Tesla produced more cars in China in November, bouncing back from a relatively weak October.
Tesla scored a rare win in China, earning bragging rights over its biggest rival in the process. Elon Musk's automaker saw its sales rise by nearly 10% in November, while its arch-rival BYD's fell.
With Tesla (NASDAQ:TSLA) CEO Elon Musk now getting the green light for his historic $1 trillion compensation plan, all eyes will be on the milestones ahead that the firm will need to hit if Musk is to rake in such a considerable sum.
Tesla, Inc. remains a high-conviction long-term buy in my books despite Michael Burry's public criticism and concerns about overvaluation and dilution. TSLA's near-term headwinds include EV segment struggles, but future growth hinges on Robotaxi and Optimus, in my opinion. TSLA's diversification into robotics and AI, especially Optimus, is it's next major growth catalyst amid a projected industry boom.
Tesla Inc (NASDAQ:TSLA) saw a rebound in its China-made electric vehicle sales in November 2025, according to data from the China Passenger Car Association (CPCA) released Tuesday. The US automaker wholesaled 86,700 vehicles from its Shanghai factory last month, including both domestic deliveries and exports to Europe and other markets.
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Michael Burry of The Big Short fame, known for his prescient handling of the 2008 subprime mortgage crisis, has moved to clear the air after renewed headlines suggested he had revived a short position against Tesla (NASDAQ: TSLA).
TSLA's registrations sank across major European markets in November, with steep drops in France and Denmark despite new Model Y and Model 3 variants.
November was only the third month this year in which Tesla reported sales growth in this major EV market.
Our conversation began with the latest report out of Europe. I told Lee that the region's automotive association released monthly sales showing Tesla down 49 percent and BYD up an astonishing 210 percent.
"The Big Short" investor Michael Burry questioned Tesla's valuation in a weekend blog post. The post is critical of Tesla and the technology industry as a whole for its use of stock-based compensation and then ignoring it as a legitimate expense.
U.S. stocks appear soft in pre-market trade, with Tesla, Palantir, and Super Micro Computer all set to open lower. Despite early weakness, key support zones suggest potential dip-buying opportunities, though choppy conditions continue to limit conviction.