Tesla Stock | DO THIS NOW.

this is Mission critical Tesla has 37

days left to do this and it is

exceptionally critical that it happens

it is important for the long-term vision

of Tesla's sustainable future the

success of full self-driving and

autonomy the success of Robotics folks

we've got to do this now here's my

suggestion and I encourage everyone in

the Tesla Community to consider what I'm

suggesting consider it first don't just

share consider it first and then if you

like the idea share it which I have a

feeling you're going to like it and

here's exactly why Tesla needs to do it

I'll start with that this quarter is

going to suck remember January 1st is a

massive Cliff for Tesla but it's the

reverse of normal years so you literally

have opposite seasonality which is

really bad in the short term it suggests

that people are better off buying a

Tesla January 1st than they are buying

in this quarter because if they buy in

this quarter they have to wait wait

until their tax return to get the $7,500

tax credit if they buy Jan one they

could get it directly via the new IRS

rules which allow that tax deduction or

credit rather to be received by the

dealer and given to the customer at the

time of purchase some people are like oh

well you know doesn't that hurt Tesla

because then it takes Tesla a year and a

half to get that credit no it takes them

90 days to get that credit because

corporations file quarterly simple

anyway here is the idea Tesla should

immediately introduce an FSD at purchase

discount to maximize its take rate Tesla

should offer

$5,000 at a new car purchase compared to

the $112,000 it currently costs after or

at current purchase there should be a

brief 30-day period for existing owners

this means the entire fleet of frankly

millions of vehicles that do not have

FSD have a massive incentive today to

flick the switch and adopt full

self-driving immediately for a cost of

just

$55,000 but there is another option as

well we'll get to that first there has

to be a massive reward for day one

adopters like when you say you have the

biggest sale ever it should be the

biggest sale ever uh by the way don't

buy anything at meetkevin.com on

Thursday yet wait until we actually have

a really big reward going up Friday for

Black Friday so stay tuned this is like

the only time I'm going to tell you

don't buy uh and if you bought in the

last few days don't worry we've got the

same special surprise for you you'll get

taken care of we we love all of you okay

always trying to provide more value but

anyway there has to be a big wedge

between day one adopters that big sale

and reality because that's actually

giving people real value same thing we

like to do with the courses tomorrow

Black Friday but anyway we estimate that

this would likely 5x the current take

rate the current estimated is believed

to estimated take rate is about 7% Tesla

doesn't disclose it anymore the last

time we got 7% was actually Q3 of 2022

so frankly this take rate number could

be like 4% right now which would like 9x

the take rate and here's the thing if

you actually enable this consider the

math on just new vehicle sales on 2

million Vehicles this is like a lever

folks it's a lever that Elon can pull he

just needs to pull it okay take the ego

off the shelf and pull the lever I don't

actually think Elon has a bad ego I I

actually think he's relatively

reasonable and willing to fall on the

sword on many things uh and uh I

actually don't know that this is taking

the ego off the shelf I actually think

this is extremely logical and I think if

he hears it hopefully he will he'll

agree because I I think he's a very very

intelligent and smart person uh and uh

and and he'll see the light of this

consider this this for a moment on 2

million Vehicles sold per year at 28%

more take rate that's the marginal

difference between you know 7% and 35

but it could be even greater uh that's

immediately $2.8 billion of additional

profit per year which works out to about

90 cents of additional EPS in 2024

increasing Tesla's earnings per share by

22.8% that is massive I mean just

consider that for a moment if right now

Tesla is

$230 and you have a an EPS Target of

let's say

$3.95 that means Tesla's trading for

58.3 times you increase EPS 22.8% to 484

that PE ratio drops to 47 and the PEG

ratio gets even more desirable the PEG

ratio would be down at

1.35 yeah now some people are like oh

this is just a short-term benefit wrong

and we're not even done yet with the

suggestion this would not be a

short-term benefit this would be a

massive long-term Catalyst because you

have to understand this every Tesla that

sells without FSD is a Tesla that may

end up in the scrapyard never having had

FSD it's crazy imagine okay I maybe this

is a little crude but okay most of us

are dudes around here and the women who

are around here you know what they'll

probably appreciate the analogy imagine

when you turn 18 you have to

decide to have sex with women or to

never have sex with women and then once

you make that decision you can never go

back that's kind of the analogy we're

making or the analogy is kind of

applicable I believe to FSD because it's

either you buy now at five grand or

you're probably never going to do it

because 12 Grand is excessive now I know

a lot of people are like okay well so

first of all the adoption rate will

probably

Skyrocket uh maybe even substantially

higher than the estimate estimate that

we have of

35% but there is a potential that when

that decision is made at purchase that

it's almost like there will be some

vehicles that never ever ever have FSD

and that's true because think about it

somebody buys it has it for 7 years they

never get FSD they sell it to somebody

else and then that person never buys FSD

7 years later maybe the car ends up as

scrap it went its entire life

without you get it you get it right so

point is that's lost potential Revenue

if you could minimize that up front then

that's exactly what you should do

especially since it's nearly 100% profit

it costs Tesla essentially zero on the

margin to do

this so this not just helps 2024 it not

just helps Q4 which Q4 is is going to be

a problem especially you know since

usually we have a Q4 Rush right now

we're having like the Q4 anti- rush if

anything you'd have more of a q1 push

than a Q4 push because of this tax

benefit change it's a big problem and

and keep in mind this is not only a

long-term solution but it also benefits

Tesla you have more capital for Tesla to

advance Optimist and invest in FSD

technology more you have more Capital

available to scale factories faster you

get more users actually using FSD so

more data you benefit shareholders you

benefit the long run mission of Tesla I

also believe that the market has priced

in the value of FSD at

$33,000 that's what I believe that's

$3,000 for some reason this is

apparently turning this into Euros as

well so €

2,750 that's what I think the value of

FSD is based on analyzing the UK's car

market okay so if you consider the 's

car market and the value of FSD is

$3,000 then somebody who pays 12 for it

is basically signing up for an immediate

depreciation of

$9,000 whereas if somebody pays five

they're only facing resale depreciation

or loss of about 2,000 now that's

actually pretty reasonable now you

substantially reduce the purchaser risk

of opting into FSD thus reducing the

desire of people to just turn on and off

Tesla FSD for $200 a month also consider

this at $200 per month your offsetting

break even is at at $5,000 $5,000

divided by 200 is just 25 months at

$112,000 the break even is 60 months so

do you want to break even in 2 years

buying it versus having a subscription

or in 60 months in 5 years well come on

by 5 years people have already upgraded

and moved on instead now you motivate

people to actually buy it because you're

minimizing their resale risk what you

could also potentially do is offer a

$300 subscription option where you

include $100 of principal payments

towards FSD so then you have it you you

make the $300 subscription payment for 5

years and then you own FSD when you do

the $300 option if you do the $200

option you never actually end up owning

it that actually reduces your monthly

cost if the resale value is $3,000 to

just about $150 per month it's actually

a better deal to pay Tesla more per

month in this

example so I highly encourage people to

consider tagging Elon Musk or friends at

Tesla uh you know I love Tesla I love

the community I really have massively

high hopes for Tesla I'm literally am

putting my money where my mouth is you

know some people are like oh you know

Kevin you know one day you're like oh

this is a big Catalyst for Tesla which

is true all the other electric vehicle

manufacturers sucking and scaling back

their production is a huge Catalyst for

Tesla and then I see comments like oh in

the next day you're like uh this is

short-term bearish both of those can be

true this isn't flip-flopping we have a

short-term massively bearish Catalyst we

are in Q4 which will go down down as the

highest interest rates ever that Tesla

sold cars in ever in the life of Tesla's

existence Q4 2023 will go down as the

highest interest rates ever combined

with a tax benefit to wait until Jan 1

Q4 is going to suck unless we pull a

lever here now I realize some people be

think shortterm think again every car

that doesn't have FSD day one is a car

that potentially never has sex I mean

never has FSD ever that long-term hurts

Tesla so what about those who paid

$112,000 in my opinion first of all

you're not guaranteed any kind of

benefit to or like price guarantee you

are with me Kevin if you buy the courses

but again don't do that today uh so

instead with FSD what you could offer is

some kind of reasonable referral credits

there's no guarantee with FSD that

prices won't go down but hey if you give

people like $20,000 in referral credits

they could buy some Tesla tequila and

they can drink over it you know they

could they could really you know think

about life with the Tesla hoodie or

whatever the Tesla hoodie is actually

really nice it's really good and it

reminds people it's like literally

built-in advertising it literally

reminds people oh yeah I could use my

referral link and refer people to Tesla

so you're literally creating advertising

not just with the news of the FSD effort

but also the referral credit part so in

my opinion this could be the best ad

that Tesla makes this holiday season I

know Tesla will hear us if we work as a

community to share the message so you

know like share repost retweet whatever

screenshot and tag Elon whatever it

takes make Q4 the best quarter ever #

i'mot leaving I also have a screenshot

version of this so like if you want to

take a screenshot of this as one post uh

and that would make it easier to share

it's right here just like screenshot now

and then crop it and that's an option

for you stay tuned for the Black Friday

sale which I'm excited for uh let me

look at some of the other replies that

we have here uh let's see here so

waiting until robot toxy I don't think

we're going to see robotx until 2030 so

I think that's a mistake this literally

benefits FSD forever so anybody telling

you this is just like a short-term thing

is is nonsense uh and then the idea of

Tesla being compute constrained is quite

frankly offset by them having more

Capital if they have more Capital you

could pay a premium over the other

people trying to get chips okay so

screenshot and share this pull the lever

uh some people here a lot of people here

saying FSD isn't good enough to justify

$112,000 a lot of comments about this

it's not even worth $10,000 people say

so people are starting to have a

conversation about this let me know what

you think thanks so much for watching

bye I 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 there financial analyst and

YouTuber meet Kevin always great to get

your

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