We have a HUGE inventory increase for $TSLA / $TSLAQ in Q4 going from about 12,100 vehicles to 16,900 at the end of Q4. Also in-transit numbers WAY DOWN!! #DemandCliff pic.twitter.com/g5MPkzCzy3

— Paul Huettner, CFA (@Paul_M_Huettner) January 2, 2019