What Meet Kevin said in this video:
- TSLAbullishmid-termThe host views Tesla's earnings report as broadly bullish, with margin, EPS, and revenue beats plus strong FSD subscription growth.Source
- SPCXneutralmid-termHe relays a floated $420-$550 SpaceX acquisition price for Tesla as great for Tesla holders but not wonderful for SpaceX holders, without adopting the range as his own target.Source
- TSLAneutrallong-termThe host thinks Musk's one-to-eighteen-month Optimus ramp is still optimistic; he personally sees humanoid robots as a 2030s play, doubling the timeline to three years.Source
- NVDAneutrallong-termHe notes longstanding fears that Nvidia's Drive Orin or Thor platforms would challenge Tesla FSD, but says they simply haven't produced a competitive product; no directional call on Nvidia stock itself.Source
- QCOMneutrallong-termQualcomm is lumped with Nvidia as a feared FSD competitor that never delivered anything close to Tesla's product; no directional call on the stock.Source
- Otherpositive for stockslong-termRegardless of the 2028 election, he expects green energy to come back big, citing data center demand for megapacks, with Tesla as a key component of that trade.Source
- ACHRbearishmid-termHe cites Archer Aviation as a founder who bailed six months post-IPO, leaving the stock smoked; he dislikes the approach and has never invested.Source
- TSLAbullishlong-termHis 2030 model with 5 million vehicles and 20-25% operating margins yields a price target around $740 to $854, which he finds exciting.Source