Elon Musk's Warning | The Tesla Stock BOTTOM
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video here on Tesla especially with
Catalyst and what I expect regarding
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let's get in to the content Tesla stock
might be hitting bottom in this video
I'm not only going to provide a
fundamental analysis update but I'm
going to explain a pattern of things
that I'm starting to see right now first
I want you to think of this uh we just
had news that Tesla settled a lawsuit
over a 2016 fatal car collision with a
driver who survived but a passenger
unfortunately lost their life in that
accident uh this was an accident uh
where sadly you had somebody driving a
2015 model S it crashed the driver
claims who survived that they lost all
control of the car uh and uh the vehicle
caught fire there was also this claim
that basically the car wouldn't break or
stop Tesla countered that and said well
our data says your foot was on the gas
the entire time then of course after the
accident some of the uh door latches um
didn't function with the electronic
system even though there's a manual
override in some of the areas uh so that
you can still get out not a lot of
people are familiar with those and again
unfortunately somebody died well Tesla
just settled that lawsuit and what's
important about this is not that you
know unfortunate cases like this happen
where people die and their accidents and
horrible things happen and that that is
now over why this matters is that Tesla
is mopping up they're cleaning up issues
at the company it's not just Tesla
settling the lawsuit over the 2016 crash
but it's also the fact that we just had
Tesla settle with the Security and
Exchange Commission to finally hand Elon
Musk over to testify now when I say
Tesla and Elon Musk they're basically
the same thing we know that but
something to consider is that Elon Musk
did not want to testify at all about his
acquisition of Twitter in September with
the SEC despite the SEC subpoena of him
and there's been this fight about Elon
Musk arguing on social media that the
SEC is just trying to harass him and the
SEC is like hey no we just want to know
about a potential scheme to uh skirt
disclosure rules when it comes to your
acquisition of Twitter we want you to
testify
uh well Elon Musk has finally
agreed
to testify with the
SEC but he agreed to testify with the
SEC under the condition that he would
not appeal the court decision that would
order him to comply with the SEC
subpoena so to me there's something
interesting going on here it sounds a
lot like the SEC basically said look a
judge is about to Force you which the
judge in this case indicated that she
would last month Force Elon Musk to
testify the SEC might have said hey look
a judge is about to force you to testify
why don't you say you've agreed to
testify and in exchange for us letting
you say face rather than a judge
throwing the hammer down on you you
agree not to appeal whatever decision we
come to with between our uh SEC
investigation here on the fact that you
need to comply with our subena okay
interesting so so again the details of
all of that don't really matter right
now Tesla has a history and Elon Musk
has a history of not settling but we
just saw accident from 2016 settled Elon
agreeing to work with the SEC Elon
starting to Cozy up to Donald Trump see
Donald Trump according to the Wall
Street Journal even though Don um Elon
Musk has denied that he has any
potential interest in a role in a Donald
Trump presidency there have apparently
been talks about Elon Musk serving as a
possible advisor maybe it' be an
unofficial role but to Donald Trump if
Donald Trump returns to the White House
see the Wall Street Journal put together
a piece where they suggested that Elon
Musk and billionaire Nelson pels uh
who's got like $8.5 billion under
management uh and Donald Trump met at
pelt's estate in Florida to
reportedly talk about how uh Elon Musk
might be able to work with the Trump
Administration or maybe how Elon and
Tesla and other Elon Endeavors could get
benefits in exchange for who knows
what well the point of all of this is
not the specific details that apparently
Trump brought his 18-year-old son Baron
and Elon brought his son Little X and
pelts brought his son diesel a tech
entrepreneur who was a friend of musk
all of these little details don't
necessarily
matter and even though Elon Musk is not
expected to announce any kind of
official position with Trump there is a
theme that's going on here solve and
settle case settle with
SEC cozy up to potentially the next
president which Bill Amman just
suggested I believe Bill Amman is
expected to formally endorse Donald
Trump
uh at the same time as Donald Trump's
criminal trial is coming to an end we'll
see which way that goes I you know I
think he'll be found innocent I think
it's going to be hard to prove this
Beyond A Reasonable Doubt but we'll see
what happens it's not me being political
it's just an opinion I made a whole
video on it at the same time as he's
quote
unquote laying the foundation for the
semi facility in Nevada I don't actually
think they're really going to do
anything other than grade the lot but
that's okay they're expanding in
Shanghai we're now doing interest rate
buy Downs to 99% in May as opposed
to price
cuts and we've got a stock cop Catalyst
coming up within the next few weeks on
that vote for Elon Musk there's actually
this pretty incredible video where one
of the uh cper Representatives who in I
guess they have a large position in uh
Tesla uh they're asked like so you voted
for elon's comp plan in 2018 now you say
you're going to vote against it what's
your problem like why are you trying to
go back to the table and they're
basically like well I mean he should
talk to the board about getting a new
plan and the performance of the stock
hasn't been good again this is why I've
been saying like I think that comp plan
is going to be an opportunity for people
to punish Tesla but think about that
that's really like the last Catalyst
they're cleaning up all the other crap
the settlements of car crashes the
SEC the uh uh political environment
they're cleaning that that up clean up
supercharger team development in China
development uh in the semif facility
they're really trying and obviously
we've got the uh August 8th Robo taxi
announcement whether or not that's
actually a catalyst or it's just by the
rumor sell the news doesn't matter I
think in the near term in a crazy way
maybe frankly it's not that crazy I
think there's actually a real chance we
could be seeing Tesla forming a local
bottom and once this Nega Catalyst of
the comp plan comes and goes think the
stock might be able to get Unleashed and
finally move back into that 220s range
now no guarantees this isn't
personalized Financial advice but look
at what I do okay so I like doing this I
think the stock market pric is forward a
couple uh well about 18 months and this
is my spreadsheet now what I did is I
removed everything Insurance semis FSD
Tesla bot Robo taxi I'm doing that on
purpose to be conservative and I'm going
with low delivery number for 2026 I
think we're going to start pricing in
these delivery numbers now 2.25 million
25 million 275 million 3 million in all
the various different columns but I'm
not using any FSD instead what I'm going
to do is I'm going to keep a billion
dollars of FSD expenses here I'm
actually going to bump that to $2
billion that's going to be above and
beyond like the AI computers inside of
the vehicles which are part of cost of
good sold anyway but I'm going to bump
the margins at Tesla to basically say
they're including FSD as a standard
feature let's just say right so I'm
going to make this an Al simple going to
go back to a 22% margin if we can get to
22% margin even at just a
1.67 peg which is a manufacturer's Peg
not a Services Peg I get this stock to
at least where we sit now right 190 uh
which really at you know I'm sorry 180
is where we are now but 2 190 that only
gives us about a 2% return but I'm in
the 200s for pretty much every other
scenario other than the worst case
scenario as long as we can get margin up
and I think margin is on the up
trajectory so think about the bottoms
we're hitting in Tesla right now we're
hitting a margin bottom a legal issue
bottom a negative Catalyst bottom a
firings bottom like all the
is kind of getting like built
in right now so it's a thesis I have I I
could be wrong um but it it is something
that is making me very very interested
so let me know what you think in the
comments down below and
um we'll talk to you soon 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
takee even though I'm a licensed
financial adviser licensed real estate
broker and becoming a stock broker this
video is not personalized advice for you
it is not tax legal or otherwise
personalized advice tailored to you this
video provides generalized perspective
information and commentary any
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deemed endorsed by me this video is not
and shall never be deemed reasonably
sufficient information for the purposes
of evaluating a security or investment
decision any links or promoted products
are either paid affiliations or products
or Services we may benefit from I also
personally operate an actively managed
ETF I may personally hold or otherwise
hold long or short positions in various
Securities potentially including those
mentioned in this video however I have
no relationship to any issuer other than
house Haack nor am I presently acting as
a market maker make sure if you're
considering investing in house Haack to
always read the PPM at house hack.com
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