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New Product Teaser, EV Credit Updates, Semi Recall, Franz Interview, Q1 Forecasts (03.31.23)
Tesla Daily: Tesla News & Analysis
Tesla's Production Rates Continue to Increase in Q4
I feel pretty good about the production number as usual. I don't spend a lot of time trying to figure out how deliveries are coming in since it's more of an outflow of my production estimates. But here we can see that over the last few quarters, Tesla has been building inventory and generally we don't see this many quarters in a row where inventory is increasing. That actually what I am expecting, though not to such significant degree like we had seen in Q3 and Q4.
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