Interview with Gene Munster on TSLA - have to suffer through Gene's poor cell reception, though.
TL;DW: He thinks deliveries will give some relief to the stock price, but thinks we'll retrace going into Q4 P&D as investors fret about earnings.
I know he's not a fan favorite here, but here's another interview with Ives from today - talking about conversations he's having with institutional investors, the damage Elon's other venture has caused, and where he thinks TSLA becomes a very strong buy / complete panic in the existing shareholder base (~$95-$100).