3 ms·

Forecasters had expected 99,000, so below targets. Tesla has said they are targeting 400,000 for the year, so Q4 will need to be quite something.

danhak 7y ago
Which forecasters? Morgan Stanley put out a note just this morning predicting 91,000 deliveries: https://www.zerohedge.com/technology/morgan-stanley-predicts-q3-deliveries-miss-tesla-capitulates-companys-autonomous https://www.zerohedge.com/technology/morgan-stanley-predicts... One of the most prominent TSLA shorts was predicting 82,000: https://mobile.twitter.com/markbspiegel/status/1167484390366240768 https://mobile.twitter.com/markbspiegel/status/1167484390366... Full-year guidance is 360,000 - 400,000. They should have no problem hitting the lower end at this point.
- yreg 7y ago
  Wow, that twitter feed is obnoxious.
- et2o 7y ago
  Spiegel is remarkably and consistently wrong about everything related to TSLA, yet always full of sound and fury about it. From the aspect of a relatively neutral observer (me, although I like Tesla) he's a remarkable character study. I often read his Twitter in a state of bemused horror. He runs his "long-shirt macro hedge fund" out of his 1 bedroom upper east side apartment but probably manages (significantly) less than 10MM USD, although he stopped releasing figures. I'm fascinated by how someone ends up like him. The absolute insistence in his own ability despite all reasonable evidence to the contrary is something to behold. I have to acknowledge the possibility that his public personality is at least to some extent a performance, perhaps designed to raise his profile among potential investors. But he's so consistently and thoroughly repulsive (see his pinned Twitter non-apology for a since-deleted "joke" involving Epstein, Greta Thunberg, and child rape) among others that I don't think it's all performative.
- dmode 7y ago
  Wow, that Spiegel guy seems to have lost his mind after being wrong about his Tesla prediction for decades

danhak 7y ago

Which forecasters? Morgan Stanley put out a note just this morning predicting 91,000 deliveries: https://www.zerohedge.com/technology/morgan-stanley-predicts-q3-deliveries-miss-tesla-capitulates-companys-autonomous https://www.zerohedge.com/technology/morgan-stanley-predicts... One of the most prominent TSLA shorts was predicting 82,000: https://mobile.twitter.com/markbspiegel/status/1167484390366240768 https://mobile.twitter.com/markbspiegel/status/1167484390366... Full-year guidance is 360,000 - 400,000. They should have no problem hitting the lower end at this point.

yreg 7y ago
Wow, that twitter feed is obnoxious.
et2o 7y ago
Spiegel is remarkably and consistently wrong about everything related to TSLA, yet always full of sound and fury about it. From the aspect of a relatively neutral observer (me, although I like Tesla) he's a remarkable character study. I often read his Twitter in a state of bemused horror. He runs his "long-shirt macro hedge fund" out of his 1 bedroom upper east side apartment but probably manages (significantly) less than 10MM USD, although he stopped releasing figures. I'm fascinated by how someone ends up like him. The absolute insistence in his own ability despite all reasonable evidence to the contrary is something to behold. I have to acknowledge the possibility that his public personality is at least to some extent a performance, perhaps designed to raise his profile among potential investors. But he's so consistently and thoroughly repulsive (see his pinned Twitter non-apology for a since-deleted "joke" involving Epstein, Greta Thunberg, and child rape) among others that I don't think it's all performative.
dmode 7y ago
Wow, that Spiegel guy seems to have lost his mind after being wrong about his Tesla prediction for decades