$Tesla (TSLA.US)$ When you are waiting good news from trump ...

Chikaman : so many misinformed and uneducated people. do a little research and you will find that removing ev subsidy is good for tesla

JC1616 OP Chikaman : The money will always show the answer, thanks

72651962 Chikaman : it may make Tesla more dominant in the ev market but they just lost a third of thier income

JC1616 OP 72651962 : Tesla already have the biggest market share in US, I didn’t see the pro from this news actually, I don’t even know what he is talking about, just imagine Tesla is confronting now with a single digits grow revenue for 2 years and part of its subsidy income will be gone in the coming future, the financial data in the future will be super bad

Chikaman JC1616 OP : Elon asked Trump to do this. Do you really think he hasn't already thought of the implications to such a request. Tesla was profitable before the subsidy and they will continue to be profitable. In the last 4 years Tesla manufacturing costs have gone down 40% and will continue to get cheaper as they achieve fully vertical factories. Elon has effectively kneecapped all competition by removing the ev subsidy. But this isnt an isolated move, additionally all subsidies may be removed including oil and gas. Long term this is very bullish

JC1616 OP Chikaman : Please don’t rely on articles that attempt to boost Tesla’s share price. Is there a direct connection between removing subsidies and Tesla's market share in the U.S.?

1. Will consumers shift to Tesla because of this? No, consumers choose vehicles based on personal preferences.
2. Will other major EV manufacturers exit the market due to profitability concerns? Established players like Volkswagen, GM, Ford, and BMW are unlikely to face sustainability issues.

So, why assume Tesla will gain from this? Many articles remain bullish on Tesla's future in EVs, but removing subsidies is a challenge for all EV makers—Tesla is simply the least affected. While Tesla can survive without subsidies, it would fare even better with them, as subsidies represent a significant income source.

Also, Musk may publicly agree with policy changes like Trump’s decision to end subsidies, but that doesn’t make it his idea. He’s highly skilled at framing bad news as good news.

If you’re buying Tesla stock for its future in robotaxis, energy, and robotics, I completely agree. But for EVs? I’m not so sure.

Chikaman JC1616 OP : agreed evs will make up for only a small percentage or revenue. in regards to your 2 points, tesla will eventually become default choice and monopolise market due to sustainability issues. currently other ev makers apart from byd are in negative margins for evs and with subsidy cuts on top they will have to drop out of the race unless they prepared to run at a loss. Volkswagen have already given up and now back Rivian who will probably go broke from subsidy cut