Tesla to "Cancel Cybertruck" | DEMANDS ANALYST

meet Kevin Black Friday sale is now live

go to meetkevin.com you have got to be

freaking kidding me Jeff is suggesting

Tesla stock would go up if they just

cancelled the Cyber truck what kind of

shortsighted moronic dumbass idiot do

you have to be to suggest that Jeff you

do not realize that the Cyber truck is

literally the Catalyst the ultimate

epitome of the test of Tesla's ability

to innovate of course we have Down the

Road full self-driving Robo taxi

driverless Vehicles Optimus all of that

dies without the Cyber truck cancelling

the Cyber truck would literally be the

end of Tesla's Innovation cycle it is

the most moronic suggestion I have ever

seen and folks here it is I kid you not

it is right here jeffy's analy Filipe

hoo hoo this boy cut the price target

for Tesla to 210 per share these

analysts they literally just follow what

the stock does it is so I read this crap

on a daily basis and it's rare that I

have forward-thinking price targets so I

usually ignore the price targets but I

do like the perspective that I hear

except when it's stupid now call it out

the price Target reflects reduced

earnings and free cash flow estimates

the analyst argues that Tesla looks

stuck in the slow lane for another 12 to

18 months unable to capitalize on peer

delays while European Legacy oems

launched 25k EVs and Chinese car makers

set a new pace of shorter product

Cycles you're an analyst you have

absolutely got to be fracking kidding me

first of all let's break this down one

by one in Reverse China is not only

going to glow grow below Trend but the

darn country is essentially trending

towards recession you have and that's

way worse than what we have in America

because they were supposed to be growing

at 5 to 8% per year the last 20 years

they were growing at 8% a year now we're

talking about growing maybe 4% or closer

to zero it is a massive massive shift

for China China's government has told

their citizens to take on as much debt

as possible only to slap them across the

face and say don't have debt they have

Shell Shocked their customers their

consumers not really customers of the

government maybe they are in China I

don't know but anyway China's economy is

not the one to be bragging about

especially when these shorter product

cycles for Chinese EVS you're talking

about you're mostly referring to byd and

you're talking about hybrid vehicles

let's be blunt here the competition that

people keep referring to when it comes

to Chinese cars are battery hybrids gas

battery together very little margin in

that by byd does good they have figured

out how to do margin in hybrid but let's

see them actually pull sustainable

margin on just bevs battery electric

vehicles get the margin out and Tesla

kicks their butt in every metric hands

down and they're not even focused on FSD

or autonomy why because all they care

about is selling

hybrids okay good for you guys I know

there's a priority in uh getting battery

electric vehicles out as well at byd I

don't want to bag on byd I do like byd

they are a competitor but let's be clear

the Chinese economy is not the one we

need to worry about we should be

thankful for the Chinese economy

basically experiencing deflation I

shouldn't even say basically their

producer prices are negative Germany's

producer prices are negative too they

just came in year-over-year down 11%

last month they were down 14% guess

where we have factories oh wow China and

Germany guess where it's now cheaper to

manufacture Teslas wow Germany and China

this is absolutely fantastic for Tesla

European Legacy oems planning to launch

a 25k Euro are you a how many

times have we heard Legacy auto say

we're going to have a 600 mile battery

doesn't happen oh we're going to have a

highquality evv at scale and

profitability really where show me one

they can't even make a profitable 50 60

70 $80,000 electric vehicle not even

rivan can make a profitable $80,000

electric vehicle and I would rather

invest in rivan than the Legacy Autos

which are probably all going to go

bankrupt rivan dodged a bullet I'm going

to give it to them they're actually

they're on the up and up they're doing

better but anyway now since we're

working backwards Tesla being in the

slower Lane in the next 12 to 18 months

have you not remotely considered the

fact that we have this little Catalyst

called lower interest rates and interest

rates are what Drive Tesla's

profitability and we're at the height of

interest rates now we're probably at

Peak interest rates which means you're

making the bare argument saying Tesla's

in the slow lane going forward for 18

months when the reality is probably was

the last 18 months as you're ramping

Giga Berlin and Giga Texas so as we

actually ramp in a lower interest rate

environment you're saying that's the

slow lane the slow Lane's here now oh my

God we appreciate future value from FSD

your Optimus but not as near-term

substitute for performance that's fine I

actually agree with that in my estimates

for Tesla I purposely ignore Optimus or

F Well I do include some FSD like a 10%

take rate uh but I ignore Optimus and

and you know anything above 10% for

energy mostly just as a margin of safety

okay I I I these things are wonderful

they're great uh but anyway as Bev

penetration continues to grow globally

one of Tesla's long-term edges is to

remain one of a handful of global

lowcost producers along byd stantis and

Toyota okay the analyst believes at

Tesla cancelling the cybertruck would

probably be positive for shares again

totally moronic what are you some

short-term like Trader or whatever and

even at that you would be wrong Tesla

would plummet if they canceled the

cybertruck they would literally plummet

it would probably go down 50% because it

would say Tesla failed it would be the

worst thing you could do for Tesla with

2024 already a lost year for growth it

would help Tesla refocus on an edge that

was built on Simplicity scale and speed

so what you're saying is let's sacrifice

the longterm potential that Tesla has

for some short-term gains this is stupid

thank you for a lower price I can

increase my exposure to Tesla either

through my ETF or myself

whatever that is not Insider information

or plan there no plans there's no plan

there's nothing okay we got to be

careful with the disclaimers anyway with

2024 already a lost year for growth it

would help Tesla refocus on an edge who

said who cares like wait like who cares

we've already priced in 2024 man get

over it bro if we type in Tesla right

now and we go to the financial analysis

for Tesla right now what we're looking

at four forecasts on EPS is 310 for this

year that is negative about

15% that's this year bro guess what next

year is pricing in per Wall Street 26.8%

growth not exactly sure where you're

coming up with a lost year for growth

it's literally a return to growth wall

Street's then projecting 37% 33%

thereafter 37% in 25 33% in 26 I see 35%

on average going forward for the rest of

the decade instead of spending a

significant amount of resources on the

cybertruck ramp the management should

focus on high volume Global segments and

supply of the 4680 for the model one bro

nobody buys a car because it has the

4680 don't get me wrong in the long term

the 4680 will create substantial

increases in performance

speed uh uh Energy Efficiency cost

efficiency but the reality is right now

people are buying cars and they don't

ask about what battery is in it unless

you're in the tech World nobody cares

nobody cares what's the range what's the

price that's what I'm going to buy so

let it be the lithium iron phosphate

batteries that they're using the cheaper

ones from China they've gotten very good

they're very very good anyway this is

frustrating this person is a I

can't believe we're even making a video

on this can 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 P financial analyst and

YouTuber meet Kevin always great to get

your

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