Responding to yesterday’s report by CNBC’s Lora Kolodny claimingTesla Motors (TSLA) has a manufacturing problem, Trip Chowdhry of the boutique Global Equities Research disputes that claim, writing that he visited Tesla’s Fremont, California factory yesterday and things look to him to be in good shape — judging from the cars sitting in the lot.

Chowdhry writes that at the Fremont facility he saw "more than 700 Model 3, S, X in the Holding Area, more than what we saw on March 11."

Chowdhry...