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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: 2025-07-23 16:27:34 UTC

1) FYI into $TSLA earnings. $TSLA is down XX% YTD and since this post. Both absolute and big relative underperformance.

Q2 cons kept declining. Deliveries were 384K vs 418K cons as of May XX.

Q3 cons = 435K. Q4 cons = 474K. BBB eliminated $XXXXX EV tax credit as of Sep XX. This means US pull-in Q3 but Q4 in a declining environment.

EU data QTD not very good but very early. And ZEV credit impact next year.

![](https://pbs.twimg.com/media/GwjesFWW0AAACwi.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948057409190039725/c:line.svg)

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