đš $TSLA Giga Shanghai just hit 6 MILLION battery packs â took only 9 months to go from 5M to 6M. That's 1 million packs in under a year, straight acceleration mode.
Tesla designs these packs in-house, CATL and LG supply the cells. Shanghai remains Tesla's largest production beast globally.
This is pure scale flex. More packs = more cars = more margin expansion potential. If you're watching $TSLA for production ramp signals, this is it. Robotaxi and Optimus both need battery volume, and Shanghai is printing capacity.
Bullish signal for Q1 delivery numbers and long-term manufacturing edge.
Tesla designs these packs in-house, CATL and LG supply the cells. Shanghai remains Tesla's largest production beast globally.
This is pure scale flex. More packs = more cars = more margin expansion potential. If you're watching $TSLA for production ramp signals, this is it. Robotaxi and Optimus both need battery volume, and Shanghai is printing capacity.
Bullish signal for Q1 delivery numbers and long-term manufacturing edge.