Part 7/9:
In a broader discussion about Tesla's current market climate, Brian addresses the prevalent concerns regarding sales dips in Norway, Germany, and China. He argues that seasonal fluctuations — particularly during January — traditionally result in decreased sales across the automotive industry and thus should not be interpreted as a fatal sign for Tesla. The analyst points out that the data is thin and inconsistent, making any conclusions about widespread issues premature.
The discussion also shifts to the excitement surrounding the upcoming model Juniper (Model Y) and the anticipated production figures. Brian explains that while pre-orders in China have been impressive, any speculation concerning their U.S. counterparts should be treated with caution until more concrete numbers emerge.