Dave Lee on Investing

Media reports of a car crash in Houston and links it to the future of Tesla somehow. 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/heydave7 💁🏻‍♂️ 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 pe...

I'm joined by Emmet Peppers as we share our thoughts on TSLA, COIN, DOGE, BTC, options and investing. (recorded on 4/18/21) Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional...

Eric Berger, author of new book Liftoff, and I discuss SpaceX's early days and the role of Elon Musk. Liftoff on Amazon: https://www.amazon.com/Liftoff-Desperate-Early-Launched-SpaceX/dp/0062979973/ Eric Berger on Twitter: https://twitter.com/SciGuySpace https://arstechnica.com/author/ericberger/ 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial...

Why Elon is trying to send Doge to the moon. Today Dogecoin hit an all-time high of over $40 billion market cap. 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/heydave7 💁🏻‍♂️ 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...

Why I think Cathie Wood's Ark Invest will be building a sizable position in Coinbase (COIN) stock. Full Bloomberg interview of Cathie Wood, https://www.youtube.com/watch?v=1dHUkTs6TWQ 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/heydave7 💁🏻‍♂️ 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...

Coinbase is going public Wednesday April 14 in a direct listing. https://investor.coinbase.com/events-and-presentations/presentations/default.aspx 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/heydave7 💁🏻‍♂️ 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 expres...

TSLA was up $60 or 8.6% today to close at $762. I dive into some reasons behind this big move. 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/heydave7 💁🏻‍♂️ 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 pe...

Neuralink’s brain-machine interface is allowing a monkey to play Pong via the mind. Why this is significant. https://neuralink.com/blog/ James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be const...

Domino’s is rolling out autonomous pizza delivery at its Woodland Heights location in Houston with Nuro’s R2 autonomous driving robot. I dive into its significance. 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/heydave7 💁🏻‍♂️ 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 li...

Domino’s is rolling out autonomous pizza delivery at its Woodland Heights location in Houston with Nuro’s R2 autonomous driving robot. I dive into its significance. 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/heydave7 💁🏻‍♂️ 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 li...

What's going on with Tesla's new Austin factory? Terafactory Texas YT: https://www.youtube.com/c/TerafactoryTexas/ Randy Davis on Twitter: https://twitter.com/Terafactorytx 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/heydave7 💁🏻‍♂️ 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...

Why did Tesla choose Austin, Austin real estate market condition, companies moving to Austin, Tesla’s housing needs in Austin, Musk Industries moving to Austin. View part 2 of this conversation here: https://youtu.be/b-nSeA6QDbI Matt Holm website: https://www.holmteamaustin.com Anuarbek Imanbaev on Twitter: https://twitter.com/anuarbekiman Tesla Owners Club of Austin: https://teslaownersaustin.com 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/heydave7 💁🏻‍♂️ Disclaimer: All content on t...

Same video, 3 different speeds. Original footage by Tesla: https://www.youtube.com/watch?v=zB8_HbrxUi8 Music replaced by royalty-free music. 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/heydave7 💁🏻‍♂️ 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...

Andrea James was one of the most outspoken and well-reasoned Tesla (TSLA) bull analyst from 2010-2016 with Dougherty & Company. She current is SVP of Corp Strategy and IR at Axon. Andrea James on Twitter: https://twitter.com/AndreaSJames 2016 Interview of Andrea James /Dave Lee, https://www.youtube.com/watch?v=WJzzSOUlQ8o 3/26/21 Interview on EV Stock Channel, https://www.youtube.com/watch?v=pZs3Kb0xqqM Compilation of Andrea James’ media appearances, https://www.youtube.com/watch?v=zRt94u1lQcE Check out our post-interview conversation on parenting: https://youtu.be/vIuT5lA6-I0 Timestamps: 00:00 - Introduction 1:17 - Memories as an...

Growing resources, preservation vs doubling, forecasting, real estate, the investor edge. 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/heydave7 💁🏻‍♂️ 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 an...

Elon Musk’s Boring Company has finished construction on a tunnel loop at the Las Vegas Convention Center using Tesla vehicles. I explore the significance of this achievement. 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/heydave7 💁🏻‍♂️ 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, consul...

I share my thoughts on Tesla's recent recruiting ad for a leader for the China Design Studio that will design the $25k Tesla car for China. 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/heydave7 💁🏻‍♂️ 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 lic...

I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast. Andrej Karpathy podcast episode on Robot Brains, https://shows.acast.com/the-robot-brains/episodes/andrej-karpathy-on-the-visionary-ai-in-teslas-autonomous-dri Andrej Karpathy on Twitter: https://twitter.com/karpathy 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional fi...

I share some thoughts from Andrej Karpathy’s (Director AI at Tesla) recent podcast interview on the Robot Brains podcast. Andrej Karpathy podcast episode on Robot Brains, https://shows.acast.com/the-robot-brains/episodes/andrej-karpathy-on-the-visionary-ai-in-teslas-autonomous-dri Andrej Karpathy on Twitter: https://twitter.com/karpathy 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional fi...

I’m joined by the CEO of Arcimoto, maker of electric 3-wheeled fun utility vehicles, as we dive into their product, strategy and plans. Ticker: FUV. Mark Frohnmayer on Twitter: https://twitter.com/nardopolo 3/31/21 Arcimoto company presentation: https://cdn.arcimoto.com/wp/20210401081445/Arcimoto-Investor-Deck-April-2021.pdf Timestamps 00:00 - Introduction 00:40 - How is Arcimoto trying to change the world? 2:40 - Thoughts on robotaxi and autonomy 4:00 - Past as a game developer 6:39 - Where Arcimoto stands with production 9:09 - Supply chain issues 9:50 - What battery cells are you using? 10:29 - How many engineers at Arcimoto? 12:09 - Platform 1 and costs 14:50 - 2024 unit goals 15:25 - Gross pr...

I share my thoughts on a big TSLA day and what my expectations/thoughts are for Tesla's plans. 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/heydave7 💁🏻‍♂️ 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 expres...

Q1 deliveries and earnings, 1m vehicles, Tesla Semi, Cybertruck, Berlin, Austin, 4680. Sawyer Merrit on Twitter: https://twitter.com/SawyerMerritt https://www.youtube.com/channel/UC_40NdUjhNW6VSFFKrryjNw 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/heydave7 💁🏻‍♂️ 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...

I’m joined by Matt Smith of Spark Spread as we dive into the long-term potential of Tesla Energy, Solar Roof, Powerwalls, AutoBidder, and more. Matt Smith on Twitter: https://twitter.com/MatchasmMatt https://www.youtube.com/c/SparkSpread/ 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommen...

I'm joined by Gary Black, Former CEO Aegon Asset Mgmt US, to discuss TSLA catalysts, Q1 deliveries, and 2021 Tesla stock price targets. Gary Black on Twitter: https://twitter.com/garyblack00 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/heydave7 💁🏻‍♂️ 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 nee...

Tesla (TSLA) crushed Q1 deliveries with 180,338 vehicles produced and 184,800 vehicles delivered. My reaction and thoughts. 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/heydave7 💁🏻‍♂️ 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 opi...

Matt Smith has reserved 21 Tesla Cybertrucks in hopes of becoming a Tesla Robotaxi fleet operator. https://www.tesla.com/cybertruck Matt Smith on Twitter: https://twitter.com/MatchasmMatt https://www.youtube.com/c/SparkSpread/ 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/heydave7 💁🏻‍♂️ 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...

I'm joined by Youtuber Warren Redlich as we discuss Tesla, TSLA stock, batteries, FSD, and more. Warren Redlich on Twitter: https://twitter.com/WR4NYGov https://www.youtube.com/user/wredlich 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/heydave7 💁🏻‍♂️ 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...

President Biden just announced his $2 Trillion America Jobs Plan, and I go over what's in it and what to expect. 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/heydave7 💁🏻‍♂️ 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...

I'm joined by Emmet Peppers as we share our thoughts TSLA stock, Archegos, Tesla Q1 deliveries, Bitcoin, DeFi, Cardano, and more. IB Probability Lab: https://www.interactivebrokers.com/en/index.php?f=5910 Brett Winton interview: https://youtu.be/PD5RBh62wKQ SMDCapital report: https://twitter.com/smdcapital/status/1376721341768888325 Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYE 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=uBV4Ft8hQE...

I'm joined by Emmet Peppers as we share our thoughts TSLA stock, Archegos, Tesla Q1 deliveries, Bitcoin, DeFi, Cardano, and more. Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​ Emmet Peppers Interview playlist: https://www.youtube.com/watch?v=ZxJpj...​ 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice...

The Chosen Ilbo (South Korean newspaper) claims that Tesla and Toyota are in final stage talks that could result in a major partnership to make a compact electric SUV. I dive into my thoughts. https://translate.google.com/translate?sl=auto&tl=en&u=https://www.chosun.com/economy/int_economy/2021/03/30/VCCYMG5DOVHIHNTZCWWKJYHEFM/ 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illu...

Volkswagen claimed they were changing the name of its U.S. division to Voltswagen to show its focus on electric vehicles but rather said it was a failed April Fools prank. I dive into this mess and if VW has chance against Tesla (TSLA) and Elon Musk. 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be con...

Volkswagen (VW) is changing the name of its U.S. division to Voltswagen to show focus on electric vehicles. Does it stand a chance against Tesla (TSLA) and Elon Musk? 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/heydave7 💁🏻‍♂️ 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 nee...

I'm joined by James Stevenson, Tesla advocate and analyst and fighter of FUD on Twitter as we discuss how to value TSLA, future challenges and what we expect. James Stevenson on Twitter: https://twitter.com/ICannot_Enough Timestamps 00:00 - Introduction 00:45 - ICannot_Enough 1:30 - What motivates you to advocate for Tesla? 2:50 - Biggest Tesla FUD 7:00 - Any times of doubting Tesla? 9:10 - How did you first get introduced to Tesla? 14:23 - Price to Sales retio 16:58 - What % of portfolio in Tesla? 18:08 - How were you able to parse through the noise? 21:55 - Operating leverage 31:37 - How Elon manages innovation 35:35...

I'm joined by Angie Lau, former Bloomberg News anchor in Asia and now ceo/founder of Forkast News, a media platform focused on blockchain and crypto. Angie Lau on Twitter: https://twitter.com/AngieTVLau https://forkast.news @Forkast News https://www.youtube.com/watch?v=lD69n6Ur2P8 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only...

I'm joined by James Douma as he shares how to build a Tesla FSD valuation model. Download sample model (note: this is just a sample of how modeling is done and assumptions shouldn't be taken as investment advice. Make your own assumptions and model), https://docs.google.com/spreadsheets/d/1YcBoVdyqcxQ1yf6iwtW5NpxqF0sTDKt-3riv22mj8AQ/copy#gid=0. View part 1, https://youtu.be/yhtbLAWRfJk. View part 2, https://youtu.be/_AvrALgcHPU. James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Social 🐦 Twitter https://mob...

I'm joined by Kelvin Yang, a Tesla advocate on Twitter debunking Tesla China FUD. We discuss the latest media reports of Tesla in China and what's going on. Kelvin Yang on Twitter: https://twitter.com/KelvinYang7 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/heydave7 💁🏻‍♂️ 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 s...

When will regulators approve Tesla FSD, Robotaxi rollout, and building a FSD validation model with James Douma. James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX 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/heydave7 💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional...

I discuss Elon Musk's latest tweet, "I think there is a greater than 0% chance Tesla could be the biggest company". 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/heydave7 💁🏻‍♂️ 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...

I'm joined by James Douma as we discuss Tesla's FSD hardware compared to Nvidia Drive AGX. View part 1 of this conversation, https://youtu.be/oWPqlRsPHjQ. About ARK's TSLA Price Target: https://ark-invest.com/articles/analyst-research/tesla-price-target-2/ https://github.com/ARKInvest/ARK-Invest-Tesla-Valuation-Model James Douma on Twitter: https://twitter.com/jamesdouma James Douma Playlist, https://www.youtube.com/watch?v=iMtujONU_0I&list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHX Timestamps: 00:00 - Introduction 1:20 - Did Ark's $3000 price target surprise you? 9:00 - Deep dive into Ark's model 42:68 - Monte Carlo model 43:11 - Ride hailing in China 54:00 - Percent of Teslas in Robotaxi network 1:01:38 - Guessing...