Gene Munster
@munster_gene
Managing Partner @deepwatermgmt. Investing in tech-driven growth. All views/opinions are personal and not investment advice. 🚀
가입 July 2019
145 팔로잉 중 105.5K 팬
Why is $TSLA gaining EV share again?
1. Best bang for the buck.
2. FSD is starting to play more into buying decisions.
Both of these are long-term positives.
$TSLA Sep deliveries are the latest sign the EV winter is thawing for Tesla (and $RIVN), while traditional car makers remain in a deep freeze.
Sep 26: While traditional car makers like GM are reporting EV's down 70% plus y/y, Tesla was down 2% in the face of the tough tax credit comp a year ago. The Street was expecting down 7%. I thought it could be flat.
Thats good news for CY27 deliveries. The Street is at 9% growth. I expect it will be above 15%.
Rivian was up 46%, but the numbers are small. Rivian delivers are 1/24 the size of Tesla.
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