Cybertruck Deliveries Look Dismal Again, After Truck Called “Biggest Flop In Automotive History”

Impact · against what's priced in

The dismal Cybertruck delivery pace serves as a concrete catalyst for Tesla's core automotive decline, while confirming the bleak outlook for the broader EV pickup market that Rivian and Ford have already priced in. The data reinforces the bearish automotive trajectory for TSLA, making the stock even more dependent on its autonomous software pivot.

TSLA−0.40

Challenges what's priced in

The price assumes