Uploaded October 2025 | Updated September 2026, 3 days ago
Awaiting Q3 delivery numbers on October 2nd (hoping for 500k+ vehicles and 13 GWh energy storage). A potential surge to $500–$520 this week on strong results, amplified by FSD rollout and options activity. Longer-term, Fibonacci analysis points to $600 by November, with $2T market cap as resistance. Sustained growth needs robotaxi/FSD progress or Model Y/3 sales ramps.
The new 6-seater Model Y Long Range (YL) in China jumped from ~1k/week to 4k in week 4 which mean potentially 50K-70K Model YL units in Q4. This guarantees Q4 numbers will show solid global production, with backlogs in China and future exports to Australia/South Korea/Canada. Aligns with prior 4–5k/week predictions.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
Patreon - Next Big Future
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
Awaiting Q3 delivery numbers on October 2nd (hoping for 500k+ vehicles and 13 GWh energy storage). A potential surge to $500–$520 this week on strong results, amplified by FSD rollout and options activity. Longer-term, Fibonacci analysis points to $600 by November, with $2T market cap as resistance. Sustained growth needs robotaxi/FSD progress or Model Y/3 sales ramps.
The new 6-seater Model Y Long Range (YL) in China jumped from ~1k/week to 4k in week 4 which mean potentially 50K-70K Model YL units in Q4. This guarantees Q4 numbers will show solid global production, with backlogs in China and future exports to Australia/South Korea/Canada. Aligns with prior 4–5k/week predictions.
Follow Brian Wang on NextBigFuture.com
Follow Brian Wang on X.com/@NextBigFuture
Patreon - Next Big Future
This channel brings you the most important science and technology breakthroughs and analysis at least once per week.
