Tesla's China-made EV sales fall 9.9% y/y in October

China - Thats their biggest market. They will not sell 1m cars in the next 12 months.

Stock going up 9.9% after this fantastic news

2nd biggest. The biggest is the US. Which is expected to have an atrocious Q4. [Tesla Sales by Country 2025](https://worldpopulationreview.com/country-rankings/tesla-sales-by-country)

Europe and Canada were 270k sales, they have halved, the US was 640k that's probably halved, and China was 460k, if they lose 10% in China, that's less than a million cars a year.

Their p/e will be equal to the share price soon.

Elon is going to remove the windshield from the car to make more profits and the Elon fanboys will thank him for the tiny rocks embedded in their face because it makes them less attractive to women, and more attractive to ket.

NHTSA will approve that.

Expect market cap to go up at least 100b on this news as it confirms to Tesla bulls that it is no longer a car company. Dan Ives will increase his target price on Tesla to 1,000 (or perhaps 2,000)

Do they have to? Can't Elon self certify everything in the USA?

Yeah, I don't where some of these places get their numbers, but these were the real 2024 numbers [https://cdn.bsky.app/img/feed\_fullsize/plain/did:plc:5k3co622hcdcsptoa3bbgvw3/bafkreiazetc22mqv7tq6xc6qv7j2jpohabmd3h4jnwhato3nhztxtdklvi@jpeg](https://cdn.bsky.app/img/feed_fullsize/plain/did:plc:5k3co622hcdcsptoa3bbgvw3/bafkreiazetc22mqv7tq6xc6qv7j2jpohabmd3h4jnwhato3nhztxtdklvi@jpeg) China 659K US 618K Europe 326K Canada 48K ROW 138K Total 1.789 million.

tEsLa iS aN aI cOmPaNy

Canada may have halved or more Europe hasn't halved--maybe 30%. US will have a wild whipsaw number from 3rd to 4th Q. I have no grasp of what the decline will be. China is on pace to be down 10%. THE ROW is tricky as Tesla tries to enter more markets, maybe sell more units but with less of a margin as there is a cost to entering places with little staff/infrastructure.

Kathy Woods will make Dan Ives look like a bear.

Truly the focus is on all those videos of Optimus looking like dogshit walking worse than the Honda robot from 1990. Bullish

Please, I would like to hear when they will stop buying.

I can’t wait until it’s no longer a company.

It's the only stonk that has an inverse relationship with earnings. They lose money, stonk goes up. It makes no sense.

They wouldn't have made a profit in Q1 and Q3 without regulatory credits. My expectation is they'll be operating at a loss Q4, and a TTM loss by Q2 2026.

Their Q4 numbers are going to be *terrible*. Like, really deeply bad: * China - being squeezed from all angles. Sales sliding. Lukewarm reaction to 3 row Model Y. Their cars are just worse and at higher prices than rivals * Europe - October was their worst market share month in years. The market is simply happy to buy rivals instead. Brand image tarnished by Musk * USA - end of tax credits. Musk hated by a lot of previous base

Half their earnings are us tax money.

EU sales down. China down. Us doesn't make money without tax bonus.  Stock 390$ I've seen companies missing expectations by 1% and were blasted without mercy. Tf