Part 2/11:
Levy discussed upcoming delivery figures, which he expects to surpass consensus estimates. The consensus forecast for Tesla in the first quarter anticipates around 420,000 units, but Levy's team predicts Tesla will deliver approximately 425,000 vehicles. This optimism is based on Tesla's own production commentary and assumptions about their March output, suggesting inventory build-up will remain modest, thereby possibly boosting investor confidence.
He emphasizes that exceeding these delivery expectations could serve as a key catalyst for Tesla’s stock price, which has faced some recent negative sentiment due to demand concerns.