$Tesla Motors(TSLA)$You saw $TSLA wait times dropping. Is that a concern? You probably haven't seen a thorough analysis of what it means in terms of order momentum and demand.
$Tesla Motors(TSLA)$Piper Sandler analyst Alexander Potter: As production ramps & wait times fall, we think $TSLA will remain singularly capable of quickly meeting consumer EV demand; If Tesla's upstream supply bottlenecks truly are breaking, we think it's a scary prospect for other brands”.
$Tesla Motors(TSLA)$S&P note from April. Note at bottom: S&P will consider upgrading $TSLA to investment grade later in 2022 if it can sustain 18% auto EBITDA margins ex-reg cred (2Q 19.8%, 3QE 21%+) while ramping up Berlin/Austin.
$Tesla Motors(TSLA)$According to a lobbying disclosure acquired by "Electric Autonomy Canada", Tesla is lobbying the Ontario government for a potential new factory.In Canada, companies must disclose all their lobbying efforts with the government.
$Tesla Motors(TSLA)$Hawaii set to close its last coal plant as part of a initiative to reach 100% clean energy. It'll use @Tesla Megapacks to help store power from its broad solar network, creating what’s set to be one of the largest energy storage plants in the world.