Discover and read the best of Twitter Threads about #shortygroundforce
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1/ Brief thread on $TSLAQ production & demand. These are 2 sides of the $TSLA narrative. It needs exponential growth in production AND the demand to absorb said production for the huge market cap to hold. We already know production has stalled out. Just look at Bloomberg's model. 
2/ As we know all too well (and as we've repeatedly recounted), production can't be sustained at the rates @elonmusk has promised. Long gone is the 7k burst wk, let alone the 10k/wk M3 promises. Even the 5k/wk "sustained" rate has proven ephemeral. $TSLA
seekingalpha.com/article/422594…
seekingalpha.com/article/422594…
3/ Thanksgiving was the last week of $TSLA "production hell", in which Elon fought to show a 1k/day extrapolation. Evidently, that particular flavor of flimflam has gone out of style. Unsurprising, since such bursts have proven busts time and again. $TSLAQ
seekingalpha.com/article/422460…
seekingalpha.com/article/422460…
