

Investor's Corner
Elon Musk reiterates commitment to loyal TSLA shareholders
Elon Musk reiterated a pledge he made in the past about longtime Tesla shareholders and those who wish to invest in his other projects. As per Musk in a recent post on social media platform X, loyal shareholders deserve loyalty.
Musk is most publicly known for his CEO role in Tesla and SpaceX, but he is also involved a variety of other projects. These include the tunneling startup, The Boring Company, the brain machine interface company Neuralink, social media platform X, and artificial intelligence firm xAI. Among these companies, only Tesla is public and is open to regular investors.
As per Musk in his recent post on X, he would prioritize longtime shareholders of his existing companies if ever a new project goes public. “I’ve mentioned something like this before, but, if any of my companies goes public, we will prioritize other longtime shareholders of my other companies, including Tesla. Loyalty deserves loyalty,” Musk wrote.
I’ve mentioned something like this before, but, if any of my companies goes public, we will prioritize other longtime shareholders of my other companies, including Tesla.
Loyalty deserves loyalty.— Elon Musk (@elonmusk) June 9, 2024
Musk’s companies tend to grow fast, and this is definitely the case with SpaceX, whose Starlink satellite internet business seems poised to be capable of operating as a separate entity. Starlink currently dominates the satellite internet service segment worldwide, and it also operates one of the largest fleets of satellites currently orbiting Earth. This has brought speculation that Starlink may be spun off from SpaceX as a public company.
The idea of a Starlink IPO has been around for some time, though Musk has hinted in the past that he is in no rush to spin off his satellite internet business as a public company. During an all-hands update for SpaceX in 2022, Musk suggested that a Starlink IPO could happen in 3-4 years, which, at the time, translated to a potential Starlink public offering in 2025 or 2026.
“I’m not sure exactly when that is, but maybe it will be like — I don’t know, just guessing — three or four years from now,” Musk noted, stating that by this time, “I think spinning it off as a public company can make a lot of sense.” Considering Musk’s recent post on X, it would appear that he is still intent on prioritizing longtime TSLA shareholders in the event that a project like Starlink does enter the public market.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.

Elon Musk
NYC Comptroller moves to sue Tesla for securities violations

New York City Comptroller Brad Lander is urging the NYC Law Department to sue Tesla for securities violations related to CEO Elon Musk’s involvement in the Department of Government Efficiency (DOGE).
Lander said the basis for the potential litigation lies on “material misstatements from Tesla claiming that CEO Elon Musk spends significant time on the company and is highly active in its management, despite his helming the Trump Administration’s DOGE initiative.”
🚨 NEWS: New York City Comptroller Brad Lander wants to sue Tesla by claiming CEO Elon Musk’s role as the head of DOGE is hurting the stock.
Lander said that Musk was “effectively quitting his job at Tesla” by assuming the role with DOGE. pic.twitter.com/p9eMq9mMbr
— TESLARATI (@Teslarati) April 1, 2025
It is a common complaint amongst some Tesla shareholders who are less than enthusiastic about Musk’s involvement in DOGE. Some feel as if Musk is not concerned about Tesla, especially as the stock has dropped over 28 percent this year. However, Musk has continued to double down on his position within the U.S. government.
Nevertheless, Musk’s position in Tesla is still very apparent. He headed an All-Hands meeting just two weeks ago that showed his commitment to the company as he outlined future plans and even joked to employees that they should hold onto their stock.
However, Lander believes Musk’s involvement has hurt New York City pension systems, which have lost over $300 million so far this year. He said:
“In less than three months, Tesla stock has lost nearly 40% of its value, with losses over $300 million for the New York City pension systems. We have long expressed concerns that the Tesla board has failed to provide independent oversight, or to require that Musk – or someone else – serve as a full-time CEO.”
Lander went on to say that “material misstatements from Tesla misled investors about his role at the company,” stating this was his reasoning for calling on the Law Department to file securities litigation against the company.
He believes taking it to court will force changes and will return Tesla shares back to a level that will benefit pension systems in New York City:
“Shareholder litigation could force the changes in governance and leadership that Tesla needs, and help recover some of our pension systems’ losses. Otherwise, we may need to consider divestment.”
The pension systems would be able to pursue financial damages to cover losses and seek governance changes, it says.
Investor's Corner
Tesla (TSLA) shares company-compiled Q1 2025 delivery consensus
Analysts are expecting the electric car maker to post 377,592 deliveries for Q1 2025.

Tesla (NASDAQ:TSLA) has released its Q1 2025 company-compiled delivery consensus of sell-side analysts. Based on Tesla’s release, it appears that analysts are expecting Tesla to post conservative vehicle delivery results for the first quarter.
Images of Tesla’s Q1 2025 company-compiled consensus were shared recently on social media.
The Consensus
As could be seen in Tesla’s first quarter 2025 company-compiled vehicle delivery consensus, analysts are expecting the electric car maker to post 377,592 deliveries for Q1 2025. Analysts expect this number to be comprised of 351,893 Model 3/Model Y and 21,241 other models.
The company-compiled consensus also suggests that Tesla will see total deliveries of 1,851,001 vehicles this Full Year 2025. From this number, analysts expect 1,693,397 units of the Model 3 and Model Y and 145,162 units of Tesla’s other models.
The sources
Tesla’s company-compiled consensus was based on estimates from 27 firms. These include Daiwa, DB, Wedbush, Cowen, OpCo, Canaccord, Baird, Wolfe, Exane, GS, Evercore ISI, Barclays, PSC, Mizuho, BofA, Wells Fargo, Morgan Stanley, Truist, UBS, Jefferies, Guggenheim, JPM, Redburn, Needham & Co, HSBC, Cantor Fitzgerald, and William Blair.
FactSet expectations
As noted in an Investor’s Business Daily report, FactSet estimates suggest that Tesla will see vehicle deliveries of 407,900 units in Q1 2025. Such a number is quite optimistic considering that Tesla’s sales of its best-selling vehicle, the Model Y, were throttled during the quarter due to the company’s transition to the new Model Y.
Beyond Q1 deliveries, Tesla’s first quarter vehicle delivery results could trigger revisions to the company’s full-year delivery and earnings forecasts. FactSet data shows Q1 earnings estimates hitting 48 cents per share, down from 57 cents in late January and 74 cents late last year. For 2025, analysts now see earnings per share climbing 13% to $2.74, a drop from $3.31 before the Q4 earnings release.
Elon Musk
Elon Musk clarifies Trump tariff effect on Tesla: “The cost impact is not trivial”
The U.S. President has stated that Elon Musk stayed silent and provided no input in the administration’s tariffs.

U.S. President Donald Trump’s plan to implement a 25% tariff on non-U.S.-made vehicles starting next week would affect American electric car maker Tesla.
This was confirmed by CEO Elon Musk in a recent post on social media platform X.
Musk and Trump
While Elon Musk works closely with the Trump administration due to his role in the Department of Government Efficiency (DOGE), the U.S. president has emphasized that the Tesla CEO never asks for favors. This was highlighted in his recent comments, when he stated that Elon Musk stayed silent and provided no input in the administration’s 25% auto tariffs.
When asked by reporters if the new tariffs would be good for Tesla, Trump noted that they may be “net neutral or they may be good.” The U.S. president also pointed to Tesla’s automotive plants in Fremont, California and Austin, Texas, which produce vehicles that are sold in the country. “Anybody that has plants in the United States — it’s going to be good for them,” Trump noted.
Tesla Affected
In a post on X, Elon Musk clarified that the Trump administration’s tariffs would affect the prices of vehicle parts that are sourced from other countries. This was a concern that Tesla previously outlined in a letter to the U.S. Trade Representative, which noted that even with “aggressive localization” of its supply chain, “certain parts and components are difficult or impossible to source within the United States.”
As per Musk in his recent post on X, the cost impact of the Trump administration’s tariffs is no joke. “To be clear, this will affect the price of parts in Tesla cars that come from other countries. The cost impact is not trivial,” Musk wrote in his post.
Potential Effects
Reactions to Musk’s comments from users of the social media platform were varied, with some speculating that the Trump auto tariffs could result in Teslas becoming more expensive in the United States. Despite this, the potential increases in Tesla’s vehicle prices might not be as notable as other cars, particularly those that are produced outside the country.
-
News2 weeks ago
Tesla aiming to produce first “legion” of Optimus robots this 2025
-
Elon Musk1 week ago
Tesla CEO Elon Musk’s simple message to vandals
-
Elon Musk2 weeks ago
Elon Musk confirms two measures Tesla is taking to fight vandalism
-
News1 week ago
Tesla’s Giga Berlin director responds to anti-Musk criticism
-
Elon Musk2 weeks ago
Tesla owners doxxed by controversial anti-DOGE website in clear intimidation tactic
-
Elon Musk2 weeks ago
Elon Musk to file lawsuit against former US Rep Jamaal Bowman: “I’ve had enough”
-
News1 week ago
Tesla Model Y inventory is going fast, selling out in many U.S. states
-
Elon Musk2 weeks ago
Tesla kicked from popular auto show as event succumbs to protest pressure