It doesn’t matter whether Tesla delivers 90,000 cars or 900,000 in the 2nd quarter — what’s more important is whether Tesla goes mass-market or stays luxury (TSLA)

Tesla should report second-quarter vehicle deliveries next week, and a significant amount of chatter has broken out over what the number could be. In the first quarter, Tesla delivered 63,000 cars, a drop of over 30% from the final quarter of 2018. The com…
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