$TSLA had ~93.6k vehicles in inventory at the end of Q1 vs. ~75.7k units at the end of Q4. Forward DOI now ~19 vs. ~16 LQ. Expect stock to react lower given weak S/X deliveries and the recent run up above $200. Price cut on S/X seems reasonable to expect Q2.

— Focal (@FocalGrowth) April 2, 2023