TSLA Eyes Worst Week In 2 Months As Q3 Delivery Numbers Loom — But Munster Bets On A Beat As ‘EV Winter’ Thaws
Musk also said Tesla cut AI5 RAM to 72 GB and AI6 to 144 GB to scale Optimus production. Munster expects 497,000 deliveries, above the Street’s 461,000 estimate, as Tesla’s “EV winter” thaws. He cited high gas prices, FSD awareness and longer Model 3/Y lead times as demand signals. Musk expects the RAM reductions to … Read more