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Tesla Q4: Buy the Dip or Ride the Wave?
Q4 delivery numbers are right around the corner, and Barclays has pegged their estimate at 515,000 units, a 6% year-over-year jump. That’s slightly ahead of the consensus estimate of 511,000. A beat might add fuel to Tesla’s recent rally, but let’s be honest—deliveries aren’t the whole story anymore.
What really matters is Tesla’s long-term play. 🚀Their push into autonomous driving and AI, especially with the planned “Unsupervised FSD” launch in 2025, has shifted the narrative. Even if deliveries come in a little soft, it’s unlikely to rattle the hardcore bulls. But if the number beats expectations? It might give short-term momentum a boost, even if it doesn’t drastically change the big picture.
Here’s my take: $Tesla (TSLA.US)$ ’s been on a wild ride, with shares rocketing 77% since November’s election after months of stagnation. It’s clear the market is warming up to Elon’s vision again. For me, any short-term dip post-earnings might just be a buying opportunity. The fundamentals remain solid, and the growth potential in AI and EVs is massive.
Personally, I’m watching for any dip to add more. What do you guys think? Is this a data-driven opportunity or just more Tesla hype?![]()
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