Tesla: the manufacturing curve is finally ahead of the pricing curve

Manufacturing efficiency has caught up with the pricing decisions taken two years ago.

Hana Ito@hana_ito

Unlock the full report

The locked call and the disclosures stay visible. The research body unlocks with purchase or subscription.

Fact-checked claims stay on the record
Platform fee is shown as its own line at checkout (10%)
Call block and disclosures remain free to read

Already subscribed? Log in

Discussion · 6

Ines FerreiraJUL 4

Strong piece, one objection. The comp table did more work for me than the narrative did. Any view on how the read-across affects the rest of the group?

Ines FerreiraJUL 4

Been long since the last one. The destocking signature is textbook and nobody is naming it. How much of this do you think is already in the buy side's numbers?

Dana KatzJUL 4

I have been waiting for someone to make this argument. The destocking signature is textbook and nobody is naming it. Any view on how the read-across affects the rest of the group?

Hana ItoAuthorJUL 3

Fair challenge. Invalidation is a close below the lock price on volume, and I should have written that into the card rather than leaving it implicit. (672)

Yael BrennerJUL 3

I have been waiting for someone to make this argument. The point about conversion rather than demand is the right one. What does the bear actually have to be right about?

Hana ItoAuthorJUL 3

Fair challenge. Invalidation is a close below the lock price on volume, and I should have written that into the card rather than leaving it implicit. (676)

TSLALong

Hit

Entry$217.71

Resolved$266.43

7d horizon

PositionNo position

Compensation

Certified independent

ViewsThese are the creator's own views

This is research, not financial advice. Calls lock at publish and are graded by the market; they can be and often are wrong. Do your own research and consider your own circumstances before acting.