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- Mar 30, 2022
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I am starting to think Master Plan III is going to be the CT / Semi delivery event. CT will be revealed, semi delivery though. Just based on the mentioning in the same breath. @MikeInTheWoods timeline post was decent and could be about right. But I think we don't see any component manufacturing in the wild til 2023.I think we’ll get an event.
I expect it’ll happen when they have a very good idea of when deliveries start. Perhaps 2-3 months before deliveries start. Before year end would be hugely bullish. I’m starting to get skeptical it will happen. Need to see that Gigapress doing it’s thing. They need to start talking about Austin 4680 on the earnings calls.