$TSLA sentiment has turned bearish over the past few days following...
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Jun 13, 2025
~1 min read
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$TSLA sentiment has turned bearish over the past few days following the Trump–Elon fallout.
Here are 10 visuals you should know about $TSLA 🧵👇
Here are 10 visuals you should know about $TSLA 🧵👇
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The U.S. remains $TSLA's biggest market, accounting for 41% of its revenue.
Given the ongoing tariff war, it’s worth noting that 20% of $TSLA's revenue comes from China.
Given the ongoing tariff war, it’s worth noting that 20% of $TSLA's revenue comes from China.
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As of today, 79% of $TSLA's revenue is coming from vehicle sales. Energy is a fast-growing segment worth watching though.
AI, Robotaxi's and Optimus are not yet generating any revenue.
AI, Robotaxi's and Optimus are not yet generating any revenue.
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In 10 years, $TSLA's revenue grew from $3B to a staggering $96B.
However, over the past 12 months, revenue is declining.
However, over the past 12 months, revenue is declining.
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In 2019, $TSLA's free cash flow flipped from negative to positive, peaking in 2022 and sitting at $7B today.
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$TSLA's showed impressive automotive sales over the past decade.
However, sales have plunged over the past 12 months. In several European countries, May 2025 sales were down between 30% and 60%.
However, sales have plunged over the past 12 months. In several European countries, May 2025 sales were down between 30% and 60%.
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$TSLA's gross margins have been slowly trending down over the past 10 years -- 28% in 2014 compared to 18% today.
Meanwhile, free cash flow margins have done the opposite, rising from -32% to +7% over the same period.
Meanwhile, free cash flow margins have done the opposite, rising from -32% to +7% over the same period.
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$TSLA has a very healthy balance sheet, with $24B in cash sitting on the sidelines. That gives them plenty of runway to keep investing in the future.
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After $TSLA’s recent drop, it’s now trading at 54x price/gross profit -- still above its 1-year median of 45x.
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To summarize $TSLA: it’s a business facing some real headwinds at the moment.
All eyes are on how Robotaxis, Optimus, FSD, and AI might shape $TSLA's future revenue streams.
Time will tell how it all plays out.
All eyes are on how Robotaxis, Optimus, FSD, and AI might shape $TSLA's future revenue streams.
Time will tell how it all plays out.