Tesla sales are down significantly. I wouldn't say the company is in trouble but this is a major sales slump.
It seems to align with him becoming more and more of a public figure. I personally know 2 people who have Teslas that are ashamed they have them now. They almost have to caveat when someone mentions their vehicle even in passing that it was "pre-elon" and you already know what they're talking about. Obviously there's more to it than just that, but I can't imagine shutting out those who care about electric cars (in general) while embracing those that would never buy an electric car (in general) is a poor business move. I don't know how much he cares about that specific business selling to average one-vehicle customers at this point though.
Nah, brah, he's playing 4D chess. He's conquered the liberal wallets, now he wants real Americans to drive electric. With every Cybertruck purchase, you get to DOGE a NOAA employee to their face. Dark MAGA forever!
Apparently, Tesla is selling very strong into China and South Korea. In North America, sales are well down. In Europe, however, sales have fallen off a cliff. I suspect sales will be down, overall, but not as far down as things look in NA and Europe. Meanwhile, there is a significant insider sell-down.
A buddy just posted this on facebook. This proves Tesla is guaranteed to go up. Look how it is going to blow right through Max!
Is there anyone still bullish on Tesla? https://electrek.co/2025/03/14/tesla-is-done-in-germany-94-say-they-wont-buy-a-tesla-car/
How many Tesla killers have come and gone, over the years? All dead. Who would have thought the real Tesla killer would be Elon's politics?
Don't know this guy, but damn if pretty much every word in this video perfectly encapsulates my thoughts!:
That article is a hit piece designed to smear Tesla by asking a question they pretend is objective but is both leading and irrelevant. If 6% of Germans would buy a Tesla, that's 5M people. That's a lot of Teslas. But, the idea of Tesla bad will is not lost on me. I haven't been bullish on Tesla for some time. I got out because I felt Tesla had too much future growth baked in. I stayed out because Elon literally lost his grip on reality a few years ago. A couple of studies show a strong link between sleep deprivation and paranoia. Elon is deep in the Q. We also know he barely sleeps. Links are also forming between Diet Coke (aspartame) and depression. This isn't proven but we all know someone who guzzles a lot of Diet Coke and is pretty far out there. Elon drinks a ton of Diet Coke. If these factors are indeed causal, they do not point to Elon being a terrible CEO. He is still mostly an outstanding CEO but his Achilles heel is that he is upsetting his customer base en mass. I've seen some pretty terrible behavior by CEOs over the years but I've never seen such behavior so much on public display. The wholesale bad will is astonishing. Even if Elon did everything he is doing and believed everything he believes, it is only a problem because he literally broadcasts his conduct on social media. This is why I haven't been bullish on Tesla in some years.
We all wondered when the rose comes off the bloom. I think this coming Q will be pretty much the worst of it. Very sad to see the situation get so politicized.
I'm being flip about this, because I enjoy a good laugh, but it seems entirely obvious this is an accounting error. I do not believe 1.4B was taken from Elon's Wallet while he was at Trump's Monday naked yoga meeting.
No one reads this thread but for the sake of posterity, Mega Shanghai just came online. They are cranking out MegaPacks to a global market that is absolutely starved for them. 98% of media wouldn't post a positive Tesla story if Elon gave everyone a free car so news is almost universally that demand has completely collapsed. What I shall term as "Alternate media" (pro-Tesla and hard right news) reports high demand for Y Juniper. It's probably the lowest of literally any other Tesla new product release, since they weren't all instantly sold, but there are reports that Y is selling reasonably strong. Who's lying? I'm more inclined to believe the pro-Tesla crowd. I'm sure sales are down but I wouldn't brace for chapter 11, just yet. Tesla can survive quite a while before there is cause for concern. We're at the point where it isn't possible to read an article by anyone and think it's close enough to the truth as to be credible, without first doing a bunch of checking and consideration on what is reasonable. I still monitor a group that tracks deliveries so we can definitely see vehicles flowing through the system. At this point, anyone who thinks Elon's politics have not affected Tesla is a complete nut job and reality denier.
