Tesla is bracing for a notable drop in fourth-quarter deliveries, with estimates at approximately 422,850 vehicles, reflecting a 15% decrease from last year. This downturn is exacerbated by supply chain challenges, highlighted by a drastic cut in the battery material supply deal with South Korea's L&F. Competing pressures from rivals like BYD, expected to surpass Tesla in EV sales by 2025, add to the company's challenges as it navigates an increasingly competitive market landscape.
“Michael Burry says he’s not shorting Tesla after calling the stock ‘ridiculously overvalued’”
“Comparándolo con Tesla, no es justo. Está en pañales, esto me hace mucho más alcista en Tesla que nada... está años, repito AÑOS, por adelante de Rivian.”
“No me encanta el método de activación VS el de Tesla que es un solo botón.”
“South Korea's L&F slashes value of battery material supply deal with Tesla https://t.co/NytwYMuV0Z”
“A Chinese vacuum cleaner brand has teased a 1,000hp-plus electric hypercar ahead of CES 2026. Here's why Dreame's unexpected move matters for EV tech.”
“93% chance of >=380k Tesla deliveries in Q4 2025.”
“A supplier to Tesla ended up providing a tiny fraction of battery material the carmaker ordered almost three years ago, in part due to issues with the Cybertruck.”
“Tesla is turning heads with company-compiled estimates for vehicle sales that are more pessimistic than many expected.”
“Tesla published a compilation of analyst estimates for vehicle deliveries to its website that on average shows expectations for the company to deliver 15% fewer cars in the fourth quarter from a year earlier.”
“Elon Musk has done a remarkable job of transforming Tesla. During his spell in politics some investors questioned whether he was the right boss.”
“Michael Burry denied being short on Tesla shares despite earlier this month calling the company 'ridiculously overvalued'.”
“I love tesla and space X products. However it wouldn't be fair not to include the massive contribution the US government made to help both be successful. $tsla”