Why did we stop talking about the fields full of Teslas?

Its possible they cut production overtime are finally moving unsold teslas

You care about this too much.

Rumor was they were shutting down the Model Y lines now and possible layoffs. Of course, Tesla will never tell anybody his.

They sold more than they produced, so yes they did move inventory they were holding

Im also sceptical. In china I believe Tesla sales dropped in August, September tbd. In Europe sales have dropped around 40-50% across the continent. Some countries even 80-90% drops with some dealers soon having cash flow issues. I wish reporting also included amount of cars registered to understand what’s going on. I’m sure those numbers are bleak.

My neighborhood was recently taken over by Teslas with dealer plates. They just started parking them on random streets. They were getting tickets and tow notices too.

They put some into dealers as demos and then offered them as used vehicles. They also been seen to be selling new vehicles as used to other lots around the country. I'm sure that doesn't account for most of the inventory, but it probably eased some of the over stock.

Some of us are forced into investing in this ponzi scheme; potential evidence of fraud is a reasonable thing to be concerned about. Why are you here?

It’s wild how cultish some Subreddits like these get. Most of these people are completely oblivious of their biases, it’s so fascinating to watch.

Nobody forced you into buying or shorting this. Nothing about the stocks prior performance would indicate that it trades like a normal stock where sales and earnings matter.

They have to still file WARN notices (in the US) to do layoffs (even in Texas). However it's possible they could be just letting people leave naturally without replacing them and slowing the lines down to run with less people. Could also replace people with contract labor until you're ready to cut a full shift then their layoff doesn't show up as a true layoff. Either way, those factories should be spotless with all the floor cleaning...

Call every single one in right away.

assets under management dude. only a few major pensions have divested of TSLA stock.

So OP is trying to figure out where all the vehicles went so he can sink his own bags? It also barely matters when Elon is buying 1 billion of his own stock. Stock price movement =/= company performance/health and that's especially true for Tesla and especially post election.

They were called in, the press did a story, and then most of them disappeared. Still see a few from time to time though.

US inventory of Y and 3 anyway. Even moving Canadian sales to their German plant, a 32% decline in European sales would tend to indicate inventory is piling up over there. Non Y/3 sales would still suggest they didn't really dent the CyberTrucks left in inventory based on the previous known numbers of them they were setting on however I'd guess they slowed their production to a crawl a long time ago.

They held a significant percentage of their leases in house because reselling leased vehicles used to be insanely profitable for them. A lot of what you're seeing flood online uses car resellers are now those leased vehicles.

No. There are plenty of lots in the USA selling '25 M3, MY, and CTs with delivery mileage only. I just checked 'new' inventory in Canada and the vast majority of the above vehicles in stock (I'd hazard a guess 95%+) are listed as demos, some with repaired damage.

they sold 60k more than they made this last quarter, the mall parking lots are empty now

Maybe I do but it’s because that company made me grind aluminum with a rotary tool and refused to provide a respirator. In fact I was met with hostility when concerned for my coworkers and own safety. So yea they can pound sand with all the bulkshit they’re pulling. Not to mention they love to hire people that need the job so they can do whatever they want to them without repercussions. I was lucky enough to not be in that situation but I feel for those people dearly.

OP doesn’t have skin in the stock. I didn’t even take the free ones offered to me lmao.

They bought them now to save the tax and lease them back next quarter. The q4 will be catastrophic for sales. Margins will be down to 1-2% tops

Only I don't think they have to file WARN notices. Iirc, Musk got away with laying off half of Twitter with no WARNs and then going back on his severance agreements. We are unfortunately living in a day and age where the law just doesn't seem to apply to the oligarchs.

They, and all other EV manufacturers, sold a ton over the last couple of months due to the tax incentives going away.

Sorry that happened to you, Tesla is pretty well-known for poor working conditions. It sounds like you could have grounds for a lawsuit but hoping they'll be exposed or punished for what is surely misleading statements/accounting is unlikely to pay off as it has been like this for a while. Alot of these large funds keep track of inventory and have ways of figuring out where the cars go, new vehicle registrations, satellite pictures, etc.

That's crazy because you think there's going to be some minor damage on cars parked on the streets, it's just a natural thing, rock from a car driving by. Putting them on a parking lot somewhere that has a gate around it is so much safer. It would be amazing to have so many cars that even for new car sales you just want to park them on the street? Can you say what city this was in?

Production was down in Q3 versus Q3 last year, and deliveries were up. That lead to a 50k unit sell down in inventory; no doubt much of which is in the US. Model S/X and Cybertruck sales were down in the quarter though, which is surprising given that the lowest tier Cybertruck did qualify for the tax credit.

Last I heard, they’re being sold in Ecuador as “tiny houses.”

It was so insane. My co workers would go home with gray faces because they were covered in metal dust. It’s was like powder makeup on them at that point and I was so worried for them. I would wear extra Ppe to stop that at least but without a respirator it still doesn’t matter that much. Like they would wipe that face and looked like they were trying to cosplay the tin man. Yo fuck Elon musk for real I’m about to get all worked up all over again lmao.

Auto makers pause production to retool, Tesla is changing to produce the new Y performance, and it’s got a lot of new for NA tesla features, like a bidirectional charging port (first for tesla in the 3/Y platform) Also rumors of a Y L, so that requires more line changes. Could be a Cybertruck line change for the van or a new bigger SUV.

The biggest non-selling vehicle was the Cybertruck, so you still see those around in lots, but with the tax credit expiring they've been able to move a lot of the built up inventory of Model 3 & Y. They basically pushed everyone to sell existing inventory over new orders in the last quarter. Wouldn't surprise me if a lot of people ordered a "new" car they thought was coming fresh off the lines but in reality got delivered one that's been sitting for 6+ months on a lot.

This was too good not to share with the class.

Yep I heard the new van will be called the Tesla Epstein, and will only be sold windowless and in white

It was in Long Beach. Some of them might have been lease returns as some were older year models but they all had paper dealer tags. https://www.sfgate.com/la/article/teslas-clog-street-parking-california-neighborhood-20802135.php

Interesting. Can't give away their vehicles, that should totally send stock to $500/share.

> It’s wild how cultish some Subreddits like these get. Most of these people are completely oblivious of their biases, it’s so fascinating to watch. And here you are, pretending you're different. Ironic.

You can charge Tesla buyers extra for damage though. They're suckers

Believe it or not, it is possible to passively use Reddit. Not everyone posts dozens and dozens of times a day, every day of the week just complaining about certain individuals they’re weirdly obsessed about.

I see insane amounts of teslas on the road. Like at one point I was at an intersection and all but one car was a Tesla. I have no doubt they move metal, just what does this make them?

Sales are up seven percent in this quater compared to last year.

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"It's an opportunity to get rid of some of the deadwood"

End of rebates: tesla rose 7% Ioniq 5s rose 151% GM eves rose 100%

just like after Q1 2024 you bleed down over production over time. they're still sitting on inventory but it's probably 4 digits vs high 5

The lot by my apartment still has a bunch sitting there but not as many as before

When it’s small numbers of course it’s easy to hit 150%. Tesla did it many times when they selling a few thousand cars. I’d rather sell 7% of bigger pie than 150% of a tiny pie… it’s about context

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There are no fields full of Teslas. Never were.

Ha ha.

Lot near me is full-on the CT. I only see one in my area actually owned and does not seem affiliated with the dealership, even though I usually see them around the dealership area.

I highly doubt people are going out to buy unsold teslas in droves, not with the idiocy he's subjected us all to this past year. Also, car loan delinquencies are at ATHs, the car market is in shambles. https://www.usatoday.com/story/money/2025/09/10/auto-loan-delinquencies-debt-report/85998815007/

Im starting to see more new Model Ys on the road, but I barely see any "highland" Model 3s

I don't get it either. we have the world's biggest boycott of a car maker and yet they broke their sales record after months of bad news? Maybe it was corporate buyers, car rentals or something

It's crazy that people don't understand that media is only given what they can see. The profits for uncovering Tesla right now is probably not worth the coverage that Trump keeps them busy with his 24 hour news cycle. You'll get reporters on it if trump stays quiet for a while and new reporting projects get assigned.

For an extra 10k they'll paint "Free Candy" on the sides in a brutal font.

The record high deliveries could come from when tesla sells to other countries, but they could still be unsold to people in those countries.

Many pension programs are invested in TSLA. I have put in my request that ours divest itself of the company but as of right now, part of my future retirement remains tied up in Elon's little vaporware concern. As for my own direct investing, I'm not touching the stuff. But do go on about my balls.

I often drive by one field of Teslas. It's just a big parking lot. One day it's full, sometimes busting out parking on the street. Another day it's empty. If I were to drive by every day I imagine it's like a slow tide of Teslas... In from the factory, out to new customers, more in from the factory, more out to new customers. In my city, Teslas are everywhere.

How is it Tesla is retooling every few months? The CT has been retooling for 6 months now.

Ioniq 5s sold 22k cars, Tesla 497k...what are you even comparing lmao

That's nuts, take pics if you can!

I know I freemont they are towing the cars to the factory and giving them the juniper refresh currently.

https://www.sfgate.com/la/article/teslas-clog-street-parking-california-neighborhood-20802135.php

👏👍 Also I'd be PISSED if I lived there.

Actually Hyundai sold 1.75 million cars vs Tesla’s 500k

"Retooling" is what it's called when Elon walks in the door

Those fields never really went away. Automakers, including Tesla, often “stuff” inventory to hit delivery targets, parking lots become balance sheet tricks. The bigger problem isn’t just cars sitting idle; it’s what it says about demand, financing, and transparency. If the business case was solid, you wouldn’t need to hide the evidence in a field.

Oh, I’m sure they’ll abide by every state and federal regulation…

Had me until the last line. That is how it works alas.

On paper yes but in reality no. You can’t actually do anything with a share but enrich the ceo.

Some companies do have classes of share that can't vote. But if you control 51% of regular common stock, you own that company. You can replace and appoint a new board that will fire the CEO, you can do whatever you like. That's how hostile takeovers work.

Blah blah blah.

Re-fooling

He’s gotten to the point where he believes what he’s saying they call them pathological liars

This is the greatest article of all time: “It’s unclear where these cars come from, although a Tesla dealership that sells new and used vehicles is about a quarter of a mile away.” Hmmmm. HOW COULD THIS HAVE EVER HAPPENED!?! The conspiracy goes nationwide!!!

It’s a mystery that may never be solved!

Are the real world public traded company hostile takeovers in the room with us? Again on paper it sounds good but in reality non of this would actually even happen.

Full-on hostile takeovers are much rarer than in the 80's, it's true. Musk's own acquisition of Twitter is an example. The board didn't like it at first and tried to resist it with poison pill clauses etc., but since he offered to buy out the shares at a premium over the current price, they ultimately had no choice to accept because of their legal obligation to act in shareholders' best interest. (And then he tried to wriggle out of it, but he couldn't because he'd made a legally binding offer!) So this is basically how it works now: "poison pills" are legal and allow companies to make it very expensive for one shareholder to cross some threshold, like 20%, **but** the courts will generally also force boards to accept offers that are in the best interest of the shareholders. So in practice we still have hostile takeovers, and offering enough dough to buy 50% of the shares at a premium still gets you the company in the end. The process is just not usually as overt and dramatic as the Twitter takeover. I should acknowledge, shareholders rarely use their rights to influence companies anymore. They definitely have them, but there's a strong bias against telling management what to do. Nobody wants to kill the golden goose. Even when the goose is on ketamine.

The fact right now, being that in 80s, inflation didn’t crush the consumer class. No one that’s not already a high millionaire/ billionaire can do this. Using Elons twitter example further solidifies my point. So step one is have 40 million in disposable income. “Oh he used OPM” ok well I’m sure me or you can come up with 40 million in our circles…… be realistic don’t listen to sweet nothings.

Well that article is rather lazy, only taking a picture of one random Tesla, and then claiming there are dozens all over the neighborhood! Have SF Gate ever heard of this new thing called video? If they really want to prove this is going on, that’s the way to do it!

So you were speaking to retail shareholders with a few shares who might be reluctant to say the obvious truth about the company because of that?

Even if you own a shit ton of the stocks you still can’t do shit! I’m literally talking about anyone that thinks they own a “share of the company” they’re the first crowd of you’ll own nothing and be happy. And if you think a board will not shut down a vote they don’t like etc… then I wish I could live in such bliss.

The board cannot shut down 51% of the shareholders. But yes, it is very rare for all of the cats to get on the same page of music.

Just to be clear though, I think the odds of Tesla shareholders doing such a thing are exactly zero. If you're not a true believer, you don't own a stock that is this massively overvalued.

Manufactured/Delivered 2023 Q1 ~ 440,000 ~ 422,000 2023 Q2 ~ 479,700 (yr data) ~ 466,140 From cumulative / year summary 2023 Q3 ~ 430,000 ~ 435,000 2023 Q4 ~ 495,000 ~ 484,000 2023 full-year totals: production ~1.85M, deliveries ~1.81M 2024 Q1 data not found / incomplete data not found 2024 Q2 data not found / incomplete ~ 443,956 2024 Q3 ~ 469,796 ~ 462,890 2024 Q4 ~ 459,000 ~ 495,000 2025 Q1 ~ 362,000 ~ 336,000 2025 Q2 ~ 410,244 ~ 384,122 2025 Q3 ~ 447,000+ ~ 497,000+

Actually you are part owner of the company if you own shares

I have part of a bridge you can buy. It’s a bargain trust me.

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So they imported and paid tariffs on German made cars? That doesn’t make much sense. Also if you look closely you’ll see that most of these cars are previous model years, indicating these are either lease returns or unsold inventory.

You’re including non EVs, disingenuous