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Technology Stocks : Tesla EVs - TSLA -- Ignore unavailable to you. Want to Upgrade?

To: i-node who wrote (26062)	7/23/2025 9:12:01 PM
From: A.J. Mullen	Read Replies (1) \| Respond to of 26733

I wouldn't call it dumb, blinkered maybe. Tesla still sells almost half the EVs sold in the US (49% in 2024, 55%, in 2023, 62% in 2022- slip, slip, sliding away), and 27% of all new EVs are sold in California. Even if Tesla's share of sales held to that of 2024 (they haven't) then the impact of a 21% decline in Tesla's California sales would represent 3.3% of total EV sales in the US. 3.3% isn't insignificant. In H1 of 2025 EV sales increased 1.5%. Without the decline in Teslas, the increase would have been three times bigger. The reason I doubt the decline in Tesla sales has had much impact on the wider market is those who would have bought Teslas probably bought another EV. All was very different 5-10 years ago. Fans were arguing Tesla would maintain their share of EVs sold as ICE cars dwindled to zero.