The reality is Mother Nature has decided to dump torrential rain over Central Texas. This has forced Elon Musk to push back the outdoor Roadster hypercar reveal by 2 weeks.
The market threw a tantrum because it has to wait a little longer but the big game is this Friday.
Friday's Q3 delivery numbers is the ultimate showdown. The bears are leaning into macro slowdowns with JPMorgan trimming numbers and flashing caution. But they are blind to what is happening inside Tesla's showrooms.
The family targeted 6 seat Model Y L has been a winner since orders opened in July. Showrooms have literally been picked clean. Inventory is non existent and fresh orders are backed up until 2027. This isn't a demand problem. It is a manufacturing sprint.
This pullback is a gift for Tesla Bulls. Buckle up for more exciting news.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
