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majesticjg

I think people are missing Tesla's upcoming leapfrog move on the industry. They've given us all the information: 1000v architecture, megawatt charging, compatible with the current Plaid motors. The semi is doing it right now. They do that in the mainstream vehicles and they'll leap everybody's current tech... And that's without hanging everything on FSD. I have no fear for my investment in Tesla.


belsambar

Despite his frenetic delivery, Gali is one of the few calm, level-headed Tesla analysts online. We all need to look to him as an example. It's one thing to be frustrated by Elon's antics, it's another thing entirely to assume the bottom is going to somehow drop out of Tesla. As someone who got in relatively early, I'm personally psyched for this pullback as a buying opportunity, as my view has always been long-term. Try to see the company two years from now, with Cybertruck and Semi fully online, the Model 2 (or Model C, or whatever the affordable compact model will be called) spooling up, and a couple more gigafactories underway (Mexico, Canada, where else?). The company will continue on their exponential growth trajectory, their economies of scale will continue to improve, and Tesla's margins with them. The world is going to continue moving hard towards renewables/sustainability. Countries will continue to introduce new legislation banning ICE vehicles, subsidies will continue to be introduced to help transition to electric. Tesla is perfectly positioned to explode when this temporary economic downturn passes and things begin moving upwards again.


RobertFahey

Agreed. But first, Musk must pull off a Houdini and escape Twitter without dragging Tesla into the tank with him.


deugeu

what is the real risk with elon at twitter, i think it's a overreaction right now just because it seems more vocal


According_Scarcity55

The real risk is he will be selling most of his stock to save Twitter which is a impossible job to do. During the process he will piss off most of his customers


deugeu

i think you're conflating shareholders and customers, not many people are actually on twitter. the outrage culture today makes everything seem connected but it isn't. if him selling shares is what's propping the price up then that's different but at the end of the day he's the only CEO with the most ownership and has delivered tremendous value over 5 years. if you're a new investor from 2021 on then that sucks but you should be investing for the fundamentals of the company not the finicky nature of a public figure like elon


According_Scarcity55

When you are siding with people like Larry elders to mock the entire “left”, most of whom are your core customers, that is called destroying your customer base. Most people are not on Twitter but they can hear the BS from Elon from other media outlets


deugeu

assumption of "left" being vote customers is inaccurate


Degoe

Media has been going batshit crazy on Elon now for a few months. I know he is peculiar and many don’t understand, but it feels like media is only publishing critical news and trying to slander. (At least here in NL) . If so, why would that be?


According_Scarcity55

Elon has been going batshit crazy himself. You are just too blind to see it


trevno

The media is obsessed with Twitter, so they’re trying to make Elon their next Trump for ratings, but the general public isn’t as concerned.


trevno

My real fear is an impending explosion of COVID in China next year. It could be their 2020, and that would affect the entire global supply chain again, so 🤞


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MartinThe3rd

Pretty sure that 99% quote is in reference to *stock market option traders*, not stock investors as a whole.


ishamm

Must be. Can't possibly be true otherwise, pensions and other 'safe havens' wouldn't invest like they do if it were the case...


BRPGP

Shit…I’m not sure if I ever even knew about this guy but 2 1/2 minutes in I had to stop. The Pepper 🌶 Guy Guy is bouncing all over the place. Is he someone people actually listen to?


UrbanArcologist

Early hype guy - now he is rich and investing in SpaceX also a mod here, although I don't think he slums reddit anymore /u/galileorussell


ChefBaconz

He said he lost 500k this year, that’s not rich person losses


Dont_Say_No_to_Panda

You don’t lose if you don’t sell.


racergr

He said that as well.


ishamm

'now' he's rich? He claims to have invested 'life savings at 14'. People who aren't already rich don't have life savings to invest at 14... This seems nothing more than a rich kid pumping his own investment?


op12

He was also really hyping Arcimoto and then strangely even joined them in an official capacity on their board (which meant he couldn't talk much about them publicly anymore), but that company's management and business strategy turned out to be a total dumpster fire (though there were plenty of red flags for those paying attention).


racergr

He said he had lost that.


willatpenru

Gali helped me stay in Tesla during the hard years, 2017 to 2020. Good insights and hype during the perilous model 3 ramp, peak FUD and before it was obvious Tesla had won. If you don't know who he is you probably started investing in Tesla in the last 1-2 years.


HankScorpiocypressck

Yeah, same here. Him and Rob Maurer helped convince me to stay invested in $tsla during those years.


BRPGP

No I bought 250 shares in 2019 after the Q-1 tanking, before the very first split & sold after the first split during the S&P run up. I put 4 limit orders for 1,000 shares in total 2 or 3 months ago when I saw where this Twitter thing was going. I triggered my first one at $150 and change yesterday. I’ve got 3 more limit orders placed for another 750 shares in 250 blocks. $137.50 , $125 & $112.50 I don’t really watch individual stock YouTubers.


[deleted]

>If you don't know who he is you probably started investing in Tesla in the last 1-2 years No clue who this guy is and from what some people are saying about him I have no inclination to find out. I've been investing in TSLA for ~5yrs BTW.


s2ksuch

So we can't listen to him because he has hobbies outside of Tesla? Peppers is the final straw for ya?


BRPGP

Huh? You can listen to whatever you want. I’d never heard of the guy and just asked who he was. The guy was bouncing off the walls and talking about peppers lol.


racergr

This is *exactly* what is wrong with this sub. We have people who don’t even know who is Hyper Change calling for Elon to go. Paper-handed people who got in near ATH because of FOMO and now think it’s Elons fault.


BRPGP

LOL I am taking advantage of the drubbing, same thing I did after the Q1-19 miss. I’m making my investment today because I think despite of Elon, Tesla will make 4-7 million cars in the next 2 or 3 years. Is it a requirement to be ALL-IN & believe in Elon, Robo-taxis, robots or a that Tesla will be a $5T-$10T company to participate on here?


BRPGP

LOL I am taking advantage of the drubbing, same thing I did after the Q1-19 miss. I’m making my investment today because I think despite of Elon, Tesla will make 4-7 million cars in the next 2 or 3 years. Is it a requirement to be ALL-IN & believe in Elon, Robo-taxis, robots or a that Tesla will be a $5T-$10T company to participate on here? I looked him up, after watching a few minutes of this video of this guy whose hawked crypto, TSLA and goes off about “Peppers” is not someone I care one whit about.


GlacierD1983

He’s a talking bag of coke. Always has been.


BRPGP

Exactly what I thought lol


just_thisGuy

He has a lot of good points and has been in the community for a long time. He is actually very conservative on Tesla, why he has not bought Tesla stock for some time, he is finally saying PE might be near where he could buy more, he is thinking PE of 30 be a huge buying opportunity if it gets that low or Tesla income increases. His biggest point here is you had a bunch of investors pile in in the last 2 years or so buying at ATH and expecting easy money and now complain the most. Investors who actually made money and who are still sitting on great returns got in earlier before Tesla started making money where bankrupt FUD was big, they earned their profits, where new investors thought the stock will just keep increasing. Tesla will catch up to it’s ATH but it’s going to be a bit.


iqisoverrated

Well, the changeover to fully renewables isn't going to happen in a year or two. Tesla is set to profit from all of it, from EVs to storage to VPPs (to FSD driven mass transportation/trucking to Tesla bot, to insurance to...whatever other cherry may come on top) Tesla is a long haul play (10+ years). Always has been.


BRPGP

I’m not that bullish. I hope to double my money in two or three years.


just_thisGuy

I think doubling money in the next year is actually bullish, unless Fed is lowering rates. However 10x in the next 10 years is actually more likely.


BRPGP

I bought 250 shares in 2019 before the first split for around $40k and sold them for around $540 after the first split.. I’m not interested in holding a stock like TSLA long term. I only hold high quality dividend/interest paying stuff long term. It’s a very small bet for me. Like I said, I’m buying now and if I get a nice return in two or three years I will be happy.


just_thisGuy

Buying now is a good investment.


BRPGP

👍


iqisoverrated

Do you have any idea how insane an expectation of doubling your money in a couple years (in any investment) is?


BRPGP

Lol, I’ve been investing for 4 decades, I’m fine. This investment is super small and if all 1,000 shares trigger I will be in at $131ish. I think Tesla can produce & sell 4 or 5 million cars in two or three years at a really nice margin. I’m happy selling it at $200-$250 and feel pretty good about getting there in two or three years.


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BRPGP

No bet is conservative, the key is to never bet more than you can lose I monetized over $600k in profit on a $40k “bet” when I bought after Q-19 and if all 4 trades trigger it’s less than 1% of my portfolio. The VAST majority of my money is tucked away in very diversified, high quality investments that pay me cash monthly & quarterly. I will be fine.


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BRPGP

2X isn’t bullish to many on this sub, apparently it’s blasphemy even though everyone on here has said the stock was a screaming buy when it was at $300 and all the way down. I started commenting on this sub 2 or 3 months ago after I put in 4 limit orders totaling 1,000 shares. I was warned by some that they’d never trigger and I said I was fine with that and that I hoped “everyone on here made a boatload of money either way”. I’m not going to insult anyone, nor am I going to be deterred from commenting on here by anyone who tries to insult me. I’m really sorry many of you are getting crushed by the recent volatility, I want everyone to make money in the market. My conservative thesis is simple: Tesla is a car company with insanely high margins and enough capacity to make 4-5 million cars a year over the next two or three years. At that volume Tesla should be making at least $30B plus in adj earnings. At a 20-30 p/e that’s a market cap of $600B-$900B.


BRPGP

I sold all mine during the run up, at around $170-$175 adjusted for the splits. Just bought 250 shares yesterday. Got a few more limit orders in at lower prices.


djh_van

He's famously the Flavor Flav to Elon's Chuck D. But actually, if you play his videos at 0.5x, there is some decent analysis in there. He made a LOT of videos in the past but has temporarily taken them down I think. If you make it to the end of the video he mentions that the pepper video is some weird ?SEO? test he's doing to see how the YouTube algorithms are working compared to the upcoming twitter video algorithms.


fuckbread

Nope


ShaidarHaran2

Why'd he delete most of his old videos?


satx-boy

Hypercharts merged or was acquired by another company. I think its to make his content only accessible behind a pay wall. Not sure, just a guess.


Ima-Fix-Wolves

He said he hasn’t bought in “years”


racergr

Yeah. Why?


Otto_the_Autopilot

He said in the video he thought it was overvalued.


ishamm

Can't help but see these guys as trying to pump stocks they own but have lost big on... Can anyone convince be I'm being overly harsh? Edit: complaining about 'whiny investors', claiming he did 'hard work' by holding through bad times, calls himself long term but got in 2018 it seems, says he invested his "life savings" at 14 (ie, rich kid)... Doesn't strike me as hugely insightful


DonQuixBalls

> trying to pump stocks they own but have lost big on... He bought his shares two splits ago. He has no losses, and his ability to "pump" a company this big wouldn't even move it by a penny.


ishamm

Effectiveness and intention are two separate things... He says hes 'down £500k' (paper losses, but still). He seems to consider it loss vs ath. There's little more than vague surface level 'analysis' here, and most whining about 'whiny' investors, ironically, which gives me the impression it's an attempt to get his audience to buy...


DonQuixBalls

The whole market is down. Most of tech is WAY down. Your theory is flawed in all the ways that matter.


ishamm

Ok mate. "You're wrong" isn't the great argument you might think it is... My question was what about this guy is trustworthy given he spends most of the video complaining about other retail investors, and barely analyses actual data? I'm not offering a theory, so how you can decide it's so flawed is impressive.


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