Dana "Joyfully Vaccinated" Hull  👩🏻‍💻Verified account

Worth more than GM and Ford combined. Makes total sense.

Not quite. GM 52B, Ford 36B.

Finally a positive Tesla article @danahull

I can still taste some subtle poisoning. No musk did not randomly decide to fire 7% of the workforce. Q1 is historically weaker then Q4. The list is long.

How do you justify "back on top -- this time, it seems, with some real staying power."? The article amounts to "stock price, bro". $TSLA missed 2019 Street rev ests, earnings ests & hit the low end of unit guidance courtesy of stuffing the Dutch with 17% of 2H 3 production.

But now there’s 2020 estimates for them to badly miss.

The only real question is what did this year tell us about where Tesla will plateau? The M3, EMs framing notwithstanding, was disappointing. It appears to be in decline in its established mkts besides China. It’s likely the Y follows a similar pattern. If so, niche OEM at best.

I can't see how the Model Y is going to benefit $tsla much. If there was any demand, Elon would've been screaming about reservations

Nooo then model 3 takes hit early. He's smart