Uploaded July 2025 | Updated September 2026, 1 day ago

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Tesla's Q2 2025 Delivery & Production report is hot off the press! Just released this morning, Tesla announced 384,000 deliveries for the quarter and production of 410,000. This was better than the 365,000 in prediction markets, and the stock is rallying ~4% on the news. I thought the numbers we're ok, it was nice to see a rebound from Q1, but the year over year declines from Q2 last year and Q2 23 were real. My theory is as Robotaxi ramps up it will begin to organically drive demand for Tesla vehicles.

0:00 Tesla Q2 25 Delivery Results
1:47 Tesla Energy Crushing
2:26 Weak Cybertruck Sales
3:15 Robotaxi Launch Impact

My X: twitter.com/gfilche
HyperChange Patreon :) patreon.com/hyperchange

Disclaimer: I'm long Tesla stock, nothing in this show is financial advice.