Opinion Musk’s never been more powerful so why are Tesla shares tanking?

[Dalarna3]

Getting publicly involved in politics is bad for business.

 

[ChosenOne]

The same thing happened with Intel... they used to be market leaders in chip design and manufacturing. Then they got obsessed with stock buybacks and now all the innovation is happening in Taiwan instead.

Tesla is really shitting the bed, and people are in active denial because they don't want the stock price to go down.

Yup.

For many of the larger insiders (10%+) holders, who have Tesla as a main holding they are stuck in a 'too big to fail' type catch 22. They cannot risk announcing to the market they are selling their position as that might cause a rapid price drop devaluing one of their biggest assets.

 

[Strychnine]

Tesla Sales in China​

Tesla is not the number one car in China. As of 2024, BYD has surpassed Tesla in sales in China, accounting for 32% of new energy vehicle sales, which include both battery-powered and hybrid vehicles, compared to Tesla's 6.1% market share. Additionally, BYD reported annual revenue of $107 billion for 2024, selling a record 4.3 million vehicles globally, including both pure electric and hybrid vehicles. In contrast, Tesla delivered 1.79 million battery-powered vehicles globally in 2024.

Tesla's sales in China have faced challenges, with sales falling 11.5% in January 2025 compared to the same month in the previous year. Meanwhile, BYD has launched new models and advanced technologies, such as its "God's Eye" advanced driver-assistance system, which is available free in all its models. These factors have contributed to BYD's growing market share and position as the leading electric vehicle manufacturer in China.


*Morgan Freeman voice*

Tesla is not, in fact, the number one car in China.

And for those that aren't in the know...

BYD cars are nothing to jeer at.

 

[chardog]

Narrowly, Tesla 1.79 billion to BYD 1.76 billion in Ev's but BYD with a larger sales due to their Hybrids.

But if you look at trends Tesla is losing market share at an alarming and increasing rate. BYD will easily outsell it this year, and the next generation of BYD EVs are at least a generation ahead of Tesla in battery, technology, and build quality.

That and other concerns with Musk's stewardship is why the Tesla share price is in the shitter.

The only good news is some mysterious tarrifs in the US that seem to have fallen into Elons lap protecting the US domestic market for him and keeping competitors out.

losing marketshare while selling hundreds of thousands in a year is still ok. Tesla is losing marketshare in america, and they still sell a truckload.

You cant own the entire market forever, that would be absurd, while tesla losing market share is factually true, tesla also INCREASED sales volume in china YoY. Tesla is the whole reason why China has an EV market at all.... and even chinaman knows who's boss

 

[deviake]

BYD does not have the number one car there, it's the Tesla Model Y.

BYD sells more cumulatively than tesla, but it sells lower end vehicles, while Tesla sell's a premium vehicle that produces a profit.

Ahh, gotcha, fair enough, I misinterpreted your statement, that's on me. That said, BYD still sells more.

Tesla Model Y in China​

The Tesla Model Y was the bestselling car in China in 2024, with sales of 480,309 units, up by 5.24% from 456,394 cars in 2023. However, in early 2025, Xiaomi's SU7 surpassed Tesla's Model 3, and Xiaomi is expected to launch its YU7, a competitor to the Model Y, which could pose a significant challenge to Tesla's position. Additionally, Tesla has plans to produce a lower-cost version of the Model Y in Shanghai, starting mass production in 2026, to defend its market share in China.

 

[chardog]

Yup.

For many of the larger insiders (10%+) holders, who have Tesla as a main holding they are stuck in a 'too big to fail' type catch 22. They cannot risk announcing to the market they are selling their position as that might cause a rapid price drop devaluing one of their biggest assets.

except, the new Y got it right, the idea that tesla is resting on its laurels comes from someone not paying attention. The new Y has some innovative improvements, and it was already the best selling car worldwide, it didnt have to change much...... but it did. The fundamentals are solid, put your money where your mouth is and short the stock if you're so sure of it.

 

[James Bomb]

Yup.

For many of the larger insiders (10%+) holders, who have Tesla as a main holding they are stuck in a 'too big to fail' type catch 22. They cannot risk announcing to the market they are selling their position as that might cause a rapid price drop devaluing one of their biggest assets.

It's a meme stock... and meme stocks depend on the Vibes being good.

The Vibes are not so good right now.

 

[Crazy Source]

Yang Wang will sell good here.

 

[chardog]

Ahh, gotcha, fair enough, I misinterpreted your statement, that's on me. That said, BYD still sells more.

Tesla Model Y in China​

The Tesla Model Y was the bestselling car in China in 2024, with sales of 480,309 units, up by 5.24% from 456,394 cars in 2023. However, in early 2025, Xiaomi's SU7 surpassed Tesla's Model 3, and Xiaomi is expected to launch its YU7, a competitor to the Model Y, which could pose a significant challenge to Tesla's position. Additionally, Tesla has plans to produce a lower-cost version of the Model Y in Shanghai, starting mass production in 2026, to defend its market share in China.

right, this has to do with why the stock is down, tesla is ramping up new car production, the Y is like 75% redesigned or something wild.

regardless, China has aggressive pricing, they're going to be fine, Tesla is also going to be fine, it's a premium style car in china and doesnt compete with BYD, they are more of Bmw/Benz/Audi killers.

that segment in china:

 

[deviake]

And for those that aren't in the know...

BYD cars are nothing to jeer at.

That is wild man. There's some real innovation.

 

[Strychnine]

That is wild man. There's some real innovation.

@PEB is the lead on the electric vehicle thread. Tons of great info in there. Some of those BYD cars are so good, I'm certain that Co-President Musk will do anything to keep them out of the USA.

https://forums.sherdog.com/threads/official-tesla-sundown-thread.4000751/

 

[Siver!]

right, this has to do with why the stock is down, tesla is ramping up new car production, the Y is like 75% redesigned or something wild.

regardless, China has aggressive pricing, they're going to be fine, Tesla is also going to be fine, it's a premium style car in china and doesnt compete with BYD, they are more of Bmw/Benz/Audi killers.

that segment in china:

That's a pretty selective chart lol

Premium EV's in China aren't where it's at, or where it's trending.

Just like with India, Tesla need to offer a genuine value-for-money offering or they're just another marginal premium brand.

 

[Hellowhosthat]

right, this has to do with why the stock is down, tesla is ramping up new car production, the Y is like 75% redesigned or something wild.

regardless, China has aggressive pricing, they're going to be fine, Tesla is also going to be fine, it's a premium style car in china and doesnt compete with BYD, they are more of Bmw/Benz/Audi killers.

that segment in china:

You'd expect a surge when a new flagship model comes out that people have been waiting for through wouldn't you?

 

[ChosenOne]

except, the new Y got it right, the idea that tesla is resting on its laurels comes from someone not paying attention. The new Y has some innovative improvements, and it was already the best selling car worldwide, it didnt have to change much...... but it did. The fundamentals are solid, put your money where your mouth is and short the stock if you're so sure of it.

Sure, that spoke to the brand loyalty Tesla used to have and not seeing any refresh in the brand almost since inception of the models.

I have spoke to that and how Elon (unlike a Steve Jobs) seems to not care about cosmetic refreshes, as he is engineering focused. Being the latter is not a terrible thing but it leaves tons of sales 'on the table' as competitors offer the 'refresh' of your brands that you do not. The model Y does only reenforces what i say. Had Elon been more focused on the consumer side and refreshing models while also pushing for his desired long term value, tech breakthru's, you likely would have seen a mass upgrade to new versions of the other models too. Tesla buyers DO have the disposable income to buy again based on just wanting the 'new look model'.

NOw that consumer brand loyalty is down significantly and simply cosmetic refreshes will not be enough.

 

[ChosenOne]

You'd expect a surge when a new flagship model comes out that people have been waiting for through wouldn't you?

Yup.

Most Tesla owners are wealthy with above average disposable income and who felt driving a Tesla was a statement.

In a way it very much was the iPhone of motor vehicles for those who drove it. And there was a significant backlog of refresh in the brand and as we see with iPhone, similarly the Tesla owners could not wait to upgrade to the new model, and understandably so, based on their view of it.

 

[chardog]

You'd expect a surge when a new flagship model comes out that people have been waiting for through wouldn't you?

Tesla sales fall by 49% in Europe even as the electric vehicle market grows

European sales of Tesla electric vehicles tumbled 49% in the first two months of the year even as overall sales of EVs grew.

apnews.com

Tesla sales almost halve in Europe as Musk faces criticism over Trump ties

Tech billionaire, a close adviser to the US president, is a vocal supporter of Germany’s far-right AfD party

www.theguardian.com

you've got these half truth articles bombard all of the internet outlets

"The Texas-based carmaker sold 9,945 vehicles in Europe in January, down 45% from last year’s 18,161, according to data from the European Automobile"

and they fail to mention that the flagship model was NOT BEING SOLD

they fail to mention when the supply is ramped up, sales also ramped up.

demand is controlled by tesla, there's a waitlist, and it seems popular enough in asia, where there are more sales than the EU? it seems that china alone has more sales than the eu, unsure, but it's close. And in korea


all tech stocks are down, check the top 50 techs, they are all down.

lastly, tesla stocks are wild, 52 week low 138, high 488, three x factor, and there's some reason for that, while we keep going on about cars, elon has another vision, robots are going to outsell the cars. Battery pack stuff that tesla sells makes for a significant portion of sales, and has much more explosive growth, so much that it is starting to encroach on the car business, but nobody sees this.... as in you cannot see it with your eyes. Auto sales as a percentage of the company has been declining other tesla revenues have been increasing, and this is years in the making.

 

[nhbbear]

I've said it in the other thread, it was down because of the transition to late model Y, a highly redesigned update of the number 1 selling car worldwide (tesla dont rest on laurels)



tesla is light blue, as they ramped up production to the new model, the stocks corrected. On top of that, there was hit piece by the financial times that made waves..... it was fake news:

I don’t follow stocks or tesla. I just was making a joke

 

[Cartiac]

You'd expect a surge when a new flagship model comes out that people have been waiting for through wouldn't you?

No, not really. Tesla does not trade as a car company. They trade as an emerging tech company. Car companies at best trade in single digit p/e ratios. Tesla trades at more than 5x the p/e of Apple, Alphabet, Amazon, Microsoft, etc at today's level.

They really couldn't ever sell enough cars for that valuation to make sense so it has to be based on something else. I would say that it is based on the new battery technologies they have been working on.

 

[PEB]

And for those that aren't in the know...

BYD cars are nothing to jeer at.

This not even the best car on the scene in China

 

[SandisLL]

Getting publicly involved in politics is bad for business.

With Chinesse accumulators and engines = MAGA ideal. Taste.