It’s always a lot of fun to talk my latest Tesla forecast with @heydave7 ! Especially on days when Tesla reports all-time record production and delivery numbers that bode well for the upcoming $TSLA earnings. Thanks, Dave!
We’ll, here’s a $TSLA chart you don’t see every day: 🤣
Also: I wanted to mention that Tesla delivered more in Q4 than they produced (again), somehow. I believe this is because Tesla logistics has gotten so much better that Tesla can now manage an ending finished goods inventory balance of only 4-5 days’ sales…
… *without* the usual crazy end of quarter push (and the consequent overtime expense that had previously eroded profit per vehicle).
Ending “the wave” is the right thing to do for profits, but all the better if you can combine that with superior delivery logistics planning. 🤓
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Here is my latest Tesla forecast thread. The trend is up. 😎
I'm tweeting this sooner after the deliveries release than I normally would so that @heydave7 and I can talk about it when we record a podcast tonight, so please forgive any typos, formatting problems, etc. 🙏
/1 $TSLA
This chart shows Tesla's actual revenue for every quarter (except for Q4 2021, which is my forecast, since it won't be reported for another ~3 weeks).
That's exponential growth, y'all.
/2
Here are the deliveries I'm forecasting by site, by model, by quarter.
You can tell what site produces each model by color:
California = red
China = green
Texas = gray
Germany = blue
/3
Strange how upset Elizabeth Warren got when— rather than “freeloading” (by just quietly accepting her public insults)— @elonmusk gave them right back to her.
Almost as though she didn’t want anyone accusing her of being…
@elonmusk is expected to join (live in a few minutes) the National Academies of Science, Engineering, and Medicine to answer questions from the Space Studies Board and Board on Physics and Astronomy (SpaceX stuff).
The chat moderator provided the following link to submit questions from the public that Elon may be asked at the end, time permitting. forms.gle/ZuKxXmCJAgQgZZ…
Here's my latest Tesla forecast. Several of you, after reading one of my 69-tweet threads, requested a "420" thread, so here it is:
🍀 The first tweet has 4 green charts
2⃣0⃣ tweets in total
The last 4 of 20 tweets contain previously unreleased detail on 2022-2023.
$TSLA
/1
This chart shows Tesla's actual revenue by quarter.
Please note that Q4 2021 has not happened yet. 👀
/2
Here are the deliveries I'm forecasting for Tesla by site, by model, by quarter.
Rather than assuming GF4 will never build Model 3, I have just pushed it out 2 more years, which means I actually have an unannounced European model starting production before Model 3 now.
/3
I dedicate this tweet to the Tesla haters who-- when confronted with the fact that U.S. legacy sales are in steady decline-- reply, "Sure, but you just don't get it, dummy: *their strategy* is to sell less vehicles!"
$GM $TSLA investor.gm.com/static-files/c…
GM total revenue and EV market share have both fallen to their lowest level in 5 years:
And Cruise is losing more money than ever and borrowing billions from GM Financial to purchase autonomous vehicles GM manufactures. 👀