Trump may Fire Elon Musk from Doge as Tesla Stock Skyrockets??? "PISSED OFF"???
FULL TRANSCRIPT
wow Tesla stock is a rocketing in the
pre-market and could Donald Trump fire
Elon Musk we're going to talk about both
of these things especially with what
we're hearing about Elon Musk over at
maral logo but first I just want to take
a moment and say every dude needs a
truck I like I had no idea what I was
missing out on okay my first car uh was
was like an a least four-door sedan then
I had a Prius then I got the model X SUV
and I'm like I got so much space this is
so cool and then I realized like ah the
back two seats aren't that large there's
not a lot of space actually in there and
then if you do have the back two seats
up in the seven seat version of the X
you don't really have trunk space
anymore I'm like all right so I got the
S it's like I went back to a sedan and
and I'm like ah whatever I guess that's
just cars they don't have
space dude then I got the Cyber truck if
you haven't seen the video yet you're
welcome to watch it you can see my
family at the end all the seven kids and
everything uh and Max and Jack react to
it but oh my gosh I've been missing out
like I put a bike a road bike and I'm
not going to bike on the road I'm too
scared to do that but I'll bike on
trails and that uh uh paveed Trails but
I could put a bike in the trunk seal it
completely and it's protected and nobody
can take it the tunnel cover covers it
then I after I brought the bike home I
loaded up up a bunch of donations into
the tunnel cover or you know the bed and
then I closed the bed and it was like
they all disappeared before I even went
and now now I keep adding to it I'm
going to take it all over the donation
place today and I'm like dude this is a
game changer so like you know I'm I'm
obviously a long-term Tesla fan and have
been a big Tesla fan for a very long
time since 2017 uh but I am blown away
with how functional a truck is a and
then also B how freaking cool the Cyber
truck is now I know the outside people
don't think it looks the best I'm going
to wrap mine uh we're going to make some
modifications to it but just from the
inside point of view wow it's so cool so
anyway okay let's get that out of the
way great job El I'm hand it to uh can
Tesla today bail the NASDAQ out of a
losing streak the NASDAQ which we'll use
QQQ to just watch it here for a moment
uh has been down for about uh 5 days in
a row now and uh it today would be its
6th day in the row if it does end up
turning red our next stop for the Nas is
$
49399 and if we go red today which we're
only green by about 20 basis points at
the time of this recording about 90
minutes to the Bell if we go red today
it'll be six red days in a row which
Goldman Sachs is calling a healthy
correction but it looks a little
concerning I mean you had the breakout
and and now you're kind of giving all of
it back up and if we lose this line
we're going to go down over here to
about 480 now Tesla uh is one of the
reasons the NASDAQ index is green today
in fact if you've been reading my Alpha
reports I mentioned that if Tesla ended
up regaining I mentioned the alpha
report that I made this morning right
here on the 15th I mentioned if Tesla
regains
318 which would be
bullish uh we can actually solidify
being above the 300s and stay there
rather than going to like 295
and sure enough we regained literally
that 318 line on the news this weekend
that uh you know there could be an
easier path for robo taxi regulation and
quite frankly even that not only do we
expect an easier path but also that uh
now all of a sudden uh we think the uh
internal folks over at the Trump
Administration could set up an early win
for Elon Musk on Robo taxi this is
leading the stock to move literally Line
to Line 318 uh 62 to
34758 you can see it briefly got
rejected there by about 350 went back to
my line now it's getting rejected there
this is really good I mean it's a good
move over here that we're moving in
these lines because you're you know 100
bucks more than you were a month ago
right which is awesome uh but this talk
about Robo taxi approvals and a pathway
for robo taxis with uh you know Tesla I
have to say first of all most of that
should be priced in already because we
you know after Donald Trump won we
expected that Robo taxes or the path to
Robo taxes would be easier under a trump
admin so most of that should already be
priced in this move now on reports that
the Trump Administration is going to
prioritize self-driving development is
exciting in the the is that okay maybe
it'll come sooner but remember it's not
actually the Trump Administration we're
waiting for for regulatory approval what
it actually is is perfection with FSD
now I'm really excited because I just
downloaded FSD on the Cyber truck and
the cybertruck has Hardware 4 my Model S
has Hardware 3 and the 2017 X let's not
even talk about that I mean it that was
literally right out of the Nvidia days
which ended in 2016
uh but
anyway I'm excited to see the difference
but what I will tell you with the model
uh s is that we're still in a place
where when a new update comes
out while you fix things that were
broken you end up breaking things that
were not broken and that's frustrating
and Elon Musk has explained that
frustration as well and the frustration
that we just don't have enough data
around those Edge case scenarios to keep
those as smooth as as they should be
which is a downside risk factor for how
quickly we can really get to that Robo
taxi approval I think we're really years
away here and I'm not trying to be a
downer like this is the future robotex
are the future Optimus robot is the
future I'm just worried that we're not
going to have enough cash flow in the
event we start hitting recessionary
environment next year which I think we
will we're not there now though like
yesterday when I was at the deliver
center with a cyber truck there's
there's a line for people to get their
cars now I asked Cole who's a subscriber
by the way shout out Cole thank you very
much it was awesome meeting you dude and
you were so nice and helpful with the
car thank you for setting uh up that
service appointment too in the app for
me like y'all are freaking amazing uh
but anyway I love the car amazing Drive
the uh I I don't love the lack of
sensors so when I go to park there's not
a lot of parking where I live and I
don't have a driveway either I don't
want to move I like where I live even
though I got seven kids we bought the
house next door to us but I still don't
have a
driveway uh so I when I go to park
between
cars I can only use the cameras to judge
the distance between the parking which
I'm okay with but I have none of the
sonar sensors that I get with the S and
I'm a little bothered by that I really
do wish I had some kind of sensors there
so I'm not sure how I feel about that
yet I haven't hit anything yet I think
I'll be okay I'll get used to it but it
is something that I'm I'm feeling
already that I'm missing and I bring
that up in the sort of Robo taxi
discussion because I do Wonder are some
of those fine-tuned items going to be
really important to actually get across
that finish line to get to full full
self-driving I don't know I don't know
the answer to that uh I I hope not
because that's going to be a lot of
sensor work that we have to include but
I mean even if we did you know what what
does it increase the cost of a rot taxi
a th000 bucks a vehicle like who cares
right but then it just a matter of how
does it integrate with the software
stack and that's what elon's really
trying to avoid is having to do any kind
of you know integrating of other sensors
because then which which data sensor set
do you trust uh but anyway this sort of
jump on prioritizing Tesla or or
robotaxi basically Tesla I don't think
is really that newsworthy because again
we should have already known it I think
actually what's more newsworthy is this
and I'm not I'm not trying to be a bear
here but I've been thinking about this
you know Donald Trump is somebody who's
very proud uh and rightfully so he's
he's done a lot in his life and
career when somebody's very proud they
usually don't like sharing power and
when they don't like sharing power
they're there're there's the risk that
they end up firing somebody that that is
overstaying their welcome potentially
and and so could Donald Trump fire Elon
Musk yes uh there are jokes obviously
elon's not on the payroll but there are
jokes that you know Donald Trump is like
Elon musk's pet and that Elon Musk
bought a president and there are jokes
that apparently Elon Musk at dinner says
things like yeah Elon rode in on his
rocket and he never
leaves and these are just early quibs
before like the real work has begun of
running the administration and so then I
saw this post by Republic which has been
reported by many different Outlets if
you don't like this one but anyway Elon
Musk is starting to seriously annoy some
in Trump's Inner Circle musk has been
hanging around maralago ever since his
million multi-million dollar gamble to
help the president win but he has no
intention Elon has no intention of
taking a back seat in the Trump
presidency and it's starting to piss off
some of those in the president's ranks
he's behaving as if he's the
co-president and making sure everybody
knows about it he's also taking a lot of
credit for the president's Victory
bragging about how the America pack and
X or bragging about the America pack and
X to anyone who will listen he's trying
to make the president feel indebted to
him and the president is indebted to No
One the second person interviewed on a
condition of anonymity said that musk
has been overstepping his bounds and
that musk has an opinion on and about
everything and you know this is also
really interesting because from an optic
point of view there is now been this a
lot of this reporting that hey is is you
know Elon Musk associated with doing
favors for Putin and on behalf of China
by not introducing Starling to Taiwan
and and are these going to these
connections going to be too dicey for
Elon or for Donald Trump to be able to
get the approvals that he needs for
actual people in his cabinet through
Senate if some moderate Republicans or
Republicans that are concerned about
this start potentially voting against
Trump appointments because of Elon now
no guarantees all of this could be sort
of like bearish worst case
scenario how do I look at all this like
what's sort of a bottom line like a
realistic bottom line to all of this I
don't think Trump is going to fire Elon
but I do think there's going to come a
time where Elon kind of gets like shown
the door and it's like hey man like why
don't you just like text me on this
number over here like when you have an
idea kind like a separate phone number
I'm sure they have the same you know
Elon has Trump's phone number but but
the point is like just text me bro like
get out of here I think that's probably
going to happen I don't think that
really makes much of a difference I
think it's clear now that the EV tax
credit is going to go away I think
that's a negative for Tesla in 2025
along with recessionary concerns but
that's just a negative for like
everything every stock pretty much
except for like long bonds or companies
with I think mortgages uh residential
specifically uh because I think those
will do really well uh low defaults and
and high Roi my opinion could be wrong
there but uh
you know as far as the robo taxi uh
expansion I would pit that at like if we
can pull that off this decade I would be
very impressed so like by 2029 and I
only say that because when I bought the
model X in
2017 I basically grew up with every
phase of full
self-driving uh from you know the
autopilot days Highway only to you know
it wouldn't stop for stop signs and
traffic lights that was normal like we
would know that as as users of it and I
also know the frustrations of like the
amount of software bugs that there were
back in the 2016 model and 17 model days
but I've also seen the transformation
from having owned the Tesla Roadster
that was built in 2009 to to what it is
today so I know this is a great company
and I know they're on the right
trajectory I just think the time frames
unfortunately are just not going to be
as optimistic as as um they're being
presented and I don't know that it's
going to be the Trump administration's
fault because after all the technology
has to be right first now yes we might
get easier testing but we won't get that
broad-based adoption until the
technology proves itself so this is not
about politics at this point it's about
the technology first then the politics
now if they do U uh you know I'm sure
Elon has a great relationship with Emil
Michael who's going to be I think great
for the expansion of robotaxi ride
sharing but I'm also concerned that is
it is there a risk that helps end up
benefiting the expansion of wh more so
than Tesla Tesla because their
technology is already working with the
robo taxi element whereas Tesla is not
yet so we'll see that could be a a boost
there to Google Just in the time of this
recording by the way the NASDAQ is now
only 13 basis points positive some of
that has to do with uh Nvidia which I'll
we'll have a separate video on but um
buckle up I think we got some
entertainment ahead of us anyway if uh
you want to get some of my reports uh
early every single day at you know at
least 15 minutes before the Market opens
make sure you're signed up for the alpha
report at meetkevin.com Alpha subscribe
if you like my information we'll see you
in the next video goodbye and good luck
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 PA there financial analyst and
YouTuber meet Kevin always great to get
your take
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