Tesla’s SURPRISE Q2 Earnings Report (Ep. 734)
I share my key takeaways from Tesla's TSLA Q2 Earnings Shareholder Letter.
Tesla Q2 2023 Shareholder Letter: digitalassets.tesla.com/tesla...
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💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
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Thanks for taking time during your vacation to update us. Been missing you Dave!! ❤
Dave back on the scene… Awesome to see you Dave. Taking time out from traveling to share his analysis. Thanks Dave. Best to you and family.
It’s not the same in Tesla community without your regular insights. Please come back more often 🙏
Hi Dave, I hope you and your family are having a great time in Amsterdam. Your views on Tesla are highly appreciated. Thank you. Best, Erik
With markets tumbling, inflation soaring, the Fed imposing large interest-rate hike, while treasury yields are rising rapidly-which means more red ink for portfolios this quarter. How can I profit from the current volatile market, I'm still at a crossroads deciding if to liquidate my $125k bond/stocck portfolio
@Lettyogle
11 ай бұрын
very true, I started investing before the pandemic and that same year I pulled a profit of about $600k with no prior investing experience, basically all I was doing was seeking guidance from a financial-advisorr, you can be passively involved with the aid of a professional.
@priyankamahatma6672
11 ай бұрын
wow ,that’s stirring! Do you mind connecting me to your advisor please. I desperately need one to diversified my portfolio.
@Lettyogle
11 ай бұрын
Gretchen Marie Hostetter That's my licensed Financial advisor you can easily look her up, Thank me later!
@priyankamahatma6672
11 ай бұрын
Thanks, I merely looked her up on Google and was highly impressed by her credentials; I got in touch with her because I need all the help I can get. I just set up a phone call.
Short and Sweet... thanks for the video Dave, enjoy time with your family..
Excellent insights Dave, great to hear from you again on KZread, hopefully, your entire family is gaining many benefits from your travels. All I can say is it will be nice for you to be back home and more active on KZread.
Enjoy your trip Dave love when you pop in. You are a tremendous resource
Superior summation, Dave! Thanks for the perspective.
@matthewjackson9615
11 ай бұрын
I agree. This summation is what I was looking for. Simple , straightforward, and to the point without all the rasmatazz.
Great to hear from you Dave! Enjoy your trip with the family
Dave you are amazing your even chiming in from Amsterdam!
Dave you are my favourite Tesla analyst. Thank you for the update and have a great holiday!
Thanks Dave, I hope you're enjoying your time away with your family.
great hearing from you Dave. thank you
You're living the life! Thanks for your input as always!
Thanks Dave for taking the time even at so late an hour. And welcome to my country as well.
I always love hearing your thoughts Dave, thanks for all you do!
Thank you for working so hard for your followers!
@LazerEyez
11 ай бұрын
Really respect your efforts Dave
@Nooblade
11 ай бұрын
It's a nothing video, just to get the view of earnings hype...
@JP-ws9ys
11 ай бұрын
The guy releases like 1 video a month
@LazerEyez
11 ай бұрын
@@JP-ws9ys sure, but quality over quantity
@737smartin
11 ай бұрын
Yeah… I love Dave’s input, but it’s laughable to say he’s “working hard” at this in this season. 😮
Well, articulated summary of the dynamics of the report and around the report. Thanks, Dave.
Hi Dave. My wife and I just got back from visiting Amsterdam. We really enjoyed renting bicycles and following the river south-west of the city... so beautiful. Thanks for your thoughts on Tesla.
was waiting for your video, thanks alot!.
Thanks so much for your succinct and logical take. I truly appreciate you.
ALL THE BEST DAVE!!!;)
Dave Lee says "Great job Tesla!"......that's good enough for me
Thanks as always Dave
Great thank you dave, no more LMND update videos ?
Thank you Dave!
Thanks so much Dave
thanks for keeping it short! have a fun trip Dave!
Thx Dave for your update
Obviously Dave Lee is knowledgeable about Tesla's position in the markets. A very valid commentary!
Welcome to Amsterdam Dave!!! 🧀🌷 Your opinion and insight is always greatly appreciated. 🙏
Thank you for your to the point updates! Go TSLA!
Great execution Dave with laying out the facts, both Bull and Bears. Outstanding
Enjoy the vacation. Miss your updates.
Your audio is so clean!
Hi Dave. Hope you are feeling well. Great show today.
Thanks for the takeaways
Dave, you are one of the best!
Hartelijk dank :-)
Thank you for all you do.
Thanks Dave for burning the midnight oil for us! 😊
Thanks Dave!!
Welcome to The Netherlands Dave.
🙏 for you 2 Dave ❤
Wow great summary
Thanks for sharing your thoughts on the report. Production of your video looks great. Have you shared your setup? Do you use a semi transparent mirror to read directly into the camera? Would love to hear what gear you use!
Next generation car is very exiting to me! Maybe they will talk about it in the earnings call. (That begins in a few min) fingers crossed 🤞
Thanks!
Welcome to the Netherlands Dave
Good news and the stock is down 5% AH- like the good old days
Thx Dave🙏
Enjoy Amsterdam Dave!
Thank you for making it short and not like Rob and SMR
Succinct and objective. Thanks dave
I really want some long interview type videos again!
I hope your wife gets better soon. Also, thank you for the info and sort video.
I've been missing your videos
strong focus
Cool. NJOY Amsterdam, a great city. Get some coffee-shop experience :) Thanks for your SHORT videos. Please keep the SHORT format. I am so tired of the 30 and 45 minute Tesla videos. Tooooooooooooooooo long. I love the 3-10 minute ones you put out. Thanks Dave.
Thanks dude
Hi Dave, I am surprised to hear you are in my city. How busy is your schedule? Can we meet up?
Dave if you are still in Amsterdam go check out the nautical museum, it is probably one of the best museums on the history of navigation and ships
Looking good Dave, have you been exercising?
I love it!
Greetings from amsterdam! :)
Thanks, Dave
Greetings from the Netherlands! 🇳🇱
Welcome to Amsterdam!
Dave, why would Fed lower rates by the end of the year? Only if we go into crisis will they lower the rates. With house and stock market back at all time high, the wealth effect will drive new waves of inflation. The only way to resolve it is losses on job market, new residential and or commercial real estate crisis which is obvious at this point where most people can’t refinance their existing home or flat. Empty office buildings. The issue is lower rates here will mean even less money for cars. Long term bull on tesla but the market is drunk blind today
thanks for the sharing Dave. looks like TSLA is down 4% in after market trading...how come? does that reflect this latest Q2 earnings result ? Thanks
@hektor1501
11 ай бұрын
Tesla is due for a pullback or cooldown period which is good if you wanna scoop a few more shares as a long term investor.
Perfect!
What are your thoughts BMR thanks
Welcome to my country!
I really like cogs dropped significantly and most of the revenue was just from more profitable cars. Also he mentions cybertruck margins may be a lot bigger than we expect because it’s so easy to make.
Can you put closes captions on please Dave
Would be great to have Aswath Damodaran on the show to discuss on the future story and value of Tesla.
Hey Dave, could I show you around in Amsterdam or Rijksmuseum this weekend, or next week? Would love to show you the most interesting and beautiful places here. :)
The only surprise is the reaction of the share price. It seems long gone are the days when delivery numbers and earnings used to spark positive moves up in the $20, $30, $50 range.
Have you checked out the floating Chinese restaurant? I thought it was pretty decent there.
Your right Dave, but.... No y on the end of resilience.
nice to hear you are in my birth country .. enjoy !!
Another key take away: vehicle cost down more than USD 1000, while share of S&X did go up, while Austin and Berlin are still not ramped up. So expect margins to recover fast after another round of factory updates thus maximusing volumes. Great and FSD is not even ready.
Amsterdam, electric trams, electric boats on the canals, lots of electric cars/trucks - your thoughts on how far they are ahead of US
The Pug abides.
FSD is key to a stock 🚀🚀2x or 5x , but even without FSD Tesla has the ability to grow their sales and demand endlessly. It's an incredible story.
Tesla fundamentals are strong, but many were disappointed with the lack of Cybertruck updates and the delay till the end of the year for production with no price or specs. As usual TSLA lost over $10 after hours.
@jceejcee5495
11 ай бұрын
12 points down after hours,
Earnings was wonderful 🔥🔥🔥🔥🔥 Tesla is an AI and an API company
I must admit last year you were bullish on Tesla when it was down but I thought your feeling and love for Tesla was like that of a mother towards her children. I probably should’ve bought then but my doubting Thomas got the best of me.of course I would be better off had I bought some. I also would have been better off to not have sold my Draft King holdings. But reality is what it is and you can’t hold every. However I’m not totally out to lunch. I did purchase a Starlink kit . I know it’s SpaceX but close enough hahaha 🤣! I’m connected!
And one more thing there of diligent on the 4680 and now have a Cyber 4680 with higher density
@scottbreseke716
11 ай бұрын
I thought he said that the Cyber battery had 10% more energy density than the 4680 cell.
solve FSD ...
Hey it’s Shieak
Hope you enjoy our little country :3
@billluk5858
11 ай бұрын
what are the tourist attractions for first time travellers to your country?
💪❤
Dave and Tesla hopium name a better duo. We have not entered a recession yet now come the claims of the worst is over.
You deserve 1 million subs
Golly, it must be nice to be rich
This is close to a miracle: In spite of high growth (CapEx) Tesla has more $$ in the bank. Thanks Dave, love your insights - always
How many shares does Dave Lee have - saw on his twitter his son was asking. Must be over 100 shares at least
@lpb3731
11 ай бұрын
In the tens of thousands, perhaps hundreds. Yet still based and awesome simple brillant man.
@tel666999
11 ай бұрын
@@lpb3731 I love this man. Just says it how it is. Great insight
I might be wrong ding dong… but I got the impression that elon sort of said #FSD was off the invoice… my explanation what ever.. #earningcall