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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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I discuss the 4 MEGA option calls for Tesla's long-term future.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 P…
 
I’m joined by James Douma as we discuss Tesla Dojo (training supercomputer), why its important, fundamental architecture, and its future implications on autonomous driving, Dojo as a service, Elon Musk’s Humanoid Tesla Bot aspirations, and more.View full unedited video with James Douma on Tesla Dojo (9/16/21), https://youtu.be/x-AhKZJQ78EView Tesla…
 
Possible U.S. EV Rebate Details:1. Starts after December 31, 20212. MSRP can’t exceed $55k for sedans, $64k for vans, $69k for SUVs, and $74k for pickup trucks.3. Must have battery no less than 40kWh until Jan 1, 2027 and 50kWh after.4. Rebate phases out after $400k individual gross income or $800k joint.5. Point-of-sale rebate. 6. Lasts until Dec …
 
I share two simple valuation models to explain how Tesla TSLA stock could reach $3000 in 2025 if, in Elon Musk’s words, they execute really well.Check out my other videos on Ark Invest’s $3000 TSLA price target:Brett Winton: Why Ark Invest Is Bullish on Tesla, Genomics, and Bitcoin (Ep. 277) - https://www.youtube.com/watch?v=PD5RBh62wKQ&t=4125sDeep…
 
I'm joined by YouTuber Marcus House to discuss the latest SpaceX developments, Mars timeline, the potential of Starlink, and possible SpaceX competition from Blue Origin, Rocket Lab, Relativity Space, and Astra.Marcus House on Twitter: https://twitter.com/MarcusHouseMarcus House on YouTube: @Marcus House Social🐦 Twitter https://mobile.twitter.com/h…
 
I'm joined by ARK Invest Analysts Will Summerlin (AI, SaaS) and Frank Downing (Crypto, Cloud Computing) to discuss Tesla's AI Day, Dojo supercomputer, Tesla Bot, and other implications for Tesla, TSLA.Will Summerlin on Twitter: https://twitter.com/summerlinARKFrank Downing on Twitter: https://twitter.com/downingARKArk Invest: https://ark-invest.com…
 
This past week I worked with Somaya to coordinate a land border escape out of Afghanistan for her single mom and two teenage sisters, as well for 35 others.Somaya Ahmadi is a Canadian Permanent Resident and an Afghan National who had her single Mom and two younger teenage sisters stuck in Kabul just until several days ago. Somaya studies fashion de…
 
This past week I worked with Somaya to coordinate a land border escape out of Afghanistan for her single mom and two teenage sisters, as well for 35 others.Somaya Ahmadi is a Canadian Permanent Resident and an Afghan National who had her single Mom and two younger teenage sisters stuck in Kabul just until several days ago. Somaya studies fashion de…
 
I refuse to believe my actions don't make a difference. Rather, I believe in generational opportunities.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:…
 
I'm joined by James Douma as we discuss our post Tesla AI Day thoughts and reactions - Tesla's FSD, neural nets, DOJO, and humanoid robot. We also dive into Tesla's ambition, humanoid business model and use cases, and more.James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpg…
 
I talk with three women living in Canada who are trying to help their families escape Afghanistan. Please note, this was recorded around noon PT on Aug 19, 2021 and since the situation is rapidly evolving the information shared might be outdated at time of viewing.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.…
 
Always trying to get beneath the surface of things.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, ht…
 
I'm joined by Emmet Peppers as we discuss investing: TSLA, AI Day, PLTR, LMND, PTON, RBLX, Axie Infinity, Ethereum, and more.View Tips for First-time Parents, https://youtu.be/CZ7mRycb1iAEmmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3Yu…
 
EBITDA stands for earnings before interest, taxes, depreciation, and amortization, and can be used as a measure of company’s financial performance (ie., alternative to net income). I discuss the pros and cons of using EBITDA as a valuation metric, and apply it to AMZN (Amazon Stock) early days 2011-2015, and discuss how it can be used for other com…
 
FY2022 Budget Resolution Agreement Framework, https://www.democrats.senate.gov/imo/media/doc/MEMORANDUM%20for%20Democratic%20Senators%20-%20FY2022%20Budget%20Resolution.pdfBig questions remain regarding the EV tax incentive:- Limit per manufacturer?- How many years long will the tax incentive be?- Will it be a tax credit or rebate?- How much will t…
 
Check out Tesla 2020 Impact Report here, https://www.tesla.com/ns_videos/2020-tesla-impact-report.pdf. Key page is 33.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📸 In…
 
I chat with Eric Berger (Senior Space Editor at Ars Technica) about SpaceX’s Starship plans for 2021, 2022, 2023, and beyond.View episode 310, my previous interview with Eric Berger, https://www.youtube.com/watch?v=oF_oEvjm1XQEric Berger on Twitter: https://twitter.com/SciGuySpaceLiftoff book, https://www.harpercollins.com/products/liftoff-eric-ber…
 
Why Tesla Dojo, neural nets, autonomous driving, real-world robots, Karpathy data engine, and Tesla AI Day is a big deal.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📸…
 
President Biden held a press conference today about electric cars, invited GM, Ford and Stelantis CEOs, but left out Tesla 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=uBV4Ft8…
 
I dive into the question is Tesla partnering with Dennis Hong, head of the RoMeLa Robotics & Mechanisms Lab at UCLA to show a robot demo at AI Day?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?…
 
I’m joined by James Douma to discuss the ongoing progress of Tesla FSD beta, Tesla AI Day, and the future of autonomous driving.James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: …
 
I’ve been trying out Tesla’s latest FSD beta v 9.1 for the past few days, and here’s my latest thoughts. Note: this isn’t an autonomous vehicle and requires human supervision. 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…
 
Read Andrei Karpathy’s 2012 blog post titled, The state of Computer Vision and AI: we are really, really far away. http://karpathy.github.io/2012/10/22/state-of-computer-vision/Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.co…
 
I’m joined by George Hotz, founder and President of Comma.ai. My co-interviewer is Emmet Peppers (https://twitter.com/emmetpeppers).Comma.ai website, https://comma.aiGeorge Hotz on Instagram: https://www.instagram.com/georgehotz/George Hotz Archive Youtube Channel: https://www.youtube.com/channel/UCwgKmJM4ZJQRJ-U5NjvR2dgTimestamps:00:00 - Intro02:1…
 
David Gardner is the co-founder of the Motley Fool. We dive into his Rule Breaker Investing framework and how to pick the big winners in the stock market.David Gardner on Twitter: https://twitter.com/DavidGFoolRule Breaker Investing Podcast: https://podcasts.apple.com/us/podcast/rule-breaker-investing/id1017325738Motley Fool on the web: https://foo…
 
Rob Maurer of Tesla Daily joins me as we take a dive into Tesla’s Q2 2021 earnings.Rob Maurer on Twitter: https://twitter.com/TeslaPodcast/Tesla Daily YouTube channel: https://www.youtube.com/tesladailySocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotif…
 
$TSLA Tesla reported Q2 2022 earnings and hosted quarterly conference call.Revenue: $11.96BGross profit: $2.88BOperating expenses: $1.57BOperating income: $1.31BGAAP net income: $1.14Bnon-GAAP net income: $1.57BSocial🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id149303199…
 
These projections are NOT investing advice. Just showing what could happen if Tesla sells double the vehicles they do now in 12-18 months and its potential impact on net profits.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify.c…
 
Live reaction of Tesla’s Q2 2021 Shareholder Letter. Download TSLA shareholder letter, https://ir.tesla.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 h…
 
Tesla is reporting their Q2 2021 earnings on Monday July 26 and I share my estimates and the key areas I’m looking at. $TSLA.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_GE4YSID…
 
Chris Camillo of Dumb Money is a believer that the retail investor can have an advantage over Wall Street, and he’s developed his own investing and trading strategy which he calls social arbitrage trading.https://twitter.com/ChrisCamilloDumb Money Live on Youtube, https://www.youtube.com/c/DumbMoneyLIVEDumb Money on Youtube, https://www.youtube.com…
 
I share what I think are the most important highlights of a panel discussion between Elon Musk, Jack Dorsey and Cathie Wood about Bitcoin, crypto, Dogecoin and the future of money. Full panel discussion: https://www.youtube.com/watch?v=Zwx_7XAJ3p0Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podca…
 
This is part 3 or 3 in my chat with Emmet Peppers as we talk about TSLA catalyst, FSD wide release, growing revenue and profits, Austin, Berlin, 4680, VTOL jet, Bitcoin and more.Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYESocial🐦…
 
This is part 2 or 3 in my conversation with Emmet Peppers about TSLA positions, macro risks, inflation, Starlink IPO, and Tesla Cybertruck risks.Inflation podcast episode of Viktor Shvets mentioned by Emmet, https://www.youtube.com/watch?v=07Lq7ysCfBkEmmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppers Interview playlist: https:…
 
I chat with Emmet Peppers about Tesla FSD beta 9, FSD monthly subscriptions, Robotaxi timeline expectation, Tesla safety, and various approaches to investing.Emmet Peppers on Twitter: https://twitter.com/emmetpeppers​Emmet Peppers Interview playlist: https://www.youtube.com/playlist?list=PLfibpgBinf9TaDMLOD8li0PHDwVD3YuYESocial🐦 Twitter https://mob…
 
Tesla just announced full-self-driving subscription packages, and in this video I’ll go over the details and also share my thoughts on how this fits into the bigger picture.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/sh…
 
I take a 3.5 hour trip from Lake Elsinore, CA to Santa Barbara, CA with pitstops for lunch and a Starbucks break. This is the entire trip with footage from freeway is sped up 200x.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.spotify…
 
I share my first thoughts after using Tesla FSD beta version 9 for a few days.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…
 
Tesla FSD v9 beta will be released this weekend to a limited set of beta testers. I share my thoughts on the implications.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…
 
Peter Lynch was the the manager of the Magellan Fund at Fidelity Investments between 1977 and 1990. He averaged a 29.2% annual return, making it the best-performing mutual fund in the world. During his 13-year tenure, assets under management increased from US$18 million to $14 billion.Peter Lynch: 75 Years of WISDOM in One Speech, https://www.youtu…
 
What to do when you feel like you don’t have enough money to invest.How to Get Rich playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9TcErnV0cDjuBhdKU18ecv4Social🐦 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/2iin…
 
For Q2, 2nd quarter ending June 30th, Tesla produced produced 206,421 vehicles and delivered 201,250 vehicles. Of those vehicles they produced 2,340 Model S/X and delivered 1,890 of them.Social🐦 Twitter https://mobile.twitter.com/heydave7🎧 Apple Podcast: https://podcasts.apple.com/us/podcast/dave-lee-on-investing/id1493031991🎙️Spotify https://open.…
 
This is #6 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXTimestamps:00:00 - Introduction01…
 
This is #5 of 6 parts of an interview with James Douma, recorded on June 22, 2021. Andrej Karpathy CVPR presentation, https://www.youtube.com/watch?v=g6bOwQdCJrc .James Douma on Twitter, https://twitter.com/jamesdoumaJames Douma on AI playlist, https://www.youtube.com/playlist?list=PLfibpgBinf9R7KIedEU3y-YjrA63LSKHXTimestamps:00:00 - Introduction 0…
 
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