Hey everybody, we're all back here, and today we've got a variety of updates on Tesla's

Model Y and Cybertruck.

We've also got a lot of new insights on the semi, and a few other items as well.

Looking at the stock, we're pretty much where we left off on Monday morning after the

delivery report, so Tesla down 2% today after ending up in the green yesterday, closing

today at $246.53.

And as that though, down 1.9% today, so pretty good performance for Tesla on top of a pretty

good performance yesterday, following the production and delivery report.

So nice to see that, I think a little bit surprising, given that consensus expectations

were quite a bit higher.

But as we had talked about, actual expectations seemed lower, so I think we're seeing a

bit of that.

And then there's the possibility, too, that Tesla saying that they'll do around 1.8 million

deliveries this year, and noting that guidance is unchanged, that could be helping with expectations

for Q4, which is ultimately going to be more important.

And there are things to look forward to in Q4, with Highland, and of course, Cybertruck.

We had also talked about the phrasing in the release of around 1.8 million vehicles

for 2023, rather than something like above 1.8 million.

But I have now had a chance to go back and look at the Q4, Q1, and Q2 earnings reports,

and it's actually phrased the same way in all of those, around 1.8 million.

So that's nice to see, and stuff like that is worth paying attention to, but because

it's stayed consistent, it's not something that I view as a red flag.

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