Why Cathie Wood Says Tesla Stock is going to EXPLODE

does Kathy Wood know something we don't

about Elon Musk when I interviewed Kathy

Wood in person and I'll show you some

clips here when I interviewed her in

person at my event in Vegas thank you to

all of those who came uh Kathy Wood made

it very clear that she stands with Elon

she stands for the Compensation Plan she

thought it was unamerican for people to

vote against the compensation plan and

when I pressed her on but Kathy why do

you have Elon calling things like Dojo a

long shot her answer was really

interesting now I'll show the context

from the actual event uh but we had more

of a discussion outside of what was on

camera as well and it's entirely fair to

make it very clear what Kathy's position

here is but first let's listen to the

clip and then of course you've got

Tesla designing its own more special

purpose Gip why do you think Elon called

Dojo uh a sort of a oh if I remember the

phrase correctly it was sort of a high

risk um not the phrase wasn't YOLO that

he used but it it almost sounded like uh

he was making a bet and he didn't think

it had a lot of success in one of the

prior earnings calls why do you think he

would water down Dojo just for reference

because the quote helps the quote is and

we're pursuing the Dual path of Nvidia

and dojo this is from the Q4 earnings

call with Tesla Elon Musk is saying this

quote but I would think of Dojo as a

long shot it's a long shot worth taking

because the payoff is potentially very

high high but it's not something that is

a high probability it's not like a sure

thing at all it's a high-risk High

payoff program Dojo is working and it's

doing training jobs and we're scaling it

up and we have plans for Dojo 1.5 Dojo 2

Dojo 3 and whatnot so I think it's got

potential but I can't emphasize enough

it's high risk High payoff why do you

think he would water down Dojo cuz he

wanted invid gpus no honestly that is

what I think happen it's a manipulation

ah yeah don't worry about Dojo give us

your chips so in if he is a

Shyer if youil he's brilliant if you

listen to the share holder um the the

shareholder meeting that uh Elon just

had yeah he did say he said he he he

said he was ramping on dojo had all the

admiration for NVIDIA something like

that all the respect for NVIDIA but you

know he's he's I think he thinks he can

do this see Kathy has this mindset that

Elon Musk is playing 4D chess he knows

what he's doing okay right now we need

these h100s to get the fastest leg up on

FSD then let's go all in on dojo making

them think we're not a competitor and

we're going to come slingshot past them

in the future Tesla could quite

interestingly be one of the greatest

chip competitors to Nvidia now a lot of

people are like how is that possible

nvidia's got Cuda and all this Tesla has

their own software Suite as well their

app their vehicle software suite so

software is absolutely something you can

build now don't get me wrong I'm not

suggesting that Tesla's coding stack is

going to compete directly with Cuda and

it doesn't really need to because what

you need dojo for or specific

applications uh and what I think is

really incredible is which I think a lot

of folks forgot is that neither of them

manufacture their own chips Tesla

doesn't manufacture their own chips

Nvidia doesn't manufacture its own chips

they just design their own chips Nvidia

is a really good chip designer and

marketer they're not a chip manufacturer

but what's interesting and I've learned

this from uh meeting for coffee Martin

uh V over from Tesla's investor

relations group when one company does

something

Innovative and then they have someone

else manufacture it like a heat pump or

an Nvidia h100 the manufacturer

learns huh yeah that's how we can do

that so then when somebody else calls

like Elon with dojo and says I want to

do something like that or maybe even

take it to the next level they're like

yeah we think we could do that we

learned how to do that from Nvidia I

mean we learned how to do that in our

manufacturing experience this is really

interesting and I think the moat of

Nidia might be getting chopped away from

other competitors much sooner than

individuals think now this isn't

designed to be an anti- Nvidia play you

know or video uh I think I've been very

clear that I think that Nvidia is topped

uh I think that uh Nvidia for me is

something that I'm open to reducing in

position size which I've already reduced

and I'm more interested in increasing

exposure to plays like frankly Amazon

Tesla Apple for on device AI That's

clear but let's listen a little bit more

to uh Kathy because I asked Kathy then

okay so if he's so good at 4D chess why

why does he like you know Trump

essentially isn't Trump going to

potentially be bad for electric vehicles

yes we know Trump says that oh Americans

deserve a choice they can choose elri or

they could choose ice but El or musk has

also spent a lot of time bagging on

electric vehicles and Kathy's reaction

while limited speaks volumes listen to

it here uh what about you've got you

mentioned that you think EVS or you're

projecting that EVS are going to be 75%

of the market in 5 to 7 years so what

happens when you have let's say a trump

presidency who seems to be highly

anti-v so interesting to see Elon Musk

and former president Trump cozying up to

one another again isn't it and um I I

actually think if you think you know in

terms of Tesla being becoming the

Marquee auto manufacturer here in the

US um I think he'll rally around that

you know Trump trump can he's he's very

practical it's a great Insight I I love

how you have this this view of Elon he's

like he's doing that for a reason in

he's not a knucklehead he's doing for so

why does he send all these political

tweets do you have a rationalization for

that you know I think uh Elon has

learned that no publicity is bad

publicity and he's just out there

effectively advertising himself and

therefore for his

cars brilliant answer thank you see what

you have is Kathy who looks at Elon and

says everything he's doing is for a

reason he's cozying up to Trump maybe

because he thinks Trump is going to win

he's cozying up to Nvidia while

downplaying his own so he can get what

he needs and then he can advance

past he's

potentially yapping in social media the

way he does because he knows it's cheap

free advertising people see an you know

complaint article about Elon they think

oh yeah he made all those Teslas by the

way honey we're in the market for a new

car should we look at electric vehicles

all right well we may as well compare

the Tesla to the others I think get a

lot of publicity if people are thinking

about an electric vehicle and are

curious and want to compare Vehicles

Tesla will sell deal it's a very

interesting point of view and I don't

know if I fully agree with all of it I

think it's a potentially a little bit

too bullish uh I generally don't like to

be and I'm not saying that Cathy is but

I generally don't like to think that uh

everyone is doing everything for the

perfect reason and it's all just meant

to be uh that takes a lot of faith uh I

do think that people can flber uh FL

Flubber FL I don't know people can make

a mistake investing in Tesla brilliant

man somewhat

tormented but in his own words he even

said I shoot myself in the foot so often

I should invest in cavalar

Boots when he says something like that

I'm wondering what kind of guard rails

are there to protect us investors from

his natural tendency I mean I love the

man but I'm kind of like and Kevin I

think sometimes you're frustrated by

some of the things he does as well so

I'm just kind of curious on your take

yeah and I've had the the privilege of

meeting him and the team around him

which is really important um so I think

and and Robin denol chair um so learning

about the people around him Robert's

great I met her at the shareholder

meeting last year she she is amazing um

very solid very objective very um you

know and so having met him I I feel like

I know him in a way he cares so much

about Humanity it's a big a big uh a big

weight on his shoulder to save us from

ourselves

environmentally and you know whether

it's you know prevent censorship or

whatever um he he is a very good person

and I really realize he gets he gets he

says crazy things and you know he is a

little trump-like in some ways because

because what I say to our investors I

watch what he does from a technology

point of view he is so laser focused

more than any CEO and the other thing he

has going for him that I don't think

very many CEOs have going is he's he's a

maestro of the convergence among

technologies that is taking place in

this technology Revolution uh Robo taxis

are autonomous taxi networks are you

know the convergence of robots energy

storage and AI you

know most people when they think of a

company like Tesla they think of Autos

sure he wasn't thinking that way at all

and I think he's capitalizing on you

know the convergence among Technologies

and will continue to do so um in a way

that are is going to surprise people I

think so for my own um you we have to of

course do our due diligence and make

sure that uh you know that the

management is strong and intact and has

the right kind of incentives and all of

that um I think a lot of what he has

done and been rewarded for is this

thought that no publicity is bad

publicity and so so it gets everybody

talking and up in arms but he says what

he really

thinks there's there's conviction there

so um again we just have to and we

regularly have calls with the management

team around around more more so than

Elon right uh but we do meet with uh

Elon from time to time I don't like to

meet with CEOs too often uh just because

we need to keep objectivity and really

the business people around him you know

who are executing have to have to have

their marching their leadership you know

leader from investor relations Martin I

know he just left but yes he always a

good oh he was wonderful uh the goal is

to find folks who make fewer mistakes

than others and that when they make the

mistakes that they do they're smaller

and not as bad so uh I'm optimistic on

Elon I don't know that I'm as optimistic

that Tesla's Dojo computers can hold a

candle to Nvidia but I could see how

they could do it like that Manufacturing

Insight I just gave you I could see huh

this is going to be something I'm going

to pay attention to a little bit more

because I almost fully wrote it off

after that earnings call with Elon and

Kathy gave me the perspective to say

well maybe maybe don't go that

far maybe it's all part of the plan

anyway thank you so much for watching

let's fingers cross to Tesla over 200

and holding it this week thanks so much

we'll see you in the next one goodbye

and good luck everyone Kathy Wood yeah

thank

you thank you do 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

take 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 Taylor to you this

video provides generalized perspective

information and commentary any third-

party content I show shall not be 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 act nor am I pr ly acting as a

market maker make sure if you're

considering investing in house Haack to

always read the PPM at house.com