X @Elon Musk

Demand Surge - Tesla is experiencing a surge in orders, potentially driven by the upcoming expiration of the U S EV credit next month [1] - Delivery wait times for Model 3/Y are increasing [2] Pricing & Incentives - Lease prices for Model 3/Y are rising [2] - Tesla will likely reduce incentives in the U S as the end of the quarter approaches [2] Delivery Outlook - September is expected to be a challenging month for deliveries [2]