No. of Recommendations: 3
greatly curious if any musk fanboyz made a link of last gasp tesla sales to EV credit deadline.
Obviously it is a last gasp for US sales, or at least, some of that last gasp will come in Q4 (you just need to have made a deposit on a model before Sept 30, but the sale of cars delivered after Sept 30 will be booked in Q4). And then, it is quite likely that there will be a drop-off in US sales of model 3s and model Ys. And for Tesla to do well, we willl need something new, like:
-a new, cheaper model which is apparently pretty much ready to go
-more high-margin (close to 100%) of the FSD package, as its performance improves with version 14
-recovery of Tesla sales oversease rebounds, as displeasure with Musk wears off
-robotaxis and cybercabs
-the Semi, with the completion of the Nevada facility by the end of 2025 and ramping in 2026 (expected capacity 50,000/y, up to 300,000 pre-orders)
-growth in solar/battery sales
-Optimus robots
Seems like a pretty deep bench.
