Investment Gems

Tesla: Suppliers hint at Model 3 production rate on its way to 5,000 units weekly

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Pepe Maltese

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Tesla: Suppliers hint at Model 3 production rate on its way to 5,000 units weekly

Electrek reports that several suppliers have received orders from Tesla to resume the company’s guidance of 5,000 units per week. This seems to indicate that Tesla have overcome the production bottlenecks.

Note that the tech blog also mentions that this might not instantly translate proportionately into deliveries, since if the parts are now being produced by the suppliers, it might several weeks before they reach the production line at Tesla.

In my opinion, this is an important sign and the tipping point for Tesla stock is getting closer, fast.

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Hi Fren,

Pepe Maltese

I used to trade inside the machine. Now I just raid it.

I publish two high-conviction setups daily — one momentum, one turnaround — filtered through tape structure, volume shifts, and misaligned narratives.

Some of these turn into full trades. A few evolve into deeper stories. The rest get cut.

This isn’t education. This is intelligence.

I don’t run ads. I don’t sell dreams. I track price, watch structure, and call bullshit when the story breaks.

Follow the setups. Fade the noise. Stick it to the man.

Let’s connect

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