WS analysts starting to follow @Troyteslike in bringing down $TSLA 1Q deliv ests. Deutsche this morning reduced its TSLA 1Q delivs forecast to 427K from 476K. Deutsche brought its FY’24 delivs est to 1,960K vs 2,083K consensus. We expect other analysts to do the same over the…

— Gary Black (@garyblack00) March 11, 2024