Why I'm Bullish on Tesla Stock in 2022 w/ Dan Ives (Ep. 487)

46 comentários em “Why I'm Bullish on Tesla Stock in 2022 w/ Dan Ives (Ep. 487)”

1. 0:00 Introduction
   0:38 Concerns about growth stocks getting hit in 2022
   
   3:57 Record deliveries & implications for Q4 earnings
   
   10:04 Price target
   
   14:36 Gross margin >30%?
   
   17:19 Thoughts on 4680 cells
   
   18:11 Why portfolio managers underweights Tesla
   
   21:12 Tesla keeping operating expenses steady
   
   23:37 Explaining valuation of Tesla to retail investors
   
   26:38 Risk factors in 2022
   
   28:28 Thoughts on future car prices & whether Tesla will adjust
   
   29:54 Ford & GM’s future prospects
   
   39:30 Apple car
   
   41:16 Dan’s top picks for 2022
   
   42:53 Closing

2. For this qtr.. its
   1. Revenue without credits
   2. Progress of berlin
   3. China

3. love this!!!!!

4. Tesla is a self made commercial Company

5. Love it, no commercials

6. Thank you Dev for bringing Den, both of you are well respected and knows really well and doing excellent job explaining Tesla storey 🙏🙏

7. Excellent interview

8. It will go up but not as much as you would think
   Wedbush are fanboys and not objective.

9. I do not know this guy but was he bullish in 2018-19? because since 2022 everyone is bullish on Tesla

10. We don't need experts, Europa is crazy for the green in all aspects.

11. Dave, thank you so much for bringing Dan and his knowledge to the community with this interview/connection. I believe we are in a unique moment in human history, particularly with regard to transportation's transformation. Thank you for adding clarity to the reality of this disruption.

12. Love Dan’s work what cool dude.

13. Really cool. I learned some new financial stuff. Great to see Dan has a quick response to each answer.

14. This interview is Gold! 🙏 Thank you Dan & Dave.

15. Best interview ever, much needed. Excellent questions.

16. Keep buying $TSLA. Any competition is good

17. Awesome!! Thanks Dave

18. It’s amazing seeing wallstreet analysts are now doing the YouTube circuit and have a better platform to share their thoughts than cnbc

19. Watch Tesla split into Tesla vehicle and Cyber vehicle divisions. I want the Cyber SUV.

20. Tesla recycled more EVs at Tesla Austin than GM produced last quarter.

21. Only because I hear this a lot from Tesla evangelists, I don't like being without the missing straight ahead Dashboard informations of a normal car. I could live with a head-up display but not without one. I don't like the middle screen as the only information system. I can life with the small dash of VW ID.3 and ID.4. I don't like how tesla treats the German customer with no updates to the Fullself Driving features.
    Mercedes was the at some time the best car in the world still GM is still alive. Why haven't they dropped of the map and faltered? This is the question you need to ask why are there other car makers still. This will be the same with Tesla.

22. Reading about people grabbing multi-figures monthly as income in investments even in this crazy days in the market,any pointers on how to make substantial progress in earnings?would be appreciated…

23. Really great video!

24. Wow , u must be famous to get this guy on

25. Your Best Ever interview with one of the Legends to me. He's one of a very few I trust. Please have Dan again, soon. Thanks for the video!!! Thanks Dan!!!

26. Absolutely great interview. Dan seems to get it. A conservative bull. I like his take

27. His discussion of Ford and GM being able to thrive in an EV world is basically word-salad. He is just making things up. He is the worst analyst out there. Stick to Alex Potter. Or Pierre. Or Stephenson and call it a day.

28. It fascinates how investors pull through this in the investments space When stocks n coin at a time Inflate and deflate without notice, for me I would have had a heart attack

29. I was intially excited about cybertruck. But, pickup trucks are frequently rural work trucks or backcountry vehicles and I believe you have to get Tesla repairs done by Tesla. Due to "right-to repair"? Who is gonna tow into the big city to get their cybertruck fixed? Maybe city slicker truck drivers. The chances of getting my electric F-150 into a Ford shop or dealership closer by when I'm in the stix seem higher. Also, Dan's right. Ford truck people are Ford truck people. I have my doubts that Tesla understands that customer's needs yet. Maybe after Elon has lived in TX a little while longer. 😂 As a Tesla holder, I'll happily be proven wrong, though!

30. I have so much respect for Dan Ives. Thank you Dan for coming on Dave’s show and thank you Dave for inviting him. Dan has helped all of us retail investors so much and we are grateful for your perspectives ofTesla in the media.

31. Hi Dave long time watcher, I love your interviews, but feel you missed some opportunities to push back on topics as much as you normally would. You let him off the hook far too easily with his crazy predictions of only 25% EV's by 2030. I would of liked to see you push back on how much debt Ford/GM are in and how that effects their businesses as interest rates rise, Mary being in denial as if they're the leader when they produced about 26 EVs last quarter, how on earth they can compete with Tesla with dealership models marking up prices and not wanting to sell EV's. The ICE stranded assets they're going to have. I think you were a little too nice and missed some opportunities for in depth discussion. Dan is a Tesla bull for Wallstreet but is still a long way off the mark. Regardless appreciate you getting these people on your channel so we can delve into their thinking, Cheers Dave.

32. He’s my favorite Tesla bear 🐻 😂

33. i love your show, We love spacex & we just got our S dual motor fsd while the tri/4? motor fsd cybertruck gets here. i'm all in TSLA & i love all Elon Musk does & will keep doing..we've drove from California to Boca Chica to see the Star Ship & it was so awesome to see it getting built in person!! we have LOTS of SOLAR & backup battery system to charge them both

34. I prefer listening to Dan Ives on here than on CNBC 🤷🏾‍♂️. He sounds so much much reasonable.

35. Yes bullishshit. Tesla just used 13% of all lithium supplies 2022 to make 900,000 cars – do you think they can buy 40%? You can't be that dumb. What is this propaganda sponsored by Tesla principles to sell off to the uninformed? Production is constrained while Lithium prices go up 400%. Who will be first to solid state and have something that works? Tesla? Toyota and all those dumb legacy makers are the ones that have all the patents but Tesla does have money – so – maybe. Sort of slim odds though huh?

36. my new favorite interview by you Dave.

37. Dave thanks for the content! You should have ads and get paid for this work you do!

38. #486

39. Great interview! Thanks Dave!

40. That was a great interview. Really enjoyed hearing him explain his opinions more indepth.

41. I disagree with Dan. Sure there is brand loyalty but the superiority of a Tesla product will be hard to ignore.

42. Dan get a new microphone – sound is coming & going on my iPad – Dave sounds ok.

43. Did anyone catch what cyber sercurity company he was talking about at 48:28?

44. Dan Ives is clearly a very sharp analyst. This long form conversation was a great insight into how he views Tesla and the competition.

45. Dan Ives needs to come back! Very insightful

46. Well done! Please ask Gordon Johnson to discuss his thoughts and I will wear my earplugs.

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