A Moment of Silence | Tesla Stock.

hey everyone me Kevin here we got to

talk about a Tesla stock and my price

Target now we've talked about my price

Target last week and a lot of folks are

like Kevin this price Target seems low

and I wanted to clarify something that's

really important about a Tesla stock but

before I do I want to offer a moment of

silence a moment of silence to Jim chos

who is a legend for shorting

Enron but then shorted Tesla

and basically went from multi-billions

of dollars in assets to under $200

million in assets and ended up deciding

to close his hedge fund now something

interesting about this individual as

well and I remember this really clearly

you might you might or you might not it

depends if you were paying attention to

the AMC news you might remember that

when AMC offered the AP the AMC

preferred Equity units I'm like m no no

no no no no no I don't like this I don't

like these at all everything was just

written really nasty and and basically

set up to screw the retail investor AMC

is undertaking the most brilliant move

I've ever seen in stock market history

and it's literally designed to screw

people who just don't read the fine

print that's exactly what ended up

happening now unfortunately I got a lot

of hate for covering that in fact look

at this

69% dislike ratio on that video even

though it ended up being right but what

was really interesting was people were

referencing a Jim chos interview where

when those AP units came out for AMC he

said Oh short AMC buy the AP units

because they're basically the same so

the AP will go up and AMC will go down

and just calm down Apes um I'm actually

an AMC security holder on the other side

we actually bought the new a preferred

and we have shorted the the uh the AMC

comment against it they are economically

the same security and I'm like no bro

they're both going to go down in 6 to 12

months I expect T terer symbol ape will

be worth $1 or less that would be an 86%

declin from today no I'm not I don't

want to laugh to cheer at the demise of

AMC or what has happened uh I want AMC

to be able to transition and succeed

hopefully T Swizzle can help them out a

lot and obviously this is an AMC video

but it's very interesting to think that

this is the same dude the same dude who

was short Tesla was also has totally the

person who misinterpreted and

misunderstood what AMC was doing and I'm

I'm not here to say I got it right on

the AP units but that is what happened

now the reason I bring up this AMC Talk

regarding Tesla is that clearly this

person might be missing

some very clear indicators when he

invests in companies hence in my opinion

why going for closing hedge funds

because if he really believed in his

thesis he would say no this is he'd pull

a Kathy Wood right this is an

opportunity this is a chance to double

down on the shorts versus Tesla this is

a chance to double down and be twice as

right that's a way of saying like for

example if you believe in in uh interest

rate sensitive stocks like Tesla which I

imagine you probably do I certainly do

it's my largest position it's the

biggest position my actively manage ETF

I believe in let me put it this way I

believe in Tesla so freaking much that

I'm willing to pay for an actively

managed

ETF and put whatever I can into that

actively managed ETF so that way when

Tesla booms I can rebalance it as if

it's in a Roth IRA without tax

implications now I have to be careful

there I don't want to get in trouble

basically talk to your CPA about the tax

benefits of ETFs you could trade in them

uh sort of like you're exchanging real

estate but that assumes that you have

gains right so anyway the point of all

of this is just to say I'm really

bullish on Tesla that that's why I'm

building everything in that direction

and I'm d i double down on the

bullishness of Tesla I double down on

the trades I make whether it's chips or

n phase or whatever and I realize in the

painful times it's like oh Kevin you

know I like I I get

it but I think this is a great

opportunity so this moment of silence

now to be had for Jim chanos the person

who got the AMC debacle wrong and a

short Tesla let's just say I think is a

transition point to the start of Tesla

actually crushing it so moment of

silence

to the

moon now we need to talk about Tesla

because look last week we went through

my spreadsheet we went through a

very in my opinion conservative estimate

what I said is I said let's remove

everything that is Tesla basically

Optimus Dojo super computer FSD Robo

taxi we're going to call Energy well

energy above 10% we're going to call all

of that

the icing on the cake that is your

margin of safety in Tesla you you don't

want to start calculating and pricing in

everything that the company has because

then when something goes slightly wrong

it go you suffer and then it's like you

miss expectations and that I like to go

shoot low so I'm going to take all that

out even though those are some of those

things like Optimus could end up being

more profitable than Autos in the future

you know you get a functional Optimus

that could sit in a factory and do

something for you over and over over

again they are going to sell out the

Optimus robot like there is no tomorrow

I am highly confident in the future of

Robotics if I had enough

money to create a startup another one

another one okay we're going to turn

into DJ Kaled it's going to be like

Kevin another one

hopefully because what we want is to

make sure they're all a success as well

right you don't want to get distracted

and uh and and have not success

fortunately uh house hack is off to a

really phenomenal start

so if I was going to create a startup

the startup that I would create and I

had the money to do it would be uh and

it was outside of the real estate

startup that we're already doing and the

finance startup that we're already doing

it was outside of those it would be in

robotics it would be to try to make the

Optimus robot to compete with Tesla

because I think the market will be so

huge so my

analysis removed all of those hopes and

I said I think just solely based on that

this is a $1,000 stock and there were a

lot of comments people like Kevin that's

not bullish enough man man that's that's

too that's way too low man I'll be

disappointed if it's only $1,000 by that

point okay who wait a second wait a

second wait a second I should have and

and I'm working on this my communication

wasn't as clear as it should have been

at least apparently based on the

comments uh that is a very conservative

,000 estimate based on removing all of

the rest that I think will be very

profitable for Tesla and if you paid

close attention to the video I said I

think that $1,000 price Target will

actually be hit within the next year

that's because I think we're going to

see over the next year as interest rates

come down as long as we avoid a

recession we avoid massive job loss I

think what we're going to see is a shift

from

treasuries and cash straight into

stocks and it'll be growth at any cost

again and I actually believe we're going

to see massive Euphoria again now I'm

not I can't guarantee we're going to get

to $1,000 with Tesla I can't guarantee

you're going to make money investing in

Tesla okay I'm not your personal

financial adviser we know this but this

is a this is an opinion that I have I

really believe there's a chance we could

go for a th000 bucks once the economy

goes from uh fearful about recession and

high interest rates to positioning to we

need growth at any cost there will be a

disproportionate explosion in those

stocks in my opinion uh one of the

reasons you see stuff like this

happening is look you've got resident

bear cesi kabes letter here or whatever

first outflows from treasury funds since

February of

2023 okay so what did they buy investors

purchased $24 billion of stocks okay

imagine when all of this fat turns into

buying stocks we're just at the

beginning there was another one right

here us Commercial Bank deposits fell

right because people are buying stocks

it's getting started it's getting

started the more the disinflation

narrative holds and more people realize

it's not just a narrative it's a reality

the more people buy stocks so okay let's

be clear

here between now and the end of next

year I think the stock market will start

pricing in 2030 which means we price in

1,000 bucks just for the automotive

business now what's going to happen is I

think people are going to price in

cybertruck scale we're going to look I

want to be very clear about

CT I think the cybertruck event will be

a short-term by the rumor sell the news

cybertruck gets delivered they'll only

deliver like five or 10 cars they'll

deliver them to employees only people

are going to be like what we thought you

were going to deliver like 500 or a

th000 by the end of the year this sucks

then those are going to get out on the

road and uh you know people are going to

take pictures of them and go oh panel

Gap this or a cyber truck's going to get

into a car accident there's just going

to be a lot of negative Nelly news in

the short term it's all like legitimate

fud fear uncertainty and doubt this

vehicle I strongly believe obviously

can't guarantee it

will be a massive Catalyst for Tesla and

so what you're going to find is at the

same time as you get this pricing in of

2030 price targets next year you'll

actually be getting cybertruck ramp and

Broad mainstream cybertruck adaptation

people who are today like oh look ar

rivian damn that car looks good they're

going be like Dam that I want one of

those especially the Price Is

Right so near-term bearish long-term

bullish on the CT but then what you're

going to get is after you price in the

2030 only Automotive price targets based

on CT

excitement that's where we're going to

get a little dangerous because I think

we're going to get into Euphoria and I

think you get into Euphoria where people

are going to start saying things like we

need a price in dojo we need a price in

in Optimus they were able to pull off

the Cyber truck that's it Optimus uh $10

billion now what $1 trillion of Revenue

in in 2040 and you're going to start

seeing that pull forward where you can

actually blast through that $1,000

PT also I want to be clear on the flip

side just to sort of balance this video

because I have to be careful just like

implying that I'm only to the Moon

bullish although that is how I am

positioned okay my positioning aligns

with that uh I want to be very clear I

do not think we are revisiting the lows

that we had last year I think this was

the fear of Paul vulker and the fear of

vehicle bankruptcy I do not see us

repricing this in looking at the fibs

everything we've seen here entirely

reasonal B bouncing off the 200 day

moving average entirely reasonable and

that 200 day moving average is very

consistent with what I like to call the

Nike Swoosh the volatile Nike Swoosh the

volatility is what we see on the day the

moving average is obviously the not

volatile part so that's my take on test

I want to be very clear when I said

1,000 bucks 2030 I think that's going to

get priced in way

sooner but we'll have to be careful

because we are going to get to Euphoria

again in my opinion so again very clear

it's my opinion I'm very excited moment

of silence for Jim chos cyber truck is

going to be awesome we'll see you all

soon thank you so much for um giving me

another chance if you've been thinking

about uh either unsubbing or uh you're

not certain about subbing uh I'm going

doing my best why not advertise these

things that you told us here I feel like

no nobody else knows about this we'll

we'll try a little advertising and see

how it Go congratulations man you have

done so much people love you people look

up to you Kevin P there financial

analyst and YouTuber meet Kevin always

great to get your

take even though I'm a licensed

financial adviser real estate broker and

becoming a stock broker this video is

neither personalized Financial advice

nor real estate advice for you it is not

tax legal or otherwise personalized

advice tailored to you this video

provides generalized perspective

information and commentary any

thirdparty content I show should not be

deemed endorsed by me this video is not

and shall never be deemed reasonably

sufficient information for the purpose

of evaluating a security or investment

decision any links or promoted products

or either paid affiliations or products

or Services which we may benefit from I

personally operate and actively managed

ETF and hold long positions in various

Securities potentially including those

mentioned in this video however I have

no relationship to any issuers other

than house act nor am I presently acting

as a market

maker