Quite the coincidence less than 12 hours after I posted this an analyst literally downgrades TSLA partially based on demand. The analyst is literally spewing FUD and falsities (confirmed via Tesla spokesperson). Fear of increased cancellation, Uncertainty of current demand, and Doubt about Tesla’s future demand. And this from the #35 ranked analyst.
Demand is just a boogie man unless you actually put a timeline on it. Deposits will go up and down, looking at any single data point one can skew reality (hint hint) to fit any narrative. With a timeline you can factor far more data points: production, logistics, order mix, regional mix, etc. Otherwise you are just making uninformed guesses, which turn out to be “unequivocally” wrong as the analyst this morning showed us.
Demand is a slow moving trend, to pick only a couple data points to make a prediction will just lead to poor conversation.
I concede demand can be relevant to market action discussions. But it also can devour a thread, because it’s based so much off guessing and opinions. A cogent argument relating to model 3 demand is necessary, especially to counter current FUD and I’m sure the continued onslaught we will get in the coming months about demand. But there is an investor section demand thread where the perfect FUD argument can be crafted.
Demand