New Product Teaser, EV Credit Updates, Semi Recall, Franz Interview, Q1 Forecasts (03.31.23)
Tesla Daily: Tesla News & Analysis
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Tesla's Q1 Inventory Expectations
I'm expecting inventory to grow about 7,000 vehicles. According to Tesla's compilation of analyst expectations, that's 421,519 for Q1 for deliveries. My sense is that that's probably been increasing a little bit as the quarter has gone on. Aided by those updates that we have had on Gigapalin and the production rates there. So we'll see again, 430,000, 755 is where I'm at for deliveries,. 439,895, rounded up to 440 if you want for production.
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