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Model Y Upgrade Impacts Q1 Deliveries - Discussion

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Topic review: Model Y Upgrade Impacts Q1 Deliveries - Discussion Expand view

Model Y Upgrade Impacts Q1 Deliveries - Discussion

by Teslaguy » Wed Apr 02, 2025 7:51 pm
Model Y Upgrade: Genius Strategic Move or Production Bottleneck?

Tesla’s Q1 deliveries are down, and the new Model Y upgrade is taking the blame. Is this a temporary setback for long-term gain, or a sign of deeper production issues? The factory upgrades are supposed to streamline Model Y production, but the initial dip in deliveries raises eyebrows. Are we witnessing growing pains or a fundamental flaw in Tesla's strategy? Let’s discuss the potential long-term impacts of this upgrade.

Dan Ives calls the Q1 numbers a “disaster,” yet Tesla’s stock price is up. Is this market irrationality, or is Ives missing something? What are your thoughts on the disconnect between analyst sentiment and market performance?

Elon Musk stepping back from DOGE amidst all this adds another layer of complexity. Is this a strategic move to focus on Tesla’s core business during this crucial transition period? Or is there something else at play?

With the full financial results coming soon, what key metrics will you be watching to assess the true impact of the Model Y upgrade? Share your predictions and insights. What are your expectations for Q2 deliveries? Is a rebound imminent, or are we in for a longer recovery period?
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