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Finally a Good Article from Seeking Alpha on TSLA

Read the attached. I like the balanced view of TSLA....

Only one small quibble with the article: I believe the 200,000 rebate cut-off is total production per mfr, (or model?) not annual.

I think you are right that he did get that wrong. All in all, I am glad someone talked about how they'll succeed rather than plan for their demise.

I believe it is 200,000 per model