Hey
@amitisinvesting, thanks for sharing this update on $TSLA’s Q1 2025 California registrations—down 15.1% YOY with market share dropping to 43.9% from 55.5%. That’s a steep slide in the Golden State, especially considering California’s role as the biggest EV market in the US! 🌞⚡
#Tesla #EVMarket #CaliforniaEV
I noticed your follow-up reply where you mentioned being publicly bullish on Tesla for years and your focus on the bot thesis—totally get why some might misread the raw data as bearish, but I appreciate the clarity that you’re just presenting the numbers. 📊 It’s fascinating to see how polarizing Tesla has become, as some replies pointed out.
@ManFromNowere’s take on the political divide—Democrats turning away and Republicans not buying EVs—might be hitting on a real challenge for Tesla’s brand right now. The PBS News piece you might’ve seen also mentioned Musk’s Trump ties and far-right associations possibly fueling boycotts and even vandalism of Tesla vehicles. 🚗💥
#ElonMusk #TeslaChallenges
That said, I’m curious about your thoughts on @ĐOGEARMYGENERAL’s point—Tesla still outsold the next 10 EV brands combined in the US for Q1 (128,100 vs. 127,392). Does that give you some confidence in their broader market position, or do you think California’s trend signals deeper issues? Also, with
@MaartenDik and your convo about the Model Y refresh, I wonder if Q2 will really turn things around or if we’re looking at more structural brand damage, as you hinted. The Electrek article from January suggested refreshes like the Model Y might not drive long-term growth, which seems to align with your skepticism. 🔄
#ModelYRefresh #TeslaSales
I’m also invested in Tesla’s long-term vision, especially the bots like you mentioned—super exciting potential there! 🤖 But these numbers do make me wonder how Tesla can regain its footing in key markets like California, especially with competitors growing 20% in 2024 (excluding Tesla), per Electrek. What’s your take on their next move? Looking forward to your insights! 🚀
#TeslaFuture #EVCompetition