1/ #SGFReport Observed the $TSLA Tempe, AZ DC and Service Center today. Only DC in AZ, 1 of 2 AZ Service Centers. Open from 9-4 Saturday, closed on Sundays. I observed from 9-1. 68 degrees, beautiful weather.

Saw one delivery, a Silver M3 around 12:50pm.
2/ Assuming they did two today and closed tomorrow, that would be roughly one sale a day in the entire state of Arizona. Still not even sure how that’s possible but it is what I saw. Assuming 2% of the country’s sales, that’s a pace of 1400 US sales for Tesla in February.
3/ Yes, that’s a lot of jumping to conclusions based on one small sample. But my biggest takeaway was just how visibly dead the delivery center side was...you could make a case it was overstaffed still even after the layoffs. A few cars pulled in to walk around and browse.
4/ The service center side was actually not as busy as I thought it would be based on the quality reports and fleet size. 7 cars got picked up while I was watching and roughly the same were dropped off. Very dry and warm here (with lots of garages) so good for Tesla quality.
5/ Misc. takeaways: Lots of teens on those Lime scooters rode by on the sidewalk. Thinking ARK should back a different profitless, transportation growth story. (They probably do.) The beach cruiser store across the street sold one bike while Tesla sold one car. Competition is on.
6/ $TSLA has an Enterprise Value of over $62 billion dollars! I am admittedly bearish but what I saw today strengthened my conviction that the demand cliff is real and it’s spectacular. Observe your local DC from a safe distance (no need to go on property) and see for yourself.
Thanks to @ValueExpected for giving me the basics of the layout and telling me what to look for. Thanks to all the people monitoring other DCs that inspired me to get off my butt and do a little primary research on a Saturday morning.
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