Uploaded October 2025 | Updated September 2026, 1 day ago

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Tesla' surged to $460 amid high expectations for tomorrow's Q3 delivery numbers.

Brian and Randy give their prediction of Tesla Q3 car deliveries and quarterly energy production.

UPDATE: Brian called Q3 deliveries correctly. Called 495k-505k. Actual was 497K deliveries.

A really strong delivery beat could trigger EPS upgrades and further stock price gains.

Disappointing delivery numbers could result in profit taking and a drop in the stock price.

They dismiss a rumored Model Q code leak as unreliable and speculate on its launch next week to fill factory capacity in Europe (Berlin) and China.

What could a stripped-down Model Y save in costs?

FSD v14 rollout is expected by week's end (Friday/Saturday) for early testers.




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