Part 6/13:
Black also points out that Tesla's inventory levels are relatively low, which is a positive indicator of underlying demand. Some short-term inventory discounts are observed on Model 3, S, and X—primarily tactical rather than outright price cuts—shaped by strategic inventory management as the company prepares for the Cybertruck launch and upcoming vehicle refreshes.
Industry Partnerships and Market Expectations
The broader automotive industry’s shift toward EV standards supports Tesla’s expansion. Notably, automakers like GM and Ford are adopting Tesla’s Supercharger standard, potentially adding around $0.20 cents per share in value from increased charging revenue—a figure that Black believes is already somewhat priced into Tesla's stock.