Investor's Corner
Tesla Model 3 ramp shows encouraging signs with 16k new VIN registrations in 7 days
Tesla has filed more than 16,000 new Model 3 VIN registrations in the past seven days, in what is yet another encouraging sign that the company is hitting its stride with the production of the electric car. Tesla has been working on sustaining the pace it displayed during its “burst production week” in the last seven days of June, when it manufactured 5,000 Model 3 in one week. These latest VIN registrations, together with updates from Tesla’s executives during the Q2 earnings call, indicate that Tesla is doing just that.
VIN registrations monitored by Twitter group @Model3VINs indicate that Tesla has filed multiple batches equaling more than 16,000 new Model 3 from August 5 to August 12. With the addition of small batches of new VINs this Sunday, Tesla has now registered a total of 98,254 Model 3 since the vehicle’s production started. Together with this notable ramp was an increase in filings corresponding to Dual Motor vehicles, which started picking up in July. Following is a graph showing the rise in Dual Motor VIN registrations as of August 1, 2018.
The Model 3 started production in mid-2017, but its ramp has been nothing but encouraging. When Elon Musk handed over the first 30 vehicles to employees in last year’s Model 3 Handover Party, Musk stated that Tesla would likely hit a production rate equal to 5,000 cars per week by the end of December 2017. Tesla was only able to attain this target on the final week of June 2018, and only by adopting unorthodox strategies such as air-freighting robots from Europe to the United States and building an entirely new assembly line inside a sprung structure on the grounds of the Fremont factory.
Since hitting its 5,000/week goal at the end of Q2, Tesla appears to have attained a breakthrough in the production of the Model 3. This week’s more than 16,000 new Model 3 VIN filings, for example, is roughly equal to the total VIN registrations in the first eight months of the vehicle’s production. VIN registrations over the past few months indicate that Tesla only breached the 16,000-vehicle mark near the end of March 2018.
Even Bloomberg‘s Model 3 production tracker, which has progressively increased its accuracy over the past few months (it was only 2% off Tesla’s actual numbers in Q2), now shows that the company is steadily approaching the 6,000 Model 3 per week mark. As of writing, the publication’s tracker estimates that Tesla is producing 5,824 Model 3 per week.
In Tesla’s Q2 2018 earnings call, Elon Musk stated that the company was able to sustain its optimum production pace during multiple weeks in July. Musk’s statement confirmed speculations last month that Tesla did not let up its push to manufacture the Model 3 at scale since hitting its production milestone at the end of June. These speculations were fueled by initiatives such as the start of test drive programs for the Model 3, a 5-Minute Sign & Drive program, and a ramp in the hiring of employees. The company also registered more than 19,000 new Model 3 VINs in the first two weeks of July.
The news coverage surrounding Tesla over the past week has been dominated by the possibility of the company going private when the stock hits $420 per share. But behind all this is one encouraging sign — the Model 3’s production ramp, which took almost a whole year to hit 5,000/week, finally seems to be going as planned.
Tesla has only released three versions of the Model 3 — the Performance, Dual Motor AWD, and the Long Range RWD variants — but the electric sedan has already made an impact in the US auto market. In July alone, the Model 3 ranked 7th overall in GoodCarBadCar‘s list of America’s Top 20 best-selling vehicles list, which includes popular gas-powered cars like the Toyota Camry and the Honda Accord.
Elon Musk
Tesla analyst says Musk stock buy should send this signal to investors
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish.”
Tesla CEO Elon Musk purchased roughly $1 billion in Tesla shares on Friday, and analysts are now breaking down the move as the stock is headed upward.
One of them is William Blair analyst Jed Dorsheimer, who said in a new note to investors on Monday that Musk’s move should send a signal of confidence to stock buyers, especially considering the company’s numerous catalysts that currently exist.
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
Dorsheimer said in the note:
“With Musk’s (Tesla stock) purchase, combined with the upward momentum for delivery expectations and robotaxi rollout, we are becoming more bullish. This purchase is Musk’s first buy since 2020. To us, this sends a strong signal of confidence in the most important part of Tesla’s future business, robotaxi.”
Musk putting an additional $1 billion back into the company in the form of more stock ownership is obviously a huge vote of confidence.
He knows more than anyone about the progress Tesla has made and is making on the Robotaxi platform, as well as the company’s ongoing efforts to solve vehicle autonomy. If he’s buying stock, it is more than likely a good sign.
Tesla has continued to expand its Robotaxi platform in a number of ways. The project has gotten bigger in terms of service area, vehicle fleet, and testing population. Tesla has also recently received a permit to test in Nevada, unlocking the potential to expand into a brand-new state for the company.
In the note, Dorsheimer also touched on Musk’s recent pay package, revealing that William Blair recently met with Tesla’s Board of Directors, who gave the firm some more color on the situation:
“We recently participated in a meeting with Tesla’s board of directors to discuss the details of Musk’s performance package. The board is confident of its position in the Delaware case and anticipates a verdict by end of year. It does not expect a similar situation to occur under new Texas jurisdiction. Musk has the board’s full support, and we expect he’ll get more than enough shareholder support for this to pass with flying colors.”
Tesla stock is up over 6 percent so far today, trading at $421.50 at the time of publication.
Elon Musk
Elon Musk just bought $1 billion in Tesla stock, his biggest purchase ever
Prior to this latest move, Musk’s most recent purchase was for about 200,000 shares worth $10 million in 2020.
Tesla (NASDAQ:TSLA) shares rose on Monday after CEO Elon Musk disclosed a rare insider purchase of company stock worth about $1 billion.
A filing with the U.S. Securities and Exchange Commission (SEC) revealed that Musk acquired 2.57 million shares last Friday at various prices. The move represents Musk’s largest TSLA purchase ever by value, as per Verity data.
Elon Musk’s TSLA purchase
The disclosure sent Tesla shares up more than 8% in premarket trading Monday, as investors read the purchase as a notable vote of confidence, as stated in a CNBC report. Tesla stock had closed slightly lower Friday but remains more than 25% higher over the past three months. It should be noted that prior to this latest move, Musk’s most recent purchase was for about 200,000 shares worth $10 million in 2020.
Market watchers say the purchase could help shore up investor sentiment amid a volatile year for TSLA stock. Shares have faced pressure from a variety of factors, from year-over-year sales challenges due to the new Model Y changeover, political controversies tied to Musk, and reduced U.S. incentives for EVs under the Trump administration. Nevertheless, analysts such as Wedbush’s Dan Ives stated that Musk’s purchase was a “huge sign of confidence for Tesla bulls and shows Musk is doubling down on his Tesla A.I. bet.”
Tesla and Elon Musk
Musk already owns about 13% of Tesla, and his latest purchase comes as the company prepares for a key shareholder vote in November. Investors will decide whether to approve a compensation package for Musk that could ultimately be worth as much as $975 billion if ambitious market value milestones are achieved. The package has a long-term target of pushing Tesla’s market capitalization to $8.5 trillion, compared with about $1.3 trillion at Friday’s close.
Wall Street’s current consensus price target still implies a roughly 20% decline from current levels, though some Tesla bulls remain optimistic that the company could shift its focus toward autonomy, AI, and robotics. Musk has also asked shareholders to approve an investment into his latest venture, xAI.
Investor's Corner
Tesla bear turns bullish for two reasons as stock continues boost
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.
A Tesla bear is changing his tune, turning bullish for two reasons as the company’s stock has continued to get a boost over the past month.
Dan Nathan, a notorious skeptic of Tesla shares, said he is changing his tune, at least in the short term, on the company’s stock because of “technicals and sentiment,” believing the company is on track for a strong Q3, but also an investment story that will slowly veer away from its automotive business.
“I think from a trading perspective, it looks very interesting,” Nathan said, citing numerous signs of strength, such as holding its 200-day moving average and holding against its resistance level.
He also said he believes a rally for the stock could continue as it heads into the end of the quarter, especially as the $7,500 electric vehicle tax credit is coming to an end at the end of the month.
With that being said, he believes the consensus for Q3 deliveries is “probably low,” as he believes Wall Street is likely underestimating what Tesla will bring to the table on October 1 or 2 when it reports numbers for the quarter.
Tesla bear Dan Nathan has flipped his script on Tesla $TSLA shares, citing “technicals and sentiment”
— TESLARATI (@Teslarati) September 12, 2025
Tesla shares are already up over five percent today, with gains exceeding nine percent over the past five trading days, and more than fourteen percent in the past month.
While some analysts are looking at the performance of other Mag 7 stocks, movement on rates from the Federal Reserve, and other broader market factors as reasoning for Tesla’s strong performance, it appears some movement could be related to the company’s recent developments instead.
Over the past week, Tesla has made some strides in its Robotaxi program, including a new license to test the platform in the State of Nevada, which we reported on.
Tesla lands regulatory green light for Robotaxi testing in new state
Additionally, the company is riding the tails of the end of the EV tax credit, as inventory, both new and used, is running extremely low, generally speaking. Many markets do not have any vehicles to purchase as of right now, making delivery by September 30 extremely difficult.
However, there has been some adjustments to the guidelines by the IRS, which can be read here:
Tesla is trading at around $389 at 10:56 a.m. on the East Coast.
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