The Tesla Stock Disaster | Elon's MISUSE.

the NASDAQ is down 29 this year and

there is one company that I have been a

big proponent of that is well

underperforming the NASDAQ 100

Technologies and that is Tesla Tesla is

down 52.25 at the time of this recording

and I hate to say it but Tesla stock is

a hedge for Twitter

it's that simple I'm about to expose

some things that uh we we know from Elon

Musk this is not terribly surprising but

it is a terrible pisser for a company

whose artificial intelligence is growing

and becoming extremely good

for a software company exploding Tesla

for a company that's about to deliver

its first semi trucks and the semi-truck

supercharger network is already being

built and becoming operational for a

company that expects to start selling

the Cyber truck next year and finally

has its production to a point where

people don't have to wait six months to

a year to get a freaking vehicle

for this company which is such a growth

company that it will during this

earnings recession still grow earnings

per share at a magnitude greater than

other companies in the NASDAQ 100 or the

S P 500 on average

why is this company suffering so much

after all we know or at least expect EPS

for Tesla we'll be somewhere it will be

growing at a rate of 40 to 50 percent

the PEG ratio for this company is a

bargain right now the amount of value in

Tesla is so great in my opinion that

Tesla's almost starting to look like a

value stock NOW obviously it's not

because it's still too new it's still a

growth company and we know that growth

over the next six months is expected to

see EPS declines on average whereas

value is actually expected to see EPS

growth over the next six months on

average value would be like your your

BPS your Dow chemicals your Occidental

companies right those are your values

right now whereas companies like growth

are going to be your your Amazons your

Google your Facebook Microsoft Nvidia

AMD right those obviously are suffering

and we expect EPS declines across the

board at all those companies except

Tesla

we expect massive EPS gains to test so

why then is the stock underperforming so

much

well it's simple folks Elon Musk sold 20

million shares of Tesla stock much of

which to fund his purchase of Twitter

and markets believe that purchase of

Twitter is not going well for Elon Musk

and the worse it goes the more likely it

is Elon Musk has to go back to the piggy

bank that is Tesla Tesla stock is Elon

musk's piggy bank that means Tesla stock

is a free Hedge for Twitter anybody who

invested in Twitter knows that Twitter

Can't Fail no matter how badly Elon

screws it up because Elon will just go

over and sell more shares of Tesla and

this is where what you have is a first

of all something completely unexpected I

didn't expect this I didn't expect this

garbage when I bought uh when I went

really heavy on Tesla earlier this year

like this sucks all right so all of that

known hopefully things start sounding

better for Twitter because as long as

Twitter can prove that it could go

profitable with all these layoffs but it

may be new subscription Revenue news and

hopefully too many advertisers don't

leave and Tesla proves its EPS growth

over the next two quarters maybe maybe

Tesla could actually see some strong

green shoots which would create a really

big buying opportunity for Tesla now

maybe that's going to take a lot of

hopium that Twitter actually starts

getting its act together and we don't

keep getting all this crazy bad press

for Twitter but until then it's actually

more pain at Twitter is more pain for

Tesla why well it's simple because all

you have to do is look at what Elon said

The Verge got this audio recording and

they transcribed it Elon says look in a

recession advertising disproportionately

is affected that hurts Twitter so we

have a high sense of urgency because if

we go into a deep recession we could be

in a very dire situation from a revenue

standpoint in fact Elon then goes on to

say you may have read that I sold a

bunch of Tesla stock the reason I did

that was to save Twitter not because I

lack faith in Tesla I think Tesla stock

is going to be worth an immense amount

of the future I sold the stock for

Twitter to keep Twitter alive great so

at the same time time and we knew this

okay this is really not the huge

surprise but basically at the same time

as you're like I think we're going into

a serious recession probably a year or

two of serious recession and it will

disproportionately affect us what does

that mean great you're potentially going

to go back to the piggy bank of Tesla

and keep putting downward pressure on

Tesla so what does that mean it means

it's really difficult for institutional

investors to justify buying Tesla even

though I think Tesla is at a really good

value point and I know some people will

disagree with me they'll call me a

testable whatever I think the reason

Tesla stock is sufferings

disproportionately more is not because

anything's changing at a company it's

solely because of Twitter and it makes

sense when you consider again if a

hundred thousand people watch this video

then every single one of them had 38 000

of buying power to buy Tesla this year

and all of that evaporated dude that

straight up sucks so uh you know Elon

talks about how he's somewhat paranoid

about dying during recessions like

during X and PayPal in the early

2000.com bubble recession 2009 recession

keeping Tesla online GM and Chrysler

went bankrupt and he predicts even

though it's impossible to predict the

actual severity of a recession or length

of it he predicts that we have to be

prepared because of the recession's

shallow and short great but if you

predict that it's shallow and short and

then it ends up being long you're

screwed that's why I always say

especially to those of you in the

courses on building your wealth get out

of margin don't be in margin don't be

exposed to speculation don't speculate

now is not the time to speculate it's

the time to be paranoid as Elon must be

paranoid and only the paranoid survive

now does that in my opinion change

anything about my price targets for

Tesla in 2025 no because I think

whatever happens to Twitter will happen

between now and then it'll probably go

profitable will it be a good deal to buy

in the future at an IPO I don't know

look at the numbers then but we need all

this Twitter drama to get out of the

news cycle all of that's got to be gone

and when that's gone we actually hear

hey good news Twitter is now turning

profitable great but what do you have

right now well you're left with Elon

kind of being a little misleading I hate

to say it okay I I'm a big fan of Elon

but he's been a little misleading talks

about how uh Tesla's going to be worth

as much as apple and Saudi arampa ramko

combined about two weeks before dumping

uh you know four million plus shares

dude a little shady okay A little shady

I hate to say it uh you know he's he's

on Twitter talking about how oh well

because the Dems donated sambang or uh

because sambangman free donated to the

Democrats he'll never be investigated

okay you might believe that you might be

watching this video and go like well I

mean that's probably true you might be

thinking that and you know what maybe I

think that but let me tell you this if

I'm the CEO of Twitter and I'm relying

on advertisers to keep Twitter alive am

I going to come out with that sort of

opinion to piss off any organization

that sells products to Democrats come on

man that's just stupid it's poor PR it's

just dumb uh and again I'm a big fan of

Twitter but he really needs somebody by

his side to just muzzle him or kick him

in the ass when he needs it and right

now I think Elon should really double

down on first of all shutting up it

doesn't help to post Twitter usage

statistics going look usage on Twitter

is going way up dude anybody with half a

brain knows Twitter becomes much more

popular around an election

duh if you look at Twitter usage going

into the election it's going to be

higher everybody wants to know what's

going on you know so

it's things like that that piss me off I

think he's a great leader I think he's a

Visionary I think Tesla's a great and

phenomenal company I highly admire and

respect any individual who works for

Tesla and I am sad to see that their

stock options are becoming worth less

because of Twitter

uh I don't really like Twitter that much

and I anyway I don't know I think I've

said enough okay so look long term is

this a buying opportunity yes have price

Targets in my opinion changed for Tesla

no am I basically laying everything on

Twitter here and fully blaming them

without blaming Tesla yes is that fair

should I be doing that as a licensed

financial advisor then again this is not

personal financial advice for you but

from a financial advice point of view uh

non-personal does it make sense to be

all in on on Tesla hell no does it make

sense for in my opinion potentially

everybody to have exposure to Tesla

probably but again I can't give personal

financial advice and I can't just give

blanket Financial advice I do though

think from a fundamental point of view

it makes sense to have exposure for many

people to Tesla I think people should

look at their own situation talk to a

financial advisor themselves and go does

Tesla make sense for my portfolio I

think there's a great value opportunity

in growth in the future but you you have

to make that decision yourself with your

professionals okay but for what I can

control or the financial advice that I

can give I think Tesla is is a

phenomenal opportunity and the disaster

it is facing is disconnected from the

fundamental value of Tesla it has to do

with it being a piggy bank for Twitter

and unfortunately that could lead to

more downside problems in the long term

thanks for watching we'll see the next

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