Complete EV Failure | MASSIVE Catalyst for Tesla Stock.

oh holy smokes Elon musk's master plan

is working this is insane look at all of

these different articles basically

saying Elon was right this is insane

because it's the opposite of what

everybody in the mainstream media has

had to say about Tesla oh Tesla reducing

prices Tesla's the only profitable

Western manufacturer of electric

vehicles and quite frankly the only

reason byd uh the Eastern manufacturer

of EVS is profitable is because they're

doing hybrids but I I want you to watch

this trend okay ready for this this is

absolutely insane watch this Toyota Cuts

EV 2023 sales forecast by nearly 40% in

latest questionable strategy shift

listen to this although Toyota expects

to record growth in this fiscal year

Toyota is cutting its EV sales forecast

by 40% in Toyota's latest questionable

strategy shift the company will lean

into hybrid quote to avoid the price

competition in the EV Market in other

words what is often deemed the most

reliable car in the world a Toyota is

literally getting

replaced and quitting the electric

vehicle battle the fight to be a leader

in EVS they're sticking with hybrids you

know yesterday Brett Whitten over at AR

invest you know what he said he said

every time you have a shift of industry

or or of like an innovation rather is a

shift of innovation you pass the Baton

to a different company his example was

we went from code based computers at IBM

to point and click the Baton was passed

to Microsoft when we went from pointand

click to touch The Paton was passed to

Apple and with every subsequent large

Innovation the P the Baton gets passed I

think this is also true of vehicles I

think Toyota which manufactures you know

somewhere between uh depending on the

year you know 10 to 15 million vehicles

per year I think Tesla becomes the next

Toyota that's just my opinion but anyway

I'm obviously a bull on the stock that's

but but I I invested in the stock

because I'm bullish on their future

right I'm not bullish on it because I'm

in the stock anyway look at this one

Mercedes executive says the electric

vehicle Market is a pretty brutal space

because of price Wars they're basically

saying because of Elon but elon's

profitable Cuts prices still freaking

profitable they've actually just

increased prices twice on some Chinese

models and high interest rates are

making it an unsustainable business

nobody knows what the f they're doing

except for Elon Elon will be like the

last one standing at Tesla uh in the

electrical vehicle space this is crazy

electric vehicles are losing their

luster as major automakers grapple with

waning custom customer demand and the

realization that mass adoption of EVS

won't happen without hiccups hiccups for

them Tesla's gone through the hiccups

already Mercedes-Benz is the lightest to

feel the pinch of high interest rates on

consumers they're calling it a pretty

brutal space basically uh you know their

stocks are going down and because their

stocks are going down they're like you

know what maybe we should slow down our

plans to invest in electric vehicles

which is literally the short-term minded

thing to do in the short term you stop

investing in electric vehicle

manufacturing capacity so you can pump

the stock in the meantime in the long

term you should be investing in electric

vehicles which is exactly what Tesla is

doing but they're not realizing this so

totally stupid so who ends up getting

the Joe Biden tax credits Elon baby Elon

gets more of the tax credits especially

since in 2024 you're going to be able to

get the de the credit at the time of

purchase for an electric vehicle rather

than on your tax return sometimes up to

14 months later that's a game Cher for

Ev sales here's another one byd okay byd

that's supposed to be the good one with

EVS right look at this byd reduces

shifts at plants EV plants in China byd

has reduced shifts at two auto assembly

plants in China people with knowledge of

it uh told Reuters this is an older

article you know this is from a little

bit earlier in the year byd which

outsells Tesla only because they're also

including hybrids they're also getting

hit this year look at this one uh I want

to give you the dates of these articles

I know that one was March but this one

here November 1st 2023 here's a fortune

one on Mercedes was October 26 2023

here's Volkswagen Volkswagen delays

fourth electric battery plant over

sluggish sales November 1st 2023 and

look at some of the det details

Volkswagen group announced its plans to

open six gigafactories copying Tesla by

the end of the decade they've already

chosen three sites including uh you know

Germany being one of them where we're

exporting deflation from Germany Germany

and China are exporting deflation I want

you to know that that is a great thing

Germany China exporting deflation makes

it cheaper for Tesla to produce vehicles

that allows us to buffer margins which

is great we might be at that bottom for

margins soon uh if not if not Q4

probably q1 of next year or certainly

the first half of next year uh anyway

there is time uh okay here Bloom

explained there is for the time being no

business rationale for deciding on

future sites basically uh the the ramp

up of selling EVS is is not strong

enough to worry about these future sites

right now okay fine what about Ford Ford

this one's from February 2023 uh Ford to

build $3.5 billion electric vehicle

plant in Michigan okay that's that's

Ford right that was announced in

February guess what just happened you go

to cnbc.com front page baby front

freaking page November 21st 42 scale

back plans for the $3.5 billion plan bro

the government is literally throwing

money at people to do battery plants and

Electric vehicle plants right now

they're giving you stimulus checks right

now to do this and Ford is saying

yeah nty bro uh we got to scale

back uh so take a look at what they're

saying consumers slow to move to

electric vehicles they're slow to move

to El bad electric vehicles I want to be

really clear here like most EVS suck ass

they're like golf carts with

acceleration they take forever to charge

and they have CP range Teslas are good

Tesla's charging infrastructure is a

godsend FSD is a

godsend I drove like 30 miles from dve

Busters to coldstone yesterday zero

interventions from parking lot to

parking lot this stuff is good and I

don't even care that it's not 100% F off

driving yet who cares I'm sitting in the

damn car anyway like think about it

what's the difference what is the

difference between full self-driving

that we have today with no interventions

and a robo taxi what is the difference

well you have to Wobble the wheel every

so

often okay

uh what else I guess you technically are

supposed to pay attention to the road

which is good yeah you're supervising

the car it'll be a while of us doing

that in the robo taxi anyway but from a

practical point of view there's a little

difference

in my opinion at least uh

so that's a zero intervention drive and

even if you have to take over every so

often or intervene that's a nominal

inconvenience given that 95% of your

drive time is doing nothing you could

kind of you know what the trick is you

put um you put uh like a one of those

suction cups on your uh windshield and

then you put your phone on that and then

you could like watch YouTube but still

pay attention to the road don't break

the road law

follow the rules uh maybe don't watch a

video like listen to stuff I like that

idea because what I like to do is I like

listening to stuff and paying attention

because you can pay attention uh while

listening to stuff anyway so um uh and I

always think like it's so stupid this is

just and then I want to get back to this

I think it's so stupid when it's like oh

you want to text and drive or whatever

and then people do this you know they're

they're they're they're doing the the

this cuz bro now you don't even see the

like at least if you're going to like

send a text while you're driving cuz

like your wife's freaking out or

whatever at least have it in front of

you so like peripherally you could see

like if you're going to break the law at

least do it less

bad uh not an endorsement to break the

law don't break the law all right so

forward scaling back Ford executive uh

Jim Farley initially announced the plan

in February quickly became a a political

Target due to its connection to catl

which is Chinese uh Ford said Tuesday

it's cutting production capacity by

roughly

43% and cutting jobs from 2500 to 17 oh

there's a catalyst for the FED as well

interest rates too high you want to

stimulate job creation hello fed how

about we lower rates which they will do

and then you stimulate job creation

because you're stimulating EV demand

again which what does that do for Tesla

stock I'll let you imagine that the

biggest cataly right now for Tesla is

interest rates I literally said that in

a Yahoo finance interview I don't

remember where it is uh but uh it's it's

worth seeing there's a Yahoo finance me

Kevin people always get mad at me when I

go on these because I just I speak my

mind and uh people get absolutely

frustrated about that uh but anyway one

of the things I said you know they're

like oh well well aren't you worried

about you know elon's Antics or whatever

affecting the stock price uh and I said

no uh what I'm worried about is interest

rates because once interest rates come

down uh I can't find it right now once

interest rates come oh I tweeted it

that's where it was once interest rates

come down it's it it's it it's your

Catalyst but we're not even done we're

not even done look at this look at this

you go over here GM GM now and this

article is from October 24th GM delays

production of Chevy Equinox Silverado

and GMC Sierra EVS all of them all of

them getting delayed the automaker said

is Del delaying volume production of a

new slate of EVS for just a few months

sure just a few months that's what they

say now softening prices dropping sales

they're negative margin these people are

losing money hand over fist on these

vehicles and if you want to make money

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kevin.com so uh this company uh the

company says it plans on producing 1

million EVS by 2025 yeah right company

say said it would sell 400,000 EVS in

North America from 2022 to 2 uh to Mid

24 uh all of that has been wrong it's

clear we're dealing with a lot of

uncertainty blah blah blah delaying the

production of the

EVS uh we today GM's financial officer

said EES over the next decade will be

choppy slower than expected ramp you

realize what this does right all of this

all of it makes it it way easier for

Tesla to win that is why okay because of

the fundamentals why Tesla is the top

position in my actively managed ETF and

my own personal exposure and again that

is because of the fundamentals I'm not

being bullish because that is my

position and I want to be clear and

transparent here because I'm a licensed

financial adviser I just I just passed

my series 14 my 24 my 7 my 65 my 63 my

SI I've done a lot okay

I want to be very transparent and clear

always so with that said thank you for

watching go Tesla and keep in mind

elon's winning here brilliant moves by

Elon 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

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