Orders
Commemorative$Tesla(TSLA.US) this week was basically “fundamentals hit, narrative couldn’t fully save it.”
Key trigger: Q1 deliveries missed — ~358k vs ~370k expected, plus a big inventory build (~50k unsold cars) . That’s not catastrophic, but it confirms demand isn’t clean right now. Stock sold off ~4–5% on that.
What’s interesting though — it didn’t completely collapse. That tells you market is still pricing AI/robotaxi optionality, not just EVs.
Overall feel: weak tape, narrative holding it up, but no real momentum.
@Bridge Buzz SG
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