Part 5/11:
An intriguing observation was the divergence between the apparent negative signals—such as excess inventory and weaker-than-expected Model S and X deliveries—and the raising of price targets by some analysts. TD Colvin, for instance, increased their target despite noting that excess vehicles were in transit, and weaknesses in certain models could be attributed to logistical factors rather than fundamental demand issues. This inconsistency suggests that some market participants remain bullish despite short-term hurdles.