1. BTW, don't know if this has been said recently, but I would like to point out that Ingenieur had been attacked in the past for his analysis of what he thought was happening in China. While we don't have concrete proof of everything that has been going on in China (as in, we don't have Tesla internal spreadsheets of China sales), I think it is safe to say that Ingenieur's past comments fit with Elon's comments yesterday that China sales were poor in 4Q, although Elon blamed poor public understanding of charging infrastructure rather than blowback from scalper sales.
2. At the very least, I don't think Elon has told us the whole truth about poor sales in China.
3. BTW, obscuring a region's poor sales isn't anything new for Tesla. Germany was supposed to be a big market, as per Elon comments, and then they started selling in Europe. Elon never mentioned Germany again in regards to high sales, and registration information shows that sales there have been lackluster.
4. All of which isn't necessarily bad news for Tesla (except for the stock price), because as Elon also said yesterday, sales in the rest of Europe and in the US have MORE than made up for anticipated sales in China that never materialized. So, as usual, we will have to wait for 4Q earnings to see what this all actually means.