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“Reality has entered the chat”The 50% growth target was removed from the deck for the first time in years.
Outlook in Q3:
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Outlook in Q4:
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The reduction in price of the vehicles, outside of the CT, negates that.
Energy & Storage down sequentially.
The prices weren't reduced simply due to lower manufacturing cost. It's a demand mechanism. We see that with the reduced margins.The difference is that the reduction in manufacturing costs was somewhat predictable. But you could argue that the IRA credits were an unpredictable positive element.
The prices weren't reduced simply due to lower manufacturing cost. It's a demand mechanism. We see that with the reduced margins.
The interest rate increase is offset by the price of the vehicle. You can't just attribute lower projections for interest rates.Huh? This is what I was saying. The higher interest rates reduced demand. What did you say negated this?
The outlook provided in the deck is maybe somewhat sobering for hyperbulls that were expecting tesla to have 25%+ 2024 unit growth and also continued medium/long term 50% growth (neither look likely now), BUT the outlook looks consistent with Wall Street expectations so maybe any stock price hit might not be that major.How does the stock react to this?
The stock isn't normally impacted by talk of FSD or Bots, numbers are more important short term.
Bad, good, neutral? What are predictions.
People overestimating the effect of a couple percentage points interest on an average price car. This isn’t a mortgage people are taking out to buy.Huh? This is what I was saying. The higher interest rates reduced demand. What did you say negated this?
Up 5. Can we have just a l'il buyback now?TWENTY NINE billion in cash
Anyone care to do the math? 1.8M was X% growth last year. So 1.8M * X is what? What was growth in 23?
Not a fair comment. Culturally the Chinese are amazingly hard workers. Decisions have been made by Chinese company owners to make some lower quality products to drive prices blah, blah, blah…. People wanted inexpensive products. The Chinese gave that to them.Yes, but unlike the Japanese, Chinese are known to cut corners and things explode. Byd is pretty well know for fires in China.