

Investor's Corner
Tesla Model 3 fever sweeps across Europe as China gears up for possible March deliveries
It took what Elon Musk could only describe as “excruciating” effort, but Tesla appears to be setting the stage for the Model 3’s entrance into the global market. With exhibits of the electric car making its way into multiple countries in Europe and key cities in China, there seems to be very little doubt that the Model 3 invasion is just around the corner.
Reports and anecdotes from the Tesla community indicate that Tesla’s Model 3 exhibits have attracted a notable amount of attention. Over the past 24 hours, reservation holders and electric car enthusiasts have shown up en masse to view and get some hands-on experience with the electric sedan. In some areas in the European region, the Model 3 even attracted lines of people, with interested individuals waiting outside Tesla stores for an opportunity to interact with the company’s latest vehicle.
M3 on display in Mall of Scandinavia. It's 1PM on a Thursday and there's about 40 people in the store and 10 more outside waiting in line.@vincent13031925 pic.twitter.com/3YRxSHFgdW
— 🇮🇸 🇸🇪 Hjörtur Brynjarsson 🇺🇦 (@HjorturBrynjars) November 15, 2018
The warm reception of the European region towards the Model 3 bodes well for the company. If any, the Model 3 fever spreading across Tesla’s stores in Europe suggests that the demand for the electric sedan remains strong even in territories beyond North America.
https://twitter.com/m_xalher/status/1062731482236624896
Einige visuellen Eindrücke vom heutigen #Model3 Event im Tesla Store Zürich für jeden, der es selbst nicht erleben konnte. Herzlichen Dank, @marTW33T. https://t.co/43kWInkiCy pic.twitter.com/vELezp4t1t
— Tesla Community Schweiz 🇨🇭 (@TeslaSchweiz) November 14, 2018
On the other side of the world, Tesla’s Model 3 push is starting to become evident as well. Amidst Model 3 exhibits in key cities such as Shanghai and Shenzen, local Chinese media are also providing what could very well be the first details on the vehicle’s upcoming rollout in the region. According to local news outlet Gasgoo.com, for one, Tesla would be entering the Chinese market with the Model 3’s top two variants — the Model 3 Performance and the Long Range AWD Model 3. The vehicles will be priced higher than their counterparts due to import tariffs, though the impending construction of Gigafactory 3 is expected to reduce the price of electric cars that will be delivered in the country.
A Red Tesla Model 3 arrived Shenzhen, China 🇨🇳 yesterday. $TSLA #Tesla #Model3 #China #TeslaChina pic.twitter.com/I0YQBTq2oX
— vincent (@vincent13031925) November 15, 2018
In the past 24 hrs, Tesla Model 3 has appeared in many European countries for the first time, causing huge crowds. Beginning of this year, Model 3 also appeared in many of China's Tesla showrooms the very first time, which also caused huge crowds. $TSLA #Tesla #TeslaChina pic.twitter.com/FooR1gqXNV
— vincent (@vincent13031925) November 15, 2018
Recent updates from Elon Musk have provided some details on Tesla’s upcoming push in China. In a recent tweet, Musk stated that some Model 3 deliveries in the country might be possible in March 2019, though April might be a safer bet. With Musk’s recent update, though, it appears that Tesla’s global push for the Model 3 would likely begin sometime in the first quarter or early in the second quarter of 2019.
Probably some deliveries in March, but April is more certain
— Elon Musk (@elonmusk) November 15, 2018
After passing through “production hell” and “delivery logistics hell,” Tesla appears to have reached a place where it is confident of its capability to manufacture and deliver the Model 3. In order to accomplish this, the company is thinking outside the box once more. In a recent set of tweets, for example, Elon Musk has noted that Tesla just “acquired trucking capacity” to ensure that all Model 3 ordered by November 30 would be delivered by December 31. In a later tweet, Musk elaborated that Tesla had “bought some trucking companies and secured contracts with major haulers” to ensure that the delivery difficulties the company faced at the end of the third quarter do not happen again.
Tesla produced and delivered a record number of vehicles in the third quarter, even surprising Wall Street by posting $6.8 billion in revenue and beating earnings estimates with a GAAP profit of $312 million. Considering Tesla’s preparations for a massive end-of-year delivery push, as well as the arrival of the Mid Range Model 3, though, the electric car maker’s fourth quarter’s numbers would likely be even more impressive.
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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