Part 5/12:
Tesla’s preparation for the affordable model launch has been long-standing, likely in the works since July. The company strategically delayed release to maximize profits from Q3, leveraging the expiration of EV tax credits—which led to a surge in high-margin Model Y and Model 3 sales in Q3. With this period now concluded, Tesla seems poised to unveil their budget-friendly option, which would dramatically increase the company's market potential.
The timing of the launch remains highly probable. The speaker outlines three scenarios:
Early launch next week, with minimal fanfare.
A dedicated event around October 16th, which would serve as a major catalyst.
A post-earnings release around October 22nd or 23rd, though deemed less likely.