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Tesla Stock is about to SKYROCKET. Why I'm Loading Up.

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I'm loading the boat with Tesla calls

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yes even after it's up 4% on the day now

0:05

this could be a very terrible idea but

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I'm going to explain why the rivan deal

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yes so rivan got an investment from

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Volkswagen and rivan is a competitor to

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Tesla so why would I not just invest in

0:21

rivan why would I make this investment

0:24

into Tesla and why would I do that using

0:27

call options if I believe this is such a

0:31

big deal for

0:33

Tesla but the deal has to do with rivan

0:37

what's going on so let's break this down

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number one rivan would go bankrupt

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without a cash inflow here's just the

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reality they burned $1.5 billion dollar

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last quarter with the cash they had

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available they'd essentially be bankrupt

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by the end of the year their cash burn

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is way too high they don't know how to

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get some of their cost down as they're

1:01

scaling production they need both

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expertise help and they need both money

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help and guess what just happened they

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got both of those things Volkswagen the

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German automotive company they're

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agreeing to invest up to5 Billion into

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rivan that'll extend their ability to

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survive until 2026 now right now they're

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only investing a bill probably because

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rivan frankly needed a bill uh because

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again they probably can't pay their

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bills remember their burning $1.5

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billion a quarter so a billion probably

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is like oh okay we can survive we can

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pay some bills more that's great but

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it's still a sinking ship so why is

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Volkswagen coming to rivan's

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rescue it's because they're the only

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other

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option we're out of competitors in

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America to Tesla it's Tesla and then

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it's everyone else who loses money on

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electric vehicles now let's be real yes

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there is competition in China in the

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electric vehicle Market there's a lot of

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competition in China China is killing it

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they are cranking out EVs and as battery

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costs come down margins are coming up at

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the EV manufacturers it's actually a

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great

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thing the good thing though in America

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and in the west is we're not really

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competing with China because everybody

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has sanctions against China and nobody

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wants Chinese cars at this point I'm

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wholly convinced that if we didn't have

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sanctions against against China and

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import restrictions against China we'd

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all be driving Chinese cars they're

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they're good and they're quite frankly a

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lot cheaper that would be good for the

2:38

consumer but let's be real politicians

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don't really do things that are good for

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the people they kind of do things that

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look good for the people and get votes

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and then end up having the opposite

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effect it's it's a disaster politics

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sucks but I want you to think about this

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for a moment an investment by Volkswagen

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into the only competition to Tesla is a

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way of saying that Legacy auto including

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even Amazon who's invested in rivan uh

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and Volkswagen are woefully afraid of

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what Tesla can do and this is happening

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at the same time as sentiment for Tesla

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is in the pooper Donald Trump has helped

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with that let me be clear about that

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Donald Trump has helped push Tesla into

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the pooper because pretty much every

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single time you see Donald Trump talk he

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rants about how terrible electric

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vehicles are and how bad the range is

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and he actually says things that aren't

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fully true about electric vehicles but

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they were true years ago so he's kind of

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taking like a 2020 2016 mentality and

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applying it to 2024 and it's popular

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because you know people people who are

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who lean right are maybe more likely to

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be into you know real big trucks and and

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gas guzzlers and that that's not to say

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that's a bad thing quite frankly you put

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the Cyber truck next to a real truck the

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Cyber truck is like a tiny little baby

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it's teeny compared to a real truck like

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if I really wanted like you know a nice

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bed I can actually put drywall in and

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plywood in and I can actually use for

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work the cybertruck's probably just too

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dang

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small which is unfortunate because my

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initial impression of the cybertruck was

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it was going to be a big old beefy car

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you know we're going to have that six

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seed in the front which we didn't get

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but that's okay the cybertruck doesn't

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matter here this investment by

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Volkswagen into to rivan screams that

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Legacy auto cannot alone figure out how

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to

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survive in a world of electric vehicles

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so they have to partner with the only

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brand that stands against or holds a

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candle to Tesla in terms of quality a

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vehicle and desirability people actually

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do like rivan you could charge them on

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the Tesla infrastructure they're

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beautiful cars there's a lot of money

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that goes into them one of the reasons

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they're not profitable is because they

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make the cars so darn nice so it's kind

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of like you're getting a wedge deal of

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vehicle like in other words they've over

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improved so you're getting a good deal

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in it if you don't know the concept of

5:05

wedge deals or quite frankly my you know

5:08

alerts on how to make money or whatever

5:10

you should join the courses on building

5:11

your wealth over at meetkevin.com we've

5:13

got a coupon code expiring this Friday

5:15

and if you have questions you could

5:16

always email us at staff mein.com but

5:19

let's be real Volkswagen's investment s

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extends rivan survivability into 2026

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which is when many would hope that quite

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frankly interest rates will be lower and

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cars will be able to sell more rapidly

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but that's when you're going to be

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likely in the midst of this EV

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transition where Legacy Autos are going

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to go crap we can't really figure this

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EV transition out uh you know hopefully

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our bets are paying off on on on rivan

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or the other Partnerships that we have

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because otherwise we may go bankrupt

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it's kind of like Volkswagen is dropping

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a call option on rivan and we're like

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okay okay okay if we go BK cuz EVS take

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over then rivan will probably be killing

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it at that point and at least that money

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will help us survive

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uh but this this is a

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screaming uh uh shouting announcement

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from institutional Auto that they are

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afraid of Tesla that they are afraid

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that Tesla's margins as battery prices

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come down are going to continue to rise

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and that Tesla once interest rates comes

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come down even more will

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be so hands down easily stronger than

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all of Legacy auto combined

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that once we get out of this rough

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period of time for Tesla and the

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interest rate sensitive

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sector the stock could explode now I

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personally think some of that is going

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to get priced in between now and the

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robo taxi event Robo taxi event is 88 no

6:46

guarantees don't suum me bro you could

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lose money buying YOLO call options on

6:50

Tesla I don't recommend it I'm I'm none

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of this is designed to be personalized

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advice I just personally think that

6:59

Institute are going to wake up over the

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next few days and go hm let's look at

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rivan's financials oh God that's a fire

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pit why is Volkswagen investing in a

7:10

fire

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pit

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because Tesla's

7:16

winning yeah it's a big deal I asked

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Kathy what about this I go what what you

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know uh why is Donald Trump so anti- EV

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and then she's like why do you think

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Donald or um Elon Musk is trying to

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start cozying up to Donald Trump got to

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convert that around she also thinks that

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Dojo I can't wait to show the interview

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but Dojo is actually way bigger than we

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think it is and that Elon downplays Dojo

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because he wanted to get his Nvidia

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chips he didn't want to poooo Nvidia now

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he's got his Nvidia chips sending him to

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his other businesses he's got what he

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needs pushes out fsd2 now he can go all

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in on dojo again that was a smart

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observation I don't know I want to hear

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what everybody else thinks about that

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but personally I I I don't know I like

7:59

I'm getting a little excited about Tesla

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over the next few days and and maybe

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maybe I'm just making a mistake here you

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know maybe I shouldn't be buying this

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thing when it's already up a bit today

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but uh yeah I think once we clean that

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order book out right at

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$200 you're going to

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220 again could be wrong but the reason

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I believe that is at 200 you're probably

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going to have some sell orders although

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I think most people who have already

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sold or Tesla or already out of Tesla or

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wanted to sell Tesla already out of

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Tesla that we've this is why we keep

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kind of like slowly climbing up here I

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think there could be some selling

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pressure at the $200 level uh in the

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order book for Tesla but I think after

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after the sell pressure at 200 is gone

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you know 201 199 whatever wherever

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people put their sell orders in once

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those get cleared

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out I don't know man I don't know I

8:50

don't know I don't know don't don't sue

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me bro uh I could also just blow up my

8:54

trading account and lose lots of money

8:55

but but I'm just putting my money where

8:57

my mouth is uh and we're going to see

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see over the next few days if

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institutions are

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like yeah we see what's going on here in

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the industry by Tesla they might also

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buy both they could buy rivan and Tesla

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the problem is you're still buying a

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sinking ship at rivan so I'd rather like

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take money out of Nvidia for example and

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throw more onto

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Tesla so like if I had a pair trade this

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I'd be long Apple Tesla short Nvidia and

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then I'm not opposed to long rivan but

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I'm not like super jazzed about it

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mostly because I think you know it it is

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still a massively money losing company

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and there'll be a lot of dilution

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whereas Tesla you know if rivian's going

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to win Tesla's also going to win and by

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default Tesla already is winning and

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it's likely going to have substantially

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better margins and other verticals you

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know we don't even talk about Optimus

9:49

and FSD and all the other stuff so my

9:51

thesis thank you so much for watching

9:52

we'll see you in the next one check out

9:53

the programs link Down Below on building

9:54

your wealth we had a really really good

9:56

options lecture this morning that we did

9:58

we talked for like an hour on educating

10:00

folks on intro options and and uh you

10:02

know strategies for options so hopefully

10:04

you enjoy those all right we'll see you

10:05

soon thanks bye why not advertise these

10:07

things that you told us here I feel like

10:09

nobody else knows about this we'll we'll

10:11

try a little advertising and see how it

10:12

goes congratulations man you have done

10:14

so much people love you people look up

10:16

to you Kevin PA there financial analyst

10:18

and YouTuber meet Kevin always great to

10:20

get your

10:21

take even though I'm a licensed

10:23

financial adviser licensed real estate

10:24

broker and becoming a stock broker this

10:25

video is not personalized advice for you

10:27

it is not tax legal or otherwise wise

10:29

personalized advice tailor to you this

10:31

video provides generalized perspective

10:32

information and commentary any

10:34

thirdparty content I show shall not be

10:36

deemed endorsed by me this video is not

10:38

and shall never be deemed reasonably

10:39

sufficient information for the purposes

10:41

of evaluating a security or investment

10:42

decision any links or promoted products

10:44

are either paid affiliations or products

10:46

or Services we may benefit from I also

10:48

personally operate an actively managed

10:49

ETF I may personally hold or otherwise

10:52

hold long or short positions in various

10:54

Securities potentially including those

10:56

mentioned in this video however I have

10:57

no relationship to any issue or other

10:59

than house Haack nor am I presently

11:00

acting as a market maker make sure if

11:02

you're considering investing in house

11:03

Haack to always read the PPM at house

11:05

hack.com

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