X @Herbert Ong

🚨 Wolfe Research: Q3 is poised to be a strong quarter for TeslaDeliveries seen at 465k–470k vs. 445k consensus, boosted by US tax credit rush + solid China demand.“We estimate 165-170k deliveries in Q3, or ~10k above our prior est,” Wolfe said, adding that volumes “largely do not reflect the recent launch of the Model Y L.”EPS forecast: $0.55–0.60 vs. $0.49 consensus.Wolfe cautions Q4 may soften but cites offsets: new models, stronger China/Europe, energy growth & autonomy. 🚀 $TSLALink: https://t.co/engZ6a4 ...