, 3 tweets, 1 min read Read on Twitter
Asking “why are we hearing about this now?”, after all it’s from 2/25.

Something like this would normally be announced when it could impact the stock price. 11pm PST Sat night isn’t good for that.

But 11pm PST Sat night is 8am Sunday morning for certain bankers in Germany...
To be clear there’s a thread about the consequences of Tesla falling below the mandated cash requirements of $1.25B.

There may even be an audit of physical inventory.

The timing of this news seems awfully convenient, if one were trying to influence $DB this weekend.
Also, the “hundreds of millions” language is super strange for a deal signed over a month ago.

The lack of specifics in revenue impact has my spidey sense tingling.
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