Part 3/11:
AJ highlights that Tesla is likely to outperform in Q1 compared to Q1 of the previous year, expecting double-digit year-over-year growth despite ongoing setbacks like the Berlin factory's production halt. Specifically, he notes that:
China is nearly 10,000 units ahead of last year.
The U.S. market remains flat but stable in early months.
Europe has experienced about 6,000 more deliveries in the first month, with some markets showing significant growth, even as Germany’s figures lag due to Berlin’s reduced output.
These regional insights suggest a resilient global demand for Tesla vehicles, positioning the company for a strong Q1 delivery report scheduled for April 2nd.