From FutureAZA.
Huge thanks to https://x.com/CernBasher for joining the conversation.
Links from today’s show:
Deep analysis by Cern about Tesla’s global inventory and what it really means – Tesla Q4 Inventories – Inventory Drawdown for New Models. By my calculations, Tesla’s global vehicle inventory was just 12 days for Q4 2024, down from 19 days in Q3.
https://x.com/CernBasher/status/1874860596362899468
Before we declare Tesla dead in Europe, perhaps we should check how the other automakers’ EV sales are going there?
https://x.com/ICannot_Enough/status/1887884843163275271/photo/1
Deep analysis of Tesla global slowdown by AJ on X. – "Tesla Sales Are Tanking Across The World" this or a version of this nonsense you’ve read last week while in reality this was driven by some very obvious drivers.
https://x.com/alojoh/status/1888852025271558385
BYD is now outselling Tesla in the UK, Spain and Portugal (but it’s only a few thousand in total)
https://x.com/orikron/status/1889077271119458706
Honda Ridgeline sales by year
You can support even better content creation at https://www.Patreon.com/FutureAzA, by becoming a YouTube channel member here: https://www.youtube.com/@FutureAzA/join, or subscribing on X.com here: https://www.Twitter.com/FutureAzA. You can also use my Tesla referral to save big and help the channel. https://www.tesla.com/referral/brian684642.
#Tesla #TSLA #EVs
