Is Tesla cooked? | freedom

Tesla stock 15 percent decreased On Monday, a sharp drop in five years. The price fell more than 50 percent in its highest level in December. Tesla owners, disgusting from the inclined and burning Illon Musk tactics of the Trump administration, They sell their cars with a great loss. Tesla showrooms have become all over the country Large crowds of demonstrators Those who want to see the company are amazingly failing.

But at least it can still depend on one person to get his back.

“I will buy a new Tesla Tomorrow from Tesla in the morning as a confidence and support for Elon Musk, a really great American,” President Donald Trump wrote about social truth on monday. “Why should he be punished for putting his huge skills to work in order to help make America great again ???”

But it is likely that it takes more than just an electronic in the presidential procession it makes Tesla is great again. It will take actual commitment to more electric cars at reasonable prices. It will take a more serious and safe approach to driver. It may take a change in driving to return the company to the right track. Let’s run the company’s problems.

Last year, Trump’s elections sent the rise in Tesla’s share, as the investors have rewarded musk to make the right political bet. It reached a record height of $ 488 in mid -December. By early March, it sank to about $ 226.

The Wipeout eradicates more than $ 800 billion from the market value, which is the most severe Tesla decrease in years. Musk’s net value got more than $ 100 billion. (But do not worry: He is still the richest man in the world.)

What happened? The side search of the government efficiency circuit (DOGE) in Musk and the resulting protests aside for a moment, the simplest interpretation is that Tesla sales absorb. The company produced 4 percent less than cars in 2024 than it was in the previous year. Its shipments were mainly flat. Tesla’s profits came in light, even with Bitcoin batch.

In California, the largest market in Tesla in the United States, its sales Nearly 8 percent decreased in the fourth quarter of 2024 And 12 percent of this year. The relationship of coastal elites’ love with the brand has been strained.

This is not only in the United States. In February, Tesla sales decreased by 10 percent in Spain, 42 percent in Sweden, 45 percent in France, 48 percent in Norway and Denmark, 53 percent in Portugal, 55 percent in Italy, and 76 percent in Germany. Supporting musk Perhaps it helped the extremist right -wing alternative in Germany in second place in the last elections, but it does not seem to have improved its company Report sales in Europe – 45 percent decreased in January on an annual basis.

In China, the largest car market in the world, Tesla on a Sustainable. The company has been declined during the past five months in a row on an annual basis, according to data from the country’s passenger cars association. Some of this is likely to be linked Temporary factory suspension To accommodate the new Yuniper model assembly line, but the increasing competition from local auto manufacturers such as BYD increases pressure on Tesla.

Unlike BYD, Tesla does not sell any hybrids or gas operating. There is nothing to return to when consumers feel anxious about the future of electric cars.

The repeated criticisms that you see about Tesla is that the company’s car squad lasts for a long time. The number of the x 10 model is this year, while the S10 is pushing. Both cars have received only simple updates since its initial launch. (Executive Director in Tesla promised to update later this year.)

The 3rd model and model, which represent the largest part of the company’s cars revenues, have recently been updated, but the delay in regular updates has opened a window of opportunities for Tesla competitors. Consumers interested in the strength of the ingredients suddenly enjoys a wealth of options, as EVS strikes the latest and more interesting than Hyundai, KIA, Honda and Gender Motors Market.

Meanwhile, the only new Tesla model to be presented in the past five years is Cybertruck, which has been called seven times since its launch. Musk said that repeated software updates avoid the need for a more regular rhythm than update.

While sales fell, sales other than Tesla EVS continued to climb. Americans bought 1.3 million standard electric cars, an increase of 7.3 percent year on year, According to Cox Car Blue cars. EVS now claims 8.1 percent of the market in the United States.

The Americans do not seek electric cars – they are above Tesla.

For years, Musk was a promise to make a reasonable electric car, which is likely to be at a price of $ 25,000. He mentioned it for the first time in a 2018 interviewHe said: “A car worth $ 25,000, this is something we can do.” After that, in 2020, at the first event on the battery day of the company, it was speculated that Tesla could eventually produce 20 million of these vehicles in one year – or twice the current production of Toyota, General Motors or Volkswagen.

Musk said that EV is more affordable to be built on the vehicle platform of the next generation of the company. But instead of giving priority to a car the investors took to contact “model 2”, Tesla resources spent expensive Cyberrtruck. After some initial excitement, the truck turned to flip. Musk predicted that Tesla will finally sell 500,000 electronic companies per year. Last year, The company only sold an estimated 40,000.

Musk also operated the cheaper Tesla works. Last year, it is According to what was reported, the company’s plans were canceled To build a low -cost electric vehicle in favor of entering a roboty. But after some decline, Tesla claimed that Tesla is cheaper again in the menu – only now, it is expected that vehicles will be built on the same platform as the 3 model and the Y. Model now, investors are concerned that this new car will run the Form 3 sales and Y Model instead of enhancing the company’s profits in general.

Meanwhile, Kia and Volkswagen have announced plans to produce EVS at reasonable prices. China cracked the symbol on EVS at the price of the budget at very reasonable prices. Solwt byteFor example, the country’s best -selling sales vehicle was last summer, with about 190 miles of scope and a label price of about $ 10,000. Even with a 100 percent tariff, Seagull still sells at a much cheaper price than most of the United States EVS.

Of course, Musk is not even believed that Tesla needs a car worth $ 25,000. The future of the company in artificial intelligence-especially self-driving cars and human robots. In October 2024, he reduced his company Special guidance to make “affordable models” By commenting, “I think the presence of a regular model of $ 25,000 is meaningless. It will be ridiculous. It will be completely at all with what we believe in.”

Musk now believes that Tesla is about to solve autonomy. He claimed that the entire autonomous vehicles were just around the corner for nearly a decade. “Optimus has the ability to be a $ 10 trillion north,” he said during the latest profit call.

But while Musk is pronounced on robotsWaymo and others work real driver without a driver on the road. The company, which is just owned by the alphabet, launched its first partnership with Uber in Austin, Texas-Mouqar Tesla and the city, where Musk said he was planning to launch his robotics project this summer.

There is little evidence that Tesla on the threshold of presenting what Waymo has already done. The promise that all Tesla compounds that were built after 2016 have the devices needed for full self -guidance It turns out that he is completely liar. Musk said that the company will replace computers on board for car owners who bought the FSD package, a process that he admitted to be “painful”. Tesla has already been targeted through a collective lawsuit claiming that the company has lied about the capabilities of its cars.

Then there is Elon. Douj. Fascist greeting. And the saw. And everything else happens behind these dark sunglasses.

The music strange has transformed a poisonous Tesla brand. Malcon is disappointed by their cars In great losses. Others exchange badges from other vehicle brands or use desperate stickers to indicate their dissatisfaction with the CEO of the billionaire.

More than that, they protest against the Tesla showrooms as part of a popular effort to oppose Musk to the federal government, and to harm the company’s share price, and perhaps even reduce its most net wealth in the world in the world.

Separately, there were increasing number of reports on intentional burning and sabotage in the company’s stores. Tesla shipping stations were shot. A showroom was shot in Oregon. A woman in Colorado was arrested to throw a Molotov cocktail at Tesla. Tesla compounds are distorted with the swast and seals. Four electronic companies were destroyed in a fire in Seattle. The anger is real.

Keep in mind that Tesla’s sales were already declining before All these incidents occurred. The increasing dissatisfaction with some analysts has predicted more clear numbers for the results of the company’s first quarter this spring.

It is not clear what can manage the company’s wealth. Some supporters I started to ask publicly if Tesla could continue to stay with musk at the head. But it is unlikely that the shareholders will give up the controversial CEO, especially after voting to approve billions of dollars in the payment package last summer. The result was a great vote on the confidence in the leadership of Musk – and a great insole for his behavior.

But that was before the loss, before greeting, and before wiping the stock. It is clear that the Tesla plate feels a pinch. Robin Dunholm’s chair Director James Murdoch (Ibn Robert Murdoch) sold both millions of dollars in last month.

Many depends on Musk’s promises to cheaper Tesla, a complex platform of the next generation, and actual Robotaxi service. President Trump can buy all the sterosis he wants, but if the future of Tesla is based on a set of lies and delusions, it is unlikely that the company will arise from this fire safely.