

Investor's Corner
Tesla community comes together for final end-of-quarter Model 3 delivery push
Tesla is hours away from the end of the third quarter, and the carmaker is still pressing hard on its end-of-Q3 delivery push. While the past quarters have been all about the company’s challenges in production, Q3 appears to be all about the electric car maker’s capability to get its vehicles to as many reservation holders as possible. Tesla has adopted a series of programs that allow it to expedite deliveries, from extended operating hours in delivery centers, conducting handovers at customers’ homes, to allowing volunteer owners to aid the company by orienting newcomers with the features and functions of their electric vehicles.
Elon Musk himself has noted that Tesla has gone straight from “production hell” to “delivery logistics hell.” Considering recent estimates about Tesla’s production figures this Q3, this definitely appears to be the case. Even notable Tesla skeptics, after all, have noted that the company would likely reach its self-imposed and arguably ambitious target of producing 50,000-55,000 Model 3 this quarter. Thus, for Q3, at least, it appears that Tesla’s main challenge is really its capability to deliver the vehicles it produces.
Based on social media activity from members of the Tesla community, it appears that the company’s volunteer-boosted delivery initiative continues to be strong. While volunteer Model S, 3, and X owners are not able to help with paperwork, the assistance they provide to new owners is looking to be quite invaluable. This was perfectly captured in a picture shared by the N TX Tesla Owners group on Twitter, which depicted every volunteer helping new owners download the Tesla app even before they are checked in.
@elonmusk this is our favorite photo from today. Every existing owner is helping new owners download the app, before delivery or answering questions while waiting to be checked in. #goteamtesla #dallasdeliveries pic.twitter.com/gkaaFjBQKz
— Tesla Owners Club of North Texas (@NTXTeslaOwners) September 29, 2018
Tesla owner-enthusiasts in Colorado, including social media influencers, have also returned this weekend to aid the company in delivering vehicles. Posts on Twitter from some volunteer groups even mentioned that owners have been taking shifts to assist as many new owners as possible.
#Denver @tesla dominated deliveries this week. Unconfirmed reports of 200+ cars delivered both Friday, Saturday alone. Along side Tesla were 30 volunteers providing 40+ hours helping deliver and teach new owners, including a new #Model3 for @kimbal. Props to @elonmusk and team! pic.twitter.com/bmIaCZQNdg
— Sean Mitchell (@seanmmitchell) September 30, 2018
The @Tesla Owings Mills, Maryland volunteer owner delivery crew! @elonmusk @andrewket @jcadman22 pic.twitter.com/GOkp4BZ51m
— Tesla Mid Atlantic (@TeslaMdAtlantic) September 30, 2018
First and second volunteer shift at @Tesla North Houston. Lots of happy new owners even with the rain! pic.twitter.com/8kVnO0Jshx
— Stephen Pace ❄ (@StephenPace) September 29, 2018
Even in Canada, Tesla’s volunteer owners are out in full force. A Tesla owner from Ontario even noted that the electric car maker is adopting a pretty clever strategy in one of its delivery facilities to enable quick handovers.
#Tesla craziness in Ontario – four car carries arrived while I was attempting to volunteer – cars come in one side, get detailed, matched with the owners and drive out the other side of the complex pic.twitter.com/dUrQTm2vD6
— Avron (@Avron_p) September 29, 2018
Day 2 at the delivery centre helping with orientations on the Model 3. #weekendvibes pic.twitter.com/QCeBI9r60Z
— Aniseh (@ani_seh) September 30, 2018
@elonmusk tens of owner/volunteers from Tesla Owners Club of Ontario are spending countless hours to help @Tesla deliver hundreds of vehicles this week at the International Centre. #loyal #dedicated #enthusiastic pic.twitter.com/DERvHxWiSV
— Gary Mark⚡️Blue Sky Kites 𝕏 🈴 (@blueskykites) September 29, 2018
Tesla has only been in the auto business for 15 years, and as such, it is still a neophythe compared to veterans such as Ford and GM. Despite its short tenure, though, Tesla has developed a following that is almost comparable to some of the tech industry’s most iconic brands such as Apple. The company’s no-compromises approach with its cars, for one, has ultimately allowed it to grow from a niche carmaker that manufactures a small, two-seater electric sports car into a company that is creating what could very well be the electric-powered, second coming of the Ford Model T.
There is no doubt that Tesla still has a lot to learn, as evidenced by the “delivery logistics hell” that the company is currently addressing. But just like its CEO, as Tesla continues to fall forward, it becomes ever closer to achieving goals that were previously thought of as impossible.
Investor's Corner
Shareholder group urges Nasdaq probe into Elon Musk’s Tesla 2025 CEO Interim Award
The SOC Investment Group represents pension funds tied to more than two million union members, many of whom hold shares in TSLA.

An investment group is urging Nasdaq to investigate Tesla (NASDAQ:TSLA) over its recent $29 billion equity award for CEO Elon Musk.
The SOC Investment Group, which represents pension funds tied to more than two million union members—many of whom hold shares in TSLA—sent a letter to the exchange citing “serious concerns” that the package sidestepped shareholder approval and violated compensation rules.
Concerns over Tesla’s 2025 CEO Interim Award
In its August 19 letter to Nasdaq enforcement chief Erik Wittman, SOC alleged that Tesla’s board improperly granted Musk a “2025 CEO Interim Award” under the company’s 2019 Equity Incentive Plan. That plan, the group noted, explicitly excluded Musk when it was approved by shareholders. SOC argued that the new equity grant effectively expanded the plan to cover Musk, a material change that should have required a shareholder vote under Nasdaq rules.
The $29 billion package was designed to replace Musk’s overturned $56 billion award from 2018, which the Delaware Chancery Court struck down, prompting Tesla to file an appeal to the Delaware Supreme Court. The interim award contains restrictions: Musk must remain in a leadership role until August 2027, and vested shares cannot be sold until 2030, as per a Yahoo Finance report.
Even so, critics such as SOC have argued that the plan does not have of performance targets, calling it a “fog-the-mirror” award. This means that “If you’re around and have enough breath left in you to fog the mirror, you get them,” stated Brian Dunn, the director of the Institute for Comprehension Studies at Cornell University.
SOC’s Tesla concerns beyond Elon Musk
SOC’s concerns extend beyond the mechanics of Musk’s pay. The group has long questioned the independence of Tesla’s board, opposing the reelection of directors such as Kimbal Musk and James Murdoch. It has also urged regulators to review Tesla’s governance practices, including past proposals to shrink the board.
SOC has also joined initiatives calling for Tesla to adopt comprehensive labor rights policies, including noninterference with worker organizing and compliance with global labor standards. The investment group has also been involved in webinars and resolutions highlighting the risks related to Tesla’s approach to unions, as well as labor issues across several countries.
Tesla has not yet publicly responded to SOC’s latest letter, nor to requests for comment.
The SOC’s letter can be viewed below.
Investor's Corner
Tesla investors may be in for a big surprise
All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.
This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.
Tesla warns consumers of huge, time-sensitive change coming soon
The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.
The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.
It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.
Delivery Wait Time Increases
Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.
This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.
Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.
More People are Ordering
A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:
Anecdotally, I’ve been getting more DMs from people ordering Teslas in the past few days than I have in the last couple of years. As expected, the end of the U.S. EV credit next month is driving a big surge in orders.
Lease prices are rising for the 3/Y, delivery wait times are… pic.twitter.com/Y6JN3w2Gmr
— Sawyer Merritt (@SawyerMerritt) August 13, 2025
It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.
Why Investors Could Be Surprised
Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.
We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.
Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.
Elon Musk
Tesla bear Guggenheim sees nearly 50% drop off in stock price in new note
Tesla bear Guggenheim does not see any upside in Robotaxi.

Tesla bear Guggenheim is still among the biggest non-believers in the company’s overall mission and its devotion to solving self-driving.
In a new note to investors on Thursday, analyst Ronald Jewsikow reiterated his price target of $175, a nearly 50 percent drop off, with a ‘Sell’ rating, all based on skepticism regarding Tesla’s execution of the Robotaxi platform.
A few days ago, Tesla CEO Elon Musk said the company’s Robotaxi platform would open to the public in September, offering driverless rides to anyone in the Austin area within its geofence, which is roughly 90 square miles large.
Tesla CEO Elon Musk confirms Robotaxi is opening to the public: here’s when
However, Jewsikow’s skepticism regarding this timeline has to do with what’s going on inside of the vehicles. The analyst was willing to give props to Robotaxi, saying that Musk’s estimation of a September public launch would be a “key step” in offering the service to a broader population.
Where Jewsikow’s real issue lies is with Tesla’s lack of transparency on the Safety Monitors, and how bulls are willing to overlook their importance.
Much of this bullish mentality comes from the fact that the Monitors are not sitting in the driver’s seat, and they don’t have anything to do with the overall operation of the vehicle.
Musk also said last month that reducing Safety Monitors could come “in a month or two.”
Instead, they’re just there to make sure everything runs smoothly.
Jewsikow said:
“While safety drivers will remain, and no timeline has been provided for their removal, bulls have been willing to overlook the optics of safety drivers in TSLA vehicles, and we see no reason why that would change now.”
He also commented on Musk’s recent indication that Tesla was working on a 10x parameter count that could help make Full Self-Driving even more accurate. It could be one of the pieces to Tesla solving autonomy.
Jewsikow added:
“Perhaps most importantly for investors bullish on TSLA for the fleet of potential FSD-enabled vehicles today, the 10x higher parameter count will be able to run on the current generation of FSD hardware and inference compute.”
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Tesla shares are down just about 2 percent today, trading at $332.47.
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