Valuing Tesla Stock & Macro Risk w/ Gene Munster from Loup Ventures ⚡️

Nothing in this video should be taken as financial advice.

Gene's Twitter: https://twitter.com/munster_gene

Loup Funds: https://loupfunds.com/

🧡 A massive thank you to my Patrons: https://www.patreon.com/Electrified

👍🏻 Leaving a like/comment and subscribing are great ways to support the channel for free.

WARNING: I will never message you in the comment section asking you to message me via WhatsApp - these are scam bots that I'm doing my best to continually block.

I'm using Twitter now 😄:

Electrified Twitter: https://twitter.com/DillonLoomis22

---------------------------------------------------------------

00:00 - A Few Quick Things

00:51 - Gene's Thoughts on Gordon Johnson

2:02 - Message to Investors Right Now

4:29 - New Macro Environment & Valuations

6:12 - Where Is the Bottom?

7:11 - Signaling the Bottom

9:18 - TSLA Stock and P/E Ratios

10:46 - What Companes to Compare Tesla to

13:01 - P/E Compression Expectations

14:40 - Tesla and the PEG

16:09 - How Loup is Valuing FSD/Robotaxis Today

17:53 - Path to Robotaxis After Tesla Solves FSD

19:57 - How Wall Street Compares FSD to Waymo, Cruise

22:02 - Elon Changing His Mind on LIDAR

23:52 - How Long Can Tesla Grow Deliveries 50%/Year

24:34 - Tesla's Biggest Threat

27:59 - Tesla China Fears

29:08 - How Loup is Deploying Cash Right Now

30:23 - Gene's Price Target for TSLA Stock

---------------------------------------------------------------

*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.

#TeslaStockValuation #TSLA #ValuingTeslaStock