Pierre Ferragu
@p_ferragu · 2 июн. 2021 г.
Quick thought - Fact: $TSLA is shipping cars from China to Europe and increasing prices in the U.S. underlying reality: demand in the US is insane, Tesla has to increase prices and keep all local production onshore to manage it. 2Q21 print will be interesting!
Elon Musk
@elonmusk
Our biggest challenge is supply chain, especially microcontroller chips. Never seen anything like it.
Fear of running out is causing every company to overorder – like the toilet paper shortage, but at epic scale.
That said, it’s obv not a long-term issue.
07:59 · 2 июня 2021 г. · 0 просмотров
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