Summary of Things just went from ok to SPECTACULAR at Tesla | Jaw Dropping Tesla news
The video discusses the recent developments at Tesla, highlighting the significant growth in Tesla's energy storage deployments, stock performance, and predictions for deliveries. Key points include:
- Tesla's energy storage deployments have increased by 132% quarter over quarter.
- Stock is up by 9.3%, beating expectations.
- Elon Musk's prediction of 200-300% growth in Tesla's energy business is coming true.
- Tesla's energy business is thriving, with margins exceeding automotive business margins.
- The potential for Tesla's energy business growth is significant, with the construction of new mega pack factories.
- Predictions for Tesla's Q2 earnings report and the importance of monitoring margins.
- The potential impact of Tesla's energy business on stock valuation and market interest.
- Updates on Tesla's FSD development, production and deliveries, and the impact on stock performance.
- Changes in Tesla's production management and potential for growth in the energy business.
- Predictions and analysis from various sources, including Morgan Stanley, retail analysts, and financial experts.
Presenters/Sources
- Troy
- Bill Gates
- Dave Lee
- Morgan Stanley
- Gary Black
- AJ
- Bloomberg reporter
- Omar
- G Black
- Dylan
Notable Quotes
— 03:47 — « In my car, I have ventilation. »
— 07:31 — « As generative AI acceleration spurs a multi-generational increase in energy demand and electricity generation and data center investment, we believe investors will begin to pay more attention to Tesla energy. »
— 08:24 — « It should increase quite a bit more assuming that Tesla really keeps growing like this. »
— 17:05 — « This is the first updated Sab charging curve from this account. It seems to be all right. »
— 18:24 — « Elon Musk is sleeping on the train cluster data center floor, personally blowing on the GPUs to help cool them down. »
Category
Business and Finance