Tesla’s Back! Stock Rockets, Demand Soars & FSD Gets a Win

Tesla Stock and Sales Performance

🚀 Q: What caused Tesla's stock price to jump significantly on March 25, 2025?
A: Tesla's stock price jumped 12% due to resolved tariff uncertainty and positive news about China FSD approval, marking one of the biggest single-day gains in history.

📈 Q: How are Tesla's sales performing in China?
A: Tesla's sales in China are booming, with 17, 400 insurance registrations in the last week, up 14% from the previous week and 28% year-over-year, indicating strong demand.

Full Self-Driving (FSD) Updates

🇨🇳 Q: What's the latest on Tesla's FSD approval in China?
A: Tesla executive Grace Tao announced plans to push out an FSD update to all users in China once requirements are fulfilled, showing confidence in approval.

🇪🇺 Q: Is Tesla offering FSD in Europe?
A: Tesla is pre-selling FSD in Europe, offering enhanced autopilot with traffic light and stop sign recognition on Model 3 and Model S order pages, indicating readiness for European FSD rollout.

Model Y Performance

💰 Q: How does the new Model Y compare to the old version?
A: The new Model Y is expected to outsell the old version due to lower cost of goods, more affordable prices, and better value for money, making it a "slam dunk win".

🏎️ Q: How does the Model Y compare to the original Model S?
A: The Model Y is faster, cheaper, and better to make than the original Model S, with lower production costs and higher sales at lower prices.

Future Sales and Production

🗓️ Q: When will Tesla's Europe sales be most interesting to observe?
A: Tesla's Europe sales will be most interesting in June, the first fully ramped last month of a quarter unaffected by generous BEV subsidies, providing a clean year-on-year comparison.

📊 Q: What do leading indicators suggest about Tesla's China sales for June?
A: Leading indicators like extremely fast production ramp on Model Y and consistent order rates suggest strong demand and point towards great numbers in June.

Brand Perception and Consumer Sentiment

🌍 Q: How is Tesla's brand perceived in Europe despite recent controversies?
A: Data shows 70% of Europeans still want to buy a Tesla, demolishing the brand damage narrative despite attempts to smear the brand due to Elon Musk's political activities.

Upcoming Financial Reports

📅 Q: When will Tesla release its Q1 production and delivery numbers?
A: Tesla will release Q1 production and delivery numbers in April, followed by an earnings call in May, providing insights into the company's performance and stock trajectory.

Market Impact and Regulatory Developments

🚀 Tesla's stock price surged 12% on March 25, 2025, driven by resolved tariff uncertainty and China FSD approval news.

🇨🇳 China FSD approval is imminent, with Tesla executive Grace Tao confirming the update will be pushed to all hardware 3 and 4 cars once requirements are met.

🇪🇺 Tesla's European FSD rollout has begun, with the Netherlands website offering full self-driving capability as an option for Model S.

Sales and Production Performance

📈 Tesla's China sales are booming, with 17.4 million insurance registrations in the week ending March 25, 2025, up 14% from the previous week.

🏭 The Model Y transition in China is progressing smoothly, with deliveries ramping up across all four factories despite a two-week shutdown.

🚗 Tesla's two volume models, Model Y and Model 3, remain the top two spots in Europe in February, with a 69.8% sales increase compared to January.

Product Innovation and Consumer Perception

🔧 The new Model Y is designed to be faster, cheaper, and better to make, showcasing Tesla's mastery in product innovation and execution.

🏆 Tesla's full self-driving technology is already perceived as superior to competitors by Chinese consumers, making it a game-changer for the company.

Security and Legal Matters

🚔 The FBI has launched a 10-person task force to investigate attacks on Tesla vehicles, with 48 instances reported in March and 7 under investigation.

Financial Outlook and Reporting

📊 Tesla's Q1 production and delivery numbers will be released in April, with the earnings call in May, but the true numbers won't be known until the following quarter.

Executive Statements and Product Quality

👔 Tesla's executive team has confirmed that the new Model Y and Highland Model 3s are some of the best cars Tesla has ever made.

• 00:00 🚀 Tesla's stock soared 12% on strong demand in China and Europe, positive FSD updates, and resolved tariff issues.
  • Tesla stock surged 12% due to positive news, including a potential full self-driving update, booming sales in China and Europe, and the FBI investigating attacks on the company.
  • Tesla's stock surged significantly due to resolved tariff uncertainties and positive news regarding its Full Self-Driving (FSD) in China.
  • Tesla's stock surged due to improved delivery forecasts for the Model Y, high short interest, and positive news about full self-driving, despite the speaker's regret over missing a buying opportunity.
  • Tesla's FSD software has received full regulatory approval in China, positioning it as the leading choice for autonomous technology among consumers.
  • Tesla is finalizing the approval process for its intelligent assisted driving software in China, following new regulations, and will push updates to users promptly.
• 05:10 🚀 Tesla is advancing its Full Self-Driving plans with new approvals in China and the Netherlands, despite some regulatory challenges.
  • Tesla is confident in advancing their plans for Full Self-Driving, indicating a future rollout despite current delays.
  • Tesla's success in China relies heavily on the management of key relationships, particularly through Grace Tao, who oversees government relations and ensures necessary approvals for operations.
  • Confidence in the upcoming approval of Tesla's FSD software in China is suggested, reflecting a different regulatory environment compared to the West.
  • Tesla's Full Self-Driving will be rolled out to hardware 3 cars, but the one-month free trial has been paused due to new regulations.
  • Tesla has received approval for its full self-driving software in China and is now offering it on its website in the Netherlands.
• 10:03 🚀 Tesla advances towards full self-driving in Europe, sees strong sales in China, and prepares to enhance autopilot features.
  • Tesla is preparing to offer enhanced autopilot with features like traffic light recognition in the Netherlands, moving closer to full self-driving functionality while awaiting regulatory approval.
  • Tesla's Full Self-Driving (FSD) is making progress in Europe, with approvals expected and positive developments indicating future enhancements.
  • Tesla achieved impressive sales with 17,400 insurance registrations in China last week.
• 12:54 🚀 Tesla's stock has surged nearly 14% this week due to strong demand for the new Model Y and advancements in Full Self-Driving technology.
  • Tesla's stock has surged nearly 14% this week, driven by strong demand and expectations that the new Model Y will outperform its predecessor due to improved value and lower production costs.
  • Tesla is successfully transitioning to a new version of the Model Y across all factories while maintaining delivery levels comparable to last year, demonstrating boldness and effective execution despite production challenges.
  • Tesla's Model Y is expected to significantly outperform last year's sales, boosting confidence in the company's ability to ramp up production of new vehicles.
  • Tesla's stock has rebounded significantly, recovering from a 10% year-over-year decline to just 2% down, indicating a strong upward trend.
  • Tesla is set to increase vehicle sales with improved, faster, and cheaper models like the new Model Y and refreshed Model 3, showcasing significant advancements in technology and quality.
  • Tesla is experiencing a resurgence in stock value and demand, with positive developments in Full Self-Driving technology.
• 18:47 🚀 Tesla's sales in Europe jumped 70% in February, driven by strong demand for the Model Y and Model 3 despite production challenges.
  • Tesla's sales in Europe surged by nearly 70% in February, with the Model Y and Model 3 remaining the best-selling electric vehicles.
  • Tesla's popularity remains strong despite production challenges, with demand surging as factories resume operations.
• 21:10 🚀 Tesla's demand remains robust despite negative narratives, with strong Q1 production expected and positive indicators for future performance.
  • A publication incorrectly reported that Europeans were rejecting Tesla due to Elon Musk's political activities, but later retracted it, revealing that 70% still want to buy a Tesla.
  • Tesla's brand damage narrative is being disproven as demand remains strong and orders continue to flow in consistently.
  • Tesla's Q1 production and delivery numbers will reveal the true state of their sales, with June expected to show strong performance due to their delivery strategy.
  • June will provide a clear year-on-year comparison for Tesla, unaffected by previous subsidies or one-off effects.
  • Leading indicators suggest strong future performance for Tesla, particularly with Model Y production, indicating positive results ahead despite lagging financial data.
• 25:35 🚗 Tesla rebounds as Norway's top-selling car with the Model Y, while the FBI investigates rising violence and threats against its vehicles and owners.
  • Tesla has regained its position as the top-selling car in Norway with the Model Y, marking a significant comeback in the electric vehicle market.
  • The FBI warns of increasing arson, gunfire, and vandalism targeting Tesla vehicles and dealerships, urging public vigilance and government accountability to prevent potential injuries or fatalities.
  • The FBI has formed a task force to investigate domestic terrorism targeting Tesla, responding to multiple attacks and threats against Tesla owners.
  • Incidents of violence linked to free speech should be investigated for potential incitement and prosecuted if warranted.
• 29:39 🚀 Tesla's stock surges as demand increases and positive developments in FSD emerge from China and Europe, suggesting brand resilience.

WatchUrl: https://www.youtube.com/watch?v=C37GND4nrYc