Big Q1 deliveries leak:
Tesla Cybertruck is already boosting sales, keeping momentum without tax credit - Electrek
"However, sources familiar with Tesla’s US sales told Electrek that
the automaker’s management has given its North American sales team roughly the same delivery goal as the previous quarter."
"They are reporting strong demand in the first quarter and sources attribute it, at least partly, to the Cybertruck unveiling in November of last year."
...
"One source told Electrek that some Cybertruck reservation holders are opting to lease a Model 3 until they can take delivery of their electric pickup truck – resulting in a boost of demand."
That's ...
very bullish, given that China is likely going to be good as well.
Fed's "NA delivery goal" sources have been pretty accurate in the past, plus the lack of price cuts and the early stopping of EU and CN ships indicated strong Q1 demand as well.
This strongly suggests that 100k Q1 deliveries and GAAP profits are a good possibility now - with earlier S&P 500 inclusion if they post at least $100m in Q1 profits.
I don't think any of the shorts expected a good Q1, and they might now be in a world of hurt...
Might explain why the price of post-April-4 options series exploded today? (April 3 is the probable release date of the Q1 production and deliveries report.)