I’m joined by Emmet Peppers as we discuss TSLA earnings, FSD, Tesla humanoid robot, 2030 car production, Tesla stock price action, possible recession, Boring Company, and more

Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​

Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE

Good Soil Management YouTube channel, https://www.youtube.com/channel/UCho9rOsQBrq-kUGjzJADHAQ

Timestamps:

00:00 - Introduction

01:13 - Tesla stock reaction to Q4 earnings, FSD/Bot

03:38 - Mistake to talk about FSD/Bot in earnings?

04:25 - Dino Street

06:12 - TSLA vs Bot

08:09 - Dave’s Theory of Options Robot Timeline

13:50 - 5m cars vs 20m cars in 2030

18:15 - FSD as completely new product

29:20 - Cruise driverless taxi rollout in SF

31:58 - Range-bound period for TSLA stock?

37:33 - Is recession coming? How will affect TSLA?

40:41 - Jeremy Granthan “Super Bubble” bursting?

48:55 - Should Tesla buy back stock or pay dividends in future?

53:49 - Austin/Berlin factory openings as stock catalyst?

56:12 - Conclusion

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Dave Lee on Parenting, https://www.youtube.com/channel/UCWD9b1BZqi2G2u30sGYIFrA

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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, LMND, SQ, and other stocks at time of original video publish date. When you buy through links in this video description, author may earn an affiliate commission.

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