About this episode

The episode previews Tesla's June quarter, discussing various factors affecting the company's performance.

Tesla June Quarter Preview: More moving parts this time around including capex, sustainability of delivery growth, ramp of cybercab production and our old friend, auto margins ex credits. Overall, I expect good news, just down know how investors will take greater capex for CY27. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit deepwatermgmt.substack.com

People in this episode

Host: Deepwater Asset Management

Topics covered

• Tesla
• quarter preview
• capex
• delivery growth
• auto margins
• sustainability

Keywords

• Tesla
• June quarter
• capex
• delivery growth
• cybercab
• auto margins

Mentioned in this episode

Organizations: Tesla

Products: cybercab

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• Pressure Points: Tesla's June Quarter Deliveries · July 2, 2026 · 7 min
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