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Trump may Fire Elon Musk from Doge as Tesla Stock Skyrockets??? "PISSED OFF"???

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0:00

wow Tesla stock is a rocketing in the

0:02

pre-market and could Donald Trump fire

0:06

Elon Musk we're going to talk about both

0:08

of these things especially with what

0:10

we're hearing about Elon Musk over at

0:13

maral logo but first I just want to take

0:16

a moment and say every dude needs a

0:18

truck I like I had no idea what I was

0:22

missing out on okay my first car uh was

0:25

was like an a least four-door sedan then

0:28

I had a Prius then I got the model X SUV

0:31

and I'm like I got so much space this is

0:33

so cool and then I realized like ah the

0:36

back two seats aren't that large there's

0:39

not a lot of space actually in there and

0:40

then if you do have the back two seats

0:42

up in the seven seat version of the X

0:44

you don't really have trunk space

0:45

anymore I'm like all right so I got the

0:48

S it's like I went back to a sedan and

0:51

and I'm like ah whatever I guess that's

0:52

just cars they don't have

0:54

space dude then I got the Cyber truck if

0:58

you haven't seen the video yet you're

1:00

welcome to watch it you can see my

1:01

family at the end all the seven kids and

1:03

everything uh and Max and Jack react to

1:05

it but oh my gosh I've been missing out

1:09

like I put a bike a road bike and I'm

1:12

not going to bike on the road I'm too

1:14

scared to do that but I'll bike on

1:15

trails and that uh uh paveed Trails but

1:18

I could put a bike in the trunk seal it

1:20

completely and it's protected and nobody

1:22

can take it the tunnel cover covers it

1:26

then I after I brought the bike home I

1:29

loaded up up a bunch of donations into

1:31

the tunnel cover or you know the bed and

1:33

then I closed the bed and it was like

1:34

they all disappeared before I even went

1:36

and now now I keep adding to it I'm

1:37

going to take it all over the donation

1:39

place today and I'm like dude this is a

1:42

game changer so like you know I'm I'm

1:45

obviously a long-term Tesla fan and have

1:48

been a big Tesla fan for a very long

1:50

time since 2017 uh but I am blown away

1:53

with how functional a truck is a and

1:56

then also B how freaking cool the Cyber

1:57

truck is now I know the outside people

1:59

don't think it looks the best I'm going

2:01

to wrap mine uh we're going to make some

2:03

modifications to it but just from the

2:05

inside point of view wow it's so cool so

2:08

anyway okay let's get that out of the

2:09

way great job El I'm hand it to uh can

2:12

Tesla today bail the NASDAQ out of a

2:17

losing streak the NASDAQ which we'll use

2:20

QQQ to just watch it here for a moment

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uh has been down for about uh 5 days in

2:26

a row now and uh it today would be its

2:29

6th day in the row if it does end up

2:31

turning red our next stop for the Nas is

2:35

$

2:36

49399 and if we go red today which we're

2:39

only green by about 20 basis points at

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the time of this recording about 90

2:42

minutes to the Bell if we go red today

2:44

it'll be six red days in a row which

2:46

Goldman Sachs is calling a healthy

2:48

correction but it looks a little

2:50

concerning I mean you had the breakout

2:52

and and now you're kind of giving all of

2:54

it back up and if we lose this line

2:56

we're going to go down over here to

2:58

about 480 now Tesla uh is one of the

3:01

reasons the NASDAQ index is green today

3:05

in fact if you've been reading my Alpha

3:08

reports I mentioned that if Tesla ended

3:10

up regaining I mentioned the alpha

3:13

report that I made this morning right

3:15

here on the 15th I mentioned if Tesla

3:17

regains

3:19

318 which would be

3:21

bullish uh we can actually solidify

3:24

being above the 300s and stay there

3:27

rather than going to like 295

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and sure enough we regained literally

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that 318 line on the news this weekend

3:35

that uh you know there could be an

3:38

easier path for robo taxi regulation and

3:41

quite frankly even that not only do we

3:43

expect an easier path but also that uh

3:47

now all of a sudden uh we think the uh

3:51

internal folks over at the Trump

3:53

Administration could set up an early win

3:57

for Elon Musk on Robo taxi this is

4:01

leading the stock to move literally Line

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to Line 318 uh 62 to

4:07

34758 you can see it briefly got

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rejected there by about 350 went back to

4:12

my line now it's getting rejected there

4:15

this is really good I mean it's a good

4:16

move over here that we're moving in

4:17

these lines because you're you know 100

4:19

bucks more than you were a month ago

4:21

right which is awesome uh but this talk

4:23

about Robo taxi approvals and a pathway

4:27

for robo taxis with uh you know Tesla I

4:31

have to say first of all most of that

4:35

should be priced in already because we

4:40

you know after Donald Trump won we

4:42

expected that Robo taxes or the path to

4:44

Robo taxes would be easier under a trump

4:47

admin so most of that should already be

4:50

priced in this move now on reports that

4:53

the Trump Administration is going to

4:55

prioritize self-driving development is

4:58

exciting in the the is that okay maybe

5:00

it'll come sooner but remember it's not

5:03

actually the Trump Administration we're

5:05

waiting for for regulatory approval what

5:07

it actually is is perfection with FSD

5:12

now I'm really excited because I just

5:14

downloaded FSD on the Cyber truck and

5:16

the cybertruck has Hardware 4 my Model S

5:20

has Hardware 3 and the 2017 X let's not

5:23

even talk about that I mean it that was

5:26

literally right out of the Nvidia days

5:28

which ended in 2016

5:30

uh but

5:31

anyway I'm excited to see the difference

5:34

but what I will tell you with the model

5:37

uh s is that we're still in a place

5:40

where when a new update comes

5:43

out while you fix things that were

5:46

broken you end up breaking things that

5:48

were not broken and that's frustrating

5:50

and Elon Musk has explained that

5:52

frustration as well and the frustration

5:54

that we just don't have enough data

5:56

around those Edge case scenarios to keep

5:58

those as smooth as as they should be

6:00

which is a downside risk factor for how

6:04

quickly we can really get to that Robo

6:06

taxi approval I think we're really years

6:10

away here and I'm not trying to be a

6:11

downer like this is the future robotex

6:14

are the future Optimus robot is the

6:16

future I'm just worried that we're not

6:18

going to have enough cash flow in the

6:21

event we start hitting recessionary

6:23

environment next year which I think we

6:25

will we're not there now though like

6:28

yesterday when I was at the deliver

6:29

center with a cyber truck there's

6:31

there's a line for people to get their

6:34

cars now I asked Cole who's a subscriber

6:37

by the way shout out Cole thank you very

6:38

much it was awesome meeting you dude and

6:40

you were so nice and helpful with the

6:42

car thank you for setting uh up that

6:43

service appointment too in the app for

6:45

me like y'all are freaking amazing uh

6:48

but anyway I love the car amazing Drive

6:52

the uh I I don't love the lack of

6:55

sensors so when I go to park there's not

6:58

a lot of parking where I live and I

6:59

don't have a driveway either I don't

7:01

want to move I like where I live even

7:04

though I got seven kids we bought the

7:05

house next door to us but I still don't

7:07

have a

7:08

driveway uh so I when I go to park

7:12

between

7:13

cars I can only use the cameras to judge

7:17

the distance between the parking which

7:19

I'm okay with but I have none of the

7:22

sonar sensors that I get with the S and

7:26

I'm a little bothered by that I really

7:28

do wish I had some kind of sensors there

7:31

so I'm not sure how I feel about that

7:33

yet I haven't hit anything yet I think

7:34

I'll be okay I'll get used to it but it

7:36

is something that I'm I'm feeling

7:39

already that I'm missing and I bring

7:42

that up in the sort of Robo taxi

7:43

discussion because I do Wonder are some

7:46

of those fine-tuned items going to be

7:49

really important to actually get across

7:51

that finish line to get to full full

7:55

self-driving I don't know I don't know

7:57

the answer to that uh I I hope not

7:59

because that's going to be a lot of

8:00

sensor work that we have to include but

8:02

I mean even if we did you know what what

8:04

does it increase the cost of a rot taxi

8:06

a th000 bucks a vehicle like who cares

8:07

right but then it just a matter of how

8:09

does it integrate with the software

8:10

stack and that's what elon's really

8:12

trying to avoid is having to do any kind

8:14

of you know integrating of other sensors

8:17

because then which which data sensor set

8:19

do you trust uh but anyway this sort of

8:21

jump on prioritizing Tesla or or

8:24

robotaxi basically Tesla I don't think

8:27

is really that newsworthy because again

8:29

we should have already known it I think

8:31

actually what's more newsworthy is this

8:33

and I'm not I'm not trying to be a bear

8:35

here but I've been thinking about this

8:37

you know Donald Trump is somebody who's

8:39

very proud uh and rightfully so he's

8:41

he's done a lot in his life and

8:45

career when somebody's very proud they

8:47

usually don't like sharing power and

8:49

when they don't like sharing power

8:51

they're there're there's the risk that

8:53

they end up firing somebody that that is

8:56

overstaying their welcome potentially

8:59

and and so could Donald Trump fire Elon

9:01

Musk yes uh there are jokes obviously

9:05

elon's not on the payroll but there are

9:06

jokes that you know Donald Trump is like

9:09

Elon musk's pet and that Elon Musk

9:12

bought a president and there are jokes

9:14

that apparently Elon Musk at dinner says

9:17

things like yeah Elon rode in on his

9:19

rocket and he never

9:21

leaves and these are just early quibs

9:24

before like the real work has begun of

9:25

running the administration and so then I

9:28

saw this post by Republic which has been

9:31

reported by many different Outlets if

9:32

you don't like this one but anyway Elon

9:34

Musk is starting to seriously annoy some

9:36

in Trump's Inner Circle musk has been

9:38

hanging around maralago ever since his

9:39

million multi-million dollar gamble to

9:42

help the president win but he has no

9:44

intention Elon has no intention of

9:46

taking a back seat in the Trump

9:48

presidency and it's starting to piss off

9:50

some of those in the president's ranks

9:53

he's behaving as if he's the

9:54

co-president and making sure everybody

9:56

knows about it he's also taking a lot of

9:59

credit for the president's Victory

10:01

bragging about how the America pack and

10:03

X or bragging about the America pack and

10:05

X to anyone who will listen he's trying

10:08

to make the president feel indebted to

10:11

him and the president is indebted to No

10:13

One the second person interviewed on a

10:17

condition of anonymity said that musk

10:19

has been overstepping his bounds and

10:21

that musk has an opinion on and about

10:24

everything and you know this is also

10:26

really interesting because from an optic

10:27

point of view there is now been this a

10:30

lot of this reporting that hey is is you

10:32

know Elon Musk associated with doing

10:34

favors for Putin and on behalf of China

10:38

by not introducing Starling to Taiwan

10:41

and and are these going to these

10:43

connections going to be too dicey for

10:45

Elon or for Donald Trump to be able to

10:47

get the approvals that he needs for

10:49

actual people in his cabinet through

10:51

Senate if some moderate Republicans or

10:56

Republicans that are concerned about

10:58

this start potentially voting against

11:00

Trump appointments because of Elon now

11:02

no guarantees all of this could be sort

11:03

of like bearish worst case

11:05

scenario how do I look at all this like

11:07

what's sort of a bottom line like a

11:08

realistic bottom line to all of this I

11:11

don't think Trump is going to fire Elon

11:13

but I do think there's going to come a

11:14

time where Elon kind of gets like shown

11:16

the door and it's like hey man like why

11:19

don't you just like text me on this

11:20

number over here like when you have an

11:21

idea kind like a separate phone number

11:24

I'm sure they have the same you know

11:26

Elon has Trump's phone number but but

11:28

the point is like just text me bro like

11:29

get out of here I think that's probably

11:31

going to happen I don't think that

11:33

really makes much of a difference I

11:34

think it's clear now that the EV tax

11:36

credit is going to go away I think

11:38

that's a negative for Tesla in 2025

11:41

along with recessionary concerns but

11:42

that's just a negative for like

11:43

everything every stock pretty much

11:45

except for like long bonds or companies

11:47

with I think mortgages uh residential

11:50

specifically uh because I think those

11:52

will do really well uh low defaults and

11:54

and high Roi my opinion could be wrong

11:56

there but uh

11:59

you know as far as the robo taxi uh

12:03

expansion I would pit that at like if we

12:06

can pull that off this decade I would be

12:08

very impressed so like by 2029 and I

12:11

only say that because when I bought the

12:13

model X in

12:15

2017 I basically grew up with every

12:18

phase of full

12:20

self-driving uh from you know the

12:22

autopilot days Highway only to you know

12:25

it wouldn't stop for stop signs and

12:26

traffic lights that was normal like we

12:28

would know that as as users of it and I

12:30

also know the frustrations of like the

12:32

amount of software bugs that there were

12:34

back in the 2016 model and 17 model days

12:37

but I've also seen the transformation

12:38

from having owned the Tesla Roadster

12:40

that was built in 2009 to to what it is

12:42

today so I know this is a great company

12:44

and I know they're on the right

12:45

trajectory I just think the time frames

12:48

unfortunately are just not going to be

12:49

as optimistic as as um they're being

12:52

presented and I don't know that it's

12:54

going to be the Trump administration's

12:56

fault because after all the technology

12:59

has to be right first now yes we might

13:02

get easier testing but we won't get that

13:04

broad-based adoption until the

13:06

technology proves itself so this is not

13:08

about politics at this point it's about

13:10

the technology first then the politics

13:12

now if they do U uh you know I'm sure

13:15

Elon has a great relationship with Emil

13:17

Michael who's going to be I think great

13:19

for the expansion of robotaxi ride

13:22

sharing but I'm also concerned that is

13:24

it is there a risk that helps end up

13:26

benefiting the expansion of wh more so

13:28

than Tesla Tesla because their

13:30

technology is already working with the

13:32

robo taxi element whereas Tesla is not

13:36

yet so we'll see that could be a a boost

13:39

there to Google Just in the time of this

13:40

recording by the way the NASDAQ is now

13:42

only 13 basis points positive some of

13:45

that has to do with uh Nvidia which I'll

13:48

we'll have a separate video on but um

13:51

buckle up I think we got some

13:52

entertainment ahead of us anyway if uh

13:55

you want to get some of my reports uh

13:56

early every single day at you know at

13:59

least 15 minutes before the Market opens

14:00

make sure you're signed up for the alpha

14:02

report at meetkevin.com Alpha subscribe

14:04

if you like my information we'll see you

14:05

in the next video goodbye and good luck

14:08

why not advertise these things that you

14:09

told us here I feel like nobody else

14:11

knows about this we'll we'll try a

14:12

little advertising and see how it goes

14:14

congratulations man you have done so

14:15

much people love you people look up to

14:17

you Kevin PA there financial analyst and

14:20

YouTuber meet Kevin always great to get

14:22

your take

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