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Musk's $56B pay package vote approved: Can it drive TSLA further?
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Tesla Shareholder Meeting Post-Mortem... How to Solve the Inventory Problem

As outlined in the chart below, $Tesla(TSLA.US)$ has typically been able to "move metal" into quarter end via discounts, incentives, fleet deals (RIP $HTZ mgmt), etc. - but that failed in Q1'24, resulting in a $2.5B cash burn.

As we approach Q2'24 end, the inventory mountain has never been higher. Will we see $TSLA's most aggressive discounting ever in the next few weeks? Or will they take it on the chin via cash burn?
Tesla Shareholder Meeting Post-Mortem... How to Solve the Inventory Problem
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