Tesla's stock price has fallen for six consecutive trading days. I just came across an unusual piece of news about Tesla (TSLA) and wanted to share it for discussion.

Tesla recently proactively disclosed analysts' forecasts for its fourth-quarter deliveries, breaking from its usual low-key approach. According to these projections, fourth-quarter deliveries may decline by approximately 15% year-over-year, a rare occurrence in Tesla's history.

Key factors contributing to demand pressure include:

Phasing Out Tax Credits: The gradual withdrawal of electric vehicle subsidies in certain markets significantly impacts marginal demand

Intensifying Competition: Traditional automakers and new energy vehicle manufacturers are simultaneously ramping up efforts, fueling ongoing price wars

Diminishing demand pull-forward effect: Previous price cuts have already captured some future demand

This “pre-disclosure” strategy has also sparked market speculation:

Is Tesla actively managing market expectations?

Does this signal greater near-term fundamental pressures than previously anticipated?

Or is it merely paving the way for a reset in the 2025 growth trajectory?

From a trading and investment perspective, this could yield two starkly different interpretations:

Bearish View: The high-growth narrative is weakening, necessitating a re-evaluation of valuations.

Bullish View: Releasing negative news early could actually mitigate the impact after earnings reports.

Tesla currently sits at the intersection of macroeconomic factors, industry competition, and its own growth trajectory. Heightened short-term volatility may become the norm.

What are your thoughts?

Is this expectation management, or a signal of a demand inflection point? Share your bullish or bearish perspectives.

My prediction, because he’ll make an appearance at the AI event and either say some stupid shit, or do some stupid shit. Hopefully it dips below $356..