Tesla Model Y L deliveries contradicts huge orders (120k+ claimed)

Tesla has learned they can lie with impunity to pump the stock price.

Apparently nobody can sue anymore unless you hold over 3%. And the SEC? They're S-ing E's C.

tesla's primary business is lying to pump the stock price. Tesla influencers are complicit int his and love it.

It keeps working P/E 250 and rising!

Didn't they claim to have 1 million+ Cyber-garbage preorder? How many did they actually sell?

SEC already argued that that's just normal "fluffing" behavior to make the product appeal more attractive

They actually had 1 million people give them $100.00 (refundable) Aka they got a free 3 year $100,000,000 dollar loan.

This comment is how you reddit

I am not denying that it sounds like a great deal for them... :)

The Musk and Trump at the memorial event was telling. SEC does not have the man power to go after Musk and Trump has basically put the end to prosecution of white collar crime.

Are there many families in China with more than two kids... who can afford this $48,000 (usd) vehicle? (price converted from Chinese Yuan to USD) >The five-seat SUV Model Y registered 10,340 units last week, \*\***the six-seat SUV Model Y L registered 850 units\*\***, and the Model 3 sedan registered 6,060 units. >Tesla [launched the Model Y L](https://cnevpost.com/2025/08/19/tesla-launches-model-y-l-china/) in China on August 19 and [announced on September 2](https://cnevpost.com/2025/09/02/tesla-begins-model-y-l-deliveries-china/) that deliveries for the model had commenced. >Customers who order the Model Y L now are expected to receive deliveries in November, according to Tesla China's website. [https://cnevpost.com/2025/09/23/china-ev-insurance-registrations-week-ending-sept-21-2025/](https://cnevpost.com/2025/09/23/china-ev-insurance-registrations-week-ending-sept-21-2025/) (I added the stars) So for the week ending 9/21, they only delivered 850 model Y Ls. With deliveries for new orders now pegged to November, that means they have about 6-9 weeks of orders. Let's optimistically say they're planning to boost output and double model Y L delivery numbers to 1700 units per week starting next week. That would mean they have a log of 10,200 - 15,300 orders as of today. In no world do they have 120,000+ orders for this model Y L trim. **Anyone saying this is blatantly lying.**

The source was an old post from Weibo (09/03). And most people have strong doubts about the authenticity of this number.

Teslarati is pro Tesla site and comes with bullshits all the times.

Been saying for awhile now... Tesla's stock price has nothing to do with their vehicle division. The vehicle + energy divisions are easily worth less than $100 billion in valuation. The company's valuation is currently sitting at $1.37 trillion, meaning $1.27 trillion of that is based on vaporware, meme stock trading, and manipulation. The forward PE of this company is 193, and the lion's share of that future potential is in products Tesla hasn't begun selling, and hasn't even proven they will ever begin selling. Nvidia for example has a market cap of $4.34 trillion and a forward PE of only 40. I say 'only' because that's still a ridiculously high forward PE. However, the difference between NVDA and TSLA is that NVDA is actually built up on real financial performance. Real sales. Real products that are currently on sale, with real future demand, with a proven process to improve and release new products in a timely manner, that can continue to drive sales and competition for their products for the foreseeable future. Tesla has none of that... It is literally a stock built on vaporware, meme stock trading, and absolutely includes Elon Musk and his friends / family finding a way to game the stock market. Musk bought $1 billion in stock a couple of weeks ago when the company's valuation was about $1 trillion. That purchase comprised less than a tenth of one percent of the total value of the company, and increased Musk's already huge stake in the company by about 7 tenths of one percent. That's lead to a rally that increased the stock price by 37%, or $370 billion... in two weeks... on zero news other than Musk buying shares.

Trump is white collar crime

At this stage and with decreasing results, P/E would continue to rise even if market value tanked...

I mean it's been shooting to the moon because revenue is going down at the same time as the stock goes up! Elon spent 0.25% of his net worth buying more so it must be good!

More like orange collar crime

Over 1,000,000 CT preorders!

Ooo a whole quarter of a point. Tbf, if I blew a few hundred bucks, it would be much higher than a quarter of a percent of my net worth. Remember, his $1TN pay package would take the average worker ($50k/yr), 20M years to match. That's 20,000,000 years of working your ass off to equal his $1TN paycheck.

NVDA 'invests' in worthless startups to 'sell' hundreds of billions of dollars of overpriced hardware on credit. It is just as much a scam as Tesla.

lol someone out there has the job of washing the skin bronzer out of the collars of his shirts. Think about how much their life sucks.

They probably just buy them in bulk from the dollar store

FElon lied? Unpossible🤪?

FElon at one point said there were 2 million preorders.

How the hell did their stock shoot up so quickly? Sidenote, I love the fact that this sub read is totally anti-Elon glazing

Yep. More so, the cybertruck had over a million orders. What were the numbers now. 50,000 over two years and the majority of that 50,000 was just the first few excited people. Complete fail and complete lie on the reservation. Now they sell about 1000 a month for a massive factory cost that was suppose to do 20,000 a month. You can not even keep an assembly line trained and operational at those low numbers.

Ya he was given 20 billion dollars worth of stock free and added another 5% to it to make it look good.

Tesla morons sniff their own farts lol

The value of his TSLA holdings jumped $20B in a couple days just by purchasing only $1B. Like shooting ducks in a barrel. He announced it immediately, just for this reason. Unlike when he sold $25B to buy Twitter but only revealed it many weeks later.

I can guarantee you some random salesperson does not have access to a single piece of financial data that would be news to investors. Anyone inclined to believe otherwise has no idea how business, particularly a large organization with manufacturing and retail businesses, works.

In fact here's an awesome Tweet i just saw a day ago: Tesla bulls should just remove "analysts" from their title.

I wish ARM chips can compete against scammy high-priced GPUs. Japan's Fugaku Supercomputer is an excellent example of this. It uses Fujitsu's homegrown A64FX ARM-based processor. It runs absolutely without any GPU hardware. In fact it has been used for several national level research training. Just waiting for the day when ARM starts dominating the market.

And Tesla's primary product is company stock.

> The company's valuation is currently sitting at $1.37 trillion, meaning $1.27 trillion of that is based on vaporware, meme stock trading, and manipulation. It's just ridiculous on its face. If a trillion dollar company just disappeared into thin air, you'd think it would have a huge impact on the world as it's so important. Amazon disappearing would be catastrophic. Tesla disappearing would mean... a few million people couldn't use their personal vehicles, and some thousands would have to replace storage batteries.

China has 6 million+ millionaires.

He stole that sec joke from Elon himself lol

So even the Chinese think that model is stupid

Wasn't there News earlier this year that tesla will release new cheap ev in h1, then it became q3? There isn't accountability. Eventually it will catch up. There will be new president, new congress, new sec chair.

Based on the amount of massive 7 seat SUVs in the ‘9’ class/series like the Zeekr 9x, Lynk&Co 009, Aito M9, Li Auto L9, Denza D9, Onvo L90, Xpeng G9, Geely Galaxy M9, Nio ES8 (the list is literally massive, I’ve probably left a few off it) - these are admittedly all larger and in many cases more expensive than the Model YL, so there’s definitely a BIG market of families wanting big expensive SUVs in china.

I mean if you guys are being honest this whole subreddit rides Elon's dick. Every upvote every comment or post has ever gotten is due to Elon Musk. You guys love to hate him just as much as I love making money off of him.

I mean, this guy is all in at this point. He's broken so many laws that he either becomes a trillionaire, or he's going to jail for life. So goosing the numbers is the least of the things he's prepared to do.

The bubble is about to burst. If I was a domestic investor of Tesla I'd be getting out now. When is crashes you'll be the last to know.

Bullish Tesla analysts are also involved in pumping the stock.

You also have bullish Tesla analysts tripping over themselves to revise upwards Tesla’s target prices.

Wonder where fElon stole it from.

In a few years China will be flooding the market with 'good enough' GPUs at far lower prices. RISC-V is probably a better long term option due to licencing. China isn't going to touch any Western controlled tech.

Is it possible they "sold" these vehicles to themselves for maybe something like a early robotaxi fleet in china? Before the purpose build one gets sent over/made? It still seems a lot, but if they send a thousand to every major city in china? Austin has a population of around 1 million. In china there are between 113 to 160 urban areas with that same population size.

There is a lot of money in China, so yes

Right... that's why 90% of the posts that I remove for Rule 1 are just bitching about what Dipshit did today. Some of us had technical issues with Tesla years before half the new 'regulars' here stopped loving him.

Sorry, but most people don't like Nazis. You're the minority perspective not on reddit, but everywhere.

A lot of money in the cities to be sure. The rural areas are generally below the median income average. Given the one child policy of child, my question is how many of those city folks with money actually have more than two kids.

China does not have a one child policy anymore

Never said they did. They got rid of it in 2016... 9 years ago, meaning that in general, families likely restricted how many children they had in their child rearing years. And since you ignored it... most of the money is in the cities, where having 3+ children would be more difficult.

Those vehicles aren't just larger, but more luxurious with more amenities, and I imagine many of them are being used for taxi service; even executive limo/taxi/chauffer services. Yes, lots of options/competition, which makes Tesla braking into this market more difficult. Further, I have no idea how many of these vehicles the brands actually sell.

With more than two kids?

They'd still be able to use their personal vehicles, people just wouldn't be able to buy more of them, but for sure. It would have no meaningful impact on society. It may have an impact on the stock market, given Tesla's weighting in the index funds.

$1B to him is $1000 to me

Oooh deep cut

You realise "families" don't just consist of parents and children? Those parents also have parents, relatives etc. And big cars make >much more< sense with less general wealth. The west is pretty unique with it's prevalence of individual cars and the US is extreme even compared to that. If you are a wealthy city dweller in china and want to visit family/take them on a trip, you can't assume your parents and every 16 year old cousin has their own oversized truck to make the trip.

If we're including non-children, then the vast majority of the global population could be said to have a "big family". I'd also just point out again that the number of vehicles in China as a percentage of the population has grown precipitously. China also has a far larger and far wider reaching mass transit system than the US that can be used for cross country trips. While Americans love their big vehicles, the vast majority of vehicles aren't 3 rows. Sure, that could be because more people own cars so they'll just take multiple vehicles, but China's quickly getting to that point. But sure, you're right, the wealthier city folk may want to buy a larger car to show off to their family by driving out to them and then driving them around or taking a trip with them. Even so, 3 row vehicles don't make up a major percentage of vehicles in China.

Large families? In China?

(Not to be critical, but if you look into the case of Fisker failing, the cars became quickly unusable without intervention. If Tesla vanished, the cars would quickly become paperweights. It's the downside of software-defined vehicles, they require constant upkeep from corporate, that assumes that corporate will exist for the service lifetime of the vehicle.)

Isnt the low deliveries and registrations due to it being a new model and therefore not able to ramp up production like the previous models?