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Tesla Bull vs Bear Case 2025 (Patreon)

Published:
2024-08-09 17:31:32
Imported:
2026-06
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Content

Tesla's 2025 production plans could be a game-changer for revenue & earnings with lower costs for new vehicles.

As competitors struggle, Tesla's market position strengthens, improving margins.

China's shift to over 50% EV sales favors Tesla's growth.

Tesla's inventory days (18) vs. traditional automakers (100) shows superior inventory management.

Other car companies are slashing prices & having fire sales on EVs due to excess inventory. Tough for Tesla short-term, but signals bigger issues for traditional automakers long-term

Files

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Tesla Cyberbulls: Debating the 🐂 Bull vs. 🐻 Bear Case for 2025

#Tesla #BullCase #BearCase #TippingPoint #ICE #Inventory #Edge #Competition #Energy 👋 JOIN THE FAMILY: http://www.patreon.com/investanswers 📈 IA MODELS: http://www.investanswers.io 📬 IA NEWSLETTER: https://investanswers.substack.com 🪙 IA CRYPTO COMPENDIUM: http://investanswers.io/crypto-compendium ⚙️ IA SCP Profiler: http://investanswers.io/scp-profiler DISCLAIMER: InvestAnswers does not provide financial, investment, tax, or legal advice. None of the content on the InvestAnswers channels is financial, investment, tax, or legal advice and should not be taken as such; the content is intended only for educational and entertainment purposes. InvestAnswers (James) shares some of his trades as learning examples but they are only relevant to his specific portfolio allocation, risk tolerance & financial expertise, may not constitute a comprehensive or complete discussion of such topics, and should not be emulated. The content of this video is solely the opinion(s) of the speaker who is not a licensed financial advisor or registered investment advisor. Trading equities or cryptocurrencies poses considerable risk of loss. Kindly use your judgment and do your own research at all times. You are solely responsible for your own financial, investing, and trading decisions. 00:00 Intro 00:42 Why TSLA is an Interesting Investment 12:31 Do Margins Have Potential for a Reversal? 27:30 Bear Case 2025 36:16 BEV Tipping Point - is it here? 45:50 Inventory Death March and ROT! 01:07:00 Politics and $TSLA

Comments

Smokin' Joe

As an investor, I'm actually quite worried about the political risk surrounding Elon. I'm willing to place a big bet that the majority of Tesla buyers are Democrats. If you spend anytime researching where most Teslas are sold in the US, it's California. It's not even close. I'm willing to bet also that this trend is international. It should concern us all that Elon doesn't give a monkeys about this.

Lakersfan548

I saw a post today about uber being a "cash flow machine" with them having more cash on hand quarter after quarter. This would be a good thing for tesla and robotaxi yes? I would think tesla will eat into ubers market share once these robo taxis are operational and generating revenue. Anyone with thoughts on this?

Ben
>>146106818

Interesting point - also falls in line that Elon has shifted right significantly in the past 2-3 years

RivalTek

For what they're getting paid, financial analysts should be doing this work, but they don't.

Sasha

You mentioned I think owning 193 Tesla shares to retire by 2030. I thought the retire was 100 shares?

SRM

One of the 'big name' stock recommendation companies included these words in one of their releases today: 'The AV market is indeed going to be huge. But it's not car companies that will capture it... It's AI companies. Having taken the lead in electric vehicles, Tesla looks to be an also-ran in AVs, pushed aside by the true AI advantage of Google's Waymo.' While perspectives like this prevail it may delay stock price appreciation imho....

Rob

Foundation Series Cybertruck Delivery is Ready for Canada

K.A.L.

I used to like Elon, but now i realize i was fooled. He is great at media manipulation like Trump, but the power we have given them through the ability to spread disinformation is the greatest threat to our country and beyond. There needs to be a well organized divestment campaign . I wonder what power individual share holders might also have. It's time to take this issue as a priority

SRF13

Can you comment on the recent data from Troy Teslike. Sales are trending down this year and he seems to think it is due in large part to Elon's political statements. Is this a serious risk and should we be hedging now? https://x.com/TroyTeslike/status/1822556784147542335