we NEED to talk | Tesla Stock.

investors vote on a compensation package

for Elon Musk. And in that proposed

compensation package is the mandatory

goal of him delivering 20 million

vehicles over 10 years. That means

500,000 vehicles every single quarter

for 10 years.

>> It's a lot of big numbers. How does he

get there without a lowcost EV?

>> Yeah, it's really really interesting. Um

the other phenomenon of the quarter was

that Tesla very quietly started doing

advertising and marketing which Elon

Musk doesn't like advertising or

marketing. You know the story

historically has been what was called

marketing. In other words, you know

Tesla's brand was sort of

self-fulfilling. People would see a

Tesla and be like what's that? I want

one of those. But what I've heard from

sources inside the company is after they

experimented with ads on like YouTube,

Instagram for their energy business like

solar and batteries, they saw a direct

uptick in sales. So they took that and

they were like, "Let's start doing

cars." To answer your question, remember

the future of this company is predicated

on robo taxis and humanoid robots.

>> That's his narrative.

>> It's his narrative for the boards, too.

>> That's what I've been pitching since

2022.

>> Why not advertise these things that you

told us here? I feel like nobody else

knows about this. We'll we'll try a

little advertising and see how it goes.

>> Advertise the benefits of Tesla. How

good it is to be able to use a battery

while you're at peak hours from the grid

and offset that to get a big 17 to 20%

ROI on your energy bill with Tesla

solar. Let's freaking go. Come on, man.

>> $1 trillion compensation deal. Um it

reminds you that they still need to be

good at building and selling EVs to

consumers to fund this future vision.

>> Absolutely. because conventional EV

stills still make the bulk of their

business. I mean, they have this uh

energy business with the batteries, but

that doesn't contribute to its bottom

line the way that selling Tesla cars do

>> or selling regulatory credits to other

automakers. So, remember ZV credits um

have been a big factor in in the bottom

line because you're basically getting

super high margin revenue for not doing

anything and that also to an extent goes

away. So, um, yeah, I find it really

fascinating, but as a moment in time,

yes.

>> Okay. I mean, we got to talk more about

what this means with advertising because

it's a game changer for Tesla and we'll

look at their numbers and their cogs and

all that and what it means for the

future of Tesla. Uh, but this is really,

really exciting. Let's just listen for a

little bit more and we'll talk about

this. Keep in mind, we called the dip

after this announcement in the meet

Kevin Alpha report that traders are

going to have to exit this. So, as this

was skyrocketing this morning, I'm like,

be careful. People are going to exit

now. People are going to take their

attendees, and they did. So, make sure

you join. Use coupon code daddy's back

to join that and uh get that lifetime

access

>> at least here in the US with the

expiration of that federal tax credit.

Let's bring in John McNeel, CEO and

co-founder at DVX Ventures for more on

the global EV market. We should mention

John is also

>> the EV market like Rivian, Ford, GM,

record EV sales by the way during this

expiration. So the question is like

what's next for the company, right?

We'll talk about that.

>> It's a long-term story. It's not

something that plays out quarter by

quarter. Yet you look at what's

happening in the US and those federal

tax u credits, those subsidies matter

quite a bit to US consumers. How

important are these federal subsidies to

the US consumer adopting EVs and mass?

I think, you know, now if you look at

it, one in four cars sold in the US is

electrified. Uh it's either a full

battery electric vehicle or it's a

hybrid. And so I think we're at the

point where the market is probably ready

to stand on its own. Uh and uh we've

seen this, we've got the benefit of

looking at uh Europe who uh two years

ago rode back subsidies,

>> basically saying pull the the support

pegs out and and let Tesla stand on it.

I agree with this. Again, the big thing

is going to be what's going to happen

with margins at Tesla. See, look at

this. If we have X credit, uh we're

still at 15% on X credits for Tesla

margins, which is still very good. Now,

that was Q2. They're going to in Q3 have

some more advertising expense,

uh which is going to show up not in

gross margin, but it'll show up under

operating expenses. typically SGNA right

here. This is where you're going to end

up dumping advertising. So, there's

going to be a little bit of complexity

here in how they actually report these

numbers and how investors look at them.

But, you will end up seeing operating

expenses go up as you have seen from

look at this. Look at this operating

expense increase from Q3 to 4 to Q1 to

Q2. Some of that could be though because

of R&D. And so to see that breakdown, we

could jump on over to the actual SEC

statement. We should be able to see it

here. Here we go. Uh so take a look at

this R&D. Yeah, a nice pick up in R&D

right here, right? Almost a 50% pick up

in research and dev. That's what we

want. We want that research and dev

increase. Not only are you getting more

research and development tax credits as

a company, which are different uh than

your, you know, vehicle or manufacturing

tax credits, but uh you don't really

want to see SGNA go up too much.

Hopefully, Elon is keeping the business

as efficient as possible, which because

daddy's back, I think he is. You're

still seeing about a 6.9% increase in

SGNA here net. This is probably going to

increase even more because of ads, but

honestly, I don't think they have to

spend that much money on ads. I actually

think, and this is why, you know, we

made like mock Tesla commercials, not

only with AI, and then, you know, I got

yelled at by Ryan Reynolds attorney. Uh,

that was entertaining because we made an

AI of Ryan Reynolds pitching Tesla cars

about how they're freaking awesome,

although we didn't use that word either.

And then Elon retweeted it. And then

Ryan Reynolds made an AI response video

of Elon Musk pitching Aviation Jin. And

then I got a letter from an attorney.

Okay. So, so long and short, I've been

really gung-ho about getting Tesla to

advertise because I actually think their

ROI on advertising will be huge. Because

again, I'll just give you a few

examples. Like, if this is Tesla

listening, please. Like, I I really I

want what's best for the Tesla

community, for Tesla as a company, for

Elon, because I freaking love the cars,

okay? I You should see what I I just

got. I got one of these center consoles

in the Cyber Truck. I'll have to do a

whole Cyber Truck review. Uh and and

instead of that dead area where

everything keeps rolling around on the

middle, and I've got extra cup holders

now and like extra storage. Oh, it's so

cool. And we'll have to do a Tesla

walkaround video. Comment for a Tesla

walkound video. Uh but I put a rack on

the Cybert truck as well. It's great.

But anyway, I'm so excited about it. So,

what Tesla needs to pitch first of all

is that the ROI on using your batteries

during peak hours basically pays for

these damn panels and batteries even

without tax credits. And now you got an

expiring 30% tax credit, but your break

even cost with the 30% tax credits like

five or six years. And then it's profit,

man. Profit after that. I've had solar

panels on the house that I'm in right

now. They're Nphase. Uh well they're the

IQ cells so the German ones made in

China and and phase micro inverters.

I've had solar here since 2016 you know

I'm 9 years in so I'm just like ROI

milking right now and there's no

maintenance of this crap you know so I'm

just getting ROI every day I'm running

electricity I'm getting ROI on these

panels you know it's surprising how fast

time goes by. It's also kind of scary

but anyway u so like I'm a big fan like

I'm a shill for solar panels and

batteries. I kind of think Donald

Trump's assault on green energy, you

know, with what he's doing right now. I

mean, what what the look at what the New

York Times is reporting, and I know it's

the times, but look at this. Energy

Department cancels hundreds of clean

energy projects, mostly Democratic

states, 7 uh 5 billion of Biden era

awards to hundreds of product projects

in California, Colorado, Connecticut,

Delaware, Hawaii, Illinois,

Massachusetts, Maryland, Minnesota, New

York, New Mexico, New York, Oregon, and

Washington have been canned. All of

those states have Democratic governors.

So, it's like blatant political

favoritism. Uh, which a lot of these

were projects that could have

potentially had funding going to Tesla

mega packs. So, you have short-term

downsides here, right? There were real

short-term downsides. But let's let's

list this out. So, here's here's my take

on on the future of Tesla. Okay? So,

let's go ahead here. Let's just take a

document here really quick. I'll take my

SoFi versus rocket analysis as a

template here. So, we'll go near-term

uh problems for Tesla and then we'll go

with uh a long-term uh long-term

abstract

uh ad strat because I think there's a

huge ROI for Tesla on advertising and

they're just now starting to learn it.

Okay. Near-term problems for Tesla. So,

the 321

uh green projects cancelled uh will hit

mega packs. Okay. Then you've got uh Q3

will be the biggest uh pull forward uh

pull forward in Tesla history, right?

Car sales uh will be the worst in Q4

uh and Q1. Q4 is like seasonally still

good, but you just pulled all that

forward to Q3 and then Q1 you're going

to have to start slashing prices. So

hopefully they advertise more. But if if

they cut prices, Tesla will either or

both cut prices or cut financing with

specials, they should advertise that uh

should advertise that as they have been

uh those specials. I personally prefer

financing or lease deals uh for Tesla

and I think they do as well. Okay. And

they should pitch those with ads. But

also you should have a huge advertising

push uh huge ad push for uh solar and

battery in Q4. Critical because you want

that 30% tax credit uh that's expiring.

Okay. Then longer term ad strat. I mean,

things that I think most people don't

think about when it comes to Tesla.

First of all, the safety of FSD. Most

people don't understand it. Like, it

took years for me to get my wife to like

FSD and now she loves it. Like, we don't

want to buy a Sprinter van because it

doesn't have FSD. No Sprinter because no

FSD. Like, that's the people can pitch

this. Real people that you could get

actors. You could get Sydney Sweeney.

Dude, please get Sweeney to say this.

You know, hire Sweeney and go, you know,

I've always liked

this Mercedes,

but I won't drive a car today unless it

has boom boom full self-driving.

That's all you need, dude. Stock 10x,

man.

Like, it's not that hard. Like there are

so many great things you could do with

advertising or like put put Sydney

Sweeney or like film the ads

in robo taxis. Film the ads in robo

taxis, please. Like have somebody

sitting in the back of a robo taxi or

the passenger seat of a robo taxi. When

I send my kids to school, I want them to

be safe. And then like the camera pans

and nobody's in the driver's seat and

and then you're like that's why I trust

Tesla robo taxis.

By the way, did you know you could get

the same technology in your very own car

to keep your family safe?

FSD, you know, whatever. And you get

into like a financing special on the

Tesla. Like come on, man. There's so

much we could do here. Okay, that's just

on FSD. But not just that. I mean, crash

tests, right? Crash testing huge, right?

The the results that we have for this,

the software updates. You have to

realize I bitched on Twitter because and

I I only bitched because I want to help.

But I complained on Twitter about why we

don't have like a button basically to

turn off all of the energy draining

things when we park our car at an

airport and we go on a trip like to

Japan. And then Elon releases it in a

software update like 2 weeks later. I'm

like, man, daddy's back. Hats off to

you, Elon. I love that. Daddy's back.

That also happens to be the coupon code

expiring tomorrow, which gives you that

technical analysis on trades, not only

trades that we're setting up for price

targets. We've got for the end of the

year, our 10 stocks to buy over the next

10 years, also stocks to buy maybe over

the next six months as a trade. We got a

couple over the last three days. We've

been looking at a couple stocks that

were like technically good,

fundamentally cheap, upside catalysts in

the near term. So, the technicals and

fundamentals looking really good for the

next 6 months on on a couple of these.

It's really exciting. So, be part of

that meet Kevin membership. But anyway,

the software update aspect like

advertise this. You know, we we get so

many software updates for these Teslas.

They're fun. Like now we get the color

that changes with the the color album of

our songs or the beat of of uh music.

Free software update. Freaking amazing

feature. Love it. Love my Cyberchart. I

do wish they had a van so I could put

all my family in it. I wouldn't need a

Sprinter van. And this is why I wish

Tesla would get into making more models.

I like models.

Love models. Uh, we need more models.

But anyway,

I am so glad to hear Ed Lello say that

we're seeing positive ROI on advertising

because we knew it would work because

the Tesla product is good. You're just

enhancing a great product with little

reminders and prods. So, when we look at

these fundamentals, I want you to

understand this. If Tesla X Credits is

at 15%. We're going to have amazing

numbers here. Okay, let's go pick our Q4

numbers. We're going to have 20 bill of

auto revenues. Okay, 20 bill uh auto

revenues. Okay, let's take 15% of that.

So, 20,000 million times or I guess

that's K actually, right? Yeah, this is

K.

Wait, no, it's in millions. Is it in

millions or you know what I mean? 20

bill in auto revs. Okay, 20 bill in auto

revs times 1.5. We're looking at three

bill three bill gross

margin at 15%. Okay. How much are we

really spending on advertising? Uh not

that much. Go look in here. We're

probably spending on SGNA.

We are probably spending some of that

SGNA is obviously I think the the GNA

parts going down. I would guess GNA is

going down and S is going up. So let's

say GNA is going down by 5%. And the

delta here was 6.9 I think

1366

divided by 1277. Yeah, 6.9. So call it a

12% increase in advertising or GNA for

advertising. I'll take 1366*

1.2 is 150 million bucks. Dude, dirt

cheap. You won't even notice it. You

know, if you took 150 to 300 mil for

ads, I imo, you can soften the Q4 Q1

hurt uh and it barely moves your margin

because you're you're moving margin to

the tune of I mean, let's see if I go to

20 uh times, you know, 14%. I'm at 28

200 mil. So, it's like a 1% hit to

margin, 1% effective hit to gross

margin. Who cares if it means you're

getting the volume, right? And that's

the other thing. 1% hit uh to gross

margin would be, you know, call it 200

mil of ads. Sponsor people like Sweeney

or whatever. You know, you don't have to

sponsor the Shills cuz they're already

like all in Tesla, right? But get some

of these main go. You got to go

mainstream. Like Elon said, he's

preaching to the choir when he talks to

Tesla fanboys and fan girls. You got to

get that mainstream audience, the senior

citizens, the moms. That's what you got

to target. If you can get those people

through sponsorship, that's the game

changer for Tesla because now you can

maintain volumes while you're trying to

get to the FSD transition and you

actually follow through with the mega

the plan Elon's next master plan and his

is his stock comp plan of actually

delivering the vehicles that he wants

and that Tesla needs.

That helps you get through Q1, Q4, Q1.

So that's bullish. So now I do think

you'll have, you know, near-term pain

around these numbers. Like honestly, the

the numbers that we get in January and

April, they're probably going to suck

and a recession obviously would suck as

well. But coming out of Q1, Q like Q1,

Q2 could be a low that you could buy the

dip on. If we go into a recession

combined with Q1, Q2 dip, you'll have a

glorious dip. But coming out of that,

you will have the most glorious buying

opportunity for Tesla because in the

next 10 years, these are the best cars

that exist. I have no doubt about that.

I have my doubts or I sorry, let me

rephrase that. I had my doubts about

robo taxi had. Now, why do I say had?

Did I just, you know, flip-flop on my

opinion on robo taxi? No. In fact, if

you go look at this robo taxi meet

Kevin, go look it up. The Tesla robo

taxi. This changes everything. And I did

a full breakdown. Oh, my exposure is a

little high here. I did a full breakdown

of my tour with a Tesla robo taxi and

how impressed I was with it

and how this was a gamecher for the

stock. You know, over the last month,

you'd been up 30 40% on Tesla stock. And

we talked I I broke this down in person.

I flew to Austin, Texas, and Ellie was

so nice. A shout out to her uh for

letting me get, you know, in on the

ride. But I was really impressed with

this. This was very, very good. So, you

know, hey, any crap in the short term,

like Tesla is listening. And that's why

I say daddy's back. Not only because

actually that's what the coupon codes

inspired by is that Elon's back at

Tesla. So, yeah, what happens when Elon

goes back to Tesla? Dude, heads fly.

When Elon goes back to his company,

heads fly. And the information likes to

[ __ ] on Elon every damn day. It feels

like like I'm pretty sure here XAI broke

safety policy with coding model. Who

cares? Uh you know there was another

piece in here yesterday about like the

people like these head people flocking

or like leaving Elon or whatever and a

bunch like how there's an exodus at Elon

related companies. Who cares, you know?

Uh this was actually very interesting.

This uh this piece right here, the Sunun

and Tesla battery partnership. how

basically we can utilize batteries to

offset pain from the AI grid uh or AI

taking over our grid and overrunning our

grid and we could soften the load or

distribute the load more evenly.

Brilliant. This is why I'm a shill for

the batteries. I kid you not. I have on

my phone right now on my tabs an $83,000

Tesla solar project because I want to

hit buy on it because I think it's going

to be like an 18% return uh on on you

know where we run our servers for house

hack. Tesla, you know, I big fan and the

30% tax credit expires at the end of the

year. So, it's it's a huge game changer,

but seeing where they're going with robo

taxi, it's going to take time. Uh where

they're going with advertising, they're

listening and the product, they're

listening. It's just a matter of them

introducing a new model and they've

listened to everything

uh that their community has has

suggested. This is a smart business. I'm

excited about this. again. Recession,

you will have the most glorious buying

opportunity to buy Tesla, but then rates

will plummet and it'll come back. No

recession,

yeah, the Q4, you know, next earnings

should be fine. Q4, Q1 are going to suck

a little bit with deliveries, but that's

okay. Hopefully by then we have some

more good news on progress on on AI and

robo taxis and that. So, I'm excited.

This is very good. Uh, so good job

Tesla. Uh, and again, like this

near-term dip. I get it. That doesn't

make me bearish on the stock long-term.

We literally wrote this down in the

alpha report and we talked about it this

morning on the live stream. We literally

said there will be traders profit taking

because there are people who buy Tesla

stock for the short-term momentum and

then they leave. You know, they're fair

weather friends. They come and they go.

The trade aspect here is always going to

be down on buy the rumor or sell the new

stuff. But the long-term here, and I

don't love the valuation where it is

right now. Let's be real about that.

Okay, let's do a little valuation

update. Uh, and you know, I've been

giving me giving you my unvarnished

opinions around Tesla stock since like

2017.

So, I haven't gone anywhere. But let's

look at the valuation because the

valuation is cooked right now. So you

know I give you the exciting fundamental

uh talk. Now let's actually look at the

valuation because it's depressing. So

valuation

I have uh 1.75 of earnings at 445. 445

divided by 1.75.

It's 254 times on a PE ratio which is

maddening. The forecast for EPS growth

though, honestly, it keeps going up at

Wall Street. 40 48.39,

come on. 40.39 plus

40.39 plus 37.04 plus 34.88 plus 48.24

divided by 4. 40. It's still 40. This is

pretty impressive. 40% EPS growth, but

252 divided by 40, bro, it's a 6.3 peg.

the the

multiple right now is insane. Okay, we

should be at I'll give them a services

valuation of 2.67 * 1.75 * 401 186 on a

services valuation. That means the

difference this extra like $200 $300

here is is hype and momentum excitement

about the future. the market only goes

up, it can't go down. It's fine. Like,

it's the same thing with Nvidia, okay?

I've got millions of dollars in Nvidia

shares. And every day I'm like, I can't

justify buying it at these levels. I'm

so excited about what Nvidia is doing.

Nvidia is going to be the one company

that gives Tesla run for its money on on

FSD because their ADAS software is very

very good and it allows this not open

source but nearly open- source licensing

for ADAS because even though you license

it so it's not open source free it's

basically available to anyone so I call

it open source. Uh, but that's a big

deal because that's going to be

competition to Tesla for FSD in the long

term. And so Nvidia and like people

don't even price that in for Nvidia. I'm

so excited about these. I wake up every

day. I'm like, "Oh my gosh, I'm making

more money on Nvidia. I'm doing

nothing."

But I just can't buy them at some of

these valuations. Although Nvidia's

valuation isn't even multiplewise

anything close to Tesla's.

That's something else that's wild. So

look at look at the valuation for Nvidia

right now. You know a $4 billion company

versus Tesla. Tesla's valuation right

now is $1.4 trillion.

Uh Nvidia is sitting at a valuation of

what do we have here? $4.6 trillion.

But you know you go into the Nvidia uh

earnings over here. You know we've got

revenues of $46 billion. We've got net

income before taxes of $31 billion. the

margins are insane. And because the

margins at Nvidia are so high, you know,

Tesla's bringing, you know, whatever 7

to 10% to the bottom line, uh, Nvidia,

they're bringing 50% or more of their

revenues to the bottom line. That's

what's helping Nvidia keep their their

um valuation lower. So Nvidia at 4.51,

189 divided by 4.51, I've got them at

41.9 times.

and EPS growth for Nvidia right now

let's calculate it so 41.9 call it 42 4

15.4 4 11.9 11.16 divided by 4 20 41

divided by 20.1 They're trading for a

two peg, dude. Two peg. They should be

at a 2-69. So 269 * 451.

Come on. Or 267

451 times the growth rate. This should

be a $240 stock on Nvidia. So, you know,

Nvidia is trading at a massive discount

for this innovation future relative to

earnings. You know, part of this is

because we just get so enamored with

Elon. It's like this is again why I say

daddy's back. Coupon code expiring

tomorrow

where you know, not only are you getting

fundamental analysis, the next 10 stocks

to buy, but you will also get my promise

of when I sell Nvidia, you are going to

get the alert of when I sell Nvidia and

I dump that thing like a hot freaking

potato. I cannot wait to dump it. But in

the meantime, I'm just milking money on

a daily basis and I freaking love it.

Anyway, go check that out over me and

Kevin.com. You get all the courses, all

eight uh courses, uh the future lectures

that are coming out. You get uh

potentially tax deductibility on the

course uh and use coupon code daddy.

Some of y'all are asking me about the

leasing plan that Tesla is offering for

the Tesla solar panels. Uh what I did is

I threw in an example of a uh pricing

setup here where we could pay cash for

this system at $84,000, which is quite a

bit. That's a 24.6KW system. Honestly, I

don't even think we could fit that many

panels, but I've just overpriced it

right now just to see the numbers. Uh

because, you know, we've got about a

$1,000 electricity bill per month where

we're running our AI servers for for

house hack. Uh and you know, it it's

it's expensive. So, we're looking at

like, all right, well, cool. I mean, if

we could save, you know, even call it

$10,000 a year, uh, because you don't

necessarily want to zero out. Zeroing

out usually isn't a good ROI, but if we

could save 10,000 bucks a year, you

know, that's a nice ROI. I mean, 10

divided by uh 84. Mind you, we get the

tax credit on top of that. So, it's

actually 84 * 7 be about 58. So, 10

divided by 58.8.

That's a 17% return on investment,

right? Like that's sexy.

Uh, that's really nice. Uh, so the

question is like, okay, well, what do I

think about the lease?

So, here's the problem with the lease.

Okay, the number one problem that comes

up with the lease is people get

themselves into these leases and then

they want to sell and they want to move.

And you know what happens every damn

time?

The sellers are like, "Oh, well, the

buyer should just take over the lease."

And the buyers are like, "Double bird,

bro. Pay it off." So then you get

suckered into paying the interest rate

on the lease, which is built in for, you

know, 3, four, 5 years, and then paying

full pop of the contract value. We don't

know what that price is going to be, uh,

for your solar panels after 5 years.

After 5 years, your system's not new

anymore. But Tesla determines what the

price is on uh on this option to buy.

And they don't tell you what the price

is up front. They tell you it'll be in

the contract. So, you really have to get

pretty damn deep committed to this and

then they'll give you the buyout price.

I don't love that because I'm basically

making half of the payment I would have

been making to the utility to Tesla and

I still don't own the damn system and

it's a lease. So, it's not like I'm I'm

making any principal payments towards

the actual system. So, I get it. It's

and I have a 10 or a 3% increase in the

annual cost of my electricity. Now, I

understand people are like, "Oh, but

your electricity cost might go up." Iah,

that's a sales pitch. We don't know

that. that that may not be a foregone

conclusion. That's what people are

pitching today. But understand, you

know, what's what's going on with the

input costs, which is mostly like coal

or oil or natural gas. The input costs

of our of our um you know, of our energy

is is actually kind of going down. I

mean, look at the last 5 years on oil

prices. You know, it's been going

straight down because we're producing

more. Uh so, you know, that does not

necessarily mean electricity prices are

going to come down because I get it. the

whole AI build out, but that's a great

sales pitch. So, I actually think this

is great for Tesla because Tesla gets

immediate ROI on panels and batteries

and they get to increase the amount of

gigawatts deployed. This is very, very

bullish Tesla. This lease function,

brilliant for Tesla,

but I don't like it for the user. Number

one, if you go to sell, you're screwed.

You're going to hate it. Now, a lot of

you are be like, "I'm not going to move

for the next five years anyway." That's

what everybody always says and then they

end up moving after five years. It's not

just sales issues, though. It could

create refinancing issues because if

they put this lease, which they probably

will, as a debt on your property, you

know, basically secure the lease

contract via UCCC or whatever against

your property. That's going to suck.

And I don't think you're going to get a

great price after 5 years. Like you're

not going to get a big discount.

So I kind of think you're throwing money

in the toilet doing the leasing option.

I'm not the biggest fan of the leasing

option. Let me compare it to financing.

I could be wrong here. They write the

lease term, dude, for 25

years.

Like you're basically just forever

leasing it unless you pay it off. again

at 3% of an escalator, bro. You know,

before I before I know it, I mean, my my

lease is going to start at 470. 470 *

1.3 1.3 1.3 1.3 1.3

uh 1.3 78

910. If I did that right, I'm at $613

after 10 years at, you know, at a 3%

escalator. And that's, you know, that is

compounded. you know, my bills going up

150 bucks after 10 years. It's like, I

don't know. Is Is my usage going to go

up? Is the utility rate going to go up

that much? Natural gas prices have come

down over the last year. I I don't know.

I I don't know that it's I also think

we're overbuilding electricity

infrastructure because of the AI boom,

which could actually lead to massive

deflation in energy prices. So, if you

have deflation in energy prices, you're

screwed in a solar lease. If you have uh

to move, you're screwed. If you want to

refinance, you have risks. The buyout

option is probably clickbait. All of

those four things make me nervous about

the lease. Uh if I go to finance it, you

know, the financing rates at 7.24% is

too high. Now, the financing rates are

written at 18 months. Wow, dude. 18

months. That's 15 years. 15 years.

That's bad, too. So, I kind of think

like you're either going home equity

line of credit or you're going or or

just don't do it. So, it's it's heliloc

cash or don't do it. That's my take.

Now, 99% of people are going to hear me

say that and they're still going to get

the lease in my opinion, which is

honestly the most bullish thing possible

for Tesla. The lease is a great deal for

Tesla.

a brilliant deal for Tesla because you

could lock in that 30% tax credit

basically in their pricing and their

energy installs are going to skyrocket

because of this lease thing. I just

think financially

it's not my favorite, especially cuz the

I don't know this, but I wonder if it'll

also show up as a debt on your credit.

Uh, I don't know that it will,

but it's technically a debt that's going

to show up on title searches, I believe.

Fact check that. And if lenders start

counting that against my debt and hurt

my ability to qualify for rental

properties because I have this solar

lease, bro, I'm going to be pissed. So,

from a financial like advice point of

view, not personalized financial advice

cuz I don't know your situation, but

sort of broad financial advice point of

view, don't love it. Uh, from a Tesla

investor point of view, yeah, baby.

So, there's an answer to your question.

Thanks for asking it.

>> Why not advertise these things that you

told us here? I feel like nobody else

knows about this. We'll we'll try a

little advertising and see how it goes.

>> Congratulations, man. You have done so

much. People love you. People look up to

you.

>> Kevin Praath there, financial analyst

and YouTuber. Meet Kevin. Always great

to get your take.