Cory2
07-22

I speculated under 5% bullish with $Tesla Motors(TSLA)$  and earnings night. For some reason, despite a fairly healthy financial outlook and exceeding it's own expectations - Tesla isn't at the stock price where given the EV market data and a robust analysis, shpuld be imho. Perhaps all the AI data centre/memory chips noise is stealing some of $Tesla Motors(TSLA)$  thunder. Tough. I still invest in Tesla because of all the reasons I've said in previous posts. The long term outlook is healthy and strong given BYD it's only real competitor in the EV pool. A bit of time in the shade will keep Tesla humble and out of unsteady 15-mins-of-fame territory, and I back that after the robotaxi launches and steady meeting of deliveries and strong bottom line, the wheat from the chaff will be sorted, and Tesla will again shine in it's own light, not a short-lived limelight...

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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