2/ In Nov. 2017, Elon crowed that the Tesla Semi would reach customers in 2019. But, as with so many Musk promises, this timeline required subsequent *ahem* revision. $TSLA $TSLAQ https://seekingalpha.com/article/4339846-tesla-semi-is-still-stalled
3/ Mere months after the unveiling, where he called the Semi a “beast” that would “redefine trucking,” it almost seemed as if Elon had lost interest. Indeed, during the 1Q18 earnings, he admitted the Semi was “not something we really think about much.” $TSLA $TSLAQ
4/ Elon's apparent lack of commitment to a speedy commercialization timeline proved real as time went on. Throughout 2018, Tesla insisted that the Semi would enter production some time in 2019. Throughout 2019, Tesla said the Semi would enter production in 2020. $TSLA $TSLAQ
8/ With the Tesla Semi development program so clearly stuck in the mud, some analysts have begun to ask whether Tesla might be better off just shelving the truck altogether. $TSLA $TSLAQ

R/T @ShortingIsFun https://twitter.com/ShortingIsFun/status/1337375873071271936
11/ The Tesla Semi is, ultimately, just a small part of Tesla's overarching narrative of inevitable EV domination. Then again, Tesla's actual business has also faded into the background in recent days as the stonk price has taken full control. $TSLA $TSLAQ
12/ But even small parts can have outsized impacts, especially for companies and stocks that are heavily story-driven, such as Tesla. Continued delays to production of key new product lines may soon threaten to undermine Tesla’s growth narrative. $TSLA $TSLAQ
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