Tesla's fourth-quarter deliveries report follows a steep rally in the company's stock in the last few months of 2025.
www.cnbc.com
another data sheet article.
418k deliveries, down -16% for q4.
-8.6% down yoy deliveries
i'm pretty sure the tax rebate going away and the whole anti-elon movement was a big part of this hit.
From a stock perspective, short interest is still very low at 2-3%.
Rivian is down similar numbers at 18%
Rivian on Friday reported 2025 electric vehicle deliveries that fell slightly more than expected, underscoring the pressure on demand for higher-priced EVs as it prepares to start delivering a lower-cost model in the first half of 2026.
www.reuters.com
In other news, BYD took over the top spot for EV sales
The milestone caps an extraordinary rise for BYD, a company Tesla's Elon Musk once dismissed by laughing at their products.
www.cnbc.com
The BYD cars are apples/oranges to Tesla's.
full disclosure, I'm a small (handful) shareholder of TSLA for many years now. Just like I am with lucid and rivian.
I've found better returns in some option-strategy funds like I listed here:
Master List of EV Stocks and ETFs as the only thing consistent with these companies is volatility.