April 2, 2025
(THE TESLA BRAND IS ON THE NOSE)
April 2, 2025
Hello everyone
A brand-new updated Model Y is expected to arrive in Australia within weeks.
Is there a sense of excitement about this event?
I don’t think so.
Rather, there is a rising angry sentiment toward Elon Musk and his political movements.
We now see evidence of customer wrath as Tesla car yards are packed with current old stock that nobody wants. In addition to full car yards, there have been violent attacks on dealerships, cars set on fire, and mass demonstrations around the world.
The Tesla car has lost value, and customers aren’t coming back to buy again.
One Tesla Cyber truck owner has taken things a step further, putting the badge of rival electric vehicle maker Rivian RIVN on his electric truck.
People, who are selling stickers through Etsy, which show their discontent with Musk’s politics are making a fortune. Instead of selling their Tesla, customers are revealing their stance through stickers placed on their cars.
But many have sold their cars.
Celebrities who have ditched their Teslas
Arizonia Democrat, Sen. Mark Kelly.
Jason Bateman, who said, “owning a Tesla felt like driving around with a Trump sticker on the car.”
Sheryl Crow, who donated the money from the sale of her Tesla to NPR, which Musk has criticized and called to defund. NPR says it receives less than 1% of its funding directly from the federal government.
Joanne Wilson, and her venture capitalist husband, Fred Wilson, sold their Teslas in protest of Musk’s actions at DOGE.
In contrast, President Trump has bought two Teslas.
Tesla is facing more competition
Aside from the anger directed at the Tesla brand, which is facing falling sales, there is also increased competition from rival EV brands, such as BYD, which are showing rising sales and are equally techy and much more affordable.
Despite this competition, some analysts are still looking at Tesla as a stock to buy
Elon Musk needs to choose. Where does his loyalty really lie – is it with Tesla or with his political ambitions?
Please Note: This Post is not a recommendation to buy Tesla at this time.
What’s a better AI play than Nvidia?
Think Alibaba.
Many analysts believe shares in Alibaba are still very undervalued, even though the Chinese e-commerce platform has soared more than 56% in 2025.
Other reasons…
Chinese consumers are now spending again.
And Artificial Intelligence is an underappreciated growth driver for this technology giant.
The stock also boasts a healthy balance sheet.
While it does have some debt, the $235 billion company only holds around $28.8 billion in borrowings, and it has nearly twice that amount in cash and liquid assets. In addition, it has generated $14.5 billion worth of free cash flow in the past year.
We also may see an Alipay kind of announcement sometime this year.
If you’re interested in the Chinese market and AI, it’s a good time to scale into Alibaba here, as it has pulled back nicely.
Alibaba: $132.70
Cheers
Jacquie
