Hey guys, it's sascha. We need to talk about tesla, because tesla stock is about to go through the most interesting month in the history of the company, and i think that the market may react in a very unique way to this because of what's been going on with tesla over the Past couple of weeks in this video, i will share exactly why i am so excited for what the next month brings to tesla and talk through the catalyst that i think are going to make it a very exciting time to be a tesla shareholder. I'll also explain why this situation is particularly unusual and what this might mean for tesla stock. Just before we dive into all the details.

Remember that i am not a financial advisor. I am not here to give you financial advice, i'm just a random guy on youtube. Sharing has opinion, and i'm also a tesla shareholder, so remember that my view here may well be very biased as a result, alright, so tesla has had a really quite interesting few weeks and it's important to recap on what has happened, because this is part of the Reason i think the next month has a potential to go seriously crazy. We've had a massive suppressant in the second half of october.

Tesla's share price ran up from 800 all the way to 1200 in the space of just two to three weeks. It's pretty ridiculous for any stock to go on a run and that increases share price by you know fifty percent in that amount of time. But it's even more crazy for that to happen to one of the biggest companies in the world and then just after that happened, elon musk decided he wanted to play on twitter and asked if he should go and sell 10 of his shares to stick it to Bernie sanders now twitter exploded and eventually approved the sale and so on monday. Immediately after what actually on tuesday should i say, elon started selling those shares a lot of shares and, as the week progressed, he just kept on selling shares over and over and the share price began falling really hard losing about twenty percent in value and dropping below One thousand dollars, and by the end of that week, elon had sold half of that ten percent now talking of selling and buying shares.

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If you use my link in the description and make an initial deposit of 50 pounds or whatever is equivalent all right so the week after elon sold half of his 10 percent, everyone was ready for the red candlesticks to continue, but nothing happened. Elon exercised a few options, did a few small sales as a result of that and then did some selling on tuesday, the 16th of november. But we've heard nothing since, and this is really odd. It's also really important in itself as a factor, because elon is generally the sort of guy who does what he says he's going to do and given that he started selling so aggressively immediately after twitter poll.

It is very weird that he's only sold about 49. Of that 10 that he promised not even quite half, and it's also clear that elon is not here trying to get the best possible price on the stock. There isn't even any obvious need for him to sell in the first place, and the way in which has been selling is probably the worst possible way. He could have done it in terms of tax and given that elon then went and had a very public spat with bernie sanders on twitter immediately afterwards.

My theory that this was a massive sticking up two fingers chess move seems to be a major reason why he did it. So he was selling large amounts as the share price fell below one thousand dollars. So because of that pausing to let the share price rebound doesn't seem to line up with what he was doing before. But then you go and look at what else has been happening in the last few days with tesla we have had videos, leaked of pre-production or potentially even early production, cars coming out of both the austin and the berlin factories before they get their approvals.

Now i don't know the legalities of exactly what is pre or post-production, but we've seen them being very ready. Tesla has apparently applied for the final permit in austin from the texas department of licensing and regulation for that first phase of the gigafactory and, at the same time we're hearing news from different sources that the model y performance will begin being sold in china imminently and The model s plaid is also heading to china at some point in the next few months. So there appears to be a lot going on behind the scenes at tesla and if it came to be that something to do with final approvals being obtained for one of the factories or maybe both or some other major milestone that we're going to discuss in a Second, that might be happening or that maybe the production is imminent. That would certainly be very material information for tesla stock and, if you happen to be an insider in a company, let's say you're, the chief techno king, for example - and you come to know the material information that may be so significant that it would affect the share Price then, you may be theoretically forced to pause any share selling that was not already pre-agreed or pre-planned, and then, on top of that, we just heard the news that a few weeks ago, tesla has hired david mizler to be the new managing council.

This guy has apparently some very serious pedigree. He was a trial attorney for the sec for over two years, and before that worked in the u.s justice department and with somebody like that joining the team. There is a slightly higher chance that elon is going to take issues like insider selling a bit more seriously than some of his previous run-ins were the sec. Now, in the last few days, tesla's share price has been cautiously going back up, while most other growth stocks have been getting completely smashed and in fact the whole stock market overall has also been falling.

So that is a very optimistic sign, and over the next month we have a ridiculous number of stars lining up for tesla, which is very very exciting if you happen to be a tesla shareholder. First up we have the excitement about a potential stock split. There have been a lot of rumors and people have been finding endless, hints and rumors through bits of data that a stock split is going to happen on the 9th of december. Now i don't know if it will, i don't really care much, but a stock split.

Doesn't really affect anything about the fundamentals of tesla as a company and in countries like the us uk, most others. Nowadays, retail investors generally have access to fractional shares, but a stock split is also an indicator of the company, believing that their share price is likely to increase considerably in the near to medium term, and that in itself is a massive confidence play. Whether it happens in december or if it happens in january or even later, if it does happen that in itself as a factor is pretty important, we then have the two factories in berlin and austin jumping at their bits, ready to start producing cars, and it's likely Based on all the information we have right now that both are going to start manufacturing at some point in late december, possibly going into january. We have also had the pepsi ceo say that they are expecting first deliveries of the tesla semi by the end of this year and at the same time, the semi was seen driving around and even charging outside of the tesla nevada plant.

This is a year ahead of the optimistic schedule that we were given just a few weeks ago at the shareholder meeting. So the big question is: was elon musk sandbagging on the semifront or is the pepsi ceo speaking ahead of turn we'll find out soon enough? Then we have the news that tesla is expanding, some of its most expensive cars to other regions. The performance and flat versions are apparently going to start going to customers in china and potentially elsewhere as well, and this is another major factor, because these cars are the ones that command higher prices and should deliver higher margins. As a result, it's also an indicator that potentially the manufacturing of the model, s is ramping up, and then we have the forgotten element of the shanghai factory.

At the end of each month, we have an update in china on production numbers and october numbers were insane tesla sold, 54 391 cars are made in china in october and, as is always the case in the first month of the quarter, almost all of those were Exported to europe and some other markets in about two weeks, we're going to find out what the numbers for november were and if those numbers are the same or even slightly higher, as they are expected to be. We are going to get a very strong indicator for q4, hitting production and delivery numbers in the sort of 280, 000 or even higher range, which would be way above any current wall street expectations. Now all of these catalysts are happening in the course of just the next few weeks and kind of overlapping and happening at the same time - and i haven't even mentioned anything to do with fsd, which seems to be improving very fast with the latest version 10.5. Actually, looking like a really major step forward, but then we have some unknown or potentially unexpected triggers too we haven't heard much on the development and the timing of the 4680 sells, but any announcement about any kind of dates on that front is likely to be a Very very major piece of news in terms of future share price: when will the different production lines start using the 4680 sales? Is there any chance that one or maybe even both of these new factories will start making cars with those new packs? I think their chances of that are probably quite low, but how quickly could they switch over to those new structural packs once they are ready and when they are ready? How long do we have to wait from then until the cyber truck finally arrives and starts competing with the rivien and ford f-150 lightning? For me, this is a really incredible time to be a tesla shareholder and i think the next four to six weeks might be some of the most exciting so far in tesla's history, now joe biden is clearly avoiding mentioning tesla and elon musk by name, despite very Frequently, almost every day, it seems talking about the american ev market and saying how companies that don't really make any eevees are leading the way, but tesla is already showing the demand is far outstripping supply, and this new infrastructure bill is looking likely to give tesla a Further 8 000 tax credit on sales of their cars, so it doesn't really matter if the president doesn't particularly like you if he goes and signs a bill that gives you customers a massive amount of money off.

Yes, it's not quite the twelve and a half thousand dollars credit that you get if you buy a chevy bolt, but with tesla you are allowed to park it in your garage and within a hundred yards of any building, which is a definite competitive advantage. The one big caveat all of this is if elon goes and decides to sell the other half of his 10 percent. That's probably gon na go and push the price down, even with all of this positive stuff going on either as soon as whatever news he knows becomes public or if he's decided, the pause has been long enough, but that sale will not have any material impact on The long-term optics for tesla and even if the price does dip, it does not really affect anything about what say. My projections for tesla are going forward, so i personally don't really particularly care either way.

If you find this video useful, please please go and smash that like button for the youtube algorithm. Thank you so much for watching. I really really appreciate it and, as always i'll see you guys later, you.