I recently joined and have built up a little bit. I hope to build up something in the long term 😅 We'll see over the next few years

$TSLA (+0.57%)
$NVDA (+0.7%)
$NOVO B (-0.28%)
$1211 (+1.21%)
$MSFT (-0.17%)
$NKE (+0.24%)
$PATH (+0.79%)

$TSLA (+0.57%) What happens if you fall asleep in a Tesla Robotaxi? Here is the answer:

https://www.youtube.com/watch?v=hgtdiU3Bc1Q

Tesla loses leadership role in robotaxis

Elon Musk and his company Tesla $TSLA (+0.57%) are currently having a tough time in the competitive e-car market. The dream of the self-driving robotaxi, which was supposed to revolutionize mobility, is already showing considerable weaknesses in the initial phase. Where Tesla was once considered a pioneer, the picture has changed: The company is now just one of many competitors. Industry experts are expressing concern as the technology is based purely on cameras, which calls passenger safety into question. Accidents involving robotaxis could not only shake customer confidence, but also jeopardize Tesla's entire business model. In addition, sales of electric cars in the EU have slumped by 40 percent. Musk feels compelled to act quickly, especially after he recently dismissed a top manager, causing additional unrest within the company. Competition from China is becoming increasingly threatening and the need to develop new models is becoming urgent. Tesla faces the challenge of justifying its high stock market value as competitors close in.

Sale of Mercedes car dealerships launched

Mercedes-Benz has heralded the sale of its Group-owned car dealerships in Germany, and the first steps have already been taken. The Sterne Group has taken over the first branch in Neu-Ulm, and a total of around 80 dealerships with thousands of employees are up for sale. This decision has met with fierce resistance from the works council, which considers the measure to be inappropriate. Mercedes justifies the move by stating that a future-oriented sales organization is necessary in order to meet the challenges of the market. However, the buyers must meet certain requirements to ensure that the changeover is not only economically but also socially responsible. The General Works Council has already announced that it will take action against the sale and sees it as a "slap in the face" for the employees affected. Mercedes is seeking constructive talks with potential buyers to ensure a smooth transition and to take the concerns of the workforce seriously.

Sources:

https://www.n-tv.de/wirtschaft/Tesla-verliert-endgueltig-seine-Fuehrungsrolle-article25861437.html

https://www.n-tv.de/wirtschaft/Verkauf-der-Mercedes-Autohaeuser-startet-article25870358.html

As if the man (or his companies such as X and $TSLA (+0.57%) ) didn't already have enough problems - now he wants to enter politics.

Whereby: actually the logical move. The man can make empty promises in his sleep, so as a politician he doesn't have to change his ways at all ...

I wonder when the barrel will finally overflow for investors ...

https://www.spiegel.de/ausland/elon-musk-kuendigt-gruendung-eigener-partei-america-party-in-den-usa-an-a-168bd75e-c943-40cb-9a6c-7b0b557fe76b

Trump announces trade agreement with Vietnam

US President Donald Trump has launched a new trade agreement with Vietnam that will now give the country full access to the US market. In a striking twist to trade relations, there will be no tariffs on products from the US that are exported to Vietnam. Previously, US goods faced a 46% tariff, which was due to come into force next week. Instead, the US government will now impose 20% tariffs on imports from Vietnam. This regulation could have a significant impact on the demand for Vietnamese products in the US.

The agreement also entails a steeper 40% tariff on goods that are rerouted through Vietnam. Trump described the trade agreement as a "great deal of cooperation" and emphasized that Vietnam is "totally opening up" the market for US products. Companies that have relocated their production to Vietnam will benefit from this new arrangement, as many factories from China have relocated there to escape the previous tariffs. While share prices initially rose after the announcement, these gains were dampened again by the announcement of the new tariffs. The Chamber of Commerce in Hanoi is optimistic about the new opportunities offered by the agreement, but also points out concerns about the definition of "trans-shipping".

Tesla deliveries fall by 14% in the second quarter

In the USA, Tesla $TSLA (+0.57%) recorded a 14% drop in vehicle deliveries in the second quarter. This is the second decline in a row and is causing excitement among investors. CEO Elon Musk is facing growing competition from companies such as BYD from China, which is making the situation even more difficult for Tesla. The figures come at a time when Trump is publicly considering cutting subsidies for Musk's company or even considering moving away. According to Trump, an investigation into the subsidies by the newly created Department of Government Efficiency, or DOGE, could result in significant savings for the government.

The figure of just over 384,000 vehicles delivered between April and June has caused concern. Some analysts, however, believe that this could be the low point and expect sales figures to stabilize by September. Tesla's involvement in Robotaxis could be crucial to its future performance, as buyers may be desperate for vehicles before EV tax credits expire.

Sources:

https://www.bbc.com/news/articles/c4gd66q0q7go

https://www.bbc.com/news/articles/ckgdydzxe6go

$TSLA (+0.57%)
$FSLR (-2.64%)
$PLUG (+1.19%)

The new law brings massive cuts to green energy and electromobility - here are the most important points:

🔋 Electric cars (EVs)

- $7,500 tax credit for new EVs expires on 30.09.2025 expires

- $4,000 bonus for used EVs also ends on 30.09.2025

- No EV annual fee of $250 included

- ZEV credits (e.g. for Tesla) lose massive importance due to elimination of penalties & California exemptions

🏠 Energy at home

- 30 % solar tax bonus for PV systems ends on 31.12.2025

- Geothermal tax benefits also end on 31.12.2025

- Energy efficiency bonus for renovations expires on 31.12.2025

- New construction bonus for efficiency houses ends on 30.06.2026

- Charging infrastructure funding ends on 30.06.2026

🏭 Production & battery promotion

- Battery manufacturing credit (45X) remains in place, but with increasing US share targets (60% from 2026, up to 85% in 2030)

- Wind power component bonus ends after 2027China suppliers disqualify

- Clean Energy Credits (wind/solar/nuclear) expire after 2027 (except if construction starts by 2026)

🚗 Credit and interest rate advantages for US vehicles (2025-2028)

- Up to $10,000 interest deduction p. a. on car loans for US-made vehicles

- Applies only to final assembly in the US & income < $100k/$200k

🧪 Clean Hydrogen

- Tax bonus only for start of construction until the end of 2027

---

📉 ConclusionThe law massively weakens central subsidies for EVs, solar, wind & green technologies - major impact on Tesla, CleanTech & Co.

$HSBA (+0.96%) according to $TSLA (+0.57%) reported sales figures for Q2 point to an "exceptional June", the jump in sales is "difficult to explain". Q3 could see tax policy-related pull-forward demand (ahead of the new tax law), but the June result "looks like an outlier". Analysts do not expect the June sales rate of 170,000-180,000 vehicles to become "the new normal". HSBC maintains a "Reduce" rating (Sell) and a price target of 120$.

$TSLA (+0.57%)

Trump's tax reform goes to Congress

President Trump's major tax reform has now taken a decisive step in Congress. The Republicans in the Senate have approved their bill by 51 votes to 50, with Vice President JD Vance carrying the decisive weight. Now it is up to the House of Representatives, where there has been lively discussion since this morning about how the rules for the upcoming vote should be set. Speaker Mike Johnson and his colleagues are anxious to get the bill to Trump's desk unchanged in order to meet the July 4th deadline. But uncertainty over the timetable remains, with storms preventing many lawmakers from returning. Currently, some 28 Republicans are expressing skepticism about the Senate's changes, and Johnson will need to reduce that number significantly to secure a majority. The additional costs of around 900 billion dollars in particular are causing uproar among fiscally conservative MPs, which is further complicating the negotiations.

Tesla's energy storage business suffers from decline

In the USA, Tesla's energy storage business $TSLA (+0.57%)which was long regarded as a small but remarkable beacon of hope, is now struggling with a decline. For the second year in a row, installations of Powerwall and Megapack products have declined. In the second quarter of 2024, Tesla installed 9.6 gigawatt-hours of storage, a decrease of 0.8 gigawatt-hours compared to the first quarter. The energy storage division peaked in the fourth quarter of 2024 with 11 gigawatt hours. This development is in stark contrast to the broader energy storage market, which is currently at a record high. Analysts estimate that new installations increased by 57% year-on-year in the first quarter. However, new tariffs on Chinese goods and the impact of a Trump-backed bill could significantly impact Tesla's future growth momentum.

Sources:

https://finance.yahoo.com/video/trumps-tax-bill-advances-house-150531095.html

https://finance.yahoo.com/news/tesla-energy-storage-business-gets-183517950.html