Pressure Points: Tesla Deliveries Preview - Q1 2026

from Pressure Points · host Deepwater Asset Management

Beyond the headline of next week’s Tesla deliveries is the reality that the EV business is in a better place today than two years ago. Big Auto made big cuts to EV investment over that time, and that gives Tesla a bigger opportunity, especially in the US where we don’t have BYD. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

Episode metadata supplied by the publisher feed · Published Mar 27, 2026

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Pressure Points: Tesla Deliveries Preview - Q1 2026

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