This is tom nash and two minutes about the tesla q2 deliveries. There's a a lot of going around about these numbers. I want to clarify everything right now. I'm not an expert on engineering.
Nor. I'm an expert on tesla. There are a lot of great videos that have been made by rob maurer. Dave lee.
Stephen markran and a lot of good other creators who broke down the numbers phenomenally. I'm just here to give you a two minute clarification of how insane what just happened now look tesla reported. 250 000. Vehicles delivered in q2 just to explain despite what you're going to hear in the mainstream media.
Despite the fad. These are phenomenal numbers. This is not a miss no no no this is not a decline. These are phenomenal numbers go back and sit with me again phenomenal numbers now look tesla delivered 310 000 vehicles in q1 so in first glance that might seem to the untrained eye that it declined.
60 000. Vehicles in a quarter. Just to clarify as far as production goes tesla absolutely killed. It this was the most productive quarter in the history of tesla.
They absolutely killed it they are starting a brand new factory in berlin. Which is not even in full capacity. Yet. The chinese factory was out of commission somehow they opened it up way before everybody else while china was still in lockdown.
A chip shortage. A global supply chain cluster factory inflation a massive war in europe and still these mother lovers somehow pushed out 250 000 vehicles in the most insane quarter. We've ever seen since this whole of a couple of years started now look. I'm not an expert on tesla.
I don't know where the stock is headed. I made a video a few years ago. I said this is going to go to 1500 the stock was i think 400. I made a video a few days ago saying this is a 650.
I'm doubling down for me that don't matter short term price wings of tesla are irrelevant. All i'm looking at is execution. If elon musk can come out out of this in same quarter. The twitter deal the war in ukraine.
The supply chain issues inflation china berlin oh. My goodness and they pushed out 250 000. Cars you better know what's coming when tesla goes into full production mode. Oh.
My goodness. It's gg and rap. All these. Other mother lovers out.
There. Now again you may hey in tesla. You may disagree. With me.
That's fine go. Buy gm stock. Invest in mary. Barra.
The lady who invented nicola and basically did nothing. But kiss biden's ass. So he says that she led in whatever. It is that she led in it's definitely not electric vehicles go buy some ford stock no problem all i'm saying is i'm here for the long term for tesla.
This quarter proves to me that these guys don't play around you want to keep hating them hitting them. But i don't think a stupid bet is a smart bet to take in fact. I think a stupid bet is a stupid bit to take in fact i think that people who play stupid games like betting ads elon musk and tesla win stupid prizes so go right ahead hit below comment how i don't know what i'm talking about keep investing in gm and ford short tesla go to town my guy. I don't care. 250 000. Deliveries in this climate. You better know what's coming.
By Stock Chat
where the coffee is hot and so is the chat
Just wait for Q3. Wall Street will be way off on the numbers and then Q4 will be bonkers
Tesla is so far ahead its' not funny ,. You have Texas and Berlin ramping up production ( that will take till end of year . Fremont getting a refit that speed up productive by about 15-20% . They are starting building another plant on China ( will take about 1 year ) , Texas they have enough room inside to build another production line , they just applied to build a 500,000 sq ft facility , They are trying buy the adjoining land to the plant in Berlin . They have supply deals with several battery manufacturers , they have long term commodity deals , etc etc etc . Their competitor is a chinese company called BYD which trades at about 3 times the PE of Tesla , you can forget Ford ,GM, VW , they have to play catch up and have to borrow a lot to do so and they will be at least 3 years behind .GAME OVER
Cool. Selling my entire position when the market opens before everything goes to zero by EOY. This market is fucked and no Tesla is going to save you.
Tesla may be killing it, but the short to medium term future of the car market looks frightening. Have you seen Jeremy's video on car repo's 😱
I hope the shorts get their roosters handed to them.
rubbish… TSLA to go down 5% on tues night
it missed estimates of 260k complied by bloomberg
Doesn't matter to me whatever those doubters said or think…but i have to thank them for lowering TSLA stock price for me to buy in!!! One thing for sure, if Tesla Q2 delivered 250K vehicles, it is short of plan….if GM produced 250K vehicles, Biden will announce, best and overwhelming record numbers from GM!!!
Nailed it
Phenomenal numbers
Yet, stock price halved. It's still overvalued. It will halve again.
I believed Tsla will go to the moon sooner or later.
Now with the recent economy, To get Financial FREEDOM you have to be making money while you're asleep.
Another day where financial Youtubers tell us to not trust mainstream media, Like they did on GME & AMC
It's like some guy only plays 2/3 of baseball season due to injury and hits as many home runs as Shoei Otani.
You have to consider the number of days TSLA is operating in Shanghai in 2nd quarter.
Of course it's a miss. The whole freaking Shanghai was in a lock down and it's not like the market just
found out about this today.
Invasion of Taiwan is a matter of when not of if. That is the moment when Giga Shanghai, the only Giga with big margins, will be lost. Tesla have to build a factory in a poor country, with a big port, young, educated city near by and US friendly politics.
Do not putt all eggs in one basket
Love your rants Tom. And this one is so obviously rigth.. Thanks😎👍🍺
The myth is Elons promises
You said it Tom 👍.
I agree with everything you said. Unfortunately recession sinks all ships.
I got a Model Y delivered on June 30th, it’s amazing.
TESLA FULL PRODUCTION AND FULLY AUTOMATED LABOR AND SUPPLY CHAIN THAT NEVER SLEEPS AND MAKES LESS MISTAKES THAN ANY HUMAN EVER.
TESLABOT IS ABOUT TO TURN USA INTO INTO THE CHEAPEST BEST QUALITY AND GREEN MASS PRODUCTION INDUSTRY EVER SEEN IN HUMAN HISTORY.
TESLABOT OPTIMUS'S IN THE BILLIONS OF LABOR FORCE, THAT NEVER SLEEP AND DOESNT COST WAGES AND NEEDS NO BREAKS BUT A SHORT CHARGING.
You can rotate musical chairs the teslabots charging to lose zero productivity.
China ccp should be terrified that the world will never need its slave labor again.
Also i just realized this a teslabot at every schools entry can prevent any school shooting ever again teslabot could recognized physiological issues and ban people with mental issues from any schools premises or even any gun purchasing Specially if you consider Neuralink tesla could track you brain activities fingerprint. Tesla + neuralink link can identify psychological behavioral threats before any psychologist.
Too bad the 50 day moving average just crossed the 200 day moving average… what do they call that? 🦧🤔 Oh right… a DEATH CROSS! 😳 🙈🙉🙊 The SPY crossed in March. Noticed Apple and Microsoft just recently crossed in June too! Hope it works out 🙏 I bought deep ITM Puts so… 🤷🏽🥳🤹💃🤸♂️🚀🤑✌
Who's gonna buy them all, the government? Maybe the numbers will give a boost but for how long before they report on sales? Are they all pre-ordered and money collected? Fewer and fewer people can afford them as each day passes, I'm thinking we might see a lot of new cars sitting on lots. Maybe I'm speaking with insufficient knowledge, I don't know, it just doesn't seem that bullish beyond short term and who knows… Alas, if they're all pre-ordered and no backouts, I guess I should've researched better lol. Anyhow, love your channel!
Testla still to a trillion right you joke.
I have an S Plaid on order. I got assigned a car this week but I was in Hawaii on vacation. Since I couldn't take delivery Thursday they pushed it out, now scheduled for 7/9-7/30, not the first time it was pushed back. Hoping it won't get pushed out much more. I'm also wondering if this end of quarter push affects quality in the delivered product.
😀 Love the 'rare' outbreak of unbridled passion. Well said Sr.
What if this is the peak
You nailed it 💪🏼👊🏻
I'm just DCAing into TSLA, feels good to pick up stocks this cheap 🙂
Got 80 stocks now, and Im still adding every month 🙂
Hyliion is the play
My baba options are up far more than on Tesla though. Just hold never that stock.
The whole load of lovers didn’t come prepared for the size of Elon’s extreme scale