Why did TSLA fall after CRUSHING delivery estimate
Tesla delivered 480K vehicles in Q2 beating estimates by ~18%. The stock still dropped ~6.5%.
Why? A few beginner investor lessons:
📈 "Priced in" the stock already rallied 12% the week before the report. By the time good news is confirmed, some traders sell to lock in gains.
💰 Volume ≠ profit deliveries show demand, not margins. The market cares more about how much money each car actually makes.
📊 Sky high valuation at 200x+ forward P/E, "good" isn't good enough. The market's pricing in perfection.
Earnings drop Wed 7/22 after close margins and Robotaxi updates will matter more than the delivery number ever did.
