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 s...

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