Part 7/11:
Tesla's inventory data remains somewhat elusive. Some industry watchers believe Tesla may be deliberately withholding information about the number of vehicles in inventory, possibly to manage demand perceptions or due to significant sales volume already realized. Recent reports indicate a temporary removal of inventory data from Tesla’s website, stirring speculation about whether Tesla is hiding unsold stock or simply experiencing rapid sales.
In the broader context, Tesla's upcoming delivery figures, expected in about ten days, will shed light on actual demand dynamics and inventory management. As Tesla projects increasing vehicle production, particularly with the introduction of the next-generation vehicle platforms, demand is expected to become an increasingly critical metric.