Even Musk admitted that there's no way they can sell 55K this year, but the report still pretends that they can. What happened there?? How exactly are they going to sell 55K when they sell 20K in the first 2 quarters? Does anyone really think they can go from selling 10K in the last 2 quarters, and project about 10K next quarter, then all the sudden jump to 17/18K a quarter? The demand just isn't there, and they keep pretending that supply is the problem to keep the stock inflated, but longs should be scared of what we're actually going to see if they do increase supply to 17K a quarter...a lot of unsold cars and write-offs.
I don't see how SpaceX factors into anything here. As for the battery pack, that has been announced three times already, once in the Q4 earnings call, again from Musk's tweet, and again from the official announcement.
Except the whole Q over Q decline...and even Musk, who is delusional enough to compare his company to Apple admitted that Tesla can do 50K at best this year, yet the report still says "confident in 55K". #$%$?? Do they even care what lies they tell? I guess if shareholders don't care, why should they?
What exactly does anyone see in this report that's a positive sign? They have some pretty words up front to soothe people, then you look at the actual numbers and it couldn't be more of a disaster...do the pretty words mean that much to you guys?