Auto Gross Margins (ex-credits

Auto Gross Margins (ex-credits): This remains the primary metric for Wall Street. Investors want proof that vehicle margins have stabilized after rounds of price adjustments.

Autonomous & FSD Timeline: Given TSLA’s tech valuation multiple, clear timelines and progress updates regarding Full Self-Driving (FSD) and Robotaxi rollouts will carry significant weight.

Energy Storage Growth: Tesla Energy continues to be a high-margin growth engine that could provide a positive surprise to offset auto sector headwinds.

Tesla Delivered 22K More Cars Than It Built — How Far Can This Rally Run?

Tesla's Q3 deliveries beat expectations and ran 22,141 units above production — it sold more than it built. The stock closed +4.65% at $370.59 Friday and is on pace for its first annual delivery growth since 2023. It's still -17.60% YTD vs the S&P 500's +12.81%. Bulls read the beat plus the inventory drawdown as real demand, not channel stuffing; bears note most of the decline is multiple compression, not falling sales, so deliveries alone may not restore it. How would you score this rebound?

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