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Troy Teslike
TroyTeslike
I finished my calculation for today's Patreon update but writing the commentary will take some time. So, just wanted to say that it's only 1,000 units higher than the March 24th update here: www.patreon.com/posts/q1-2024-tesla-9-100878202 Here are some Model X VINs in case some people find this… pic.twitter.com/KRpCQIG8pr
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Troy Teslike
TroyTeslike
I'll tweet my final estimate for Tesla's Q1 production & deliveries, along with the Company-Compiled Consensus (Tesla's survey with 25 analysts), on Mar 31 I always compare my final estimate to the final consensus on the last day but the Company-Compiled Consensus is not out yet
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Alex
alex_avoigt
Tesla will surprise on the upside with its profit margin in 2024. $tsla
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Alex
alex_avoigt
Tesla should initiate a program that puts every analyst, fund manager, and Journalist in a Tesla with the latest version of FSD so they understand that Tesla is not selling cars, FSD is creating above 95% margin, selling itself, and as a side effect Tesla's. $tsla
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