Tesla is facing tightening supplies of its best-selling Model Y on both sides of the Pacific. U.S. dealership listings showed virtually no new inventory within a 200-mile radius of Austin, Texas, and only a single vehicle near Los Angeles, according to third-party checks of the company’s website. The scarcity comes as buyers rush to secure deliveries before a $7,500 federal electric-vehicle tax credit sunsets on Sept. 30, fueling a late-summer order surge. In China, the newly launched six-seat Model Y L has sold out of September production slots, with Tesla’s configurator now quoting October delivery for fresh orders. Industry trackers estimate the variant drew tens of thousands of reservations within days of its August debut, underlining robust demand in the world’s largest EV market. The supply squeeze has prompted speculation that Tesla will lift Model Y prices to protect margins, although the company has not confirmed any adjustment. Tight inventory ahead of the year’s final quarter suggests Tesla may have limited flexibility to satisfy further demand spikes without additional factory output or price changes.
Twinsight Trade Recap ⚡️ @mataetrades 🟩 $TSLA 350C 3.44 to 5.32 (+55%) 🟨 $TSLA 345C breakeven @spacemnke 🟩 $TSLA 350C 3.60 to 6.00 (+67%) 🟨 $TSLA 350C breakeven 🟥 $SPX 6470C failed 🟥 $UBER 98C stopped 🟥 $SPX 6450C lotto failed @tradersarangc 🟩 $PDD 125P 1.35 to 1.85
TRADE PLAN for Tuesday ✅ $SPX consolidation day today after the gap down. SPX needs to close above 6469 to test 6500 this week. SPX Aug 27 6500C is best above 6469 $TSLA another strong follow through day after holding above 334. TSLA to 357 in play if it can break above 350
Trade Idea 💡 $TSLA 8/29 357.5c over 349.53 📝Nice continuation today following Fridays move higher. Some near term resistance sitting at 349-349.50. A break through this area gives this one room to go and will be on watch for us this week. First target above at 361.93 $SPY https://t.co/bGlTcuHH3z