla, why not just sell covered calls?
It’s fine. Elon will twitter gram about sending a shovel to Venus using dodge coin so the stock is guaranteed to be up 24 percent pre market. We got this
It's relly not the retail investor community driving the stock price these days, it's Wall St
respect both of you 🙂
Chicken throwing a chick at the end, is an insecurity play.
I would rather Tesla stock crashes into the dirt, so I can buy more.
Right Mr Nash, but please evaluate the video from the Chart master on CNBC. He states that on a technical basis, it could head 170 points lower…?
I like getting opinions from both of you guys and I have to say I do think it might drop a good chunk, still. However, I bought TSLA for five years from now. And ten years from now. Not five months. So it's not relevant to me. If I had the cash and experience to hedge with synthetic shorts like Chicken Genius, I would — so a short term drop of a few months or a year would be very relevant. But I don't. So it's not.
Both opinions seem entirely feasible, though. The important thing is obviously to remember why you bought TSLA and if that reasoning still holds up. If so, stick to your plan.
Your religiosity is showing
im with Chicken on this one.. will happily buy lower
Definitely a dollar cost averaging opportunity for a long term investor. And it feels like a generational opportunity if you have the cash and the longer time horizon.
Brilliant! Totally agree! The Tesla community is special! Tom, this was the best thing I saw all day. I really appreciate you recognizing other YouTubers who contribute so much to the Tesla community. But, My guy, you missed SMR! He won't be happy.
Retail isn't the problem. 💯 Sell off
Very logical take on the mindset of Tesla holders, we are different!
Hey, if it drops to 420 I'm buying for sure.
Tesla just might be the best run company on the planet. Elons interest in free speech has gained him haters and some of them are very rich and powerful x\.
Can you do a video on who is selling Tesla short. That must have a lot to do with the pressure on the stock.
How many car companies have such strong demand that you have to wait from 6 to 12 months to get one. As a Tesla driver since 2013 I have to say
It is the best vehicle I have ever driven . Tesla puts the fun back in driving .plus given the opportunity to solar charge, the cost of driving goes way down.
…. And the Robots are coming Elon has said this could be bigger than the car business. Here in Hawaii , Teslas are everywhere.
China is set for massive production increases Q3. Berlin and Austin will grow rapidly … and coming soon ???? Cyber truck with oh so many orders, it will take years just to produce current orders.
What other company has so much good going on . Elon is the most genius and straight talking CEO I have ever seen .
Great points…I will DCA all the way down…I don’t plan to sell for at least 10 years…
Agree, we are the Tesla family. We trust and believe in our family.
Love the debates! Very rare to see such transparency and perspective between 2 friends. I still respect both Tom and Ken!
Tesla stock tanked after a beautiful Q4 and Q1, regardless of the fundamentals. Had you bet on that then, you would've lost money. Now people betting it will go down due to the fundamentals? Hah….
Long term holding here. Fu** all this noise. It's just smoke and mirrors. Next……
Love you, Ken, and Steven. My top three favorites.
Already baked in. And yes people are lined up to buy tesla at 650.
Please stop saying chicken genius singapore with a straight face hahaha
I love the respect you show Ken. I'm a subscriber to you both and am glad he came back.
This is NOT a hate video. If you can’t handle a debate between 2 friends just unsubscribe- no worries 😉