Tesla’ surged to $460 amid high expectations for tomorrow’s Q3 delivery numbers. Brian and Randy give their prediction of Tesla Q3 car deliveries and quarterly energy production. UPDATE Oct 2: Actual deliveries 497k. Brian predicted 495k-595k. 495,000–505,000 vehicle deliveries. Adjusted from prior quarter plus adjustments for inventory drawdown (from Q2’s +26,000 excess). Europe (+13,000 to ~65,000), US growth (from 150,000 to 200,000, driven by EV market strength as seen by GM/Ford and expiring $7500 credit), and China (240,000 up from first two months of quarter 150,000 + 90k from September push). For energy storage: A bold 15 GWh, citing potential surges in production. There was a 50k inventory drawdown with 447K. A really strong delivery beat could trigger EPS upgrades and further stock price gains. Disappointing delivery numbers could result in profit taking and a drop in the stock price. They dismiss a rumored Model Q code leak as unreliable and speculate on its launch next week to fill factory capacity in Europe (Berlin) and China. What could a stripped-down Model Y save in costs? FSD v14 rollout is expected by week’s end (Friday/Saturday) for early testers. Brian Wang Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology. Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels. A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements. Categories