Jean Francois Pascal
Romania
5m
Tesla has thrown us a curveball — its once-struggling Cybertruck model now shows a multi-week delivery delay on the base Long Range variant. It’s an unexpected turnaround given the EV’s earlier sales slump. Is demand genuinely picking up, or is this a last-minute tax-credit–driven rush before incentives expire? If it's the latter, this spike may not stick — once the discount vanishes, demand could crash right back down. But if it’s real momentum, Tesla could have something to capitalize on heading into Q4. For now, traders should watch closely: this sell-out could be a fleeting sugar dash or a genuine green shoot in Tesla’s EV lineup. Takeaways: A surprise boost in demand—could be incentive-driven. Repercussions for Q3 might be positive, but sustainability matters. Post-incentive period will test underlying consumer appetite. We are looking at a short term spike, which is great, and will allow us to see real customer demand when the subsity incentive ends at the end of september. Very interesting times ahead.
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