$TSLA (+0,65%)

Tesla's cheaper version of the Model Y, known internally as the E41, will be produced in the USA later than expected, according to Reuters. The company is now planning for 250,000 units in 2026, having originally planned to start production at the beginning of this year. The delay comes as Tesla struggles with outdated model lines, rising tariffs and increasing political scrutiny surrounding Elon Musk.

$TSLA (+0,65%) is alleged to have deliberately manipulated the odometer (15% faster) so that the cars fall out of warranty more quickly. There is now a class action lawsuit in California. Millions of Teslas are said to be affected.

The presumption of innocence applies.

Source: https://www.tagesschau.de/wirtschaft/unternehmen/tesla-kilometerzaehler-manipulation-100.html

Source: Finchat

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$NVDA (-1,35%)

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$META (+0,27%)

$AVGO (-1,64%)

$TSLA (+0,65%)

$NFLX (+3,89%)

$AMD (-0,25%)

$TSLA (+0,65%)

According to Reuters, the extremely high US tariffs on goods from China are thwarting Tesla's plans. According to the report, parts are so expensive that production of the Cybercab robotaxi and the Semi articulated lorry has been put on hold for the time being.

Tesla relies on parts from China to build its vehicles. This is why the tariffs imposed by US President Donald Trump on Chinese imports are becoming a serious problem for the electric car manufacturer. According to insiders, the tariff conflict is already disrupting Tesla's production plans.

Imports of components for the Cybercab robotaxi and the Semi articulated truck have been suspended, a person with direct knowledge of the matter told Reuters news agency. This could delay the mass production of the eagerly awaited new models.

Tariffs climb to unimagined heights

According to the insider, Tesla was actually prepared to absorb the additional costs that would have resulted from the special tariffs of 34 percent on Chinese goods initially imposed by Trump.

However, the special tariffs were then increased to 84 percent and finally to 125 percent. As a result, the total tariffs - including the previously existing rates on Chinese goods - now amount to 145 percent. As a result, the delivery plans have now been put on hold.

According to the insider, Tesla wanted to start test production of the two models in October. Mass production was due to start in 2026.

Tesla did not respond to requests for comment. According to a report in the Washington Post, CEO Elon Musk had personally appealed to Trump to reverse the new blanket tariffs.

Tesla's sales figures have recently slumped worldwide. In the USA and other countries, there have also been demonstrations and attacks against the car dealerships of the e-car pioneer. Musk has been criticized in the US in particular for his role as an advisor to President Trump on controversial cuts to federal agencies. Due to Musk's closeness to Trump, Tesla is also seen as a target of retaliation against the USA for the punitive tariffs introduced by the president against several countries, including Canada.

https://www.spiegel.de/wirtschaft/unternehmen/us-zoelle-auf-china-importe-tesla-muss-offenbar-produktionsplaene-vorerst-stoppen-a-37fa2b59-7a5e-41c1-b115-c98e761bc22c

Moin moin. That's quite a rollercoaster with $TSLA (+0,65%) . Do you think things will continue here next week? When I look at the German news, it looks as if the company will soon be insolvent.

American news, on the other hand, is actually mostly positive.

Against the backdrop that Tesla could sooner or later be caught in the crossfire of a further escalating trade war between the USA and China:

How likely do you think it is that Tesla factories in China could be nationalized?

$TSLA (+0,65%)

So now TSMC is also facing 100 percent tariffs - which would $NVDA (-1,35%) would hit hard. Go ahead, dear Donald - then you'll send the put I bought today into the stratosphere.

And my $TSLA (+0,65%) -put will then also develop magnificently out of sympathy.

The resurgent debate about tariffs - particularly between the US and China - has the potential to cause considerable unrest on the markets in the short term. If new or stricter import tariffs are actually imposed, this will primarily affect companies with a high exposure to China or a high proportion of imports: classic examples would be tech stocks such as Apple, Tesla or Broadcom, but also consumer goods manufacturers such as Nike or Adidas, which have production facilities in Asia.

Geopolitically, this could further exacerbate the already tense situation: Trading blocs could become more detached from each other, which would slow down globalization in the long term and increase costs - keyword: "de-risking" instead of "decoupling".

In the short term, this could lead to further setbacks - especially for growth-oriented stocks with a global footprint. However, these setbacks can also offer opportunities. Because if the whole thing turns out to be a political negotiating tactic, as is so often the case, the markets could quickly turn again. Companies with a strong balance sheet, pricing power and a clear growth path in particular could then offer entry opportunities.

For the getquin community, the question is rather: do we sit this out, stubbornly continue with our savings plans - or do we make targeted use of the dips? In my opinion: If you take a long-term view, you should continue to invest - either adding counter-cyclically or sticking with it via a savings plan. Emotional selling has rarely been a good strategy.

$AAPL (+1,76%)
$AVGO (-1,64%)
$NKE (+4,23%)
$TSLA (+0,65%)

After this correction I have learned some valuable things that I would like to share with you ✍️.

1° The Market doesn't Care how Undervalued a Stock looks 📉

I have seen from my own experience how a company like $HPE (+1,68%) fell almost 20% in days even below its book value, making a correction almost as big or bigger than other +30% P/E companies.

2° It is always necessary to keep cash reserves 💵

We cannot predict what the market will do but if we have cash reserves we can take advantage when the market drops by 7, 8, 10 or 20%.

And that's precisely what will probably make us outperform in the long run 🚀📈.

3° Investing in Value is Better than Investing in High Expectations 💰>💸

Although my portfolio has fallen other companies with much higher P/E ratios have corrected much more companies like $SPOT (+3,13%)
$SOFI (+3,75%)
$TSLA (+0,65%)
$SHOP (+0,64%) and a long list have corrected up to 40-50%.