Pressure Points: Tesla Q4 Deliveries

from Pressure Points · host Deepwater Asset Management

Q4 deliveries. Tesla grew deliveries in the Dec qtr by 20%. My sense is that will be in line with other traditional car makers EV growth. As a point of reference, $RIVN Dec qtr deliveries were 1/20th of Tesla’s and down 31% YoY. I’m optimistic Tesla can hold US mkt share in 2024. 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 Jan 2, 2024

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Pressure Points: Tesla Q4 Deliveries

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