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Gordon Johnson, CEO and analyst at GLJ Research, pointed out that in 2022, Cathie Wood expected Tesla to deliver 18.775 million cars, while the actual number delivered by Elon Musk was approximately 1.8 million. Johnson noted this represents a deviation of -90.4 percent from Wood's projection and referenced ongoing television coverage of Wood's forecasts.
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Johnson recently reported that Tesla's Q3 deliveries rose 1.4 percent, with U.S. sales down an estimated 9.2 percent and China up 17.8 percent in 2026 (TSLA Q3 deliveries). In a separate note, he highlighted that the Federal Reserve's balance sheet expanded by $5 trillion over two years (Fed balance sheet expansion). These topics remain key focus areas in his recent coverage.