Cramer just noted that "it wasn't a supply problem it was a demand problem" @ 8:55am
I do agree with that and it looks like the same for Q4. It's battery-gate right now and blaming batteries is specious at best for the company and analysts. There are battery plants, such as LG Chem, which sit effectively idle in Michigan right now.
Cramer talks through both sides of his mouth. Stick with the MOMO stocks; there what's working. Now a cult stock. First time he said this was on last nights show. He does what the hedge funds tell him to do. I guess they are now short. Expect him to rag on TSLA 2-3 X a day until the hedgies get her down more than you can imagine.