To The Moon

🌟🌟🌟Tesla $Tesla Motors(TSLA)$  has just delivered 497,099 vehicles in Q3 25, smashing even the loftiest Wall Street forecasts.  That is a 7.4% year over year surge and it is not just about cars, it is about conviction.  Tesla Model 3 and Model Y carried the bulk but the other models - Cybertruck, Semi jumped 53% quarter over quarter.  Add in a record 12.5 GWh of energy storage deployments and you have got Tesla flexing across multiple product lines.

Tesla's Rally: September 33% Surge and USD 460 Breakout

Tesla's share price has soared 70% over the past 6 months with a 33% jump in September alone.  October 1 saw Tesla break above USD 460 - A level that whispers momentum and shouts belief. 

Analysts are bullish too :  Wedbush has raised its target to USD 600, citing  a "renaissance of demand" and Tesla's ability to execute under pressure.

Canaccord boosted its target to USD 490 emphasizing the strength of Tesla's energy business and the strategic launch of the new Model Y performance.

Morgan Stanley is watching closely for margin trends and AI monetisation potential especially around Dojo and FSD.

What's Next for Tesla?

The Q3 earnings call on October 22 will be pivotal.  Analysts want clarity on:

Profitability : Did Tesla sacrifice margins to hit delivery highs?

Inventory strategy :  How did Tesla manage to deliver more than it produced?

Energy segment :  With 12.5 GWh deployed, is this Tesla's next growth engine?

Should You Add Now?

Yes Tesla's share price is currently sizzling hot.  But Tesla's energy business is scaling.  Tesla's AI ambitions (Robotaxis and humanoid robots) are drawing fresh capital.  Tesla's cheaper Model Y variant  is stirring demand.

Tesla's rally was fueled by urgency due to US EV tax credit expiring but the delivery beat was not just a fluke.  Tesla did not just clear inventory.  In fact Tesla orchestrated higher demand, managed logistics and reignited global interest.  Europe's recovery, China's resilience and US buyers rushing in all point to a company that still knows how to appeal to its customers.

Concluding Thoughts 

If Tesla's Q3 delivery beat was a symphony of execution, then Elon Musk was its conductor as he remains the gravitational force behind Tesla's success.  He did not just build a car company.  Elon Musk built a legion of Tesla followers.  This quarter's delivery surge wasn't just logistics.  It was Elon Musk's relentless push to clear inventory, tweak pricing and stir urgency.

Elon Musk for all his unpredictability still believes in Tesla's future in FSD, in Robotics, in Energy.  Exciting  times are ahead for Elon Musk and Tesla. 

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