Tesla Inc (TSLA)

[Tesla thru the roof]

True. Watching lucids epic failure is eye opening. Tesla has no competition for at least 5 years. Also seeing reports that BYDs deliveries may have been inflated by 200K vehicles. Check the insurance data. Good production numbers still, but deliveries mb not. These cars are basically cheap 1 seater scooters, and their vehicles that do compare to model 3, could be flopping with new Tesla prices.

Tesla vehicles have reached equal prices with ICE.
Model Y will be best selling vehicle in ANY class this year.

Elon yesterday with Gov Newsome yesterday mention if things go well 600,000 cars out of Fremont. ;)

So for Tesla to hit 2 million deliveries, they need 1.4 Million out of Shanghai, Berlin, Austin, and Nevada(semi). Possible. 800,000 of that from Shanghai. Possible if Berlin ramp accelerates but in the grand scheme of things, dosnt matter.

Megapack is on my mind also.



With Austin ramping at 60K per quarter this quarter, we will see Tesla deliver 400,000+ cars in Q1.