About this episode

The episode discusses Tesla's delivery numbers and the factors influencing stock performance.

Tesla shares down on the huge delivery beat for three reasons. The biggest was buy on the rumor. The second is a question of how much did high gas prices help the number and third, the ending of the DOGE headwind (Elon left in May 25).Bottom line: The EV winter that started in March of 2024 is ending. Even backing out those one time benefits, it still was a monster delivery number, likely up 20% plus vs. up 6% in March. 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

Topics covered

• Tesla deliveries
• electric vehicles
• market analysis
• stock performance
• gas prices
• Elon Musk

Keywords

• Tesla
• deliveries
• stock
• gas prices
• Elon Musk
• EV winter
• market analysis

Mentioned in this episode

Organizations: Tesla

More episodes of Pressure Points

• Pressure Points: Tesla June Quarter Preview · July 21, 2026 · 12 min
• Pressure Points: Micron 3Q'26 Earnings · June 24, 2026 · 6 min

Explore listener stats, chart rankings, contacts and more on the Pressure Points podcast page.