,
8 tweets,
3 min read
Read on Twitter
1/ With all the focus on Model 3, let's not forget about Model S and X. In Q1 2018, $TSLA delivered only 21,800 combined - a big miss at the time. 
2/ Of those 21,800, some 6,100 occurred in Europe, including 4,700 in March alone (source: TMC European tracker).
3/ According to the widely respected JL Warren, another 3,900 occurred in China. Notably, $TSLA ended the year with essentially no inventory in China.
4/ In fact, with regards to Model S and X, $TSLA ended 2018 claiming only 1,897 in transit to customers out for delivery in early Q1 2019.
5/ And sure enough, $TSLA did deliver 1,825 Model S and X vehicles in the US in January 2019. Another 624 were delivered across Europe.
6/ But what about February and March of this year? Well, here's the thing. With the rollout of Model 3 in Europe and China, many people have been tracking the shipping data. Including the $TSLA bulls themselves. Here's the latest update:
7/ There's only so many boats, and only so much space per boat. And boats take weeks. Thus far, the numbers have been pretty low. And aren't these ships filled mostly with Model 3s? $TSLA
8/ Questions: How does $TSLA replicate anywhere near the 21,800 deliveries achieved in Q1 2018 when 10,000 of those were delivered in Europe and China? Is the street ready for a shockingly low number? <fin>
