Knightshade
Well-Known Member
Very strong China numbers, again...
Indeed the anti-EV FUD is really strong right now, and the only narrative you see about Tesla is price-cuts and margins, but reality is that they are delivering a lot of cars right now where the other manufacturers are struggling - even BYD's much publicised "beating Tesla" is not the fun story given that they have >70 days of inventory at their dealers (which have bene counted as sales)
So do we have another disconnect from the company and stock, once again?
TBH I'm not sure "up 0.2% YoY with both lower prices AND a refreshed Model 3 compared to last year" is "strong"