Pressure Points: Tesla's June Quarter Deliveries

from Pressure Points · host Deepwater Asset Management

Tesla shares down on the huge delivery beat for three reasons. The biggest was buy on the rumor. The second is a question of how much did high gas prices help the number and third, the ending of the DOGE headwind (Elon left in May 25).Bottom line: The EV winter that started in March of 2024 is ending. Even backing out those one time benefits, it still was a monster delivery number, likely up 20% plus vs. up 6% in March. 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 Jul 2, 2026

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