this post was submitted on 09 Feb 2025
872 points (98.4% liked)

World News

40512 readers
3102 users here now

A community for discussing events around the World

Rules:

Similarly, if you see posts along these lines, do not engage. Report them, block them, and live a happier life than they do. We see too many slapfights that boil down to "Mom! He's bugging me!" and "I'm not touching you!" Going forward, slapfights will result in removed comments and temp bans to cool off.

We ask that the users report any comment or post that violate the rules, to use critical thinking when reading, posting or commenting. Users that post off-topic spam, advocate violence, have multiple comments or posts removed, weaponize reports or violate the code of conduct will be banned.

All posts and comments will be reviewed on a case-by-case basis. This means that some content that violates the rules may be allowed, while other content that does not violate the rules may be removed. The moderators retain the right to remove any content and ban users.


Lemmy World Partners

News [email protected]

Politics [email protected]

World Politics [email protected]


Recommendations

For Firefox users, there is media bias / propaganda / fact check plugin.

https://addons.mozilla.org/en-US/firefox/addon/media-bias-fact-check/

founded 2 years ago
MODERATORS
 

Summary

Tesla's European sales are plummeting, with Germany seeing a 60% drop despite strong EV growth. Similar declines hit Norway, Sweden, and France.

While some blame the Osborne effect—buyers delaying purchases for a refreshed Model Y—Musk’s endorsement of Germany’s far-right AfD may also be repelling customers.

Online backlash has linked Tesla to fascist imagery. In contrast, UK sales fell only 7.8%, suggesting political factors play a role.

With strong domestic EV competition in Europe, Tesla’s reputation crisis could further hurt demand.

you are viewing a single comment's thread
view the rest of the comments
[–] [email protected] 70 points 1 day ago (7 children)

It is fascinating how little this correlates to the Tesla stock price. It has dropped a bit, down 8.4% in the last month, but it still up 80.8% over the last 6 months. I´m curious what kind of business model the shareholders is expecting from Tesla that does not involve selling cars.

[–] [email protected] 7 points 22 hours ago

I imagine that the federal government will be buying Teslas by the shipload

The army will be replacing humvees with cybertrucks.

Tesla will announce a CyberTank to replace the M1

i'm only sort of joking

[–] Grandwolf319 32 points 1 day ago

Judging on the fact that it jumped up after election day, investors are expecting corporate nepotism to boost profits.

[–] [email protected] 37 points 1 day ago (1 children)

The market can stay irrational longer than you can stay solvent...or sth like that.

[–] [email protected] 10 points 1 day ago

"In the short term, the market is a voting machine, but in the long term, it is a weighing machine" - Benjamin Graham ("father" of value investing and mentor to Warren Buffett)

Meaning that in the short term, stock prices can be swayed from a company's true value by investors' emotions and opinions.

But eventually the stock price will align with the company's actual profitability and growth potential.

And you're right that these are crazy times, and the "short term" irrationality can last a lot longer than past experiences.

Historically, we've used examples like the 17th century tulip mania, or the dot com boom, but it won't surprise me if Tesla becomes the poster child for this quote in the future.

[–] [email protected] 11 points 1 day ago (1 children)

The share price isn't based on car sales. If it were just about car sales, it would be about 10% of the price it is now.

The share price is mostly ridiculous, but it is also people trying to get in early, on the assumption that they solve FSD, battery storage, Optimus (their robot), and battery manufacturing.

If they solve all of this, then Tesla could 10x again. It's very future dependent, and I think that future is a lot longer away than a lot of other shareholders think.

I got in at ~$20 per share. I've significantly reduced my position over the last few months, but I do still believe in the original mission of Tesla. I just don't think they're going to get there with Elon.

[–] [email protected] 4 points 22 hours ago (1 children)

IMHO only FSD is something they could potentially achieve, but it took them so long the competition is catching up. At least in Europe (where Teslas have barely functioning traffic sign recognition) other manufacturers have level 3 ADAS in production. Like legally certified and everything.

Their batteries ( both mobile and grid storage) are nothing special, the 4680 is MiA, catl and BYD have bigger market shares already, I don't know about Panasonic and other manufacturers, could be too.

And the robot is vaporware unless proven otherwise.

I'm not a gambler so I won't short it (Elon can give himself trillions in government assistance now), but sure as hell wouldn't hold it anymore.

[–] [email protected] 1 points 21 hours ago (1 children)

Their batteries may not be special, but if they can scale to what they were promising a few years ago (which is a much bigger "if" than it used to be), their battery business could easily surpass BYD's, which could justify its current market cap on its own (but not much higher).

I've got mixed feelings on FSD. I think it's nearly "solved" for places with nice climate, but I think there's a lot of work needed to deal with inclement weather like snow and slush and even heavy rain. I don't think any company has any idea how to solve that issue, so they're just pushing it down the road until someone else solves it first.

[–] [email protected] 1 points 19 hours ago (1 children)

How would they scale it? I don't think they have the factories even if they figure out the process. Last time I looked they had 2 (or 3?) locations.

[–] [email protected] 1 points 15 hours ago (1 children)

Their factories in Nevada, Texas, and China all have a lot of extra space and/or land for expansion. They've also been considering building more factories in Mexico, another one in Europe, and possibly SE Asia, though it's unclear whether any of those are going to materialize - especially with the current downturn in sales.

[–] [email protected] 1 points 5 hours ago

But that's only 3 factories that they do have, building new ones would take years, they have lost the first mover advantage if they ever have one.

[–] [email protected] 15 points 1 day ago (1 children)

My understanding ia that they get carbon credits for producing EVs which they then sell to carbon producers to offset. They also produce batteries.

That being said, its not going to take a deep dive unless they have consecutive missed eps targets. Even then though, part of Elons MO is to promose some visonary tech that takes year to peoduce so just sitbtight man becauae im telling you its coming...

This time around its robots for the home. Laughable not because we dont have the technology, but who has the disposable income to afford it? Even if they come out, and it turns out people buy them (which also means not heing turned off by musk); where is the moat? What stops a competitor like boston dynamics, samsung, etc from seeing it as validation of a market and then entering it?

[–] [email protected] 1 points 20 hours ago

Even if Musk wasn't a Nazi, he's still a big enough douchebag that I wouldn't want to buy a car associated with him. And even if he wasn't a douchebag, the Cybertruck has demonstrated what kind of stupid shit Tesla does when they take orders from him. And even without Musk's influence, I still wouldn't buy a Tesla because there are so many other options on the market, and people have gotten very vocal about things like the build quality of Tesla cars.

That's gotta start hurting their stock price at some point.

[–] [email protected] 9 points 1 day ago* (last edited 1 day ago)

In my opinion this shows how fucking unrelated the whole financial sector is to reality.

It should be shut down or unrelated to the real world.