Tesla’s Factory Expansion Concerns
2/ Tesla's maximum annual vehicle production capacity (not including Tesla Semi) ranges between 550k-590k for 2021, depending on the factory, as is stated by Tesla. Note that these are max capacities, which theoretically means zero downtime, which is not possible.
— Taylor Ogan (@TaylorOgan) January 21, 2021
4/ Either:
— Taylor Ogan (@TaylorOgan) January 21, 2021
a) Our estimates are WAY too high
b) Tesla will have to increase capacity of GF3 (and eventually GF4 & GF5)
c) Build a lot more factories very soon
Keep this in mind when you see astronomically high TSLA sales estimates.
— Taylor Ogan (@TaylorOgan) January 22, 2021Follow @snowbullcapital Follow @TaylorOgan
