The Q3 Deliveries For Tesla And What To Expect From Q4
This is a post that focuses upon the automotive side of things.
Tesla deliveries were roughly in line with Wall Street. They miss by about 400 vehicles.
In this video I discuss what we can potentially expect from Q4 and what to expect. At the top of the list could be the strikes at the eastern ports. This has the ability to disrupt a lot of companies' supply chains. Also, the Cybertruck could be a difference maker depending upon the scaling. Unfortunately, Tesla doesnt break out the numbers so we have no idea what the present baseline is.
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$TSLA is priced as a growth company... so the share price might be in big trouble if they're not growing.
I think Troy Teslike has estimated around 13,000 Cybertruck deliveries for Q3.
That might be an accurate estimate. I have no idea what they are. I dont know what the deliveries were earlier in the quarter.
The share price could be in trouble but markets are lousy estimators of value. The company is growing in ways that most do not comprehend. Of course, when they these things go live, then people will be "shocked". It happens all the time.
As I said, looking at Tesla as an automotive company is missing the entire forest. The next growth curve will likely put this company on the level of some of the largest in the world.
They are between growth phases right now.