Part 2/10:
Troy, a known analyst and YouTuber, initially expressed concern over Tesla’s recent performance, indicating that the company may have lost approximately 10,000 orders in China due to a 23-day delay caused by recent pricing adjustments. Troy argued that this backlog loss would impact Q4 deliveries, estimating a potential inventory of 70,000 to 95,000 units by quarter’s end, a rather high number suggesting slowing demand.