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![ResearchQf Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1204134753324142594.png) QF Research [@ResearchQf](/creator/twitter/ResearchQf) on x 14.5K followers
Created: 2025-05-14 17:12:35 UTC

Stock bounced hard. No idea if $TSLA goes higher ST but IT r/r seems more negative, either relative or absolute.

Data QTD not good vs Q2 delivery cons of 418K or +24% Q/Q. Subject to quick change.

Despite Elon backing off DOGE and even his tone (but only some), brand damage continues. Competitors are rolling out flashy EVs at a fast clip. Models Y & X are old.

We'll see soon, but would guess Austin is likely more controlled vs fairly free parameters for $GOOGL's Waymo. 250K very safe rides/week In April, up 5x Y/Y. DYODD.

![](https://pbs.twimg.com/media/Gq7N99JWYAAMbwD.png)

XXXXXX engagements

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