Tesla China posted an excellent weekly number (20.7k) which is the 4th highest week ever according to my data. A great sign for the production ramp, but it's too soon to make proclamations about demand. We need to see the steady state demand, not surge demand given the backlog of orders that accumulated awaiting production to catch up. Other than that it was a quiet day, just some smaller inconsequential tidbits, not enough meat for my liking to put together a solid episode
No video tonight - enjoy your evening and remember, ignore any and all FUD tomorrow morning. I expect it to be there no matter what Tesla reports
Electrified
Tesla China posted an excellent weekly number (20.7k) which is the 4th highest week ever according to my data. A great sign for the production ramp, but it's too soon to make proclamations about demand. We need to see the steady state demand, not surge demand given the backlog of orders that accumulated awaiting production to catch up. Other than that it was a quiet day, just some smaller inconsequential tidbits, not enough meat for my liking to put together a solid episode
No video tonight - enjoy your evening and remember, ignore any and all FUD tomorrow morning. I expect it to be there no matter what Tesla reports
-DL ⚡️
1 month ago | [YT] | 342