X @Herbert Ong

Tesla's Potential New Model Launch Strategy - Tesla may launch a new, cheaper model to maximize tax credit benefits and avoid the Osborne Effect [1][2] - The company could leverage the $7,500 US EV Tax Credit expiration to drive demand for existing models and the new model [1] - A flash launch strategy (unveil + open orders + fast deliveries) could reset the narrative for Q4 and trigger a new wave of orders [3] Market Sentiment and Q4 Expectations - A significant influx of 100,000-200,000 reservations for the new model could prove Tesla demand remains strong and change the market narrative [4] - The market's Q4 sentiment is divided, with bears citing Tax Credit FOMO and bulls expecting strong seasonal demand and new FSD software [4] Investment Perspective - One investor has placed a bet on a potential upside surprise with a Jan 2026 $430 Call option on TSLA, risking approximately 2% of their portfolio [4][5]