Xpert
Member
So what does everyone think and expect on the ER call? This really is going to be the most fully loaded ER in the history of tesla. Lots of questions...$Tsla will have a large move, I think upside will be $300+ after ER if market doesnt crash. Hopefully runs up some into earning.
Things I am bullish about:
-Elon’s happy/chilling on Tweeter
- GAAP positive
-stable S+X sales
- high Q3 M3 margin (16%+)
-good ramp progress at fremont and G1 battery lines
-large number of Lemur orders
-china G3 accelerated timeline, funding secured. Production start late 2019/early 2020 (chinese build spreed!)
-Good Q4 forecast
Things i want to know that i can think of:
-when will ramp get to 7k/8k/10k per week
-how big is M3 order book/demand
-when to start europe M3 deliveries
-any Saudi deals
-any Europe Gigafactory plan
-Model Y reveal/progress/production plan
-Chairman/directors
-FSD timeline
-Tesla energy
Things I am bullish about:
-Elon’s happy/chilling on Tweeter
- GAAP positive
-stable S+X sales
- high Q3 M3 margin (16%+)
-good ramp progress at fremont and G1 battery lines
-large number of Lemur orders
-china G3 accelerated timeline, funding secured. Production start late 2019/early 2020 (chinese build spreed!)
-Good Q4 forecast
Things i want to know that i can think of:
-when will ramp get to 7k/8k/10k per week
-how big is M3 order book/demand
-when to start europe M3 deliveries
-any Saudi deals
-any Europe Gigafactory plan
-Model Y reveal/progress/production plan
-Chairman/directors
-FSD timeline
-Tesla energy