Listen to me, the Tesla fad is an insult to your intelligence and I'm going to use Simple numbers in two minutes to show you how it's about 5 5, 15 over here. By the time you see this video, it's going to be probably noon time I Don't know when I have time to release it. Look the Tesla Fat is going out of control. The only thing I hear about is that the skies are falling for the past few days Tesla Missed deliveries.

Oh my. God They delivered 405 000 cars instead of 418 000 cars. Oh my. God this is over.

The growth story is dead. The demand is gone. Oh no. Still test the Panico Calm the freak on.

Let me tell you that this is not just wrong, but an absolute insult to any human being with the brain cell. Let me just show you look. Tesla Did Miss deliveries. There's no toys about it Dave Screwed up.

There's no two ways about it. The stock price will suffer. There's no two ways about it. But get this is 405 000 deliveries in a certain quarter.

Bad or good I Don't know. We have to look at the Benchmark Let's see what's going on with the rest of the market, shall we? Well I Think you should know that over the past three years, the US Auto Market have been shrinking significantly. In fact, just three years ago in 2019, the U.S Auto market was 17 million cars per year. You know how much cars we sold this year in 2022? Well, the estimates are about under 14 million.

So 13.7 13.8 million will be the final number according to Wall Street Journal So over the past three years, we've been consistently going down by about 20 percent. So the US Auto Market have shrunk from 2019 till the end of this year by 20. In fact, We Shrunk 8 Just from 2021 to 2022., we went down from 15 to 13.7 So Not Only was shrinking. We're actually every year going smaller and smaller from 70 million three years ago to 13.7 this year.

Don't tell me about no recession. Now if the auto market in the US is shrinking by 20 over three years, what did Tesla do in those three years? Well, Tesla delivered 350 stamping I don't know. like 370 000 vehicles in 2019. Then they delivered 500 000 Vehicles then 950 000 vehicles and this year 1.3 million.

So Tesla during that time from 2019 to 2022 have grown by 250 percent. So the entire Market shrunk by 20. Tesla went up by 250.. let me explain this again.

the entire Market shrunk by 20 percent. Things are bad. Companies are collapsing Tesla went up by 250. Let's look at the past year, the entire Market into this went down by eight percent.

So every single auto manufacturing dress is selling less by an average of eight percent. Tesla have grown by 40. So don't give me this nonsense about Tesla missing deliveries. My guy, they're up 40.

In a market that's down eight. Look at the Benchmark. It's like looking in the stock market and saying well, you know I lost 10 this year Yeah, but the S P 500 is down 20. That's not bad.

You have to look at the Benchmark now Beyond This let me explain something very, very simple to you. Now, beyond the fun, look, what does the future bring for the Auto industry? Not good things For the next two years. the next two years are going to be very, very hard for the other industry. Interest rates are going up, the recession is coming.

people will buy less new cars. It's a fact everybody will get wet including Tesla. However, However, with Tesla that's a very different process. Well, for the GM are going to take a massive hit.

Might even not sell as much cars as they sold in 2022 in Tesla's World bad quarters. bad years probably means that next year they'll do 25 growth 27 growth, 20 growth. So you have to understand the context. bad for Ford bad for Jim is not bad for Tesla.

A bad year for Tesla would be a 20 growth. So let's be honest about it. Okay, look at the gross Profit boys. What can I do for you? Nothing Sorry.

My car just like decided to step into this conversation. Look, look at the gross profit boys. Look Tesla has a gross profit of 27. That's a massive margin.

Ford has 11 GM 14 The biggest auto manufacturer in the world Toyota The best. The company makes 10 million cars 10 times more than Tesla. Well, not ten eight times more than Tesla Toyota 17 gross profit Tesla has doubled the gross profit margin than anybody in the industry. What do you think? Will this company survive the recession better than everybody else? What about that? Like everybody's drowning in debt like Ford And GM have over 110 billion dollars of debt and not nearly as much cash.

Like one-fifth of that in cash. Tesla has five times more cash than debt. 20 billion dollars. Think for yourself.

Analyst: mainstream media. All this nonsense. Youtubers With clickbait. Think for yourself.

look at the industry. Look at Tesla and what do you see? Who's going to dominate in the next few years now. Don't let the thought get to you. please.

No. I'm going for my run. Talk to you later.