Tesla's Full Self-Driving (FSD) technology continues to make headlines with its impressive performance. Recent reports highlight the successful use of FSD in various locations, including Vaughan, Toronto, and Southern California, where it completed drives without human intervention. Xpeng CEO noted that FSD performed extremely well in Silicon Valley and highways. Meanwhile, Tesla's Q2 delivery estimates are under scrutiny. Barclays analyst Dan Levy projects 415,000 deliveries, below the consensus, while UBS forecasts 420,000, a 10% year-over-year decrease but a 9% quarter-over-quarter increase. Tesla's insurance registrations in China for the week ending June 23 reached 17,500, marking the best week of 2024 so far. The Model 3 saw significant registrations, with 6,100 units, the highest since the Highland launch.
BREAKING: $TSLA CHINA INSURED 17,500 CARS LAST WEEK 👀 The best week so far this year! https://t.co/7VZoKN3fmb
This is my final Tesla 2Q deliveries estimate: 412,919 deliveries, implying a +6.7% (+26.1K vehicles) increase over Q1's 386,810 vehicles. Primary drivers (QoQ): 1) Strength in U.S., China, and RoW. 2) Weakness in Europe. This is a reduction vs my prior 2Q estimate (old:… https://t.co/gzFoYN5lQg
Tesla Model 3 Performance is selling A LOT in China ♥️ @Tesla @elonmusk @WholeMarsBlog @ValueAnalyst1 @TSLAFanMtl https://t.co/xrPBx3jsBk
$TSLA China reported an excellent 17.5K insurance registrations for the week of June 17-23. This was the best week of 2024 so far, and included 6,000 Model 3, the highest since the Model 3 Highland launch last Nov. With one week left in the quarter, 2Q is -7.2% YoY and +14.0%… https://t.co/KX2c6kWQN0
🔥NEWS: Tesla China vehicle registrations came in at a strong 17,500 (week 17-23 June), implying a reduction of the YTD gap vs 2023 to just 13,300 vehicles. At 132.3K vehicles, QTD 2Q is significantly (+15.8K vehicles) ahead of QTD 1Q's 116.5K vehicles. You can see (chart 2)… https://t.co/pxI1p8lxX7
$TSLA 🇨🇳 Tesla Model 3 was registered in China last week with 6,100 units, making it the most registered week since the Highland launch. https://t.co/1waYhLBRDs
China EV insurance registrations for week ending Jun 23: Nio 4,700, Tesla 17,400, BYD 66,800, Xiaomi 3,300 https://t.co/B45GtujQ7T $NIO $TSLA $BYDDY $BYDDF $XIACY $XIACF $XPEV $LI $ZK
17,500 Tesla registrations in China last week is higher than I expected. The previous week had 11,700, so that's an increase of 5,800 units.
#Tesla China sold 17,400 last week Very well
$TSLA 🇨🇳 NEWS: Tesla China insured units <Jun 2024> 3-9 : 12,000 10-16 : 11,700 17-23 : 17,500 ❤️🔥 https://t.co/R2EN59ZWzD https://t.co/zcqpecHstg
Tesla FSD (Supervised) drove me & my wife to Yorkdale Mall in Toronto 🇨🇦 and pulled over to the side at the destination. FSD is magic🤯🤯🤯 @elonmusk @Tesla @WholeMarsBlog @Tesla_AI @SERobinsonJr @SawyerMerritt @M_IsForMachine @ValueAnalyst1 @TeslaBoomerMama https://t.co/qblPktdUpk
Tesla FSD performs 'extremely well' in Silicon Valley and highways, Xpeng CEO says after US experience https://t.co/eRwv0nQ2Xi $TSLA $XPEV
$TSLA The initial review of He Xiaopeng(CEO of Xpeng) has arrived. I've experienced FSD v12.3.6 in California in the last two days, and FSD performs very well in Silicon Valley and highways, achieving high scores, and handling road conditions very smoothly. I am touched that… https://t.co/jLpDLAKZ3s https://t.co/XQpW74VY7m
This marks the beginning of the quarterly event in which $TSLA analysts show up to work briefly after 10+ weeks of hibernation/vacation to belatedly slash Tesla delivery targets - which have been obviously too high for months. FactSet est. is *still* 444K for Q2 - 501K for Q4! https://t.co/lquEPvgKhh
UBS sees Tesla missing market's Q2 delivery target by 25,000 https://t.co/X0bHTAMV21 https://t.co/eSFO0Ow9HG
If you're in Southern California, you absolutely need a Tesla. Here's FSD 12.4.1 driving from Gardena to West Hollywood completely hands free with zero interventions. It did the whole drive, and I didn't touch a thing. Gets off highway 3:25 Watch in 4K: https://t.co/dIA1auNos3 https://t.co/Vxri2PKF43
If you're in Southern California, you absolutely need a Tesla. Here's FSD 12.4.1 driving from Gardena to West Hollywood completely hands free with zero interventions. It did the whole drive, and I didn't touch a thing. Watch in 4K: https://t.co/dIA1auNos3 https://t.co/WkJPtVukdo
$TSLA Q2 “deliveries” in 8 days https://t.co/cififfZIzV
BREAKING: UBS FORECASTS $TSLA Q2 DELIVERIES AT 420K, UP 9% Q/Q 👀 How much of those will be Cybertrucks ? https://t.co/raT3OOMpBN
UBS forecasts Q2 2024 Tesla $TSLA deliveries at ~420K, which would be -10% YoY but +9% QoQ.
$TSLA #robotaxi Aug 8 https://t.co/vl185kiKnw
The next $TSLA data point is 2Q deliveries, due out in about 8 days. IMO WS remains way too high at 442K -5% YoY. My 2Q estimate is now 420K -10% YoY which would be worse than 1Q -8.5% YoY. WS 2Q delivery ests have been coming down in recent weeks but are likely to fall more… https://t.co/O0vk5L6Bbx
$TSLA Started a demo drive of Model 3 Performance in Guangdong, China! https://t.co/IeaUnas90E
Barclays analyst Dan Levy expects Tesla to deliver 415,000 cars in the second quarter. That’s below the analyst consensus call.
Release Tesla FSD 12.4 to the people! Watch in 4K: https://t.co/lILPdkixEf https://t.co/QZYyZiSzUW
Tesla FSD (Supervised) drives me & my family from a birthday party to San Antonio Seafood Market in Vaughan - parking lot to parking lot FSD is magic. Buy your Tesla in 2 minutes. https://t.co/Z4jZ0D5FOq @Tesla @elonmusk @WholeMarsBlog @Tesla_AI @DriveTeslaca @SERobinsonJr… https://t.co/IHvASDchew