Remember THIS about Tesla Stock.

take a look at this stat from Tesla

Twitter and this is actually from Bank

of America by I Tesla twittered it for

Tesla X tip uh and this is important if

you're an investor in Tesla you've got

to know about this chart so read the

sound then I'll explain the chart a few

months ago I warned that Tesla was

heavily under capitalized by

institutions I also learned that last

week by the way when I reiterated once

again Tesla's really under capitalized

in other words institutions aren't

really investing in Tesla especially

after Bank of America released this

chart which we're going to go through in

a moment the chart basically says only

about 35 percent of funds have exposure

to Tesla at all that's like having one

share of Tesla right only about 35

percent uh or rather of the 35 percent

that do have some exposure exposure to

Tesla the overall average allocation is

very low that's kind of like saying hey

if everybody in the house owns 100

shares I own 20 shares right so in other

words there are a lot of people who just

don't own it at all and then those who

do are relatively underweight this is

compared to something like Microsoft

which in 90 of funds have exposure to

Microsoft

and institutions are overweight on

Microsoft by 20 to 30 percent and 50 to

75 percent of funds own Amazon Google

Nvidia meta and they're on average 20 to

60 percent overweight

basically Tesla has the worst of both

here low amount of funds holding him and

a low allocation within those now that

could actually end up being a good thing

for current buyers because it when

sentiment changes more institutions have

to buy Tesla more institutions have to

increase their allocation who have

already bought Tesla and all of it leads

to more buying pressure on Tesla bottom

line it's bullish so here's that chart

this is straight from Bank of America

report we generally go through these

reports every single day and uh this

this one we we definitely bookmarked and

wanted to keep an eye on because we

thought it was so incredible and

basically just depicts uh what I've

described here

and it shows you how Tesla's there at

the bottom left that bottom left again

representing the lowest portion out of

all of these companies listed here it is

it is the least allocated

Mega cap and then within being the uh

least uh or or within all of these

stocks uh it is also weighted the least

uh although it's somewhat similar to the

waiting there of Apple though many more

funds have exposure to Apple uh at uh at

somewhere around maybe 60 percent uh of

uh of sort of the markets waiting so I

found this very interesting putting

Tesla all the way at the corner over

here whereas you put Microsoft that

completely the opposite corner uh you've

got Facebook over here at uh nearly the

opposite corner as well uh I originally

thought that Apple was actually over

here at uh at not only in basically

everybody's fund but also heavily

allocated but uh it wasn't actually that

heavily allocated it's just in

everyone's funds it was more the

Microsoft the Amazon the Google and some

argue that this is actually because

Apple hasn't really embraced the idea of

oh yeah let's pitch AI as much as

everybody else is pitching Ai and that

they may have left some money on the

table as a result of that uh though many

just argue no Apple's being realistic

and they have artificial intelligence

and they have language models and they

incorporate this into what they do they

just don't like to call it uh you know

AI for the sake of trying to pump the

stock so uh it's one one thing that that

on the flip side people actually say all

right well maybe that's uh maybe that's

respectable Apple thank you either way

this uh this Apple event will obviously

be a big deal for Apple uh mostly

because they're and at least in my

anecdotal world of of what I'm hearing

from institutions or commenters on this

it seems like people are more bearish on

this Apple event than any time before uh

I will say after having gotten a new

iPhone every single time since the

original new iPhone this is the first

one where I'm like

do I really want to you know go through

setting up yet another phone or going

through and getting all the different uh

uh you know USBC cables where I have

lightning cables set up do I really want

to get a new dock for it over here where

it sits on the desk uh like do I really

care I have an iPhone 13 and a 14 right

here I barely notice the difference

between them in fact I most of the time

don't notice a difference at all with

the exception of the fact that the 14

has the always-on display which I think

there's some use to that especially if

you're just trying to watch for like

messages coming in like texts or emails

or whatever I think that that is uh that

has some function and that would be a

benefit of upgrading from the 13 because

you know getting the always-on display

but some people actually get a lot of

anxiety from that like no I'd prefer not

to have that so anyway but back to this

this idea about Tesla here this uh this

overall is a great thing for Tesla uh

and we touched on this uh not only last

week but we touched on it uh months ago

we touched on it uh yesterday but one

thing that is worth highlighting which

we also talked about yesterday is good

old Jim Cramer Jim Cramer saying he does

not like slash agree with the Morgan

Stanley price Target hike of Tesla uh

was actually in my opinion extremely

bullish for Tesla so it looked like a

few of you also agreed some of you in

the comments went as far as saying that

Jim Cramer saying that was actually more

bullish for Tesla then the analyst

upgrade itself

well if you needed yet another reason to

love Tesla folks here it is a once again

study put together by MarketWatch now

suggesting that it is uh basically very

likely that Tesla's Insurance division

again vertical integration here it's not

just create making your own chips that

make the AI and having the cars where

people train your AI where the people

are basically the robots it is now Tesla

insurance that is potential I don't even

get me started on Tesla energy and

batteries uh you remember they bought

out or they created their own in-house

inverter for their solar panels so they

could stop using solar edges inverter

the Tesla's a real competitor even to

companies like enface anyway so what

about Tesla insurance and what is market

watch telling us MarketWatch is actually

telling us that insurance for Tesla

while everybody else is complaining

about higher insurance rates remember

the Wall Street Journal talking about

people dumping their homeowners

insurance in Florida because insurance

is getting so expensive all this

inflation in insurance for cars as well

guess what's actually getting cheaper

Tesla Insurance why it's getting cheaper

because the cost of the cars are going

down on ironic benefit of lower car

prices is a lower insurance

and Tesla has this fanatical way of

essentially trying to study every

accident that occurs with the data that

they collect so that that way they can

make engineering changes and actually

simplify the insurance process in the

repair process but here's some data from

this piece here Tesla Insurance can be

up to 49 lower than its competitors

which kind of sounds like an ad uh the

only ad here though keep in mind is the

fact that coupons are expiring this

Friday and you know prices for these

core courses are going up but anyway as

we provide more value of course that's

the goal right the goal is always prices

go up as we provide more value for them

lifetime access to those courses by the

way anyway Tesla success is actually

expected to potentially cause more

competition from other car insurers you

know your Geico or whatever else

potentially bringing down average

Insurance price is actually helping

contribute to disinflation

you're also potentially now able to opt

in to getting even lower insurance rates

based on your safety score boy I hate

the safety score but whatever uh Tesla

everybody barely drive so it doesn't

matter the Tesla's entry into the

insurance Market is is uh really

obviously you know waking up other

insurance companies that okay we need

some of these telemetrics where we

actually give people discounts based on

how well they drive it's probably a good

thing uh a Tesla insurance right now

only exists in 12 States it's important

to remember that like a lot of people

like oh yeah okay Tesla Insurance

whatever a small part of the company

partly it's a small part of the company

because they're only licensed and able

to provide in 12 States it was pretty

dang low uh so uh it's a big deal you

also have this uh this concern over oh

is there potentially too much Invasion

or data privacy concerns or whatever I

personally find that most people who are

like I don't know man if I could save 20

bucks a month on my insurance I don't

care take my car privacy

no guarantees obviously that's just my

opinion but I think you can clearly

incentivize that away right uh obviously

the insurance is a work in progress but

some people are basically using this as

a way to say like don't forget you know

when you're looking at Tesla and it's

not like we need even more reasons to be

polished about dassle but you look at

Tesla it's like they really are trying

to disrupt every single level of the

business and it's really impressive uh

and and it's still just so shocking how

low you have that institutional

allocation for Tesla because it really

uh it really creates some excitement

over uh what's to come uh for the future

of the company

so we shall see we cannot advertise

these things that you told us here I

feel like nobody else knows about this

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 financial analyst and

YouTuber meet Kevin always great to get

your take