In today’s briefing:
- Tesla Q3 Deliveries Are Looking Ugly

Tesla Q3 Deliveries Are Looking Ugly
- Market consensus estimates for Q3 deliveries have been falling so hard and fast they now approach my formerly well below market estimate.
- Sentiment, however, remains largely optimistic as analysts attribute the weakness to factory shutdowns for “updates”. We’ll see.
- Tesla is expected to report results before the market opens on Monday.
