Okay, so we got some bad news for Tesla Unfortunately Jim Cramer now likes Tesla Yes I know Kramer is the worst indicator in the planet. it's the kiss of death Jim Kramer went on CNBC actually said he likes Tesla better than Ford which means I have to say goodbye everybody! This was a nice ride for Tesla shares. We'll see you at 80 bucks per share I Don't know I'm just kidding. Let's move on to more serious news.

talk about: Tesla Russ Gerber is actually advocating for a seat on the board of Directors of Tesla Now I don't know how I feel about it. On the one hand, he obviously knows what he's doing. He's been a professional money manager for a while. He's a huge Tesla ball.

On the other hand, he had some very questionable takes for the past two years. Some of them don't even have to do with Tesla some of them have to do with Tesla and they were really strange. I mean I Don't know if I like him on the board or not. My take on this is very simple.

Whether you like Ross or don't like Ross I Think that professional money managers should not be on the board of directors of any company. A board of directors should be professional National Actual people from the industry, People who have managed companies, People who have production experience, People from the Auto industry from the robotics industry whatever that may be professional fund managers in the board of directors of actual companies seems a little bit after me because there's a by definition a conflict of interest. I mean Russ Gerber is trying to make money for his clients Tesla has a far-reaching goal which is much greater than making money for its investors in the next two, three, four, five years. So I think just for that reason alone.

I Don't think Rose Gerber should be on the board, but again, comment below. Let me know what you think I Want to make a little poll in the comment section? Let me know in the comment section which one of these three options you like better Rose Gerber on the board Ross Gerber not on the board or grandpa on the board? comment below and let me know. Now let's move on to a little bit of a more serious news: Toyota As you know they just parted ways or about to part ways with Toyota with the D who was the CEO for the past 13 years is part of the family. The Toyota family now I said it before and I called it when the announced this change.

I said a few weeks ago this means that they're going finally to change their position on electric vehicles. Now as you know, Toyota traditionally was always against the EV Revolution They said that this is a phase. it's a fleeting thing, it's not serious and all that good stuff now. Finally, I think there's time to realize this was a huge policy mistake.

But luckily for them they're currently in have been for a while the best biggest auto manufacturer in the world. so they can the fort to make a few mistakes. They're not in a doo-do situation like Ford GM I mean they make and sell about 10 million cars per year. so if anybody can afford to make such a huge policy mistake, it's Toyota Now they've appointed a young guy, a 53 year old guy to replace Toyota and I think he's gonna get it done, but this is going to try to.

We've seen it work with VW who isn't Legacy Automaker with all the problems that it brings and they actually shifted into the EV sector and for some weird reason they got rid of Herbert Dees who's the guy responsible for that shift which was a peculiar move, but that's neither here or there. I think Toyota will be excellent at EVS eventually. Everything Toyota does they do perfectionally I Don't know if you can say perfectionally is this actually word comment below let me know. I'm assuming the answer is no, but Toyota is excellent.

They make great cars. They're a prolific auto manufacturer. The only problem is that they've started late based on their announcement. Basically, basically it's going to take them three years to start putting out EVs and it's only going to start with the high-end stuff Lexus is going to get it first.

and then by the time we actually see full electric vehicles for Toyota in the Toyota brand, probably four to five to six years. By that time, Tesla is going to be a behemoth. But as I said before, Number One, Toyota can make excellent cars, they have the resources, the money to do it, and number two, they have such a great position in the market that they can afford to make that mistake and still be in the ball game. Will they still be number one once they actually in the industry with Tesla actually having such a huge four to start before Toyota I Don't know.

but even if the number door number three, they industry by that time, it's still going to be good enough for them to continue to stay alive. Something I can't With the full 100 certainty to say about Ford and GM I don't know about 4gm, but Toyota will be okay. Now moving on to something a little bit slightly different. Morgan Stanley issued a warning basically saying that the market the stock market in the United States is currently ignoring one simple fact: the FED has raised rates to about five percent give or take, and all indications show that there's gonna be more rate hikes.

In fact, that's literally what John Paul said and basically Morgan Stanley came out and said, well, look, the stock market is completely ignoring this. Everything is priced in as if the is just on the verge of pivoting and that's not the case now. I said it before and I will say it again. This is either insanely incredible money making opportunity If The Fed pivots everybody who bet on that.

Will make a lot of money, but it's a potential disaster if in fact, John Powell and the Federal Reserve are not bluffing and we're about to head into another very restrictive policy year for 2023. maybe even parts of 2024. This stock market is not priced for that. It's going to be a huge Decline and a lot of people will lose a lot of money.

That's essentially what Morgan still is saying now. I've posted on my Patreon page an article and the link is below to join: It's five dollars per month. You remember how I said don't click anything Well accept my Patreon page. it's five bucks per month and you get to subscribe to my newsletter and participate in my zoom meetings.

Now basically on my Patreon I put a whole article saying well, these are the indicators. This is what's going on with the job Market. Yes, it's hot, but there's other indicators. the yield curve we have to take a look at.

We have to look at a lot of different elements that actually point out that this is a lot clearer than what it might seem. At first glance. It first glance, it seems like it's a very mixed kind of messages macroeconomical situation. The job market is great, on the other hand.

inflation is down, heavy unemployment, etc. etc. but if you actually dive deeper, you can see that the trend is very uniform and we're headed into a very specific direction again. This article as well as all my other exclusive stuff are on my patreon.

I Don't have stock picks there, but I do have I think interesting articles so I'd love it for you to check it out Now moving on, let's talk about the Super Bowl. Obviously we have to talk about just for 30 seconds. I Know all of you are absolutely super excited about the Super Bowl but for the five percent who don't give a rat's ass about the Super Bowl I'm gonna make it quick. Congratulations to the Philadelphia Eagles I'm just kidding I had to do it for Jim Cramer So Jim Cramer went all out on the Eagles and as you know that didn't really pan out.

Kansas City Chief actually won without Patrick Mahomes being great. I Mean he had a very lukewarm game. seems like an injury. a lot of people saying he faked injury whatever that may be and then they.

It's very hard to bet against my homes and the Chiefs they've done it before. they've done it. obviously. Again, My only complaint about the game.

The game was terrific. The show was terrific. Everything was great. High scoring game, A lot of action.

The final call of the game was questionable to give a holding call on the final play of the game. That's going to decide the Super Bowl on something that's so marginal, so borderline. It's like deciding a game seven less second shot based on a foul that somebody touched by his finger. the other player like that I Don't know if I want to see a Super Bowl decided based on the referee call on something that's absolutely very gray area.

That's all I got to say about it, but congratulations for the Kansas City Chiefs Now there no doubt one of the biggest haters of Tesla apparently spent seven million dollars yesterday for a 30 second ad bashing Tesla basically showing off how Tesla FSD is running over children and strollers what that not might be I don't know I'm it's an absolutely horror show of a commercial but in aired and he did spend 7 million now he already spent Millions before if you remember, he put out an ad full-page ad on New York Times basically bashing Tesla before he's in the hall for a lot of money bashing Tesla Now what then a doubt should be actually more vocalizing is the fact that he's a direct competitor of Tesla. It seems that he also makes systems that actually you know integrate with the driver assist and he seems to be a direct competitive test line. For me, it's a bad look whether he's right or wrong and we're going to talk about the methodology of these tests that he showed in a second. Whether it's right or wrong when I see somebody just bashing their competitor all the time and not talking about their own product, it just shows me that your product is not good enough.

Why are you even dealing with the competition? Talk about your stuff. You're spending Millions on the campaign against your competitor. Spend millions of campaign to show off your stuff if they're that good. The other part is I have a problem with him showing these tests without seeing the methodology without seeing actual proof without seeing any statistics.

How many cars have FSD hit strollers or kids over the past year two five I don't know I mean where's the data He didn't show any data. it's very graphic and absolutely tabloidy. I didn't like that stuff at all and it's a horrible way to spend seven million dollars on stood out. but that's just my opinion.

Might be an accurate, might be wrong, might be the remnants of a Madman just the guy on the internet now. um I Want to talk just for a second? There was a Twitter post by Kevin O'leary basically saying that you know shouldn't care about your dog, your wife, your kids. Nothing. just money money money money.

I'm going to put the Twitter thing on the screen right now I'm just going to say it's a very sad take I Think it's a lot of copium for him. Maybe that's something that more to say about his life. Maybe it's a cry for help. Maybe it's a publicity stunt him saying something absolutely ridiculous just trying to get attention I Don't know what it is.

if you're serious about it, it's one of the saddest things I've ever read and as a father and there's a as a husband and as a member of my community I can tell you just whatever you hear that tweet. So here I think you can hear tweet, whatever you read in that tweet. If you're a young man, just do the opposite. pilate earnings coming out today now Dave I Decided to put it out not at the start of the day, but at the end of the day.

which is smart because every time they did it at Eight Nine, it crashed the stock price through that day insanely. so. they're actually trying to minimize the damages. So to me it seems like they know it ain't gonna be good and that's why they're putting it at the end of the day.

Just assumption I Don't know if it's true or not What? I'm going to be looking at apparently. stock obviously I'm still invested in the stock is profitability is growth rate. Are there anywhere close to 30? 35 growth rate annually? I'm going to be looking at what's going on at the acceleration of the commercial business. What's going on with the stock based compensation? Is it declining further? What's going on with basically the stuff that have been a problem for Palantir for the past year, which is profitability, stock based comp, and growth rate.

We want to see an improvement in these areas. Again, not very optimistic given what we've seen in the past few months in the past year or so. but we'll see what happens. I'm not trying to put everything on Palantir for this one earnings call.

We'll see what happens. now. let's talk for a second about one more thing. the balloon thing.

We have to talk about it because it's absolutely insane. So apparently there's another balloon. or UFO whatever. I mean some are saying that it's an alien.

The fact is, we have a U.S military official. Not denying that this is an extraterrestrial alien was ridiculous to me. I'd be really running out of enemies at this point. If we're actually going for aliens, it seems like a Chinese balloon at this point.

Uh, look, it's what. four balloons in eight days at this point? Is it a spin? What's going on here is this: U.S Trying to draw attention from other stuff I Don't know I'm not a balloon expert I'm not a military expert I'm not an aerial expert I know none of this stuff. The only thing I know is that I Do not want to die in a World War II situation that started over balloons I've had enough with covert I had enough with the Ukraine war I Definitely am not looking forward to World War III over a freaking balloon war between us and China.