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Hi, I’m Dave Lee and welcome to my investing channel. I share my journey, lessons and thoughts on investing and personal finance to help people grow their resources and use those resources on what’s good and true. Subscribe to keep up with my videos. Check out my archived posts/articles on Tesla, TSLA, Elon Musk, and Model 3 at https://teslamotorsclub.com/tmc/threads/articles-megaposts-by-davet.23473/#post-485768 Investing | Tesla | TSLA | CyberTruck | Model S, 3, X, Y | 10x Growth | Financi ...
 
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Tesla reported their Q4 2022 earnings today and held an earrings conference call. I go over the key highlights.Listen to earnings call: https://www.youtube.com/watch?v=_Pxfo4rT3f8Check out their shareholder letter here: https://tesla-cdn.thron.com/static/GZR0GS_TSLA_Q4_2022_Update_PVPJAG.pdfSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple…
 
Tesla reported their Q4 2022 earnings. Check out their shareholder letter here, https://tesla-cdn.thron.com/static/GZR0GS_TSLA_Q4_2022_Update_PVPJAG.pdfSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4lde…
 
Do you agree or disagree with Morning Consult that Tesla's Brand has been damaged this past year?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.i…
 
I share my current thoughts on Tesla's latest round of big price cuts.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave L…
 
In the fourth quarter, Tesla produced over 439,000 vehicles and delivered over 405,000 vehicles. In 2022, vehicle deliveries grew 40% YoY to 1.31 million while production grew 47% YoY to 1.37 million.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify …
 
Links to try out everything we demo in the video including AI image generators! Have fun.ChatGPT: http://chat.openai.comDalle- 2: https://labs.openai.comStable Diffusion: https://huggingface.co/spaces/stabilityai/stable-diffusionMidJourney: https://midjourney.com/James Douma and I discuss latest Tesla FSD developments, FSD beta v11 release notes, E…
 
Can Elon Musk separate his role as referee and player at Twitter? Does he need to in order to create a fair place for those who disagree with his views?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4lde…
 
I’m joined by Farzad Mesbahi (YouTube and former Tesla employee) to discuss Elon Musk, Tesla, and the future of Twitter. What should the Master Plan for Twitter be?Farzad Mesbahi on Twitter: https://twitter.com/farzynessFarzad Mesbahi on YouTube: https://www.youtube.com/user/farzynessSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcas…
 
Emmet Peppers attended the Dave Chappelle show in person and got to see Elon Musk’s appearance firsthand. Was Elon booed off the stage as CNN reported? Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYEGood Soil Management YouTube chan…
 
I’m joined by Emmet Peppers as we discuss Tesla Semi delivery event, Twitter, Tesla risks, market, and future of media.Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYEGood Soil Management YouTube channel, https://www.youtube.com/chan…
 
Going live to discuss Tesla's Semi delivery event and implications on the future of transport and logistics. Social 🐦 Twitter https://mobile.twitter.com/heydave7 🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991 🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg 📸 Instagr…
 
I'm joined by Mayur Thaker (a co-portfolio manager at Sachs Investment Research) to discuss the implications of Tesla Semi + Autonomy on the logistics, shipping and hauling industries.Mayur Thaker on Twitter: https://twitter.com/freshjivaSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-l…
 
I’m joined by Gary Black (managing partner of The Future Fund) as we discuss Elon Musk’s acquisition of Twitter and its impact or non-impact to TSLA and Tesla.View Morgan Stanley survey results: https://twitter.com/garyblack00/status/1597354332642750465?s=20&t=z2RasbKb5l2LYLP3H6b9GgGary Black on Twitter, https://twitter.com/garyblack00Future Fund, …
 
TSLA price targets short-term and long-term - how to evaluate.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave Lee on Pa…
 
James Douma and I discuss latest Tesla FSD developments, FSD beta v11 release notes, Elon Musk, Twitter, TSLA and more. Bonus section after 1 hour mark on language learning and mental skills development. James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-Yjr…
 
Who do you think Tesla’s next CEO will be?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave Lee on Parenting, https://www…
 
I’m joined by John Gibbs as we discuss possible designs for Tesla’s upcoming next-generation vehicle platform, FSD Beta v11, potential Robotaxi rollout, and Tesla AI.John Gibbs on Twitter: https://twitter.com/DrKnowItAll16Dr Know-it-all Knows It All on YouTube: https://www.youtube.com/drknowitallknowsitallSocial🐦 Twitter https://mobile.twitter.com/…
 
I’m joined by Emmet Peppers as we discuss Elon Musk’s overhaul of Twitter, risks involved, potential ahead, TSLA, and latest Tesla topics.The surprising causes of the labor shortage | An economist explains why it's worse than you think: https://www.youtube.com/watch?v=I7ANZf2qaKAEmmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppe…
 
James Douma and I discuss Tesla's full self-driving tech, competition, timeline, TSLA, and review Tesla's FSD slides part 2 from Tesla AI Day 2022.Jump to 55:35 to watch analysis on Tesla AI 2022 FSD part 2 slides.Watch our Tesla AI 2022 in-depth series:1. Tesla Optimus Robot - Tesla AI Day 2022 In-Depth w/ James Douma #35 (Ep. 676) - https://youtu…
 
What do you think of Ron Baron’s $4.5 trillion price target for Tesla by 2030-2032?Article referenced: https://finance.yahoo.com/news/billionaire-investor-ron-baron-outlines-172551832.htmlSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open…
 
Elon Musk was interview by Ron Baron this morning and was asked why invest in Tesla.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/…
 
I'm joined by James Douma as we examine the latest Tesla FSD Beta improvements. Andrej Karpathy interview on @Lex Fridman : https://www.youtube.com/watch?v=cdiD-9MMpb0Tesla FSD Beta 10.69.3 release notes: https://www.notateslaapp.com/software-updates/version/2022.36.15/release-notes- Upgraded the Object Detection network to photon count video strea…
 
Risks involved with Elon Musk's Twitter acquisition and how it relates to Tesla TSLA shareholders.Podcast episode on Moderated Content I discuss: https://podcasts.apple.com/us/podcast/moderated-content/id1646510125?i=1000584305045Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-in…
 
Should Tesla shareholders be upset at Elon Musk's Twitter acquisition?Podcast episode on Moderated Content I discuss: https://podcasts.apple.com/us/podcast/moderated-content/id1646510125?i=1000584305045Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotif…
 
If Elon Musk can revive Twitter and 10x or even 100x the value Twitter provides, then it’ll go down as one of the greatest company turnaround stories of our generation. What do you think - can Elon Musk do it or not?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493…
 
Elon Musk has completed his acquisition of Twitter. What are Elon's plans for Twitter? Will Twitter be a success or not?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 …
 
I look at the suggestion of Tesla’s 3rd largest individual shareholder for Tesla to buy back $1 trillion in 2026-2030.Leo Koguan: Meet the 3rd Largest Individual TSLA Shareholder (Ep. 435): https://youtu.be/KKE_EgKFRTAProf. Leo Koguan on Twitter, https://twitter.com/KoguanLeoSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https:…
 
When and how can Tesla become worth more than Apple and Saudi Aramco's current valuation? I explain Elon Musk's comments through my assumptions and share napkin math and when and how it can be possible.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotif…
 
Why in the world is Elon Musk “pedaling to the medal” to make 1000 GWh of battery cell production in the U.S., vertically integrated?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu…
 
Do you agree or disagree?Elon Musk: Tesla can far exceed Apple’s current market cap. I see a potential path of Tesla to be worth more than Apple and Saudi Aramco combined. Doesn’t mean it will happen or it will be easy. In fact it will be very difficult. It will require a lot of work. Some very creative new products, tremendous expansion and always…
 
Did Tesla’s Q3 earnings meet your expectations?Tesla Q3 2022 shareholder letter: https://tesla-cdn.thron.com/static/WTULXQ_TSLA_Q3_2022_Update_KPK2Y7.pdfSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ld…
 
I share some thoughts on the Tesla “Zombie Stock” Theory by David Trainer as described in a Barron’s article by Al Root:https://www.barrons.com/articles/tesla-stock-interest-rates-valuation-51666019082What do you think? Share in the comments.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/da…
 
I'm joined by James Stephenson as we dive into a preview of Tesla's Q3 earnings expectations, China risks, macro concerns, and more.James Stephenson on Twitter: https://twitter.com/ICannot_EnoughYoutube: @James Stephenson Previous James Stephenson interviews on my channel:https://youtu.be/MSdE0-g_VdQhttps://youtu.be/XXV9oZyUNc0https://youtu.be/WbhO…
 
What do you think - do you agree or disagree with Elon Musk? Can a Tesla AI humanoid robot eventually do most physical and mental tasks humans do currently? When do you think that will happen?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://…
 
I'm joined by Jason Debolt for Round 2 as we discuss how his early retirement is going, TSLA stock thoughts, handling volatility, Tesla AI Day, potential of Optimus robot, and more.Jason Debolt on Twitter: https://twitter.com/jasondeboltOriginal Jason Debolt interview: Retired at 39 Years Old With $12 Million in TSLA - w/ Jason DeBolt (Ep. 235), ht…
 
I'm joined by James Douma and guests K10, Matt Smith and Nicolas Gibbs, as we watch Tesla's FSD presentation (part 1) at Tesla AI Day 2 and ask questions.Jump to 2:09:41 to hear summary thoughts from guestsJames Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-Y…
 
What do you think - should Tesla issue debt to do a stock buyback this year? Or should they wait?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.i…
 
I'm joined by James Douma and guests Farzad Mesbahi and Nicolas Gibbs, as we watch Tesla's Dojo presentation and ask questions.Jump to 2:09:41 to hear summary thoughts from guestsJump to 2:36:02 to hear Part 2 in-depth look at Tesla Dojo hardware slides with James Douma and Dave LeeJames Douma on Twitter, https://twitter.com/jamesdoumaJames Douma o…
 
Part 1 in our In-Depth Tesla AI Day 2022 series with James Douma. We cover Optimus humanoid robot and Tesla's approach with actuators, joints, hardware, and software.If you're an early viewer of this video, please post timestamps as a comment and I'll add them to the video description. James Douma on Twitter, https://twitter.com/jamesdoumaJames Dou…
 
I'm joined by James Douma as we discuss Tesla AI Day 2022, Optimus humanoid robot, progress of Tesla FSD Beta, Dojo training supercomputer, and more.If you're an early viewer of this video, please post timestamps as a comment and I'll add them to the video description. James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist…
 
The rest of this interview will be released tomorrow. Recorded from a studio in Austin, TX.Tesla previously removed radar and now they are removing ultrasonic sensors from their cars. What's going on? James Douma explains how this is a step forward in the right direction.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://po…
 
Tesla previously removed radar and now they are removing ultrasonic sensors from their cars. What's going on? James Douma explains how this is a step forward in the right direction.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotif…
 
I’m joined by Steven Mark Ryan as we discuss Tesla AI Day, Optimus humanoid robot, Elon Musk, the future of AI, and TSLA.Steven Mark Ryan on Twitter: https://twitter.com/stevenmarkryanSolving the Money Problem on YouTube: https://www.youtube.com/SolvingTheMoneyProblemSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcas…
 
I’m joined by Emmet Peppers as we discuss Tesla AI Day 2, Optimus humanoid robot, Elon Musk, TSLA Q3 production and delivery numbers, stock market, and interesting stocks (NVDA, ABNB, SHOP, LMND, etc).Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLO…
 
Tesla Q3 production and delivery press release: AUSTIN, Texas, October 2, 2022 – In the third quarter, we produced over 365,000 vehicles and delivered over 343,000 vehicles.Historically, our delivery volumes have skewed towards the end of each quarter due to regional batch building of cars. As our production volumes continue to grow, it is becoming…
 
What's your take on the Tesla Optimus humanoid robot? Impressed or not?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave7Dave …
 
Tesla AI Day 2 coverage - what's your reaction to what Tesla's AI Day reveal?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave…
 
Tesla AI Day 2 coverage - what's your reaction to what Tesla's AI Day reveal?Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydave…
 
I share my takeaways after meeting with Tesla Investor Relations this morning.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydav…
 
I share my takeaways after meeting with Tesla Investor Relations this morning.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.com/show/2iin015s0k21Bt4ldep9XT?si=uBV4Ft8hQEu_GE4YSIDDGg📸 Instagram https://www.instagram.com/heydav…
 
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