November 28th, 2019

Tesla has released the Cybertruck in q4 2019 which I expect increases Opex slightly with higher R&D and the unveil venue.

Tesla unofficially appears to doubling energy storage in Australia which I expect will lead to increased Energy revenue.

I expect q4 deliveries to be new high in U.S. along with production based on q4 2018 hitting new high and q4s appear to be strong. I also expect China to produce +16932 Model 3s adding to the overall fleet.

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I am long TSLA and TSLA options. I am not a financial advisor. Investing in anything comes with inherent risk. This is not financial advice.