Tesla European sales are to decline 100K units this year while European EV market grows 30% $tsla $tslaq

EV market isn't slowing: "Every 5th new car registered across Europe is now a pure electric BEV model That applies to both a 12-month trailing basis & also during opening 10 mo of 2025" #alwaysbecharging

Quite refreshing to read real people tweets here.

A very good article from Team FrUD: "...dispite Musk’s many hopeful statements about self-driving). It’s Schrödinger’s FSD: responsible when Tesla wants it to be, but not when Tesla doesn’t want it to be." TSLA TSLAQ #AUTONOWASHING

-- “Shenzhen is the center of the world’s hardware manufacturing industry because it has workers rubbing shoulders with academics rubbing shoulders with investors rubbing shoulders with engineers,” Dan Wang told me. -- ✍️ by @robinsonmeyer.bsky.social for @heatmap.news heatmap.news/electric-veh...

Tesla delivery estimates for the full year have dropped since my last post below. The latest: • My Estimate: Below 1.68M units • Analyst Consensus: 1.90M • Tesla's Target: 1.79M A year ago today, my 2024 estimate was 111,000 and analyst consensus 280,000 higher than what actually happened in 2024.

i am afraid Triy has a conservetive estimate. it will be more like more than 10% drop. 2nd hand Tesla market is spooled w trade-ins. it will increase the pressure on lease prices and customer choices. $tsla

this would be very odd ..yet odd is the new trend

Last year, Tesla's sales fell by 5.6% in the US and 10.7% in Europe, while sales in China grew by 7.9%. This year, sales are expected to decline even more in the US and Europe. So, the Chinese market is crucial, but with only 2–4 weeks of wait time for new Model Y orders, demand in China seems weak.

I no longer feel a connection the normal life 15 years ago. Could just as well have been a movie.

Nowadays if u r driving a Tesla in Europe, u r making a statement. Either you dont care or you do care.. #tesla

We r in half way February and Tesla sales r not picking, even less than January in number of countries. There might be a monthend skew but it is doubtful. Xiaomi is preparing to launch in Europe on top of this brand image disaster. #tesla

Reinout Sterk: ‘Joods-christelijke traditie’ is neofascistische prietpraat www.bnnvara.nl/joop/artikel...

US friends may not really understand the magnitude of Tesla brand damage. It takes a big courage to buy a car nicknamed swasticar in Europe. #tesla

New Tesla emerged from China. Relentless innovation that Tesla used to have in it’s DNA.No lofty promises, just hard core engineering.

Key takeaways from the EV battery market 2024: - CATL remains the leader with 38% MS (+32% YoY) - BYD widened the gap with LGES, reaching 17% MS(+38% YoY) - Korean battery makers are losing ground to Chinese competitors. - Panasonic took the biggest hit, dropping by 18% christopherchico.substack.com

Tesla's sales in California dropped to just 26.1% of its US sales, the lowest level in the last four years. In other words, left-leaning customers are turning away from the Tesla brand. I’ve been considering ways to measure the impact of Elon’s political actions on Tesla sales.

For the first time, total sales of the Xiaomi SU7 have surpassed Tesla's Model 3 in China since deliveries began in Apr 2024 Sales in China (Apr 2024-Jan 2025): •Tesla Model 3: 152,748 •Xiaomi SU7: 162,384 Xiaomi, best known for its smartphones, started producing its first car, the SU7 in Apr 2024

Lying is not a mistake. Lying is lying. Such moral decay and shrugging it off so casually..

a simple investment decision: - Dramaticall falling car sales - Highly politicized brand - A CEO who is not vs -FSD - Limitless revenue potential #tesla

Tesla CEO shall step down, it is inevitable. when ppl stop buying your company’s products and it’s shares, u step down. simple as that #tesla $tsla

How can you throw Tesla under the bus so recklessly. Why is there no BoD review. This will only get worse up to a point that it will be impossible to reverse it. All other brands will profit from it immensely. #tesla $tsla

Having talked to a lot of folks close to this on all sides, ignore all the performative bromindes about safety or even open source, what Musk wants is to turn back time and to get a stake in the new entity www.nytimes.com/2025/02/10/t...

why is Tesla still assiciated with Musk?? What is his current contribution to the company? Did good in the past? Fine, thank you for your service, good luck. But now he is a huge liability. got to go.. #tesla

Tesla Europe Q1 sales will be a disaster. ModelY upgrade is pure sugar coating. Brand is going downhill in Europe. It is now associated with the worst memories of Europeans.. #tesla

Elon Musk’s post-election honeymoon at Tesla appears to be over. In the weeks after Musk went all-in on Donald Trump and came out on the winning side, the billionaire’s net worth jumped an estimated $170 billion as Tesla stock soared.

$TSLA www.denverpost.com/2025/02/07/c...

Tesla sold FY 2024 326K vehicles in Europe. Considering January results, whats coming and social sentiment, expect deliveries to be FY 2025 around 280K. If social sentiments weight heavier, it could be a catastrophic 250K range. #tesla $tsla

Competition is fierce in Northern Europe automotive market. There is also very strong brand association among buyers. Which brand one drives, even the color tells alot about the person not financially but socially. Values matter to many $tsla #tesla

Tesla brand needs to distance itself from the current CEO asap. #tesla

Tesla lowered price of Model3 w 1000 € in Netherlands . #tesla

There is a strong sentiment in Europe towards political change in major countries. Tesla is in the middle of it. Events will continue to unfold.

Tesla’s European sales and coming German elections. So you have a car brand literally representing a German political party! #tesla

It is not the coming new model Y introduction that initiated dramatic sales decrease in Europe. The CEO of Tesla will be replaced. It is not if, it is when. $tsla #tesla

Tesla sales in Europe r now completely tied up to political preferences of the buyers. #tesla

Opinie Jos Scholte: Vrienden van Trump zullen de Gazastrook mogen ontwikkelen www.bnnvara.nl/joop/artikel...

Tesla Europe sales collapsed in January. -50% YoY. #tesla

Musk Sieg Heilt eigenhandig Tesla de grond in www.bnnvara.nl/joop/artikel...

Tesla brand association has moved from hope, future and progress to hate, fascism, genocide and racism at a blistering pace!. Anyone currently buying Tesla knows this fact. Either they dont care or they support the new image. Interesting times.. #tesla $tsla

still waiting for Tesla Germany January sales results. However, so far sales results from other European countries r disasterous. Quite telling about European sentiment #tesla

Now, Tesla is literally associated with Nazi fascism in Europe. Will it help improving sales? No, it is a serious question.. $tsla

Tesla-showroom in Den Haag beklad met hakenkruizen en leuzen #Binnenland

@ilyasdogru.bsky.social: January was super successful in Denmark for full electric vehicle registrations as reported earlier, but the numbers are more crazy than I thought. There were even more BEV imports, than new sales (~5500 vs ~5300) near 80% BEV penetration rate! #alwaysbecharging

Number of pension funds left Tesla stock. So who is holding it despite bad business results. More important question, why?!Curious, we will soon learn a bit of it through disclosures. #tesla

Tesla is facing significant brand image challenges in the US and Europe this year, so I expect sales to keep declining. Finishing the year flat would be a huge success, but it looks unlikely. 2024 Sales: • US: -36,740 units (-5.6%) • Europe: -39,192 units (-10.7%) • China: +48,462 units (+7.9%)

#tesla is now knowingly and intentionally associated with political right movements in Europe. R the sales going to go up because European public is now more leaning to political right or will it backfire ? Risky bet in the CEO’s typical fashion.

#tesla stock valuation is completely detached from it’s automotive business. The stock price solely reflects the expections of ride hailing operations and eventual progress to fully autonomous driving. Or a powerful hedgefund cartel holding the stock price high for a political deal. Who knows..

After tonight’s call, it became blatantly obvious that Tesla stock valuation is now solely attached to a political agenda. No business papameters or credibility of future plans count. Sad to c that a great comoany is now a pure political leverage item. #tesla

mind blowing earnings call. Not a single business related question. Net result: Since u r in the government, we believe in all your fsd plans now. Crony capitalism at its best!!.. $tsla #tesla