$TSLA will release Q2-2025 delivery/production #'s tomorrow! Here are the EST of deliveries for Q2: 386,086 - Analyst consensus 370,000 - Gary Black 365,420 - James Stephenson 360,000 - Grok 359,927 - Pejjy 356,000 - Troy Teslike 348,525 - Virus

Powerwall has been a very high demand, high-profit product for Tesla. BBB will probably force a price cut especially when combined with additional capacity, but Tesla will still make a great margin on these bc production costs will drop due to scale + the in-house LFP batteries.

These RoW sales are coming in a bit higher than I expected. My 335k probably too low by 10k or so. Back to the 345k from last week lol 😅.

😮 Wow! My biggest miss ever. Congrats Tesla.

Good vehicle number but offset slightly by softer energy number this quarter. Financials will be interesting.

Recording of tonight's Space covering Q2-25 earnings. Thanks for attending and engaging! x.com/i/spaces/1mnxe…

The Q2 beat (of most people's expectations) was a result of two things: 1. Big "export market" sales - Australia, Korea, Turkey etc - all had big QoQ increases. 2. Strong US sales. Both of these things have the same root cause, imo. There were sales from Q1 - which was

Hard to know exactly what % of Tesla's regulatory credits come from the U.S., but we may get an indication of this in Q4.

Happy 4th of July to my American friends 🇺🇸🎇!

Not great. But great summary!

I love reading all these people telling Elon to stay out of politics (today). Yeah...I tried this 3 years ago, almost daily, for the first year. It doesn't work. Elon gonna Elon. But good luck to you lol.

Tesla enters Q3-25 with 128k inventory vehicles (second highest ever on record), which is equivalent to about 25 days of supply.

Guilt-free pancakes: - 1/2 cup rolled oats - 1 egg - 1/4 cup 1% fat cottage cheese - 1/2 banana - 1/2 tsp vanilla extract - 1/2 tsp cinnamon - 1 tsp baking powder Blend all in a blender until smooth. Top with maple syrup or fruit for added sweetness.

Lol. Champion of Justice over here continues his crusade.

Elon has Tesla's BoD by the 🍒. Zero and I mean ZERO chance.

There isn't anything Elon's new party could do for Tesla that would be worse than what Donald Trump did to Tesla.