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Dan Nathan Discusses Rivian and Tesla
Bullish Studio
Follow
2/29/2024
Dan thinks the Tesla stock heads back to the lows from June.
Dan also says that Rivian reminds him of Tesla 7 or 8 years ago.
He thinks Tesla has a whole host of problem and he is taking note of the way it closed on Monday.
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Transcript
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00:00
Probably, and they probably will, and they actually have a channel.
00:03
Obviously, they're selling into Amazon.
00:05
I mean, like if we think about what Tesla just did, I mean, they missed their delivery
00:09
number.
00:10
They didn't miss the number of cars that they supposedly made, or they didn't miss them
00:13
by that much.
00:14
When you think about the difference here is that Tesla is selling to a consumer, right,
00:18
that is basically buying a very high-end car.
00:21
They have to do it outside the U.S., predominantly for growth.
00:24
They're dealing with the strength of the dollar here, all the other supply chain issues.
00:28
I'll take them at face value.
00:30
I just think that the Rivian story versus the Tesla story, it's kind of like getting
00:33
involved with Tesla seven or eight years ago now.
00:37
I think that at the scale in which Tesla is right now, they have a whole host of problems
00:41
here.
00:42
I just don't see how Tesla hits that number.
00:43
I'll just say this, the way Tesla closed today, this was something really important for this
00:47
stock I think in this market cycle here, especially with the NASDAQ and the S&P surging.
00:52
This is the fifth largest stock in the market here, or six or something like that here,
00:56
closing very near the dead low.
00:58
But something fundamentally changed, in my opinion.
01:00
We had this AI day last Friday.
01:03
It was a bunch of nonsense, and then the delivery missed.
01:05
So to me, I think this stock probably heads back towards those lows from June.
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