Tesla accepted my suggestion! (Patreon)
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Long ago I suggested that Tesla adds a Silly-Walk lane to GF TX's planned recreation area, and Elon replied "Sure". So far nothing new about this - very likely that they had a change of heart or forgot all about it, but possibly because work hasn't started on the recreation grounds.
Another suggestion I gave WAS accepted, however. Last October after Tesla was clobbered after the earnings call for "No Demand" I DMed Martin Viecha and suggested that they clarify that inventory growth isn't due to demand issues, but rather due to logistics of getting cars into waiting buyers' hands. Martin gave this a thumbs-up.
Two earnings calls have passed without this - possibly because this wasn't valid at the time - for example, we know that 22Q4 inventory was at least partly due to demand issues.
This quarter however demand wasn't a factor, and tesla added that last sentence saying "Vehicles in-transit, test-drive and display vehicles account for a substantive majority of our total days of supply.". Despite inventory growing, analysts didn't clobber Tesla this time for having no demand (but trust them to find other things to clobber the stock with 😂)
Anyway, feeling good!
And the earnings call was extra bullish.
To the moon!
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