X @Herbert Ong

🚨 NEWS: UBS sees Tesla Q3 deliveries running ahead of Wall Street consensusAnalysts at the bank said in a note to clients that they have lifted their forecast to about 475,000 units, which is “~8% above Visible Alpha consensus,” though they added it is “more inline with buyside expectations in the 470–475k range.”UBS raised its estimate from 431,000, noting that such a result would be up 3% year on year and 24% sequentially.“Despite a print that may be inline with buyside expectations, we tend to find the s ...