I continue to believe $Tesla(TSLA.US) bottomed last week. The reduction in TSLA 1Q and FY’25 deliv ests is likely now discounted. Most investors realize that the absence of new refreshed Model Ys was the major reason for the 1Q delivery estimate decline rather than Elon’s politics and DOGE, which likely cause as many Republicans to buy Teslas as Dems to not buy Teslas (weekly credit card data suggests no major change in TSLA orders past 6 months). BYD’s faster superchargers are a short-term advantage but watch for TSLA to announce similar speed ultra fast chargers in the next few months.