Elon Musk's Shocking Tesla Stock Prediction for 2025

Thanks for this excellent summary.

I also expected much worse results and that is reason why I unloaded my bags before earnings.

A bit OT, but…that reduction in cost of goods in the last 4 years is reminiscent of what’s happened at SpaceX with the Falcon 9. While many new competitors are lining up to compete with the Falcon 9 - RocketLab’s Neutron being a clear favorite- what folks are ignoring is what SpaceX has gotten its cost basis down to: Not only is it already the most reliable launcher in the world- something folks can take to the bank- Quilty Analytics estimates that SpaceX’s internal cost to launch an F9 at about $15m/launch. Neutron - which doesn’t exist, yet- and assuming they can get the first stage/fairing reusability thing going with it like SpaceX does- is aiming for a launch price of $55m per launch. Pardon the pun, but it doesn’t take a rocket scientist to point out that Gwynne Shotwell, who runs the business side of SpaceX, can charge even just $30m or so for the worlds most reliable rocket & suck all the oxygen out of the market. This becomes more obvious when one realizes that within 24 months 70% of F9’s current customers disappear - the Starlink Mini satellites- as full-sized Starlinks start getting launched on Starships. This results in essentially >100 F9s/year being ‘dumped’ on the market as all the other new medium launch vehicles, like Neutron, are coming online. She can charge whatever she wants- including to, frankly, inhibit competition, without seeming to. - Dave Huntsman

Great summary, thanks!

A prediction - with$33B cash on hand, I suspect that if Harris wins, we'll very quickly see progress on the Mexico factory. And if the stock manages to not go up too much as a result, Tesla will be exercising some of those already approved share buy backs.

Tesla is still a fledging phoenix 🐦‍🔥

Exactly couch potato was overly bearish and was wrong. Weird he’s an investor yet seemingly bets against Elon.

One of my takeaways: there will be no „model 2“. The question was dodged so heavily, it seems Elon has no interest in developing something for a future, that according to him looks a lot different.
Otherwise, a good ER.

25.85 up after hours 😮

Nooo! I wanted to buy more on a dip. Now will need to wait for next Q report...

It's still expensive for a car company and the FSD and robots are still over the horizon.

Good to see the bears go back in their caves

Good, fair, balanced overview on TSLA's recent earnings call. Thank you Couch!

I find it hard to believe Elon specially when he have a track record of lying or over promising

Thanks

The main reason I haven’t bought and probably never will is because of it’s valuation. I personally believe most investors are valuing the software/AI/robotics portion of the business way too early imo. They are making money but 80% of their revenue is still coming from the cars. The software portion has potential but I personally believe that that portion of business is valued way too early. Also I don’t hate Tesla, I actually ordered a model 3 last week

Your videos are KING! =) Big thanks to that!

avg price 140 not tuching this not even tracking news because i think it will x10 in some years so just wait stock split than check news.

I believe The COGS for 3 and Y recently is mostly a result of dropping lithium prices.

I believe in TSLA long-term. However, there is very obviously no effort or preparation put into their earnings calls. It's a bit disrespectful to shareholders in my opinion. In the end, the results are what matters, but as a shareholder I'd like to be treated a bit more seriously. One more thing. The more videos I watch with Elon, the more it appears to me that he only lives around a bunch of yes-men fan boys.

Tesla will be the biggest company in the world.

God knownwhat elon will get from Trump for being such. Loyal and supportive guy . His investment in Trump is massive for a south african , and his return will be massive . 6 novemebr get tesla ,or dont wait get it now

Can you do a video on how Wall Street analysts set up TMDX (TransMedics Group) for a crash that really isn't justified? The company is financially successful
and profitable. Wall Street analysts established expectations for the company that were way up in the clouds. The company itself felt very good about where it
was at, but the bar set by Wall Street analysts was so lofty it forced the company's stock to crash when earnings were reported after the bell on 10/28/245.

thank you for always keeping it real and level headed