Nvidia, the WTF Chart of the Year. Tesla also Had WTF Charts of the Year before Shares Plunged by Wolf Richter • Feb 24, 2024 • 218 Comments Because these share prices are a state of mind. And when that state of mind changes – see Tesla.
Tesla Closes in on Toyota in California: The Battle for #1. Total EV Sales +46% in 2023, EV Share Hits 21% by Wolf Richter • Jan 30, 2024 • 151 Comments Tesla +24.6%, Toyota +2%. Model Y +52%, #1 bestseller by far; Model 3 is #2 bestseller. Toyota loses it, Camry sales -16%, RAV4 +1%.
Ugly Charts of Auto Sales: GM, Toyota, Ford. Stellantis, oh my, Got Crushed by Hyundai-Kia’s Record Sales. Tesla Has Arrived by Wolf Richter • Jan 4, 2024 • 131 Comments Automakers screwed up the market for decades with price increases and going upscale. Now they pay the price with dismal volume.
Tesla’s Deliveries in 2023 Jump 38% YoY, Rivian’s 146%, while Ford & GM Are Tangled Up in Anti-EV Revolts by their Dealers by Wolf Richter • Jan 2, 2024 • 114 Comments Tesla has always been willfully lousy in reporting delivery details. Today it made the obfuscation worse.
The Shocking Price Increases of the Pickup Truck Oligopoly (Tesla Getting Ready to Mess Up Their Party?) by Wolf Richter • Dec 15, 2023 • 288 Comments The “WOLF STREET F-150 XLT & Camry LE Price Index” for the 2024 Model Year is here. Ford’s price increases are grotesque, for third year in a row.
It’s Like Ford, GM, FCA Got Run Over by a Tesla on Autopilot by Wolf Richter • Dec 12, 2023 • 286 Comments The infinite wisdom of the US legacy automakers never ceases to astound.
Tesla Model Y is #2 US Bestseller in 2023 through Q3, Behind Perennial #1 Ford F-150, and Ahead of Toyota RAV4 by Wolf Richter • Dec 7, 2023 • 103 Comments Sales of EVs soar 56.7% in 2023 through Q3. Sales of vehicles with gasoline engines languish at +1.4%. The new registrations are out.
How High Could Long-Term Treasury Yields & Mortgage Rates Go? Why’s there No “Housing Crash?” Consumers Finally Ready to Cut Spending? Tesla Mucks Up GM’s & Ford’s EV Strategy by Wolf Richter • Oct 30, 2023 • 125 Comments Wolf Richter in an interview about these and other hot-button topics.
EV Demand Not Sagging or Whatever: Rivian Deliveries +136% YoY, Tesla +27% YoY despite Factory Downtime for Upgrades by Wolf Richter • Oct 2, 2023 • 152 Comments And the “103 days’ supply of EVs” is BS because it doesn’t include Tesla, Rivian, and Polestar, with 65% of US EV sales.
Tesla Price Cuts, Followed by other Automakers, Plus Surging Incentives, Hit Average Transaction Prices, after Toxic Spike by Wolf Richter • Sep 12, 2023 • 145 Comments Detroit automakers hugely overstocked, ready for a strike.
