X @Herbert Ong

Market Trends & Deliveries - Tesla's delivery drivers are influenced by factors like the $7,500 credit [1] - Model Y demand in China is a significant factor [1] - Potential for accelerated EV sales in the near future [1] Margin & Cost - Analysis of Tesla's margin trends [1] - Possibility of a cheaper Tesla variant [1] Future Technologies - CyberCab and Optimus have the potential to disrupt the market [1]