Tesla's Q2 Decays More Than Q1
Despite channel stuffing in Q2, both discounts & inventories grew sequentially and year-over-year. Cash burn is almost certain.
Why Tesla Rallied by 5% on Bad Q2 Production & Delivery Results
Tesla rallied by 5% yesterday after its Q2 2025 production and delivery results were announced premarket. The numbers were bang in line with recent Street estimates of a 13.5% YoY decline, but the stock rallied nonetheless due most likely to the following 3 factors:
Tesla had fallen by 10% o…
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