$Tesla Motors(TSLA)$ Last qtr Tesla disclosed a charging station deployment increase of 23 percent. This was on top of a growth rate that's faster than all competitors combined. Now even manufacturers like Polestar, Geely, Volvo, are joining Ford, GM, Toyota, Honda, Nissan, Rivian, and Lucid to have fully integrated Tesla charging stations in their infotainment systems. Tesla has taken 2 more steps to expand their lead. The 500kwh faster version 4 cabinets are cheaper to build ($43,000 with 4 stalls vs $200,000 for next lowest priced competitor, EVgo). In addition it can handle 8 charging stalls versus 4 for the version 3. This means expect another bump in deployment numbers. With it expect another revenue jump in q4.
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