Tesla deliveries down 43% in Europe while EVs are up 31%

TSLA is up 60% from a year ago and 700% from 5 years ago. He's not in any way hurting.

It's down 26% since he took an active role in government, and we haven't seen quarterly results showing the sales dip since.

Yes, but that's insane, isn't it? Whi's going to buy a Tesla now? Eco conscious left wingers hate Musk with all their heart, and right wingers hate electric cars or any mention of climate change. Who's left?

the solution is obvious that Musk will introduce a gas powered Tesla this year

It would be funny, but a vehicle with an extended range generator would solve a lot of people's complaints about electric vehicles, so I wouldn't be surprised as I laugh at such an announcement.

There are still other issues that I have with Tesla vehicles, but I am looking forward to see how RAM's upcoming Ramcharger will do (all electric drivetrain with built-in generator for extended range).

The BMW i3 had one as an option. Virtually no-one bought that version.

>we haven't seen quarterly results showing the sales dip since.

Which are caused by the retooling of the Model Y production lines which took 3-5 weeks. Y represents 2/3 of the sales globally and all factories where down simultaneously.

Deliveries are back up in China and at current trends, they might achieve ~130,000 sales - just like Q1 2024, even though they had to close down their most production factory lines. China is the first to get back to speed but it says a lot about the "sales dip" which is actually a planned production dip.

I have seen at least ten of the new model Teslas in Portland Oregon (one of or most liberal city in US) the last month. At least SOME people are still buying them.

>we haven't seen quarterly results showing the sales dip since.

Which are caused by the retooling of the Model Y production lines which took 3-5 weeks. Y represents 2/3 of the sales globally and all factories where down simultaneously. They started 2025 with only 12 days of inventory worldwide.

Deliveries are back up in China and at current trends, they might achieve ~130,000 sales - just like Q1 2024, even though they had to close down their most production factory lines. China is the first to get back to speed but it says a lot about the "sales dip" which is actually a planned production dip.

I think it was a roughly 50/50 sales mix with a slight win for the range extender up until the point they discontinued it as an option in later revisions (with larger batteries).

They had some mechanical issues with the fuel line that was a fire risk and they software locked it to reduce the tank capacity by 20% in the US so it wouldn't be classed as a plug in hybrid, but even with those problems I've generally heard positive things about it. Basically acting as reserve to avoid range anxiety on early small battery EVs when it was all quite new.

People have been saying Tesla is wildly overvalued for a decade now. Which logically I can't really dispute but at some point you can't logically continue to ignore how the market values it either.

I'm rooting for Musk to fall on his face as much as the next guy. But I'm not delusional enough to substitute my desired reality for actual reality. By any measure Musk has had a remarkably successful year or so. He's much richer and wields more influence over the government than any non-president in history that I can think of.

Tesla a meme stock though, it's more about the Elon cult of personality than any real market fundamentals. Its performance is only loosely coupled with the actual car business.

Honestly it's surprising that it's still so high. Compare it to any other car manufacturer and its valuation seems ludicrous. A lot of people are somehow still persuaded that the company is going to have some kind of amazing breakthrough Any Day Now.