Said it already 3 months ago that over 1.8 million that Elon Musk promised in Q2 analyst call is a pipe dream. It will be tough for Tesla to have 1.75 million deliveries in 2024. Besides the pressure on their margin because they are only able to sell their aging cars with 0% interest against all the modern Korean and Chinese EV's.

I'd even go so far to predict that Tesla will have trouble making 470k deliveries in Q4.

Elon knows that his car business is gone, that's why he's spinning the Robotaxi and Robcs story. But different than his EV business where he was the first and only in the market, both Robotics and Robotaxis are crowded by long time players already.

Tesla at $175 at the end of the year, which is still way too overrated for their profit.