The lot is finally emptying out. Delivering 22,141 units over production isn't just a beat—it puts an end to the "unsold inventory sitting in parking lots" narrative that bears traded on all summer. The stock cheered with a clean +4.65% pop to $370.59.
My Personal Read:
The Trap: Don’t confuse an inventory flush with an immediate earnings explosion. Clearing stock often means financing incentives and price trimming. Volume is back, but margins will write the next chapter.
The Opportunity: TSLA is still down -17.60% YTD while the market is up double digits (+12.81%). That’s massive underperformance ripe for a vicious mean-reversion squeeze if Q4 guidance surprises to the upside.
How I’m Playing It:
I’m letting momentum runners ride with a trailing stop just below $355, but holding off on adding fresh capital until we see how gross margins hold up at the print.
@TigerWire @TigerStars @Daily_Discussion @Tiger_comments @TigerEvents
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