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Robincapitalists t1_j605z4y wrote

>Also, Europe best selling car has been model 3/y, I don’t see things slowing down there.

Their market share rapidly declined in Europe. My point about that would be, the expectation that Tesla will continue forever growing 50% is wrong and it's likely to see a big leg down on the rate soon.

> Despite the financial circumstances, Q3/Q4 have exceeded expectations. Q1 sales numbers will be higher with affordability . Also, this is speculation but their next car will be a compact cheaper alternative.

They beat lowered estimates. And only by 5-6% (far lower than the average 20-25% beats they've had for a long time).

Next car? Tesla's pipeline is a clear weakness. In that, they don't have one.

> Competition is no where near, I rarely see a ford lighting, Mach-e or ioniq 5 because of their production being sub-par

Tesla market share dropped from 74 to 65% in US in 2022. By 2025 year end it will be less than 25%.

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