2025.9.16 2부 - 테슬라 450불 저항선! 곧 뚤리나?

2025.9.16 오후

LA정교수 TV

테슬라 450불 저항선! 곧 뚤리나?

기관들 갑자기 적극적인 테슬라 분석! 공매도들 다리가 후달린다!

테슬라 500불도 머지 않았다!

엔비디아 위기가 기회다! 금리 안하 크게 가나?

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DOW 46,257.00 -5.00 -0.01%

S&P 6,685.75 +6.5 +0.10%

NAS 24,608.50 +57.75 +0.24%

OIL 63.35 +0.05 +0.08%

US 10-YR 4.039% +0.005

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Trump exptects a 'big cut' from Federal Reserve this week

not 0.25 ? but 0.5 ?

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Senate comfirms Trump adviser Miran as Fed governor in time for crucial rate dicision.

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BYD's $45Billion Stock wipeout raises Doubts on China Outlook

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Alphabet becomes fourth company to reach $3 tiillion market cap

- Google parent Apphabet reached a market cap of $3trilion

- The company added billions of dollars in vehicle in September following a favorable antisrust ruling

- The milestone comes alittle over 20 years after Google's market debut and 10 years after the creation of Alphabet.

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Tesla's bigger picture upside story is sitll intact, says BofA's Paul Ciana.

1. Autonomuos Dirving(FSD) and Robotaxi : Tesla's FSD technology and robotaxi business are highlighted as key drivers of future growth, positioning Tesla ans an AI/mobility platform beyound just an automaker.

2. Production Expansion and Cost Efficiency : Increased production of models like the Cybertruck and supply chain optimization are expected to boost profitability, supporting BOfA's target price and earnisgs estimates(specific figures not mentioned in the video)

3. Energy and Other Businesses: Battery energy storge systems and solar business provide diversified revenue streams, reinforcing the overall upside narrative.

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Ackonledgment of Risks : Ciana acknowledges short-term risk, such as slowing EV demand, competition form Chinese players like BYD, and rising interest rates, but argues these do not undermine Tesla's fundamentals. He emphasizes that the "bigger picture is still intact," encouraging a long-term investment perspective.

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Many of my followers who exited at higher levels want to know when to get back in, My short answer: Not until $TSLA price falls back to $240 or below. Buy low, sell high

- Gery Black

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Gray, probably not a good idea to suggest to people to wait till TSLA to go under $240 to get back in. We'll see.

I think you're underestimating how quickly FSD is improving and how massive the Robotaxi ramp will be next year.

- Dave Lee