Tesla Surrenders EV Crown to BYD After 8.6% Annual Sales Decline

Obligatory: this is good for Tesla

Here's the thing, if you did an order and paid a deposit before 9/30/25 you still got the $7500 tax incentives on car delivered 4th quarter. Huge factor in the Q4 numbers. 2026 Q1 will be a bloodbath for Tesla. 'the $7,500 federal EV tax credit did apply to new EV orders placed before the September 30, 2025, deadline, even if delivery occurred later, thanks to an IRS clarification allowing for a binding written contract and payment by that date to secure the credit when the vehicle was placed in service. This "loophole" extended eligibility, meaning buyers could sign and pay by the deadline and still claim the credit in early 2026 for vehicles delivered after September 30, 2025, provided all other eligibility rules (income, vehicle price, battery/assembly) were met' Thomas Reuters Tax

Sweet Jesus it finally happened.

And the share price goes up again.

👏🏻👏🏻👏🏻

Will someone please tell the stock?!

Imagine - sell all your Tesla stock to buy BYD. If everyone did it, it'd rally like crazy

FUCK TESLA FUCK ELON

You can spin it as sales fell less than expected

Elon will say something about robots or FSD and it'll shoot up like it's on ketamine

Turn it up

2026 is already a banger.

He has been saying a bunch of insane things about stuff including cybercan 🤣

Have a quick look at the comments to https://www.reddit.com/r/teslainvestorsclub/comments/1q200h1/tesla_reports_418227_deliveries_for_the_fourth/ The faith of so many of these fanbois is incredible.

This morning on CNBC they were saying that if you think Tesla is not a car company, but a robot company, you need the free cash flow from cars to finance the robotics. So, if they give up on being a car company they will never truly be a robotics company. Oh well.

I think Elon will do something soon so he can get to that 1 trillion bonus

It could be if it means Musk's days as CEO are numbered

- 2025: Surrendered "robotaxi" to waymo - 2026: Surrendered EV to BYD - 2027: Surrendered humanoid robots to Toys'R Us. Meantime stock 10x...

$10T valuation is now easy, as they can disconnect TSLA from the shackles of production, revenue and profit and can focus on becoming pure play of hopes and dreams.

I wonder what Tesla sales declined so much. <elonMuskNaziSalute.gif>

One could dream. But Teslas value is 95% based on musk’s brand. If musk left or was pushed out the stock would tank. Which is a catch 22 because the company is going down the toilet with him at the helm. I think the primary hypothesis is that he’ll come up with some grift at some point to make investors their money.

Gronk says CNBC is fake news media and Teslarati is the only legit media

Maybe musk reinserting himself in the US political arena, again, will help sales…

The whole 'try to make the trashiest product possible' finally bit them in the ass

Elon: "I have to go deeper into the K-hole than ever before to come up with my next idea..." *6 months later, the top stops spinning and he wakes up* "Robot dildos."

The stock tanking with his departure would be a very good thing. It means it would return to typical car company levels. And it would mean the company can refocus on building good electric vehicles without Musk's destructive influence (looking at you Cybertruck).

"It indicates that Tesla's pivot from boring old car manufacturing to the cutting edge of AI and the next step of human evolution is showing results."

Good

👆

They keep the ponzi scheme alive

Yeah, so there's already about a thousand company working on that already with Lovesense or Lovense or however it's spelled being the current market leader.

People raged at when I mentioned that the Cybercab production line video looked staged on another thread. Elon even clarified it wasn't a real production line because it looked too damned goofy.

Cool. Leon Musk is a clown.

Would be rougher if BYD was allowed to sell in the US.

That's why they released guidance consensus 4 days ago to soften the blow. Even with those overly rosy projections, they won't break their 2023 #s until 2028. I get the feeling they'll fall below 1.5M this year.

Elon's gonna buy them and rename it Xcock or whatever and name himself the founder

Aren't the Optimus robots humans in costumes... I imagine spirit Halloween will beat them at that game.

Market share now down to 48 to 49%. Glad to see dems United in not buying teslas. Our 23 y ​is last one ever.

It's called cyberJUNK

not a Trump has something to say about it. once his maggots tell him that the $7,500 credit is still good it's gone.

Goofy is the cyberJUNK.

Man, how is it only 8.6%? Who is still buying these things?

CuX

Bet this sub is happy with the results.

Good thing he strongly supported (and supports) the dude who is penalizing the renewables and EV industry while maintaining subsidies of the petroleum industry. That's some 0d chess right there!

Too right we are. BYD is the company $TSLA holders think Tesla is. No position in either btw.

Elon musk fucked the brand.

I remember how people slammed jobs for his “ reality distortion field”.   No doubt the iphones became stale but those things sold when he was alive, and still do.  It was a dig at his salesmanship but It honestly kept the stock low. Well at least compared to what we are seeing at tesla and other tech stocks now.

Let's hear Enron Musk tell us again how Tesla is not a car company.

This was a year of pivot for Tesla -- maybe autonomy, maybe robots, maybe chip fabs, maybe tunnel diggers. Perhaps the production of the CyberCab at amazing scale in 2026 will reverse this trend. It seems obvious that Tesla is the best hope for a competitive position for the United States. For now, BYD did not just inch ahead of Tesla who has been flat or down since 2023. They outsold them by 38% (BEVs only). This is a jailbreak. Geely sold 1.07M BEVs in 2025 and is forecasting 14% growth next year so perhaps 1.22M in 2026. The rise of a range of Chinese EV makers is upon us. Feels like LeapMotor, Xpeng and Xiaomi at least are on the path to 1M BEV sales in the near future also. I would imagine there are more. With three more years of Orangina who seems to be afraid of windmills, it is hard to see a pivot coming. I fear we are becoming a dark kingdom.

''It's easier to fool people than to convince them that they have been fooled'' - Mark Twain -

Agreed. 100%

Good thing tesla isn't a car company , hey Elon 😆

To be honest…I do not see Tesla surviving as a car company regardless of if Elon is there or not. But if Elon does leave, that would be the quickest end to Tesla as a company, effective immediately.

Yeah, I got shot down for saying this the other day. Hilarious. Also I own a seal, BYD are fantastic 👌. Folks have a model 3, having driven both enough, the difference is minimal now.

While there is no way to know unless he was gone, I disagree. While the stock will tank, sales are likely to improve with his departure. In addition I also do not believe Tesla should end as a company. We need EV makers to remain in the market as we transition away from internal combustion vehicles (big picture, climate change, etc.)

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Even with Musks political tactics I am surprised they still sold that many. Conclusion: people don’t care about his political opinions. If they like the car they will buy it anyways.

Well the content writes itself, mainly

Orange man keeping BYD out of vehicle sales in the US is about the only thing saving Tesla right now

It's sad because I want the BYD tech/cost, but from an American company not named Tesla.

<stick_in_wheel_now_it_hurts.png>

Tesla has *never* built good vehicles. They just had a few years with no competition.

If Tesla Shanghai didn't happen, none of this happens. There is a reason why the Chinese let Tesla have 100% control over the factory. Because it wasn't about the factory. What they really wanted was Tesla's supply chain in China and the knowledge about how to properly build an EV. They basically copied the shit out of that and then surpassed Tesla by out pricing them. All they had to do was glaze Elon. Like taking a candy from a baby.

The model 3 and model Y, granted there were very inconsistent with build quality, still earn top marks for the most important things like range efficiency. And there is enough data on the original vehicles like.model S to show they have longevity. It is important that they are no longer the only name in town, however.

One word: teledildonics. That's the pitch! Pause for the crowd to hoot and applaud...

China is a huge country and people are loyal to their country. This isn’t surprising or cause for alarm. Competition is a good thing. But they also copied quite a few things from Tesla, like Samsung, Xiaomi, and Google copy Apple’s designs every year.

Yet the stock is still up. Make it make sense.

Pretty unreasonable to ask free market capitalists to compete in said free market.

I think it’s more to shit on their Nazi CEO.

So they are basically becoming a cryptocurrency?

Cry more.

It is literally the biggest scam in history

And

1 trillion pay package makes sense /s

It's not good, but they just aren't paying Elon enough, clearly.

Stock rises because of bros that like Elon, sales fall because customers don't. At some point, the second fact is going to hit the first, and when it does, it's going to be biblical.