Tesla likely bottomed and is set to grow with new vehicle releases, says George Gianarikas

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Publicado 2024-07-02
George Gianarikas, analyst at Canaccord Genuity, and Tim Higgins, business columnist at The Wall Street Journal and author of “Power Play: Tesla, Elon Musk, and the Bet of the Century," and CNBC's Phil Lebeau join 'Power Lunch' to discuss Tesla's Q2 moves, outlooks for the stock, and more. For access to live and exclusive video from CNBC subscribe to CNBC PRO: cnb.cx/42d859g

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Todos los comentarios (21)
  • @M3W3
    Why no talk about energy segment? It literally double.
  • @RealVision24
    Say what you want but Elon is known for making doubters eat those words
  • @colddogs
    show me elon’s bank account and prove to me he didn’t buy 15,000 teslas to beat the street estimate 😂
  • @lesliegweir
    The Cybertruck is not "long in the tooth", either is the the Model 3 Highland.
  • @latoyia-z3n
    What are the best strategies to protect my portfolio? I've heard that a downturn will devastate the financial market, so I'm concerned about my $200k stock portfolio.
  • It was stupid of me to sell $76,000 worth of TSLA stocks without reinvesting. I might turn to cash soon if I don't. Any particulars? (Buying bonds or CDs is not for me).
  • @preciousndlovu6411
    CNBC always trashing Tesla stock and then promoting their own stock. I think you guys should be ashamed of your self
  • @markplott4820
    CNBC does not know that Tesla Robotaxi is already OWNED by +3 MILLION Tesla users, all ELON has to do is flip a SWITCH.
  • We used a waymo in Scottsdale Arizona this June. It was our designated driver when we left Platform 18. I personally would do it again.
  • @msmiller57
    Not a word about the Energy business increase over the quarter, it's staggering - dolts abound!
  • @mandelm2001
    Why are you guys talking about cars and deliveries? The stock is going up because robotaxi and FSD are soon to become very real contributors to the bottom line, and energy also is finally making itself obvious. The delivery beat was a sign that there is now nothing holding Tesla back. In the earnings you will see a noticeable increase in non auto revenue. Aug 8 Robotaxi will be unveiled. Before then hands free FSD will be in at least limited release (it is already).
  • @danielscott1409
    The fsd take rate importance is wrong, that's not the point
  • @dmok42195
    not a good coverage.. I am going back to the real news where they talk about everything.
  • @markplott4820
    TIM is completely Wrong. Cybertruck is Completely NEW Benchmark Tech. the 2024 Tesla model 3 is Literally a Brand NEW auto, its ALSO a Benchmark. when TESLA decides to UPGRADE the best selling Model Y , it to will become a Benchmark.
  • @MaxEmberson
    Not all the analysts are in touch. For the remark we need to see FSD? No wrong there are 400,000 drivers mainly in USA driving with FSD. So many of the Teslas that you see are on FSD and all the rest then are on Autopilot. So for that analyst - Tesla have the biggest autonomous fleet running already and its just activating the ride hiring app in a beta process after which they will bring more drivers online. Important to understand the fleet of 400,000 is already on the roads. Elons decision to not use Lydar was genius as they can bring thousands more Robotaxis online each day, by just activating the preloaded software. The point on retaining FSD has two stages, now it is 2%, when Robotaxis are online and your Tesla can earn you $60,000 a year FSD uptake can be 92%. Like his rockets, Elon has a trajectory to a very strong market position.
  • @KungPowEnterFist
    Its a YOY drop for Q2, so to say the bottom is in is very premature. This is much more likely just logistics noise in the data. They won't get that boost next quarter.