I'm not sure your point. That they expect profits to continue without the credits? I guess we will see. Not sure how this invalidates anything I wrote. I care less about projections than financial statements. Those credits composed a good chunk.
It's not a wild prediction, given that the new sensors means another surge in orders, which gives Tesla a chance to prioritize higher-margin, more expensive cars.
I don't know how many potential buyers were waiting, but I was expecting a bump in sensors and compute power sooner than later.
