๐ Check out my video debunking every single claim made in a recent anti-Tesla video by Wendover productions: https://www.youtube.com/watch?v=z8pDNlROZDw
Sandy Munro spoke right after Tesla's Investors Day and dropped multiple bombshells about Tesla's future, including his target for $TSLA share price, as well as it's dominance in the auto industry and many other important insights. Here is my response and reaction. Here is the link to the video on Farzad's channel for you to watch: https://www.youtube.com/watch?v=TXHY6F1PMBw&t=5s
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Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the authorโs opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.
The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.
All of Tom's 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.
Sandy Munro spoke right after Tesla's Investors Day and dropped multiple bombshells about Tesla's future, including his target for $TSLA share price, as well as it's dominance in the auto industry and many other important insights. Here is my response and reaction. Here is the link to the video on Farzad's channel for you to watch: https://www.youtube.com/watch?v=TXHY6F1PMBw&t=5s
๐ To join our private discord and personally DM me with questions, feel free to join my Patreon at the below link for $5 p/ month. Patreon members also get access to exclusive content and my weekly newsletter. The link to join: https://www.patreon.com/tomnash
๐ Subscribe to my new stock market research platform, Stock MVP to get access professional grade stock research resources at a fraction of the price compared to other pro level tool out there. Get 50% OFF for a lifetime access by using the code LIVE50 using this link: https://www.stock-mvp.com
Nothing in this video constitutes tax, legal, financial and/or investment advice, nor does any information in this video constitute an invitation and/or solicitation to invest in a particular security. This video merely expresses the authorโs opinion and should be viewed as such. Before proceeding with any investments, you should do your own research and seek advice from an independent licensed professional.
The author of this video does NOT accept liability for any investment decisions, as this video is provided only for educational and entertainment purposes. Although the author has endeavored for the information in this video to be correct and accurate, he does NOT assume liability nor does he guarantee that the data will be updated, correct and/or accurate at all times.
All of Tom's 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.
Hey, this is Tom and in case you're wondering, this is Not clickbait. Cindy Monroe actually said that Tesla will be at a thousand dollars per share within three years I Think that in uh, probably about three years, maybe less your shares based on what I saw are going to be worth about a thousand bucks each. No problem. Whoa.
The crazy part is that this prediction was not even in the top five level. Bombshells He dropped in a special panel right after Tesla's investors they hosted by Farzad Shout out to Farza, Is everybody happy? Oh very good judge I mean the dude was on fire throwing hats at the crowd throwing money clips I Don't know if it actually had any money in it, but I mean it was absolutely insane. and obviously in this video we're covering every single bombshell this beautiful human being dropped on the Tesla community and there's a few. Now before we start, we have to go to our own panelists here angry Tom and responsible Tom and hear their opinion about Stanley's sorry who the is Stanley about Sandy's a price targets for Tesla You know what? I'm not gonna edit this out.
let's give it in yo crazy Tom What do you think about the price prediction from Stanley Peace, Love you Tom that was really insightful and now to reasonable time. Tom What do you think that the price of Tesla will be in three years? Do you agree with the thousand dollar prediction? Well, somehow this was insanely inefficient. Thank you both for helping me with absolutely no insights whatsoever, but nevertheless entertaining me and the audience. Hopefully they said 50 and I believe it.
Whatever. I believe next year. So at the end of the day, at the end of the day, everybody's saying ooh, Tesla won't make any money Oh yeah, right. Tell me another, they're gonna make tons of money I'm telling you flat and they're gonna, they're gonna just gobble a market now Sandy AKA Stanley Made a lot of predictions in this video.
A lot of analysis. a lot of bombshell. I'm gonna try to condense it into a five to seven minute video because I don't want to go overboard and actually bombard you with information I frankly don't understand I Mean let's be honest. So first of all, let's talk about the price Prediction is a thousand dollars within three years? Honestly possible.
Well, I think it is. The only concern would be macroeconomics. If the microeconomics would not be horrendous for the next three years, Tesla is definitely within reach of that number. The question is, how long do we have for this inflationary? Spike To continue: How long for the interest rates? How long for the economy to slow down I Think that if we have another bad year in 2023 and then 2024, 2025 would be a little bit better.
that's going to be enough for Tesla to hit a thousand dollars. But if 2023 and 2024 are going to be horrendous and 2025 is where we're going to start seeing recovery, then I'm not sure they're going to hit it. but I think it's more about the macro. less about Tesla because Tesla are going to do their job. The only question is would people have enough money to buy cars? I'm pretty sure there's going to be a couple of uh, early adopter oems to Uh to jump into the Uh a Fray with Uh with Tesla charging stations and those guys are going to survive and arrest are going to be and that's all there is to it. Okay, 50 of 35 000 is what about 17 grand? 17.5 Yep, you can sell a 25 000 vehicle if it costs seventeen thousand dollars and make more money than everybody else because at the end of the day, no one on the planet makes more money per car than Tesla Look I know I sound like a broken clock. but I absolutely agree here with Sandy AKA Stanley Okay, that's the last. I'm gonna do this joke and I couldn't agree more.
Look as it stands right now in its current production capacity in its current configuration, Tesla has the best margins in the industry including Toyota that makes five times more Vehicles than Tesla. Now what happens when Tesla scales this? It's actually going to be even better. But they've decided to one-up even themselves and basically say hey, we know we're ready the best by a country mile and we know if we actually make more cars it's going to get even better. but we want to Quantum Leap that into a whole new realm of production efficiency and our next gen model is going to be 50 cheaper from day one.
Imagine what happens when they ramp it up. It's an absolute Insanity of efficiency. No other car manufacturer can catch up when Tesla or sorry when Elon started talking about vertical integration and what he's doing, the general population basically said that's it's stupid One of the guys that that was making their presentations today said we're dealing with tier VI These are guys that basically have gravel that they grind up that's tier six and Tesla is looking all the way down so they don't get caught in a situation where uh, you know you've got children and what do you call it Congo of scraping around with a trowel trying to get trying to get uh Cobalt out of the ground. I mean this kind of stuff that shows real leadership and real Humanity You don't see too much of that when you've got a I hate to say it NBA kind of people.
Now this is very interesting. Teslie, What the hell is Teslie Sandy sorry Sandy's talking about vertical integration. So vertical integration has been known to be a bad thing for car companies, because you know the standard wisdom is that somebody else should be an expert in these little minutia things and that way the costs go down. The problem is, and he's right 100 That was about to call him Stanley and it wouldn't He's actually saying look number one, you add more tears, you add more margin.
Everybody has to make a living. They got to get paid. So you're adding on margins and margins and margins on top of your production assembly line and on top of your supply chain. The same thing with dealerships like why do we need dealerships Tesla Proof: there's no extra margin needed to sell a car online direct from the producer to the consumer. So why do we need these extra layers of margin that we have to share the pie with people and then eventually consumers pay more? Number two: You don't get supply chain interruptions when things go south. You're not dependent on some supplier. you have your own, and you own will work. The same thing that happened to Tesla during the pandemic.
They're the only car company who never had massive supply chain interruptions. And number three, as important, maybe even more important, than morals, using the supply chain integration, you know that there's no going on with child labor all this nasty that they have no control of I mean the other Oems, this one knows exactly where each mineral is coming from. Perfect The The: the day that Toyota done with a D got sacked or pushed aside whatever you want. that was the day that I changed my mind on.
I I Figure that Vw's got a lot of issues I have no idea how they're going to pull out I don't know how they're going to get any success. That's one. Toyota was right behind him with his stupid hydrogen and when what's his name came along? Oh my gosh, I didn't realize there were so many anti-hydrogen Yeah. Anyhow, anyway you look this way and now second son is going.
we're going that way and uh, that guy might because Toyota turns much faster than a They're the biggest car company on the planet and they can turn really, really quick and so I'm expecting that. Now you're gonna see at least I'm gonna predict three. Number one's Tesla Tesla is going to be kicking ass. Number two right now anyways is Ford number three is Toyota uh and then there's a bunch of other Pretenders that are underneath and this part actually surprised me.
but when I think about it, Sandy has a good point he's talking about Toyota So Toyota generationally always was opposed to EV change. They like their hybrids, they like their hydrogen, and they like this non-ev environment basically saying well Evie is the fat, etc etc. So Toyota the Toyota with the D the one he's referring to actually was ousted or left whatever you can call it and they replaced the Co similarly to how Ford did with Jim Farley. Now when the new CEO came in at Fourth everything changed and he's saying the same thing is going to happen with Toyota because they realize now they made a strategic Mistake by opposing the Eevee Revolution and what he's saying is Toyota is big enough because they're the biggest banana in the room and they have the expertise.
they can actually pivot fast enough to be contender in this new game. They're not gonna be deleted anymore, but they're definitely going to be in the game because of how good they are and he believes they can make the pivot interesting I Can't argue with that. So think of the context of the statement from Toyota Yesterday they're marveling at the model Y yeah, model I their work of art and today Tesla announced their next Generation vehicle which will be 50 the cost of the current model 3. Now in this segment they're actually talking about Toyota taking apart the model Y marveling at this alien technology and then Tesla a couple days later on stage taking a dump on this and saying ah, this is our old stuff. We're building a whole new thing. It's gonna be a hundred times better just to show you how far ahead Tesla is compared to Toyota like for charging When I heard that they were going to extend them by I think two meters or six feet. Uh, that basically told me that the next stage will be an induction charger instead of pulling in and uh, muscling through the winter weather if you happen to be in Michigan Uh, this way you just drive up, stop, have a coffee, and and then get charged up and get out. Now this next story is absolutely unbelievable.
Cindy is saying that he figured out by deducing based on the information and the engineering slides that Tesla is working on induction charging. Obviously I'm not smart enough to understand this I don't understand and everything engineering but the dude is super smart and I'll take his word for it. Basically what he's saying: look in the middle of winter you want to freeze your balls off Getting out of the car, pull up, park at the spot, get charged, leave and having been through a few. Michigan Winters I know exactly what he's talking about I spent a few years in Ann Arbor Michigan and trust me, he knows exactly what he's talking about.
Now this one time I was supposed to get to airport, had no car I was in college and everything was snowed in. couldn't get a cab. my body with a 4x4 wouldn't take me. call my best friend Daniel it's like Daniel you got to take me to the airport Now he had a beat up Volvo S70 two-wheel drive and he said what? I'll take you He never told me no many times before in life I mean this dude always came through for me I love him to death so he just volunteers to take me.
We got stacked 17 times on the way to Detroit airport. We pushed and we pulled and we got out. strangers help us we get to the airport. Everything is closed I'm hungry I'm hungry Tom everything is closed except one Cinnabon and that one Cinnabon had one Cinnabon literally on the counter I'm sure it was like a displacement upon and they were trying to hint that I shouldn't take it but I still wanted it and I took it and I hate it and right away I knew I up the Cinnabon that started to cause some serious Mayhem in my stomach the minute I got on the plane.
but the problem was that the plane was parked and it could move from the tarmac because it has to be de-iced and wanted the ice the plane some big wigs supposed to sign off that the plane is sufficiently de-iced and every time that you know it's not enough they go around to do it again and it takes half an hour each time. So we spent like three hours in the time like I'm dying I'm like I was like absolutely going berserk, the plane takes off I'm headed to the bathroom and the flight attendant dude he tells me look, it's out of order you can't go in and at this point I really couldn't care less about getting in trouble FAA Prison I was like sir: I'm getting in that bathroom with or without you step aside and I was super calm and this steps aside and he hands me a flashlight. It's like I don't know why but I took it and then I realized that malfunction was there was no light in the toilet I was like really, that's your malfunction I'm from Russia like our planes don't even have blood bulbs in the toilet. What are you talking about anyways I don't know how to sight crack? Let's move on. Yeah! I I Found that the institutional investors were asking basic questions and clearly the presentation, particularly the back half, was geared towards convincing them to invest for the long term. Now this is actually Corey talking about how basic the questions from institutional investors were and I couldn't agree more I expected more from them. But look, institutional investors just don't get Tesla they're not hating on Tesla they just don't have the capacity to deal with it. Number one: the CEO is absolutely batshit crazy.
They're not used to batshit Crazy CEOs actually delivering. Even though he has the crack record they can't get with the program number two, they still value and interpret it as a car company and they can't see the value of anything beyond just the four GM or Toyota. So they're looking at through the prism of the car company. they can't grasp that it's anything more.
And number three, it's not standard. and once they don't have the standard information they need to fill out their Excel spreadsheet, it's very hard for them to justify that for their investors and for the people who they have to answer to. So even if personally these so-called institutional investors actually like Tesla, There's no way in hell for them to pass it through the pallet of their bosses and the guys they answer to. And all these things essentially prevent institutional investors from piling into Tesla despite knowing that this is going to make a lot of money talking about the same thing that Sandy just said.
Dude please do more Me, Myself and Irene bits!!๐ This was hilarious, exciting, all the while very informative!! ๐๐ฝ
Tom…was that your drunk grandpa at investor day?
Hi can anybody tell me why Tesla went up 289 in the afterhours for about 5 minutes??
Fast talking Tom with the book upside down could also be the average Main Stream Media auto analyst.
Tom Nash: Finance YouTuber & Comedian Extraordinaire ๐
3 years from now, Gordon will be predicting Tesla going to zero because the next gen vehicle has only cut 30%so far off the production cost.
How drunk is Sandy?
Induction is Dumb.
Most Tesla charging stations are in open lots. So what happens to the induction charge on the ground with snow all over it??๐๐๐๐๐๐
THe Stanley Parable Ultra Deluxe its actually a game about your stanely ( and a good one ๐ )
Sandys obviously on coke, the fame has gone straight to his head
Iโm with crazy Tom
Now we are listenting to Sandy Munros stock price predictions already ….. omg ๐คฆโโ
Tom in one of the slides when they show/talk about the future of charging showing the restaurant in 1 side the other pic shows a wireless charge pad under the Tesla.
I think Sandy said that after some beer in the system. ๐คฃ๐คฃ
This is hilarious, I said Tesla go up to $1 million in 3 years. ๐คฃ๐คฃ๐คฃ
Tesla in 2023: Go BIG or go home!
Angry Tom and Responsible Tom, lol
How much coolaid is Sandy drinking these days? Omg! Tesla share will be worth a million gazillion dualmotormilllllion dollars in a few months! Lol
Hey where in upper Michigan where you Tom? I studied at MichiganTech in Houghton.. all the way up in the Keweenaw!
Too many drinks.
TESLIE……im rolling
what about the snow covering the induction charging pad? And the power loss thru induction charging. Elon pass
Also worth paying attention that this panel was mostly drunk and high on the crowd of Tesla fanboys. So take with a grain of salt
You got it bro. You know your audience values authenticity and you are leaning into it hard. Recipe for success