Last year EM did not think that all suppliers will be ready by July - now it seems everyone thinks it's a possibility. How did everyone get so optimistic? Planning production in July is just that - planning. Just as Tesla did last year.
Things maybe more clearer but there are still unknowns such as stamping (Musk mentioned issues with the seat molds as an example). Production could be delayed by a quarter or two if things don't go as planned - and they rarely do.
In summary, you don't have to be short TSLA to think that production will not start in July.
Things maybe more clearer but there are still unknowns such as stamping (Musk mentioned issues with the seat molds as an example). Production could be delayed by a quarter or two if things don't go as planned - and they rarely do.
In summary, you don't have to be short TSLA to think that production will not start in July.