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A wild guess, the Shanghai factory shutdown in late Dec was decided after Q3 earning call, So Zach's "50% production growth" comment assumed full production out of Shanghai. Otherwise, it is hard to reconcile 35K fewer cars in mere 2 months

Also the Elon's $4B stock sales in Dec gave the "traditional" impression that Q4 would be inline with guidance.

no room for FSD

Given that other Chinese EV makers showed moderate to strong m/m growth in Dec delivery and Tesla SH chose to reduce production in Dec despite offering incentives, what do you guys feel CN margin looks like? Did Tesla decide against to more incentives at the cost of CN margin?

Yet TSLA -30% since "going to be bigger than AAPL and Saudi Aramco combined"

No one here is arguing SEC/shorts are the good guys, only they have been consistent and predicatable.

And you believe dumping 10m shares on the open market in a single day will go completely under the radar, not attackting WS sharks to jump on it.

My point is exactly what @Mengy said and you disagreed "The problem is less about the fact he is selling, but more the manner in which he is selling."

Countless founders/CEOs reduce their positions w/o causing excessive volatility, Gates, Bezos, Zuck, etc. It is not like Elon can't predict he needs some cushion months ahead of time. Yet, he did this 4 times over a year.

S/X has 10% subject to lease accounting on higher P/D numbers, compared with 12% last Q and high teens before. This got to help with margins, right? 3/Y lease accounting rate is also at all time low

My EDD moved multiple times, 08/23-09/28. 08/28-09/18, 09/01-09/20. 2 weeks ago, it was Dec/22-Apr/23, then 10/15-11/24. Just as I am about to go into hibernation, I got VIN this monring and delivery window in next week. It feels like real this time.

EDD changed to 09/13-09/16, and VINNed NF361xxx. Order date is june 21, white/white/6/20"/FSD

Bellevue WA here. EDD is now 10/13 - 11/24, was 09/01-09/20 last week.

we have both tesla cars and solar+battery. Last night, we lost power during sleep. Since the car was being charged, it drained powerwall down to <20% from full in about 4 hours. Is there any way to prevent charging EVs from battery?

same here in Bellevue WA, EDD was 08/28 - 09/18, then 09/01 - 09/20. I was really hoping to see VIN today, but instead EDD is now at Dec - Apr. Hopefully this is just a place holder.

After surviving the 50% plunge in early 2020, I kept selling CC to squeeze out tiny profits during the dog months of 2020, and "lost" large portion of TSLA holdings during the sudden runup from S&P inclusion and split. Still licking my wounds 1.5 years later

long time lurker, first time poster here. I feel this week's drop has more to do with WS coordinated bear raid than an earning call, cybertruck delay or perceived delay of 25K model. After P&D report on 2nd, most retail knew TSLA will have a huge beat from reading TMC and some analysts. so the...