From FutureAZA.

Thank you Mark from @TheTeslaLife for joining the discussion.
0:00 – Intro: Are Tesla Sales Really Crashing? (Spoiler: No
0:44 – GuruFocus & Wells Fargo Claim “23% Global Plunge” in October – Let’s Check the Math
1:13 – US Tax Credit Ended Sept 30: Massive Q3 Pull-Forward Effect Explained
2:12 – Binding Contracts Before Sept 30 Still Get $7,500 → Many Q4 Deliveries Already “Sold”
3:24 – Wall Street Expects ~440k Q4 Deliveries (Only ~12% Drop, Not 25%)
4:42 – Tesla Sold More Than It Made in Q3 → Inventory Rebuild Needed in Q4
5:07 – China October Panic: “Model Y Sales at Lowest Since March!”
5:47 – Reality: Giga Shanghai Loads Export Ships at Start of Every Quarter (RoRo Ships 101)
6:28 – Why October Domestic Sales Always Look Weak – The Delivery Wave Never Actually Ended
7:08 – Exports Hit 19,000 in October (2nd Highest This Year) → The “Missing” Cars Found
8:03 – Domestic Model Y Down, Export Model Y Sharply Up – Charts Fit Like Puzzle Pieces
8:47 – This Is a Non-Story: Same Pattern Every Year from Shanghai
9:15 – Viewer Comments Section from Last Week’s Video
9:46 – Back to the Future Timeline & Biff President Jokes
10:10 – 1.6 km of Extra Wire in Mach-E = ~90 kg (That’s 1.5 Australians!)
11:27 – Throwback: Oil Exec Doesn’t Know Where Copper Comes From
12:05 – Ford Has Definitely Torn Apart a Cybertruck Already (48V Wiring Shock Incoming)
12:54 – FSD & Self-Preservation: First Mode of Transport Since Horses That Doesn’t Want to Die
13:41 – Closing: Like, Subscribe, Visit The Tesla Life – Stay Juicy, Clever Robots!

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