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Small on TSLA: "Who Cares About Cars?"

Small on TSLA: "Who Cares About Cars?"

Schwab Network · Schwab Network

October 22, 20257m 6s

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Show Notes

Jeffrey Small says nobody "really cares about cars" right now when it comes to Tesla (TSLA). He's more focused on the A.I. aspects of its business and the guidance the company offers after its 3Q earnings report later today. Jeffrey does recognize the company's recent EV deliveries beat and says Elon needs to "stay focused" on the business. He says the "enormous potential" of full-self driving will be closely watched as investors look for good news on expansion of the technology. Jeffrey says as just a car company Tesla could be trading at $150, but recognizes its A.I. disruptive capabilities which is why it trades at current levels.


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