👀 Wall Street Lowballed Tesla

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Tesla just beat Wall Street by about 24,500 cars.

Analysts expected 462,000 deliveries in Q3. Tesla delivered 486,532.

That's roughly 5,300 cars a day. About 220 every hour, including while you were asleep.

Here's the breakdown

Read that last pair again. The Model 3 and Y made up over 98% of deliveries.

Every other model combined is a rounding error with a fan club.

Here's the sneaky detail: Tesla delivered about 22,000 more cars than it built. That means cars sitting on lots became cars on driveways.

Only about 1% of deliveries fell under operating lease accounting, so the headline number is mostly plain old sales.

This was the second-best quarter in Tesla's history. The run this year looks like this:

The one asterisk? It's still about 10,500 short of the 497,099 Tesla delivered in Q3 2025.

So Tesla beat the forecast and slipped slightly year over year. Wall Street will happily focus on the first part.

Tesla's European sales are finally showing a pulse. September registrations:

Analysts also expect demand to stay healthy following the Middle East conflict.

The usual logic: when fuel headlines get scary, an EV starts looking less like a toy and more like a hedge.

The date to circle: the EU vote on Full Self-Driving approval just got pushed to December.

It was originally due at an October 6 meeting of the EU's Technical Committee on Motor Vehicles. European bureaucracy remains the most reliable brake pedal on the continent.

If you hold $TSLA ( ▲ 4.65% ), or an ETF heavy on it, this is a solid scorecard. Demand held up better than the pros feared.

But Tesla's share price runs on the future as much as the present. The December FSD vote could move the story more than any single quarter of car sales.

Worth watching from here:

Big beat, big quarter, bigger questions still on the table.

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US Treasuries just posted their worst long-run returns in a century.

Your great-grandad's war bonds had a better time than this.

Bank of America's Michael Hartnett looked at the wreckage and gave a two-word verdict: "buy humiliation."

Here's the logic

Global money managers are loaded up on stocks, chasing what Hartnett calls the "final melt-up in US tech."

At the same time, they're very short bonds. Basically nobody wants them.

Hartnett's point: historically awful long-run returns tend to mark great entry points.

He's seen this movie before:

Each time, the asset everyone had given up on turned into a very lucrative buy.

Bonds, he argues, are now sitting in that same corner of shame.

So is he calling for a massive rally? Not quite. A 100 to 200 basis point drop in yields would need a credit event or a recession.

But he reckons bond portfolios are already nearing equity-like returns without one.

And the money is starting to move. Last week saw the biggest inflow into US Treasury funds since May 2026. 👀

Here's where it gets spicy.

US investment-grade tech bonds have dropped 9% in a year, pushing yields from 4.5% to 6.2%.

That's blue-chip tech paying the kind of interest that used to come with a warning label.

Hartnett is especially eyeing long-dated bonds from the AI hyperscalers:

His reasoning? AI development is effectively backstopped by the US government.

In his view, the AI race is too important to Washington to fail. Which makes the companies funding it look a lot like safe borrowers with spicy yields.

Everyone's buying the AI stocks. Hartnett's eyeing the AI IOUs.

Bonds have spent years as the friend nobody invites anywhere. One of Wall Street's best-known strategists thinks that's exactly why they're worth a look now.

Two things worth watching:

The catch: contrarian calls can take ages to pay off.

For a while, being early and being wrong feel exactly the same.

Amazon wants to sell $8 billion of Nvidia chips. And keep using them.

Yes, really.

They’re looking to offload around $8 billion of advanced Nvidia chips to outside investors.

We're talking thousands of Grace Blackwell chips, spread across more than a dozen US data centers. The good stuff.

Per the FT's sources, Amazon has been in talks with investors for weeks.

The chips would move into a special-purpose vehicle (SPV). That's finance-speak for "a company built to hold one specific pile of stuff."

Outside investors fund the vehicle. Amazon keeps running the chips in its data centers like nothing happened.

Think of it like selling your car to a mate, then borrowing it every day. You get the cash. You keep the commute.

According to the report, the vehicle could also:

Asset-light is corporate for "please stop staring at our balance sheet."

Because AI is eating cash at a terrifying pace.

Every Big Tech giant is locked in an AI arms race, and the receipts are enormous. The FT says the goal here is to improve Amazon's balance sheet health as AI spending soars.

When one of the richest companies on Earth starts getting creative with how it pays for things, that's worth noticing.

A few things worth chewing on:

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