Summary
Tesla’s European sales are plummeting, with Germany seeing a 60% drop despite strong EV growth. Similar declines hit Norway, Sweden, and France.
While some blame the Osborne effect—buyers delaying purchases for a refreshed Model Y—Musk’s endorsement of Germany’s far-right AfD may also be repelling customers.
Online backlash has linked Tesla to fascist imagery. In contrast, UK sales fell only 7.8%, suggesting political factors play a role.
With strong domestic EV competition in Europe, Tesla’s reputation crisis could further hurt demand.
It is fascinating how little this correlates to the Tesla stock price. It has dropped a bit, down 8.4% in the last month, but it still up 80.8% over the last 6 months. I´m curious what kind of business model the shareholders is expecting from Tesla that does not involve selling cars.
The market can stay irrational longer than you can stay solvent…or sth like that.
“In the short term, the market is a voting machine, but in the long term, it is a weighing machine” - Benjamin Graham (“father” of value investing and mentor to Warren Buffett)
Meaning that in the short term, stock prices can be swayed from a company’s true value by investors’ emotions and opinions.
But eventually the stock price will align with the company’s actual profitability and growth potential.
And you’re right that these are crazy times, and the “short term” irrationality can last a lot longer than past experiences.
Historically, we’ve used examples like the 17th century tulip mania, or the dot com boom, but it won’t surprise me if Tesla becomes the poster child for this quote in the future.
Judging on the fact that it jumped up after election day, investors are expecting corporate nepotism to boost profits.
My understanding ia that they get carbon credits for producing EVs which they then sell to carbon producers to offset. They also produce batteries.
That being said, its not going to take a deep dive unless they have consecutive missed eps targets. Even then though, part of Elons MO is to promose some visonary tech that takes year to peoduce so just sitbtight man becauae im telling you its coming…
This time around its robots for the home. Laughable not because we dont have the technology, but who has the disposable income to afford it? Even if they come out, and it turns out people buy them (which also means not heing turned off by musk); where is the moat? What stops a competitor like boston dynamics, samsung, etc from seeing it as validation of a market and then entering it?
The share price isn’t based on car sales. If it were just about car sales, it would be about 10% of the price it is now.
The share price is mostly ridiculous, but it is also people trying to get in early, on the assumption that they solve FSD, battery storage, Optimus (their robot), and battery manufacturing.
If they solve all of this, then Tesla could 10x again. It’s very future dependent, and I think that future is a lot longer away than a lot of other shareholders think.
I got in at ~$20 per share. I’ve significantly reduced my position over the last few months, but I do still believe in the original mission of Tesla. I just don’t think they’re going to get there with Elon.
In my opinion this shows how fucking unrelated the whole financial sector is to reality.
It should be shut down or unrelated to the real world.
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Musk’s clown car of leadership finally careens into reality. When your CEO’s political acumen involves cosplaying as a far-right edgelord, even Europe’s EV adopters—historically tolerant of overpriced gadgets—start side-eyeing the brand. Tesla’s not a car company anymore; it’s a vanity project for a man who thinks “free speech” means platforming Nazis.
Meanwhile, European automakers are quietly eating Tesla’s lunch with actual innovation, not just empty hype. Musk’s fanbase? A shrinking cult of tech bros and crypto gamblers. The rest of us? We’ve moved on to cars that don’t come with a side of embarrassing billionaire tantrums.
Democracy’s broken? Sure. But watching Musk torch his own empire? Chef’s kiss.
What’s the difference between someone cosplaying as a far-right edgelord and an actual far-right edgelord?
The difference? One is a poser draped in the aesthetics of reactionary outrage to court attention and controversy, while the other is fully marinated in the ideology, living and breathing it. The former plays dress-up for clout; the latter believes the costume is their skin.
But let’s not split hairs—both are toxic. Whether it’s cosplay or conviction, the result is the same: amplifying regressive garbage under the guise of “provocation.” One just happens to be better at monetizing it.
Two of my coworkers were the biggest Elon fanboys and were the first in the office to drive Teslas. That was years ago though. I hear a lot less from them now. I wonder why…
I’d be bloody embarrassed if I drove one.
The Rivian R3X can’t come soon enough.
Can we send another tesla to space with the musk rat tied to it?
I always like to point out that Mr. “We Must Colonize Mars” is too chickenshit to get on one of his own rockets. Even motherfucking Bezos had enough balls to do that.
Not even just him, but a whole group of other rich people and celebrities.
OceanGate happened too soon and with wrong people.
still too close. send the sob on a Voyager parts replacement mission.
nevermind. thats probably one more step on the path to v’ger.
Strap him to the heatsheild on the next starship flight.
He’ll make the world’s first reverse class action lawsuit accusing everyone who hasn’t bought a Tesla of boycott
Fuck around and find out is his new M.O.
Not sure if it’s just the promotion of the far-right parties.
For me at the latest after his “Heil Hitler” salute I’d be completely ashamed driving that car.
Might be interesting to see the exact daily timeline of the sales, if it collapsed after the 20th january.
when i see someone drive tesla, i feel like i should show my disapproval somehow. But i dont know how to do that in such way the message is understood without making the other one defensive since that would just make the problem worse.
Teslas have a lot of cameras. I’m not sure what kind of power it would need but its likely you can damage the cameras with a laser
This definitely fits the bill of ‘make the problem worse’
Why would that be? Aren’t teslas the only company doing driving assist with cameras instead of lidar?
I think the idea is to show disapproval without actively damaging someone’s car, which could have been bought due to a variety of reasons. Also damaging the car only perpetuates waste, and since it’s already been purchased, does limited immediate financial damage to the company. The ‘fuck Elon’ sticker for example is a much better idea imho
Is it? It seems like if teslas all had broken windows less people would buy them. I’m sure a few people have sunk saved money into them so I sympathize where I can… but I don’t know any people who bought a tesla that couldn’t afford fixing it. They’re not exactly cheap.
people who use teslas definitely deserve some vandalism, but i dont think that would tell them it makes them shitty people. It would more likely just push them even more towards some hateful ideology. They should be made look like rejects they are, not victims. Though maybe if someone was to flip the tesla logo, it looks just like someone on kkk hood, just upside down.
Hopefully, the Tesla nose dive spreads to his other businesses.
Swatzicar!!!
Having lived in a couple of countries in Europe, including a decade in Britain, I would say the UK is one of the most Fascist countries in Europe (for example having a citizen surveillance system even more extreme than the US and Press censorship in the form of D-Noticies), though elites there are extremelly good at being subtle and posh about it so the will keep up appearences: you won’t see goose stepping on the streets but for example in peaceful demonstrations the police will charge the crowd and News will report that - by showing the footage in the inverse order - as people first charging the police who then responded to it and you won’t see an overt Secret Police but once in a while out pops a leak of a special group within the normal police infiltrated Ecologist groups with undercover police officers (which came out because some female Ecologists ended up pregnant) or how their surveillance organisation kept Greenparty leaders under surveillance.
Back during the Nazi times the British elites were even pro-Nazi (there’s a picture of Queen Elizabeth as a child being taught by her uncle - then King - to do a Nazi salute) and it was only the Nazi invasion of Belgium that changed their minds, so geopolitics rather than a dislike of the Nazi ideology of ethnic superiority (notice how over the years British elites kept supporting white colonialism and their violence, from Appartheid South Africa to Genocide Israel). More in general, the elites over there (which are overwhelmingly dynastic in nature, and I don’t mean just the Royal Family) are strong believers in their own inherent superiority over others as justification for their wealth, so the whole ubermenschen and untermenschen thinking applied along class lines rather than just races (but races too: Brits tend to believe themselves superior to just about all foreigners but Americans and for example some of the most celebrated heroes of Britain - such as Churchill - actually ordered the execution of Genocides in the British Empire possessions).
All this to say that to me, having lived over there for a decade, the British’s minimal response to Fascism compared to the rest of Europe isn’t surprising - they live in a Society than in many ways runs along similar molds, harbours similar ideations about the inherent worth of people and is (including the Press) controled by elites who mostly are the same families that supported Nazism before Hitler invaded Belgium.
Most of Europe was okayish with the Nazi to be fair. We would evn turn away Jewish refugees before the war. Let’s be clear that WW2 didn’t happen because of the Genocides but only because of the invasions of other countries. The UK is not special in that regard.
My impression from living there is that the UK never ditched the mindset that some people are born inherently superior to others, and that’s both for different parts of British society along the axis of class (and in many cases also the different nations of the UK, with the English often seeing themselves as superior) and towards foreigners (Brexit did not happen in a vacuum).
I have the theory that is because the UK never really had a Revolution started from below (the closest they had were the Barons rebeling against the King leading to the Magna Carta or the Catholic-vs-Protestant fighting which was mainly different factions of the elites re-approportioning power) or Occupation by a foreign power that crushed the existing elites and loosened their power over the entire system, hence the established elites never really changed and thus the power structures in Britain, who those structures serve and who controls them, has changed a lot less over the last couple of centuries than elsewhere in Europe.
They’re not as much Fascists in a traditional sense but more a continuation of a Monarchic semi-Autocratic system were the power of the King was weakenned centuries ago and divided amongst the rest of the Landowner Class and later the Trading Burgeoisie without really reaching the lower classes in full (the closest to it ever happenning was post-War Britain and that has been reverted in the last 4 decades).
Fascism in Europe one of the reactions to Republicanism, but the UK never had a Republican phase and so a lot of the ideas on power and the worth of people in Fascism which are really just re-hashed monarchic thinking on who are the proper rulers and justifying it are still present in the British system in their natural (though more sophisticated in means and appearence) form.
All this to say that, yeah, I agree with you, it’s just that I don’t think their love for the Nazi ideology back then was quite driven by the same reasons as many other countries in Europe (though remember how even in Germany the Nazis had some support from the Monarchics) and that whilst elsewhere in Europe the elites that held such thinking were dethroned, in Britain they held on to power to the present day.
Great!!😀
when is international break a Tesla window day?
These are working class people you are talking about. Please keep the focus on millionaires and billionaires.
It’s everyday my pal
I wish they stopped using that image of Musk. It makes all the different news items look the same.
I think it’s important to keep using this image of Musk. It’s the most direct way to remind people that this powerful man working to destroy every government department from within is an unelected Nazi.
Then put it inside of the article but not as the thumbnail.
You want to bury the image of Trump being a Nazi shithead? Why for would you ever wanna do that? Your above stated answer rings hollow because you can just RTFA.
That’s just a straw man argument.
I’m saying every news article now has the same thumbnail so half of the time I don’t even notice the new evil stuff he is doing. That’s BAD because it’s the opposite of what we should be doing. Which is to recognize all the bad stuff he’s doing. But now it’s all just “oh he’s saluting again”.
I even believe there is a small chance they are forcing this image down our throats to make us immune to it.
So again, stop using the same thumbnail all the time, add it somewhere in the article or or post it in the comments or wherever. Because that’s all absolutely amazing and I support that.
It’s like your phone would have the same icon for every app. At some point you don’t even notice the new ones.
I was about to say the opposite. I am delighted that they put the same picture of this Nazi every time there is an article about him or Tesla. Keep up the good work, and never forget that he’s a Nazi.
It should be the only image ever shown of Musk from now on.
Nazi shit does shit head thing
