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2022 could be the year Tesla goes Teracap

January 5, 2022 - 09:00 -- Admin

Morgan Stanley with the note: Tesla reported 4Q unit deliveries roughly 15pct ahead of consensus, annualizing to over 1.2mm units BEFORE contribution from Austin and Berlin which we ultimately expect to be far larger plants than Fremont and Shanghai. 3key thoughts: It’s not just the unit beat, but the favorable economics from reducing the proportion

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