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VRA Letter: Tesla Q3 Deliveries (and the Tim Walz bottom). Here Comes Bitcoin. Gold Miners; Parabolic on Steroids. Dems on Life Support.

Good Thursday morning. As I write we’re waiting on Tesla’s Q3 delivery figures, where the estimates range from 440-457k cars sold. We think it’s going to be a much bigger number, with 500k as our estimate (writing this at 6: ...

Posted On October 02, 20254 MIN Read
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Good Thursday morning. As I write we’re waiting on Tesla’s Q3 delivery figures, where the estimates range from 440-457k cars sold. We think it’s going to be a much bigger number, with 500k as our estimate (writing this at 6:30 am est). The report should be out about 30 minutes before the open so we’ll try to come back to it before we hit “send". Do I think this report was leaked? Yes, I do (AKA things that happen in the Wild West of free market capitalism).

And it’s not just Q3 deliveries that has the market excited. Within a few days FSD v14 will be released, with v14.2 appearing to be the key software update (likely in the next 1-2 months). v14 has been in use with RoboTaxi since June. It has 10 more parameters with 3-4x improvement. Better than a human driver (definitely better than me). Elon has been touting the 14.2 release as “sentient” and “alive”. There are so many reasons to be excited about this stock; our top buy rec for the Innovation Revolution.

Tesla’s been on quite...

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