🐈💪🥇

😹

Essentially no Ys sold in all of Feb.

The "Trump Pump" which started right before the election has officially been wiped out in $TSLA.

I literally said this 3 years ago. 3 years ago = March 2022. And it has already happened - though in fairness, the sales situationin China is unrelated to Western brand concerns. But media/analysts and others are coming to this realization now? Lol

VW clinging to the past bc their attempts at building for the future failed.

It took Donald Trump under 2 months to kill the US stock market, the US economy, US-CAN relations, US-Mexico relations, US-EU relations, US-China relations. What am I missing? Lol 4 more years!

Oh! Crypto market too.

Not a great number...

Dan is preparing excuses to reduce his price target, which he only increased bc he chased it up to begin with.

The US has become a hostile foreign power to Canada. Unfuckingbelievable.

New "cheaper models" would need to make an appearance. Or is he referring to robotaxi? Maybe both?

The sales will speak for themselves, one way or the other. First step is convincing Republicans that EVs aren't just for tree-hugging hippy liberals. It's a big first step.

Cheaper model is...just a cheaper Y?

The article makes it sound like the cheaper Y and 3 will have no significant changes in battery, range etc. So will they just make the interior materials cheaper, like the fabric 3 launched in Mexico? This doesn't make a lot of sense. cnevpost.com/2025/03/13/tes…

Stripped down 3 and Y isn't what Tesla needs imo. This will just result in cannibalisation of higher-priced trims and less profit with only marginal increases in volume. The cheapest 3s and Ys are already incredible value - if only people knew.

Tesla's value proposition is Elon Musk's best kept secret. But he will talk all day about politics.

He is an imperialist sack of 💩.

The good news is it sounds like there is a Compact crossover coming that is not a Model Y. The bad news is if it only launches in 2026, it will be tough for Tesla to grow in 2025.

Great deals on some legacy Performance Ys in Canada rn. Almost $12k off new.