There was more positive China insurance data this morning. It happens every year. China has month long holidays and the car sales data comes out weak. The bears prance around talking about this is it, the end of Tesla, the competition is here......then a few weeks later car data comes out and demand is as strong as ever. Wall street is pricing in little to zero earnings growth this year for Tesla. What happens if earnings growth grows 50% instead? At some point this year mega pack will start to get noticed by wall street. And the IRA will also impact earnings this year.