Tesla released the deliveries and deployments for the 4th quarter.
In this video I discuss how it was a record quarter on both fronts. The auto deliveries were below expectations but still a record. I hone in on what I think the reason is. As for energy, this is something I started talking about 3 years ago. The revenues might be $3.5B for this quarter, more than double a year ago.
▶️ 3Speak
A record quarter for deliveries but not a record year. Tesla shares value it as a growth company but demand is softening. The stock is wildly overpriced in my opinion - too many maybes and moonshots are priced in that might never happen.