Tesla Stock is about to SKYROCKET. Why I'm Loading Up.
FULL TRANSCRIPT
I'm loading the boat with Tesla calls
yes even after it's up 4% on the day now
this could be a very terrible idea but
I'm going to explain why the rivan deal
yes so rivan got an investment from
Volkswagen and rivan is a competitor to
Tesla so why would I not just invest in
rivan why would I make this investment
into Tesla and why would I do that using
call options if I believe this is such a
big deal for
Tesla but the deal has to do with rivan
what's going on so let's break this down
number one rivan would go bankrupt
without a cash inflow here's just the
reality they burned $1.5 billion dollar
last quarter with the cash they had
available they'd essentially be bankrupt
by the end of the year their cash burn
is way too high they don't know how to
get some of their cost down as they're
scaling production they need both
expertise help and they need both money
help and guess what just happened they
got both of those things Volkswagen the
German automotive company they're
agreeing to invest up to5 Billion into
rivan that'll extend their ability to
survive until 2026 now right now they're
only investing a bill probably because
rivan frankly needed a bill uh because
again they probably can't pay their
bills remember their burning $1.5
billion a quarter so a billion probably
is like oh okay we can survive we can
pay some bills more that's great but
it's still a sinking ship so why is
Volkswagen coming to rivan's
rescue it's because they're the only
other
option we're out of competitors in
America to Tesla it's Tesla and then
it's everyone else who loses money on
electric vehicles now let's be real yes
there is competition in China in the
electric vehicle Market there's a lot of
competition in China China is killing it
they are cranking out EVs and as battery
costs come down margins are coming up at
the EV manufacturers it's actually a
great
thing the good thing though in America
and in the west is we're not really
competing with China because everybody
has sanctions against China and nobody
wants Chinese cars at this point I'm
wholly convinced that if we didn't have
sanctions against against China and
import restrictions against China we'd
all be driving Chinese cars they're
they're good and they're quite frankly a
lot cheaper that would be good for the
consumer but let's be real politicians
don't really do things that are good for
the people they kind of do things that
look good for the people and get votes
and then end up having the opposite
effect it's it's a disaster politics
sucks but I want you to think about this
for a moment an investment by Volkswagen
into the only competition to Tesla is a
way of saying that Legacy auto including
even Amazon who's invested in rivan uh
and Volkswagen are woefully afraid of
what Tesla can do and this is happening
at the same time as sentiment for Tesla
is in the pooper Donald Trump has helped
with that let me be clear about that
Donald Trump has helped push Tesla into
the pooper because pretty much every
single time you see Donald Trump talk he
rants about how terrible electric
vehicles are and how bad the range is
and he actually says things that aren't
fully true about electric vehicles but
they were true years ago so he's kind of
taking like a 2020 2016 mentality and
applying it to 2024 and it's popular
because you know people people who are
who lean right are maybe more likely to
be into you know real big trucks and and
gas guzzlers and that that's not to say
that's a bad thing quite frankly you put
the Cyber truck next to a real truck the
Cyber truck is like a tiny little baby
it's teeny compared to a real truck like
if I really wanted like you know a nice
bed I can actually put drywall in and
plywood in and I can actually use for
work the cybertruck's probably just too
dang
small which is unfortunate because my
initial impression of the cybertruck was
it was going to be a big old beefy car
you know we're going to have that six
seed in the front which we didn't get
but that's okay the cybertruck doesn't
matter here this investment by
Volkswagen into to rivan screams that
Legacy auto cannot alone figure out how
to
survive in a world of electric vehicles
so they have to partner with the only
brand that stands against or holds a
candle to Tesla in terms of quality a
vehicle and desirability people actually
do like rivan you could charge them on
the Tesla infrastructure they're
beautiful cars there's a lot of money
that goes into them one of the reasons
they're not profitable is because they
make the cars so darn nice so it's kind
of like you're getting a wedge deal of
vehicle like in other words they've over
improved so you're getting a good deal
in it if you don't know the concept of
wedge deals or quite frankly my you know
alerts on how to make money or whatever
you should join the courses on building
your wealth over at meetkevin.com we've
got a coupon code expiring this Friday
and if you have questions you could
always email us at staff mein.com but
let's be real Volkswagen's investment s
extends rivan survivability into 2026
which is when many would hope that quite
frankly interest rates will be lower and
cars will be able to sell more rapidly
but that's when you're going to be
likely in the midst of this EV
transition where Legacy Autos are going
to go crap we can't really figure this
EV transition out uh you know hopefully
our bets are paying off on on on rivan
or the other Partnerships that we have
because otherwise we may go bankrupt
it's kind of like Volkswagen is dropping
a call option on rivan and we're like
okay okay okay if we go BK cuz EVS take
over then rivan will probably be killing
it at that point and at least that money
will help us survive
uh but this this is a
screaming uh uh shouting announcement
from institutional Auto that they are
afraid of Tesla that they are afraid
that Tesla's margins as battery prices
come down are going to continue to rise
and that Tesla once interest rates comes
come down even more will
be so hands down easily stronger than
all of Legacy auto combined
that once we get out of this rough
period of time for Tesla and the
interest rate sensitive
sector the stock could explode now I
personally think some of that is going
to get priced in between now and the
robo taxi event Robo taxi event is 88 no
guarantees don't suum me bro you could
lose money buying YOLO call options on
Tesla I don't recommend it I'm I'm none
of this is designed to be personalized
advice I just personally think that
Institute are going to wake up over the
next few days and go hm let's look at
rivan's financials oh God that's a fire
pit why is Volkswagen investing in a
fire
pit
because Tesla's
winning yeah it's a big deal I asked
Kathy what about this I go what what you
know uh why is Donald Trump so anti- EV
and then she's like why do you think
Donald or um Elon Musk is trying to
start cozying up to Donald Trump got to
convert that around she also thinks that
Dojo I can't wait to show the interview
but Dojo is actually way bigger than we
think it is and that Elon downplays Dojo
because he wanted to get his Nvidia
chips he didn't want to poooo Nvidia now
he's got his Nvidia chips sending him to
his other businesses he's got what he
needs pushes out fsd2 now he can go all
in on dojo again that was a smart
observation I don't know I want to hear
what everybody else thinks about that
but personally I I I don't know I like
I'm getting a little excited about Tesla
over the next few days and and maybe
maybe I'm just making a mistake here you
know maybe I shouldn't be buying this
thing when it's already up a bit today
but uh yeah I think once we clean that
order book out right at
$200 you're going to
220 again could be wrong but the reason
I believe that is at 200 you're probably
going to have some sell orders although
I think most people who have already
sold or Tesla or already out of Tesla or
wanted to sell Tesla already out of
Tesla that we've this is why we keep
kind of like slowly climbing up here I
think there could be some selling
pressure at the $200 level uh in the
order book for Tesla but I think after
after the sell pressure at 200 is gone
you know 201 199 whatever wherever
people put their sell orders in once
those get cleared
out I don't know man I don't know I
don't know I don't know don't don't sue
me bro uh I could also just blow up my
trading account and lose lots of money
but but I'm just putting my money where
my mouth is uh and we're going to see
see over the next few days if
institutions are
like yeah we see what's going on here in
the industry by Tesla they might also
buy both they could buy rivan and Tesla
the problem is you're still buying a
sinking ship at rivan so I'd rather like
take money out of Nvidia for example and
throw more onto
Tesla so like if I had a pair trade this
I'd be long Apple Tesla short Nvidia and
then I'm not opposed to long rivan but
I'm not like super jazzed about it
mostly because I think you know it it is
still a massively money losing company
and there'll be a lot of dilution
whereas Tesla you know if rivian's going
to win Tesla's also going to win and by
default Tesla already is winning and
it's likely going to have substantially
better margins and other verticals you
know we don't even talk about Optimus
and FSD and all the other stuff so my
thesis thank you so much for watching
we'll see you in the next one check out
the programs link Down Below on building
your wealth we had a really really good
options lecture this morning that we did
we talked for like an hour on educating
folks on intro options and and uh you
know strategies for options so hopefully
you enjoy those all right we'll see you
soon thanks bye 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
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 wise
personalized advice tailor 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 issue or other
than house Haack nor am I presently
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