Hey everybody, Rob Mauer here, and today we're going to be talking a little bit more about

what's going on with the Tesla's deliveries, demand, China, the reaction in the stock market

today.

It's been an emotional day, I think, for a lot of people, I feel like I just want to have

some light jazz music on in the background of today's episode or something, but hopefully

we can all settle in here a bit, set those emotions aside, do some analysis, figure out

where things go from here.

Alright, so Tesla stock finishing today down 8.6% to close at $242.40, while the NASDAQ

was up 2.3% on the day today.

Not sure where we'd be if that had not been the case, probably would have been a much worse

day for Tesla, but already we're seeing a 10% spread there between Tesla and the broader

index.

I think it's pretty clear that this is primarily a reaction to the Q3 delivery report.

Of course, we had AI Day as well, I think that's mostly a non-factor, maybe just some

selling off of the news, since there wasn't really anything there that would surprise

the market in a short-term way, I think, a lot more conversation that we'll have about

that in future episodes, but because of the strong reaction in the market today and

just a lot of the conversations that I've been seeing, I want to spend most of our time

today on that, and some of the other important news items from over the weekend.

Alright, so the down 8.6% today for Tesla, that is the worst day for Tesla in four months,

since June 3rd, I had actually looked back and see what happened that day, shows that

things like this can be pretty easily forgotten, but back on June 3rd, that was back when

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