 This is MXUX. I'm gonna give you my total view on Tesla, the stock price, the market, everything you need to know. Let's get started before the market opens and we get the earnings call. Hi, this is MXUX. I am covering Tesla today. I cover a couple other vehicles, Aptara and the Lordstown Endurance and also the Fair Day Future. I think they all come into play in this evaluation. But right now today we're gonna talk about Tesla, where I think it is, where I think it's going. We're gonna talk about my prediction for the stock price. And I'm gonna do some remote viewing into the future on what the absolute effect of the future is going to be for Tesla, how they're gonna affect the future. So let's just go get going here. So I call this tow Tesla. And that is, let me just get the highlighter going here. Theory of everything, Tesla. Okay, I have Tesla will own the charge at home market. Okay, I've done analysis in the past and this is USA only I'm talking about. This market is only USA market. Only 40% of the homes in the United States are capable of doing at home charging. And right now with this present technology at home charging is really the only way feasible way to have an electric vehicle. I know I live in a major metro area, it's not going to work. People in condos with restrictive covenants aren't going to be able to put in the charger. People in apartment buildings aren't going to be able to put in the charger. Homes, they're not going to be able to put in the charger. If they have an older home with let's say 90 amp 60 and some of them have 60 amp service. Even if they have 100 amp service, they may not be able to handle a load of a level two charger. And this would require extensive retrofitting. This is what I'm talking about. So people that can walk in the door, put a standard level two charger in their garage. 40% of the of US households. I have down here that Tesla will capture this market segment. And I have down here 40% of households. One car per household. This is a 60 million total of total cars. So I predict that Tesla is going to have, well, we're going to see the exact numbers, but they're going to take the market share, the bear, I mean the absolute max amount of this market compared to other manufacturers. I have down here the approximate TAM is 50 million units. Okay. That's that one unit per household. And I'm given being generous here given 10 million units to competitors. Tesla already owns this market. They got the power wall. They got the solar roof as well. But I'm just talking about the cars and this charging at home. I'm going to do another video about a charging station that Tesla is putting in Santa Monica. They have a main showroom in Santa Monica, California. There are no public Tesla chargers in Santa Monica. This is what I'm talking about. You got to be able to charge at home even with the Tesla at this point. So we got approximately 50 million units in this market. I have that Tesla is going to own this market. There's no one going to come along. I mean Lucid is going to take a small bit and GM is going to take a small bit. But Tesla is going to own this charge at home market. And so based on their present sales and so forth in production, I see a 50X growth potential. Okay. 50X for Tesla. Long term. Okay. I believe the numbers are there to support that. You can go over this yourself. And what is long term? Ten years. But this is a growth story that's never going to end. They are so far ahead in technology. And they have such a brand reputation. And the iterative process is to take place when you're in the middle of manufacturing. It's hard to beat. Now, so we've established they're going to own this market. It's 40% of the US market. This represents 50X growth potential for Tesla going forward. And they pretty much have a lock on it in my opinion. So I have down here, I'm just going over this, the 2020 annual market, 2020 annual auto market was 14 to 50 million units. So 40% of that is 5 million units. Tesla produced in 2021 about a little under a million. So Tesla, Tesla growth, the potential going forward short term. Okay. This is short term. This is within five years is 161%. Okay. Their TAM is 5 million. They're at less than a million. They have no real competition. I mean, Tesla is, you know, Tesla owns the world. They just live in it. Okay. Now I'm going to make a stock price prediction here based on these figures and some math I've done back in the napkin. I'm going to set a stock price of $2,600 a share for Tesla. And that is expanding this basic model I've made in the United States here worldwide. And this is fudging. But I do think this is a reasonable stock price. Okay. And this is in the relatively short term over the next one or two years. I would say, okay. And I do believe there's going to be a five to one stock split when Tesla reaches this level. And I have this done as a midterm forecast. Let's say long term is 10 years. Midterm is five years. I would say between two and five years. I wouldn't. I can imagine it even happening in two years. But just by way of review, Tesla is going to own the home charging the people that the charge at home sector of the market in the United States. Tesla is going to own it. I mean, Tom Inogway did a whatever his name is, who does the EV show on charging. He just went over the charging requirements of the Ford Lightning. And you know, I cover the endurance by the way, the Lordstown endurance can charge on a 110 outlet reasonably for the Ford Lightning. If you want to have the truck power of the house. You have to buy $5,000 worth of electrical equipment and then pay to have it installed. And you have to have a dedicated 100 amp service just for that line. Okay. I'm not talking the whole house. I'm talking a dedicated anybody that knows anything about electricity will know what I'm talking about. This is crazy. Okay. And no one, you know, there's going to be a very small percentage of the people in the country that can afford it or that can afford that. But even have the capability of putting it in their house. Okay. I think this Ford Lightning when people get a look at these charging requirements and the other charging requirements for the lightning are on us as well. I mean, the Lordstown endurance is such a better car. But we're going to get into charging later here. But in any case, I say Tesla is going to have 40% of the charging of the households in the United States. I think that's a reasonable estimate of the EV market going forward. I think we're at about two or 3% now. Again, you know, they have massive 50X growth, I say. I think I don't think that's any news to much people, but I went over the numbers and I see 50X easy. $2,600 stock price, 5 to 1 split. And I have that down as a midterm forecast. Now, some people are going to disagree with me about this Ford. But I'm telling you, there's only 40% of the households in the United States that can do at home charging right now. Late camera OEMs to the market will face a charging wall, a moat, a difficult use case. Okay. Tesla is going to have their chargers installed. They're going to have brand loyalty. They make a great product. These late camera OEMs are going to have to push into these lower tiered markets where it's going to be difficult, but not impossible to put in home charging. It's going to be added expenses. They're also going to move into people that are going to be willing to use public chargers, which, you know, in my opinion, is not feasible. For, you know, daily use of a vehicle, I think that it's too onerous for most people. So these late camera OEMs, and I think the new Cadillac is going to be great. I think GM is being discounted in this. I think GM realizes this. One of the things GM has come up with is a portable hydrogen fuel cell powered charging unit that's off the grid and so forth. So they're looking into the future on this. And I think GM is still going to be in the game. I don't, people are saying it's going to be bankrupt. I don't think that's true. But anyway, 40% of the US households can handle charging at home. Okay. The Tesla yuppies. Okay. Tesla's captured this market. There's no turning back. I don't see how anybody's going to take this market from them. You know, you could say this is people that would buy BMWs normally. But I think that's too limited of a definition. And again, I have down here 60% of US households will require upgrades. Okay. Getting an electrician and blah, blah, blah, blah, blah. You know, you're going to buy the car and then you're going to have to pay an electrician and then you're going to have to put all this stuff in. You know, it's going to turn a lot of people up if they can even do it. Some of these homes in the United States just cannot handle this. They cannot handle the stress on their home system. I was looking at an apartment building nearby where I live. I think there's about 40 apartments there. Something like that. They put in a new service box outside. I took a look at it. 200 amp service. 200 amp service for 40 apartments. 40 parking spaces, 40 chargers, 40 chargers on 200 amp service. It's not going to work. Okay. So they're going to require upgrades or have no access to charge at home. So what I'm saying here is the real limiting factor is not consumer acceptance. I think a lot of people would like to get away from getting repairs done at the cars. They'd like to get away from the dealerships. They'd like to get away from the constant up cape and maintenance of a ice vehicle. But this charging issue is the issue. Okay. So anyway, Tesla's going to take 40% of the charge at home, 40% of the total market, total households. And they're just going to basically take 90% of the charge at home market. They're going to own it. There's no stopping them. 50X growth. Like I say, I have let's say two to five years, $2,600. And there's going to be a five to one split at 2,600, I do believe. Or it might even be before that. It might be at 2,000. And this is a midterm forecast. So couldn't be rosier for Tesla. Very few things are going to get in the way of Tesla. I think everybody, I've put off making a Tesla video because it's so obvious. But these are my numbers. And this is what I come up with. Now, this is an interesting item. Now, demand on the grid is going to increase as we get more and more adoption of Tesla and other EVs in the market. Each EV is equivalent to adding three homes to the grid. Okay. So long term, when Tesla captures this full 40% of the market, the demand on the grid is going to be 120% of the existing grid. You know, this is a big change. We're going to have to do massive improvements in the grid structure. Transformers are going to be blown up. There just isn't going to be enough power supply. Now, Tesla, of course, is going with the solar cells. As you know, in California, they're already making laws now to limit the use of solar power. So anyway, let's just move on with this. 2.6% of new cars are battery electric presently. That's about 400,000 units. So that's like just this small amount, just 2.6%. It's like adding 1.2 million homes to the grid. The grid has got a lot of things built into it. And these are all home charged vehicles. So they're going to be charging at night during the off time. But at some point, even that isn't going to be enough of an offset. 37% is the midterm forecast for battery electric vehicle sales. I think as these other vehicles come online, and especially as Tesla lowers their prices, anybody and everybody that can do at home charging is going to do it. They are going to get an electric vehicle. It just makes too much sense. I have 37% of sales are going to be BV sales. So it's just inevitable. The grid and generation will have to upgrade. Nuclear, wind, solar. I've got a couple other ideas coming up as well. I have, I had written a whole other section of this presentation on the grid and what we can, some things we can expect or might be able to expect when this takes place. And some stocks and companies that I'm interested in regarding this demand on the grid. But to cut time and make this video brief, everybody's yelling at me the videos are too long. We're going to do it in another presentation. So the theory of everything Tesla summary. And I'm just going to expand this worldwide. Tesla will capture the best major metro audio markets worldwide. So without a doubt, in these major metro markets, they're going to skim the cream off the market. And they're going to do that worldwide. There's nobody that's going to catch them. They're five, 10 years behind the time. Other companies are dragging their feet, OEMs and so forth. I am surprised by GMs. GM is, you know, they're taking this very seriously. And that Altium plant that's under construction next to the GM Lordstown plant is massive. And it's almost ready to go online. So Tesla is going to be the number one dot. Everybody else is going to be number two, three, four, five, six. I think there is going to be room in the market besides Tesla for ultra efficient vehicles. And I have down here Aptara. Now, Aptara, I have some videos on. You can look at my other videos. It's an ultra lightweight, super efficient vehicle that has solar cells on it that actually can run in a reasonable climate without charging at all. I do believe that once people realize this charging issue and grid issue that the Aptara is going to take a share of this market as well. And any other ultra light year is another one coming out. I don't know how far along they are. Aptara is just about ready to go into production. And I am predicting that Aptara is going to be the new Volkswagen bug. Only it's going to be BV. Okay. The other segment, there's going to be Tesla. There's going to be ultra efficient vehicles and EV fleets will be relatively easy to deploy. Now, this is with the charging aspect. And we know that Tesla's got the semi, but there's also delivery fleets and other fleets. And what this is about is they're going to be industrial areas. They're going to have the power supply. It's going to be relatively easy for them to install chargers and have a charging base where this truck can be parked overnight. It's not going to be the same issue that homeowners are facing. They also, unless legislation comes in the way, they're going to be able to use a vehicle to grid and use those battery electric vehicles actually to earn income. So I think, so you're going to have Tesla is going to take 90% of the market. 10% is going to go to other OEMs and battery electric manufacturers. Ultra electric, ultra efficient vehicles like the Abterra are going to go, they're going to get around this charging issue. So they're going to take a market share. Okay. Fleet vehicles, of course, they're also going to be easy to deploy. They're going to get around this charging issue. And Lordstown Motors right here, another firm I cover is going to take a share. Lordstown is teamed up with Foxconn. Foxconn knows what they're doing. Let me tell you. They have the light duty pickup truck, okay, which is going to the endurance, which is going to be out. They have the soft dies to make a high top delivery van. The one that Amazon's clamoring for is going to be built on the same platform as the endurance. Again, really efficient drivetrain, 30% more regen than a normal EV, small battery, easy to charge. And in this fleet application, Lordstown Motors is going to take a share. And I'm going to add too, as I said earlier, the endurance can charge at home reasonably on a 110 line. Because that battery in that vehicle is small and that drivetrain is so efficient with the hub motors and the 30% extra regen. So I think these two vehicles are something that is going to take a share. It's one of the reasons I cover them. Another one I think that's going to take a share is Faraday Future in the ultra luxury category, of course. But I think overall they have a very unique vehicle that kind of sneaks in behind Tesla a little bit. I think they're going to be able to grab some market share too. But that's going to be with the charge at home crowd, okay? So that's going to be it. Tesla, ultra efficient vehicles and EV fleets. And then you're going to have that 10% whatever, okay? Now, after this, when the dust settles, okay? When this charge at home crowd has all been saturated with vehicles, the remaining EVs are going to be tiered. They're going to be lower cost. They're going to be lower capabilities. We're talking about electric scooters, low range electric cars. So this is going to be the market in my opinion, you know, Tesla and whoever, whatever, you know, the 10% that make it along with Tesla, ultra efficient vehicles, fleet vehicles, and then we're going to have this lower tier, lower cost, lower capability range of vehicles. Right now, the OEMs are going to need a technology breakthrough, okay, to compete solid state battery, whatever. I mean, it's mind numbing the battery permutations and complications, or they're going to have to have really compelling products to compete. I think the Cadillac Lyric is a very compelling product, okay? They're keeping the cost down on that. I think that's going to be a winner. The Silverado, I don't know. I think if and when the Cybertruck comes out, I mean, there's people that are never going to buy it, but it's going to be a monster too. It's going to be a big vehicle. The demand for EVs is going to increase. It's an inevitability, okay? It's being mandated in some areas, and this is across the world. Many municipal governments are mandating electric vehicle, all electric vehicles within towns. The fleets are being mandated to be certain percentage electric. It's simply an unstoppable force, and it's gone beyond market demand. As I said, EVs are being legislated into the market. So what can we note from that? Prices will go up. Demand is going to go up. Prices are going to go up. We see this with Tesla already. What's their average price increase? What is it? I don't even know, but this is going to be across the board. We're going to see this, you know, the Ford Lightning launched. It's basically been a hoax. I mean, the low-end one, no one can order. Dealers are charging $30,000 over sticker. You name it. I mean, you know, if you want to spend 90 grand, you can buy a lightning. It's going to be the same with the Silverado. Tesla's going to put out the highest end truck they have first. The only electric pickup truck that's going to make a difference is going to be the Endurance. The Lordstown Endurance in my estimation. Direct sales model, 55k solid pricing. I think it's going to be a winner. So internal combustion engines will not go away. And again, this has to do with the 60% of households that cannot charge. Effectively at home. But it's going to be whittled away into a smaller market share over time as technologies and things overcome these charging limitations. But everybody says ICE is going to be done next year, three years later. No, that's not going to happen. I don't believe it's going to happen. This charging hurdle is too high. Some people are just simply people that tow a lot. CVs just are not good at towing. Extreme climates, possibly. I don't think that's been, you know, you can see this recent problems with Tesla. And just people that don't have the charging infrastructure. Okay. So ICE is not going to go. It's going to become a smaller market. Guess what? Prices are going to go up in ICE. Okay. And then you're going to have the ice fuel costs are going to go up. You know, gas costs are going to go up because OPEC is not going to take a loss. They're going to stick together and they are going to drive up the price of oil as their, the market share of ice vehicles drops and the demand for oil drops. They're just going to, there isn't going to be a, you know, a supply demand thing. You know, no, no, no, no, they're not, they're going to rise. I don't think all is going to go down again. I mean, once we get past this pandemic phase of the economy and move into a roaring macro economic environment, gas prices are going to go up. So EV prices are going to go up. Gas price. Ice prices are going to go up. Transportation is going to get expensive. Okay. The hydrogen EG market may become a thing with low, low carbon biomass generation. Tesla. I mean, Nikola. We don't like to mention that word. GM has got some fuel cell powered hydrogen powered chargers, portable chargers they're working on. The thing is, the problem with hydrogen is it, it takes power to make it. If we can get into these biomass generation methods and there's algae, there's, you know, cash to trash to cash biomass from food waste, they split out the methane. There's also, they're talking about using wastewater from wastewater plants as a source of hydrogen. If they can harness these hydrogen, these green hydrogen sources to accentuate to add to, you know, air, solar wind and geothermal and the rest. This, this whole hydrogen market could take a turn. And, you know, hydrogen, you know, it's funny because hydrogen, you can run it through a fuel cell and run an electric motor. Who's the guy that went to Area 51? What's his name? Anyway, there's a video of him on YouTube. He's driving around in a Corvette. He adapted an internal combustion engine to run on hydrogen. It's completely doable. So, I mean, I mean, that's a bit of a stretch, but the point is, if they come with a low carbon biomass generation method, you know, these OEMs, they might be able to use these ice engines. That's a, that's a head scratcher, but I'm telling you it's a possibility, but that's a remote possibility. The biomass generation and using hydrogen fuel cells and so forth is a bitter bet. But anyway, so all the prices are going to go up. I think this is going to force hydrogen into the forefront. I think that's some years away. Anyway, what's going to happen in the end? The whole situation will raise demand for Tesla and other EV Robo taxis because people are not going to be able to afford to buy these cars. And they're not going to be able to charge them at home. So they're going to, it's going to be a time share. Okay. And once again, Tesla has the lead in this, I believe, with their Robo taxi system that they're going to roll out here. But we don't know exactly when that's going to take place. But again, it looks like Tesla's ahead all the way around. I hope you guys like this presentation. It's the first one I did on Tesla. Of course, I'm bullish on Tesla. I wanted to put in here how the other brands of vehicles I'm working with on my channel fit into this Tesla model. And I think they do. I was going to go into this grid expansion and new forms of electrical generation, but I'm cutting this presentation now. Good luck in the market. Looking forward to the Lordstown Motors quarterly call is very important. Also, Tesla. And again, just to go up here, close on this, I'm looking at 2600 a share. And when it hits that level five to one split, I'm saying two to five years, probably two years. Okay, this is MXUX. This is the theory of everything on Tesla. Hope you like the video. Thanks for watching.