The fourth quarter was widely expected to be challenging following the expiration of the U.S. federal EV tax credit at the end of Q3, which likely pulled forward a meaningful portion of demand into the third quarter—when Tesla delivered a record ~497k vehicles. However, the sequential decline of more than 75,000 deliveries is sharper than many bullish investors had anticipated. This magnitude of decline raises concerns around underlying demand elasticity, regional softness (particularly in North America), and the effectiveness of recent pricing actions. It also puts pressure on operating leverage and margins, especially given elevated inventory levels and ongoing capex commitments. While some normalization was expected post-incentive, the scale of the drop suggests near-term delivery volat
is the AI bubble finally bursting or still got room
@Barcode:$NVIDIA(NVDA)$ 🚀📈🔥 $NVDA Harmonic Extension Holding $181.90; Targeting $198.79 🔥📈🚀 13Oct25 NZT 🇳🇿 I’m focused on $NVDA for a high-probability harmonic extension. $181.90 is the key level to defend into Monday; resistance is stacked at $194.80 then $198.79. If $181.90 holds, I expect a tight range then a breakout toward $194.80 with a stretch to $198.79 into earnings. Invalidation sits below $181.90. Last week’s volatility shook out weak hands, but structure held firm! 👉❓Will buyers keep $181.90 intact to trigger the $194.80 retest? Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_comments@TigerStars
One more week for earnings. And 3weeks for annual shareholders meeting. Can it make it to new ATH ?
@Pinkspider:$TSLA remains a high conviction buy on its current, and final pullback to $400 before it never sees this low again… On Friday after the aggressive selloff whales loaded millions into $550 December $TSLA calls. Anything below $450 on $TSLA is free money. $550+ incoming soon…