Tesla is heading into Q4 delivery results with expectations already reset lower, and that matters more than the headline number. 📊 The Hard Numbers (What the Market Is Pricing In) Q4 2025 consensus deliveries (median): ~420,400 vehicles Mean estimate: ~422,850 vehicles This implies year-on-year delivery decline for the second consecutive year Tesla shares are already ~8–10% off recent highs, suggesting expectations are no longer euphoric In other words, this is not a blowout expectations quarter—but it may not need to be. 🧠 Why a Miss May Not Break the Stock Tesla is no longer traded purely as an auto company. Investors are increasingly focused on: Autonomy and robotaxi optionality AI compute and inference scale Optimus and long-cycle robotics monetization Margin stabilization vs deli
Tesla Jumps 3%! Growth & FSD in China Becomes Key to Its Future?
Tesla’s stock surged over 3% during trading after the China Passenger Car Association (CPCA) released its December 2025 sales data. Tesla China achieved a record-high monthly wholesale volume of 97,171 vehicles, an 11% month-on-month increase. The estimated 94,000 units sold in December also marked a 13% year-on-year growth, further boosting confidence in Tesla's strong position in the Chinese EV market.
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