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Tesla Q1 deliveries miss and vibe shift risk

April 4, 2026Gary Black, Michael & Esther, Eric Jhonsa

TSLA delivery numbers missing expectations are used to argue Tesla is struggling in its core business while pivoting toward autonomy, with some suggesting the SpaceX IPO could pull flows away from Tesla true believers.

$TSLA (-4.7% pre-mkt) posted 1Q deliveries of 358K, missing Wall Street’s expectations of 372K, as the EV maker struggled to turn around its core business and navigate a pivot to an increasingly competitive unsupervised autonomous environment.
TSLA Q1 Deliveries Miss Estimates, Energy Storage Grows ➀ Tesla delivers πŸ‘πŸ“πŸ–,πŸŽπŸπŸ‘ vehicles in Q1, below ~πŸ‘πŸ•πŸ,πŸπŸ”πŸŽ estimates.
$TSLA is the world's greatest cult stock, so you can never fully count it out, but it feels like there's been a mood/vibe change the last few months, as deliveries remain soft and Robotaxi progress remains slow. And the SpaceX IPO might draw away some flows from true believers.
Gary Black
Michael & Esther
Eric Jhonsa
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