Major Tesla Stock Catalysts | The Next 90 Days.

Let's talk Tesla. It's been a minute.

We've done some big deep analysis on the

channel. A lot of folks wondering,

Kevin, what's the catalyst now to get

through 318? We've now, for the second

time, bounced off of 295 thanks to Elon

pooping on Donald Trump. But we have a

host of good catalysts on the horizon

for Tesla. Question is, are those

catalysts actually going to lead the

stock to go up? So, first and foremost,

the first thing that I think is a big

catalyst is that this big, beautiful

bill is going to pass. In my opinion,

that's actually great. Why? Because

Elon can stop pooping on the fact that

this bill is going to happen and it's

going to increase the debt. Elon's not

wrong. Yes, we should try to constrain

the debt, but deficit spending can lead

to economic growth. And frankly, if you

need something to be bullish about, not

only for Tesla stock, but also broadly,

Tax Foundation suggests that starting in

2026, our GDP will be 1.2 percentage

points higher because of the deficit

spending in the big beautiful bill. So

regardless of what we think about the

debt, the reality is we're basically

borrowing from the future to give to the

present and we're boosting our economy

at a pretty sensitive time in the

economy. Uh so that combined with once

the BBB passes uh Elon's negativity

towards Trump may wayne because Elon

will no longer have something to really

complain about with Trump. That's

probably a bullish catalyst or as we'd

like to say in the bullish catalyst.

Exactly. So BBB passing is actually a

positive catalyst for Tesla. Right. This

is great. Uh but in addition to that,

we've got a few other things that are

positive catalyst in the near term. The

uh September 30th EV credit expiration

of 7500 may be a bullish catalyst.

rationale here uh being you get some

reason to sort of rush in and buy uh a

new Tesla before the expiration of the

$7,500 credit, especially since the

Cybertruck is now included. Uh see, I

actually got the Cybertruck before the

$7,500 credit was included, but right

now you could get a $7,500 credit on the

Cybertruck, which is kind of cool. So to

me, this actually creates a pretty nice

catalyst for July, August, September

sales for Tesla. So Q3 could actually

get a nice little EV boost here because

of this EV credit uh uh you know,

expiration here. On top of that, you

have a Q4 December 31st uh residential

energy credit expiration. So this is

going to be that 30% in the big

beautiful bill. Well, in the inflation

reduction act and and previous acts

where basically you get 30% uh that you

can, you know, take as a tax credit when

you invest in home solar or home energy,

a lot of these residential energy

credits expire December 31st. So, I

think that creates some pull forward as

well for people to get their home energy

storage batteries or their solar

systems. Uh though that's also

questionable just because there are a

lot of homes that also have uh natural

gas lines that could benefit from just

using a Generrack generator. Uh I

personally think you know while while I

recognize Generrack generators aren't

they don't serve the same purpose as as

a battery for backup purposes you don't

have the sort of like home range anxiety

with a natural gas generator as you do

with a battery because the battery

you're waiting for that four hours of

usable solar that you're getting on a

regular basis. That's the average,

right? Generally, solar panels are rated

for about 4 to 4 and 1/2 hours of like

good energy deployment per day. When you

spread it out over the year, that makes

up for cloudy days as well. Yes, I

realize there are many days we have more

than four hours of light. I get it. Uh,

but functional direct energy solar, it's

usually rated for four to four and a

half hours. You could look it up. But

anyway, what's interesting is batteries

also help you reduce your uh higher peak

hour energy usage. So, if you fill up

your batteries with the sun around 10,

11, 12, 100 p.m., 2:00 p.m., and then

you utilize that energy in some of those

higher, more expensive energy periods

like 4, 5, 6, 7 p.m., those are usually

great opportunities for you to use your

batteries and offset some of the energy

you'd otherwise be using. And I think if

people make these calculations, they

might see, okay, if that credit's going

to go away, could be a good opportunity

to buy some Tesla solar uh walls, the

batteries, the power walls, as well as

solar panels before the end of the year.

I'm a big fan of solar and batteries.

Uh, and if I really wanted to be sort of

off-rid, I'd probably be solar batteries

and natural gas, right? I'd be in a

combination. Of course, technically

using natural gas, you're still on the

grid unless you were using propane. But

anyway, that's sort of just a more side

comment. So, I think these are actually

three really good catalysts here in the

short term. But there's some other

catalysts as well. Some of them not so

great, some of them more hopeful. Uh,

and so let's talk about those. The first

would be the Model Q. So, this is this

talk about potentially this newer Model

2ish, lowerpriced car that, you know,

there's there have been so many rumors

as Baron is talking about here that

we're going to get a Model 2 or a lowerc

cost Tesla, but we haven't seen it. We

haven't, you know, there there's been a

rumor we'll get like a twodoor version

of a Tesla or a hatchback. Although,

twodoor versions of cars aren't really

that popular in America. And Elon has

really dumped on the idea of a $25,000

car. So, I'm probably going to put this

as uh a maybe catalyst. We could call

it, you know, maybe we'll get that sort

of Model Q. Uh a newer, less expensive

vehicle would be a huge positive

catalyst for Tesla. Uh would be really,

really exciting. So, you've got a few

things that could really help us here.

the BBB passing the Q3 pull forward on

the electric vehicles, the Q4 pull

forward uh and then of course uh the

potential for Model 2, though I think

this is less likely. These are these are

good for positive catalysts. Uh and then

of course we have we have excitement

over uh robo taxi and uh Optimus, but

these are more I'd call them hype right

now. And that's not to be negative on

them in the future. just to be patient

and and realize that they're just more

in a hype cycle right now. The uh idea

about this sort of like write off

interest on car uh in 2026

uh thanks to the BBB. I don't actually

see this as that useful mostly because

when you go to tesla.com,

most of the cars they pitch indicate 0%

financing anyway. uh see 0% APR with FSD

the Cybertruck. This is actually a

little hard to read. Uh you really to

benefit most from this, you actually

ironically want a higher interest rate.

So most people seem to buy and finance

vehicles when they have the promotions,

which they don't always. See right here

you've got a 5.4 APR, which that helps.

I mean, if you put four grand down and

you finance this vehicle, you're

financing, let's see, cash, you're going

to finance, call it 40 $440ish,000 with

your taxes and stuff that you'll finance

$40,000.

We'll uh not advertise for a moment. Uh

it'll just make our numbers look a

little higher. Anyway, uh so we'll go

with a $40,000 loan quickly and just do

a quick little0554

interest rate, which rates might come

down. That'd be about $2,200 of savings

if uh you buy this in 2026 and it

qualifies for the Americanmade car loan

interest rate deduction. You're not

using this for business, just personal

write off. That might save you somewhere

around $6, $700 in actual cash, which is

like onetenth of the benefit you would

get from the $7,500 credit. So