“In the fourth quarter, we produced over 439,000 vehicles and delivered over 405,000 vehicles. In 2022, vehicle deliveries grew 40% YoY to 1.31 million while production grew 47% YoY to 1.37 million.”
I realize lots of people have Tesla fatigue but this is a pretty important inflection point.
With heavy end of quarter discounts, tesla still significantly missed on deliveries.
This is the end of the exponential growth story and if this stops being valued as a growth stock, look out below.
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