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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: 2025-07-24 22:04:56 UTC

1) $TSLA. "Yes, we probably could have a few rough quarters."

Q4 cons of 474K looked awfully high with tax credits going away Q2 deliveries were 384K, a big miss vs earlier expectations. Q3 cons was 435K yesterday.

There's a very long history, in many countries, of big pull-ins then big step-downs after credits expire for EVs, solar, wind etc.

![](https://pbs.twimg.com/media/Gwpzj1yWYAA09MS.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948504699663004055/c:line.svg)

**Related Topics**
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[$tsla](/topic/$tsla)
[tesla](/topic/tesla)
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[stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries)

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