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@Shyon：I was surprised to see the news about Tesla $Tesla Motors(TSLA)$ slashing prices on the Model Y and Model 3, with the new Model 3 starting under $37,000 and both models now below $40,000. Having read the earlier article from Reuters, I expected Elon Musk to aim for a price closer to $30,000 after incentives, as he had promised last year to attract a broader market. Instead, the price cuts seem modest, only about $5,000 less than the next-level trims, which leaves me wondering if this will really draw in new buyers as intended. From what I understand, Tesla is facing tough competition, especially with the loss of the $7,500 U.S. tax credit and rising challenges from Europe and China. The article mentioned that the new Standard versions, with ranges above 300 miles but fewer premium features like Autosteer and rear seat heating, are a response to falling sales. I can see why investors might be disappointed, as the stock dropped 4.5% after the announcement, and analysts like Dan Ives from Wedbush echoed my sentiment that this might not be enough to reverse the trend. I'm also a bit skeptical about the long-term impact of these price reductions. The Reuters article highlighted concerns from analysts like Shay Boloor, who called it more of a "pricing lever" than a product catalyst, suggesting it won't unlock new demand at scale. With cheaper competitors like Chevrolet's Equinox and Hyundai's Ioniq 5 entering the market next year, and even more affordable options in Europe, I worry that Tesla's strategy might not hold up. The decision to base these models on existing designs rather than a new $25,000 EV, as Musk had originally planned, seems to have fueled this uncertainty. Looking at the delivery timeline, with orders starting now and deliveries set for December 2025 to January 2026, I'm curious if this delay might hurt Tesla's sales momentum, especially after the rush to buy before the tax credit expired. The article noted record sales in the last quarter due to that incentive, but expectations are for a slowdown unless these affordable models pick up the slack. Musk's comment about people wanting the cars but lacking the funds resonates with me, yet I'm not sure if dropping to just under $40,000 will bridge that gap effectively. Finally, the comparison in the article to Tesla swapping its "Steve Jobs turtleneck" for a "Walmart hoodie" really struck me. It feels like Tesla is trying to balance its innovative image with a more mainstream approach, focusing on AI and robotaxis while relying on these cheaper models for near-term growth. As someone following this closely, I hope this move pays off, but I share the concerns of investors and analysts who think a sub-$30,000 EV might be necessary to truly compete globally and regain that cutting-edge reputation. As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community. @Tiger_comments @TigerStars
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