Part 6/12:
The consensus is a 90% chance of the launch occurring in October, with most forecasts favoring a mid-month announcement or event, potentially igniting a significant rally toward Tesla’s all-time highs—around $480 to $488.
Risks Ahead: Delivery Numbers and Earnings
An important consideration is the release of September delivery figures, expected imminently. These figures are market-moving whether bullish or bearish; they could cause Tesla's stock to fluctuate plus or minus 5% in the short term, independent of the forthcoming launch. The speaker plans to take on some delivery risk, opting to "jump in early," trusting that even if delivery numbers dip temporarily, the longer-term bullish catalysts like the affordable model will prevail.