Hey everybody, Rob Marrow here, and today we've got some interesting updates from other

automakers on their electric vehicle sales, also got new China-insured vehicle data,

news on Gigatexis, FSD, and a few other items as well.

Not a great day for the markets today, the NASDAQ down 1.6%, Tesla only down 1.2%, so a

little bit of an overperformance, but still down if it goes the day at $244.12.

To quick note, as we are heading into the last few days of the quarter, we are starting

to see more conversation about the delivery numbers, which we should get early next week.

That almost likely happened on Monday, it's been a while since we've had one released

during a trading day, but we'll see on that.

Anyway, as we approach the release, we are starting to see revised analyst numbers,

I think a lot are revising downward, based on the production shutdowns that we've seen

primarily in Austin, and Shanghai as well, but those that were paying attention should

have been aware that that was happening a lot earlier, however not everyone is, so not

too surprising to see these revised downward, I'll probably go through my expectations

on Friday would be my best guess.

Relevant to the delivery's topic, I do also want to quickly touch on China-insured vehicle

numbers, of course, being Tuesday we do have these now for the previous week, this is

September 18th through the 24th, actually a really nice week for Tesla this week, 13,500

vehicles insured, pretty nice bounce back from the week prior at 8500, so between the

two, those average out to 11,000, which is basically the average of the two weeks immediately

prior to those.

So I think we're more likely just seeing some volatility in how the registrations are

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