Ca$htag$: TSLA Slides After Topping Deliveries, Consumers Stay Happy

Tesla’s Q2 vehicle deliveries beat expectations, but shares still slid, prompting Landon Swan to argue the market reaction reflects valuation rather than delivery fundamentals. He now views TSLA as “fairly priced” after the selloff, implying limited near-term upside catalysts from deliveries alone.

Analysis

Tesla’s Q2 vehicle deliveries beat expectations, but shares still slid, prompting Landon Swan to argue the market reaction reflects valuation rather than delivery fundamentals. He now views TSLA as “fairly priced” after the selloff, implying limited near-term upside catalysts from deliveries alone.