Catastrophe pour Elon Musk : TESLA va passer sous 1 Trilliard !

Good evening, my friends. Still in Dubai, Almost the land of Tesla. It's also the land of byd, the Chinese brand that is in the process of crashing a little. I won't use the word crushed, but maybe that will be the word we'll use in a few years. So today I'd like to talk to you about Tesla and Elon Musk's panic. Elon Musk fired Mr. Ofcherd, a guy very close to him who he had appointed to run the company in North America and Europe, and then he fired him because sales have been plummeting for five months in a row. So what's going on? Where is this company at? So, first, I invite you to do an experiment, a very simple experiment. Go to Google and search for tsla, it's the symbol for Tesla stock, and you'll notice something. Tesla is at 1.01 trillion. That's the total valuation of the company. It's 1,000 billion and 10 billion more. What does that mean? It means that in 10 billion, that means in 1%. If it loses another 1%, it will fall below the 300 million mark. And that's a symbolic threshold. It's a psychological threshold. You have to know that the market. The market, it's not always scientific. You know, there's a lot of psychology in it, symbols, all that. And then if it falls below the 300 million mark, well, Elon is afraid that it will start to slide, be valued in the hundreds of billions and then continue to fall. So he's going to fire this guy. And will that improve things? I don't think so. I don't think so, because we're not going to extract more from the market than the market has to give. We're going to talk about the valuation of this company. You'll see that there are some extremely strange things in Tesla's valuation. I'll give you some figures. You'll see that it's dizzying in terms of valuation. First of all, before continuing, I've put a link in the description of the video. Who is the partner of this channel. If you're based in France, they can help you either find a job if you've lost yours, or they can help you change jobs if you're not happy where you are. I've sent them a lot of people and they've always come back very happy. An important thing for those who live in France, because under certain conditions, it's covered by France Travail. Otherwise, if you want to contact me directly and get consulting, I've also Put the link to Direct Consulting in my calendar. Here's Tesla's valuation. What's going on with this valuation? Let me tell you. Let's do a little comparison. Tesla sells, roughly speaking. If I compare it to the 2024 figure, it sold 1.8 million vehicles last year. This year, some analysts thought it would exceed 2 million. Then later, they revised their figure to 1.8, maybe even 1.7. So a shift in volumes, particularly in China. I'll tell you why in a minute. Let's look at the valuation. 1.7 billion. 1.7 million cars sold. We said 1 trillion. If you divide that, that gives you roughly $550,000 in valuation per vehicle sold last year. Okay, Comparing it to Toyota and Volkswagen Group, Toyota sold roughly 10 million vehicles last year, right? And then their valuation is roughly $300 billion. They're worth less than a third of Tesla, yet they sold more than five times as many cars as Tesla. They have sold almost five times more cars than Tesla and are valued at less than a third of that. Toyota, if we compare it, is worth roughly $30,000, roughly $3 billion divided by 10 million. That gives you roughly $30,000 per vehicle sold. The Volkswagen Group, which is collapsing, is almost an example to cite. It is now worth only $50 billion. Last year, it sold around 8 or 9 million vehicles. That gives a valuation of $5,500 per vehicle sold. So the Volkswagen Group is probably undervalued. It sees nothing. The Toyota Group, at $30,000 per vehicle sold, that's fine. Tesla, more than half a million dollars per vehicle sold last year. We are looking at a stratospheric level of overvaluation. So we can imagine people buying Tesla shares and betting on its future. We imagine that we are not betting on today's valuation because it is huge, but we imagine that in the future they will sell more cars, many more, that will dominate the market. And we will justify the valuation that we have. Except that when we see that their sales are slipping everywhere, especially in China, because many car manufacturers, it happened to Volkswagen too, to Porsche, to many others, many manufacturers have thought of entering the Chinese market to regain their health. A market that is in high demand. Except that before in China, owning a European or Western car was considered a status symbol. We paid a lot for it, but hey, it was better than the local market. Except that today the local market offers more powerful, more efficient, more luxurious cars with more gadgets, with more options for less money. So unless you are a Maoist, there is absolutely no reason for you to buy foreign cars. And that's why foreign cars are plummeting in China. In Europe, we have an increasingly deep economic crisis. People's last concern is buying a Tesla. Okay. Most people today are struggling to meet the necessities of life with inflation, soaring taxes and soaring energy costs. So, I mean, it's probably not the right time to invest in Teslas. That's also why I was telling you that the market is a lemon. You can't just squeeze it. Mr. Fchard has been fired, so he's the man to kill today. But he'll bring other people back. But how is he going to be able to sell? How is he going to invest in these tests? Bide currently makes cars that are just as good as Tesla. I think they're equivalent and in the years to come they'll surpass them. There are even Chinese phone manufacturers that make electric cars. Why? Because the electric car is very simple. Go ahead and make a combustion engine car today with a diesel or gasoline engine that complies with European standards or American EPA standards with an engine that complies with all these standards and you'll see the pain. It literally took a century of development in Europe to get there. Okay? The problem today is that Europeans are banned from making cars. So literally a century of know how is being thrown away by banning themselves from making combustion engine cars. Disinvestments have already begun because car manufacturers are heavy industry. They're not people who think like a startup. You know, these aren't investments that pay for themselves in two weeks. These are investments that require 10 to 15 years. As many countries agree. They're going to ban cars from 2030 to 2035. We have dates and we're going to have tax increases linked to that means it won't be. We won't reach a cliff and suddenly it's banned. It's going to get worse in the coming years, the coming months. Already the cost of owning a car will become increasingly high due to dissuasive taxes. So what's going to happen? What's happening now is that Europe has decided to sacrifice itself, to sacrifice an extremely mature, extremely advanced, inimitable product that the Chinese are not capable of imitating at this stage, at this stage, maybe a few years. And so it's leaving the field open to the electric car, which is a much simpler product technologically. It's a walking phone. It's a phone that literally rolls. By the way, in China there's a manufacturer, I think it's Xiaomi, a mobile phone manufacturer that has decided to release its first car. And do you know what? The first car is already extraordinary. The first car isn't the forest. Huh? The first car is already extraordinary. Why? Because a four wheel chassis, two engines or one engine somewhere, batteries control that. Software on top of that, and then the rest, well, we add leather seats, decorations, little lights, trinkets, all that. And there you have it. The electric car is much simpler. The Chinese have mastered everything. I just told you. They have mastered the software, they have mastered the technology, the batteries, everything. Whereas the Europeans have decided to give them the space and to kill themselves. And that's a choice. I talk about this kind of thing in my book Escalogic, which is also one of Amazon's best sellers. In fact, there's something super critical. Look, nothing prevents Europe, for example, from saying in a few years that Airbus industry has to be closed. It's the same logic. We can have a minister who says Airbus industry is finished. Since we banned cars, we can also ban aviation. And that will allow China, with its planes, to dominate the world market. Okay, Europe is on a path of self immolation. But let's get back to our story. So what mistake did Mask make? There's one part that I just described that's not his fault, which is the economic crisis. It's not his fault, it's not him. He just can't get Teslas on the market. He can't get Teslas on the market. But there's something else. The cardinal sin of business. What is the cardinal sin of business? It's getting involved in politics. He got involved in politics. So not only did he do it on two counts, he got closer to Trump. So after a while she sees it no longer together that he filled the links. But for a long time he was there all the time. The White House, Oval Office, all that. And he didn't realize, or maybe he realized, but he was too into his momentum, is that his advertising is aimed at CSP and big cities. These are the people who are capable of buying a Tesla, because the Tesla is not the compatriot who is going to buy it for you, huh? The Tesla tractor does not exist. So people, these people who are sensitive to the climate, pollution and so on, vote left. Usually seeing him hanging out with Trump, he alienated himself. And even if we assume. Look, let's assume that the people who buy Teslas are part of the general population without distinguishing between CSP or whatever. Well, in the general population you have half the people who are pro and the other half who are Against. Actually, his popularity is 40% to 60% against. If you take a brand and you associate it with this politician, what's going to happen? Well, you're going to alienate 60% of the people. Okay? What's going to happen is that these people aren't going to buy your car. So Teslas have been scratched, they've been burned, uh, people have returned them. Uh, there are even people who put stickers on their Teslas that have nothing to do with Elon Musk or Trump or whatever, you know what I mean? And that's not good for business. Whatever you think, it doesn't matter what political leaning you're on. This video is not political. It's really apolitical. We're just talking about business. What happens when you associate your business with political ideas? Secondly, on Twitter and in the media, he very openly supported sovereignist political parties and he also supported far right parties. He supported Nazis among us. Why? Because he didn't have the slightest idea. He didn't have the slightest idea of how European politics works. He doesn't have the slightest idea about this. Americans don't understand Europe. And so he ended up supporting parties. Honestly, he should have abstained. So all this cocktail has meant that he has alienated, let's say, a good part of the public. And so now, well, there you have it. He's trying to make up for it a little bit, but you can't make up for it like that. So, no, there you have it. His time in the White House is going to cost him, his company, a trillion. There you have it. I just wanted to comment on this, which is itself extremely valuable. Months and months of declining car purchases for reasons specific to Island Musk, for non specific reasons. It's the economic crisis. For reasons of competition. BYD and others who are arriving in force on the market all say, well, that's it. He released the cybertruck. I saw this thing here because the police, there were police here who were passing by and they had a pretty impressive one. Huh? It's, I would say, very divisive as a design. Very, very divisive. It's huge. I can't see it driving around the streets of London, for example. It really is a truck, a real truck, isn't it? Uh, it's huge, but, well, uh, uh, it's not something that's going to save the company like that. So we're going to watch, we're going to try to, we're going to observe a little bit, but watch carefully what's going to happen during the month of July, we'll see if the company goes under the 300 mark. So once it passes the 300, there's a risk that the 300 mark could become a resistance level, because that's often how it is on the stock market. You have values that are sometimes values that are floored somewhere, resistance levels on the downside. But once we create them below, they become resistance levels on the upside. That means that after the price has difficulty climbing back up to this level of resistance to this level, that becomes a real resistance level. In any case, thank you my friends, for watching this video so far. Thank you for your support. I would like to remind you once again for direct consulting, private, professional, lots of things you bring your topic. The link is in the description of the video. We'll zoom in and discuss it. Otherwise, if you are in France and you are having career problems, you need support, you need to talk to coaches. He doesn't talk to you in a group. Really. It's face to face and that this is taken care of potentially by France Travail, contact and Koulis on my part and they do a very, very good job. Thank you my friends, once again and I'll see you in the next video.