Tesla: 241,300 Vehicles Delivered In Q3 (RECORD)

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(Edited)

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In spite of the global chip shortage, Tesla keeps rolling out record quarters. For the 3rd Quarter, they produced 237K Vehicles and Delivered 241K.

In this video I discuss how Tesla keeps hitting it out of the part and how these numbers will lead to record earnings which are likley to be announced later this month.


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Very interesting, company, made a project about it in university, discussing how advanced they are compared in relation to competitors. What are your thoughts on the $TSLA stock? I think Cathie Wood has put a 3000$ target for it.

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I dont have a price target as such other than I believe it will be the most valuable company in the world.

If they bring out Robotaxis and the humanoid robot, it will be the largest company in the world, by a wide margin.

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Summary:
The video discusses Tesla's record-breaking third quarter delivery numbers, surpassing Wall Street estimates by delivering 241,300 vehicles. The significant jump in deliveries, over 20% from the previous quarter, showcases Tesla's rapid expansion. The speaker mentions the production progress at Giga Berlin and Texas, highlighting the challenges faced due to awaiting final permitting. The focus is on Tesla's ability to scale existing production lines efficiently, with a substantial contribution to the numbers coming from Model Y production in Shanghai. The potential for further growth in the next quarter, especially with Austin's expected production of Model Ys, is emphasized.

Detailed Analysis:
The video delves into Tesla's outstanding performance in the third quarter, exceeding expectations by delivering 241,300 vehicles. This marked a substantial increase from the previous quarter, demonstrating Tesla's impressive growth rate. The speaker highlights the breakdown of deliveries, with a significant portion attributed to Model 3 and Model Y. The absence of Model X deliveries during the quarter is noted.

The discussion then shifts to Tesla's new factories in Giga Berlin and Texas, emphasizing the challenges related to final permitting and approvals. The speaker provides insights into the status of production lines at these new factories, indicating progress but noting the lack of vehicles for sale from these locations. The uncertainties and delays due to environmental concerns and legal issues are outlined.

The video underscores the role of Shanghai in Tesla's production capacity, with a notable increase in Model Y output per day. Speculations are made regarding the potential for another record quarter in the future, considering the accelerated pace of production in Shanghai and the anticipation of Austin's contribution to Model Y production. The importance of Tesla's ability to scale existing lines effectively, especially in the face of challenges like the chip shortage, is reiterated.

Furthermore, the speaker touches upon the financial implications of Tesla's delivery numbers, hinting at calculations for estimating automotive revenues and profit margins. The video concludes with a nod to the balance between cars produced and sold, emphasizing Tesla's ability to manage inventory and meet demand efficiently.

Overall, the video provides a comprehensive analysis of Tesla's third-quarter performance, highlighting key factors influencing its delivery numbers and production capabilities. The focus on future prospects, the role of new factories, and the financial considerations adds depth to the discussion surrounding Tesla's continued growth and success in the electric vehicle market.

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