FAFO: Musk Brand Suicide
On April 2nd Tesla released its global delivery numbers for Q1 2025, which were 336,000. These were 41,000 below the Tesla compiled analyst consensus forecast of 377,000, and 50,810 below the Q1 2024 deliveries of 386,810 (a 13% drop). The analyst consensus for the full year of 1,851,000 looks very optimistic by around 20% (with Tesla deliveries in 2025…
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