CNN: A Big Problem for Tesla isn't Getting Much Attention

Why is everyone using google share links lately? Is it circumventing a link ban or something?

Google is heavily incentivized to make it easier (fewer clicks) on Android and Chrome to generate a share link with tracking than just the url.

I think the share functionality changed recently. It takes extra steps now to share a clean link on my phone. Very very annoying.

If you don't like that link, here's one directly to CNN: A big problem for Tesla isn’t getting much attention https://www.cnn.com/2025/07/22/business/tesla-regulatory-credit-sales-revenue

2026 without relevant robotaxi revenue, no robots in sight and still weak sales and 0 subsidies could bring the house of cards down. Sad... Thought it was gonna be this year

tl;dr: clean vehicle credits tesla could sell are now worthless because not complying has no penalty. One big fuck your environment bill.

If you use other chromium browsers you don't see that behavior . It's more of Google tracking and monetization

Oh interesting. With chrome even? I just click the URL and copy/paste I've never clicked something to share from a browser other than the URL lol

Ah yeah that's very annoying and gives them another chunk of market share on data

Up 30%

In 2024, these credits were responsible for 40% of Tesla's profit. Zero that out and consider the drop in sales, TSLA is looking down the barrel of huge losses every quarter.

Assuming Trump actually goes through with it, the 93.5% tariff on graphite from China used in batteries by Tesla is going to hurt too.  https://www.cnn.com/2025/07/18/business/ev-battery-raw-material-tariff Basically the Big Bill of Bullshit fucked Tesla and Trump still targeted them for a few more things. Musk’s only real hope is that Trump kicks the bucket and Vance is as much of a puppet for Thiel as we suspect.

To the moon 🎑

This is absolutely the reason

Underrated comment. The most bullish thing for Tesla would be for trump to disappear as president, one way or another and Vance step in. He will pamper musk and do everything so that musk will make him get reelected. If that happens, the shitshow will continue for another decade. It's sad that Trump chickens out and does not fuck musk up with everything he has. Would have loved to see that

Elon didn’t spend as much time as The Groper wanted on his knees at Mar-a-Fatso. He was just developing the kind of knee callouses Trump wants in a partner. Lose-lose for Elon and Tesla. Elon not so smart.

I remember sharing this a few months ago on r/StockMarket. TSLA went up 10% that day

First quarter of ‘25 they’d have made a loss without the credits.

Up 45 % since this tweet. TSLA is now a restaurant company, didn’t you hear? They opened a Diner

Bottom Line Up Front… can Tesla survive this??

Law of unintended consequences.

Desktop I agree with you. I moreso meant Chrome on Android. Getting the submenu to copy and paste the url on mobile is a bit finicky/slow (it will disappear to display more of the content after you scroll) but using the 3 dot menu is always visible and has a dedicated share button that's very easy to use.

Bigger than McDonalds and Arby’s combined!!! I heard their burger will eat itself!

My take is that he could deal with some of the federal investigations using his power at DOGE, but he obviously didn’t last long enough to deal with everything

EV’s, spaceships/rockets, robots, robotaxis, doge, diners, what a joke

As federal employees get rehired, along with ones who didn’t get fired, who do you think will be in their gunsights?

BS In Q1 2025 Tesla reported a GAAP net income of **$409 million** on $19.3 billion of revenue, but **$595 million** of that profit came from selling regulatory (environmental) credits. Excluding those credits would have swung the company to a roughly **$189 million net loss** for the quarter

They got the parts!

That’s exactly what I said.

Ahaha burger will eat itself

The TSLA fanboy buried deep beneath a layer of cynicism within me says that if they got their silly robot flipping burgers and serving fast food, that might actually be something they could generate a competitive edge on.

This is why I bought puts for Dec 2026.

Is anyone buying their cars? Who’s buying these things

Vance hates EV more than trump does. He said he wanted to end the EV incentive and launch an ICE car incentive. The new conservative philosophy is all about jobs and putting people to work. Even if it’s shitty jobs like farm work, coal mines and factory production lines. But you know what massively kills jobs? EVs. They are easier to produce, less parts, way less maintenance, no gasoline, no dealerships.

Forks made of computer paper. Table service available with monthly membership fee.

It's Mondo Burger all over again

And only $4.20. Tesla-size it for $0.69 more.

I almost joined a robotic hamburger startup in SF about 10 years ago. Even the founders admitted that it was a more expensive way to cook a burger

“it’s more than just a car company”

There's no way EVs kill more jobs than the outsourcing of IT, services & the adoption of AI. I'm not so sure i want a future where everyone is doing physical labor (until they figure out how to make robots do it cheaper & better)

Checkmate, Ozempic!

Yeah, they were tried and don't work. Obviously Tesla is just teleoperating the Optimus servers anyway because Optimus doesn't work.

He made a point. The point that he is dumb as shit :-D

But Ark investment said…. lol

Tesla is the modern day Enron. House of cards.

Musk probably has one or two things that can take Trump down. 1. Election info and Starlink. 2. Epstein. Which one will he use because soon he needs to or Tesla goes belly up?

Interesting. Did you join as a human or as a robot?

How much money earned Tesla in 2024 under this concept?

Apparently, in Q1 this year, they made $595m from the credits alone. Without that income, they would have had a $189m loss.

I have to wonder what's going on his Elmo's head now that he got what he paid for.

He's gonna buy combine en all with xai and take it private

It will be.

He won’t. XAI is losing more money than anything. He does not want to have any public disclosures.

How this year. Happy to hear your thoughts 🙏🏼

I guess why not? You laid out many good reasons. We just need more negative news and more people waking up to the lies. Next two quarters will be a big problem. They might get a bump in sales before reg credits expire end of September but overall still declining revenues, lower margins and lower earnings.

That's the thing, next earnings are gonna be fine because many people will buy an ev before the subsidies end. Tesla will frame the narrative that it has nothing to do with subsidies, that it's the strong demand. So next chance of a big hit is q4 earnings report in January. Trump really chickens out and is afraid of musk so I don't expect much trouble from that direction. Sec and other agencies are calm after musk laid so many people off.  Of course robotaxi slow ramp up, maybe a fatal crash could bring it down but that's nothing I hope for.  The big thing would be something happening to felon himself. He seemed to be on drugs still... The Ai being crazily anti Semitic, I don't know if there are not pretty powerful people who do not want to have a strong super Ai pushing anti Semitic thoughts. But here it gets really really speculative...  I want tesla to go down rather sooner than later because I think musk is an abomination of a human being and that behavior should not prevail successfully in our society...

That’s the rub. Will they buy more Tesla EV? I see some great lease deals from competitors. I am actually close to closing on one this month. No need to buy a Tesla under these conditions and support an a@@hole. You can save money and still have a clean conscious.

That’s the rub. Will they buy more Tesla EV? I see some great lease deals from competitors. I am actually close to closing on one this month. No need to buy a Tesla under these conditions and support an a@@hole. Plus depreciation on owning is terrible anyway. You can save money and still have a clean conscious.

I am from Germany and don't know the competition well enough in the US. I hear Chinese cars are mostly banned. Byd really starts in Europe. But more and more oems have good evs. the usp of tesla is gone