News
Tesla Semi draws eyes with its stunning red wrap in recent Fremont sighting
As the Tesla Semi’s expected production date draws nearer, the company appears to be ramping the road tests of its two electric truck prototypes. Apart from sightings of the silver Semi test mule across the United States, the red wrapped prototype that re-emerged last month seems to be racking up some real-world miles as well.
Just recently, the red wrapped electric truck was spotted conducting a run close near Tesla’s Fremont factory in CA. Unlike the red truck’s previous sightings, where it was spotted pulling a trailer, the Semi was running on its own this time around (known as “bobtailing” in the trucking industry). As could be seen in a video of the vehicle, the Semi is especially nimble on the road without a trailer attached.
Considering its red color scheme, the Tesla Semi prototype is undoubtedly eye-catching. When it was initially spotted, some members of the Tesla community even thought that the red vehicle was an entirely new prototype. That said, it eventually became evident that the truck was just a wrapped version of the matte black test mule that debuted back in 2017.
When the newly-wrapped truck was first spotted last month, Tesla enthusiast and r/TeslaMotors member u/CardSpecialist encountered the vehicle at the Kettleman Supercharger, where he was able to speak with the red Semi’s driver briefly. As noted by the Tesla community member, the Semi’s driver lightly pointed out that the red wrap had been attracting a lot more attention to the vehicle compared to its previous matte black paint scheme.
Tesla did not really provide any details as to why it opted to wrap the matte black Semi prototype in such an eye-catching color. With such a noticeable hue, though, it is difficult to argue that the all-electric long-hauler stands out even more, making it more noticeable for potential reservation holders.
The Tesla Semi, just like the company’s other vehicles like the Model 3, has the potential to disrupt a lucrative, high-profile industry. The trucking market, after all, presents a lot of opportunities, with the sector handling the transportation of up to 71% of the US’ food, retail goods, and other cargo being delivered every day. In the American Trucking Associations’ American Trucking Trends 2018 report, it was stated that the US trucking industry generated over $700 billion in economic activity in 2017. That’s a big market, and one that is just waiting to be disrupted and tapped.
In true Tesla fashion, the Semi is equipped with semi-autonomous features. During the vehicle’s unveiling, Musk hinted at an upcoming “Convoy Mode,” which would allow several trucks to draft close to each other semi-autonomously. Concept videos of Convoy Mode in action also hint at one manned Semi leading a couple of unmanned electric trucks. In his presentation for the Semi, Musk mentioned that the feature was already something that Tesla can accomplish with its existing technology.
The Tesla Semi is expected to start production sometime in 2019. That said, following statements from Tesla head of investor relations Martin Viecha hinted that the electric car maker would “earnestly” start manufacturing the truck by 2020.
Watch the red Tesla Semi prototype’s most recent sighting in the video below, courtesy of Aiyman Hadi.
https://www.facebook.com/aiymanh/videos/10161340036005608/
News
Tesla Europe rolls out FSD ride-alongs in the Netherlands’ holiday campaign
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
Tesla Europe has announced that its “Future Holidays” campaign will feature Full Self-Driving (Supervised) ride-along experiences in the Netherlands.
The festive event series comes amid Tesla’s ongoing push for regulatory approval of FSD across Europe.
The Holiday program was announced by Tesla Europe & Middle East in a post on X. “Come get in the spirit with us. Featuring Caraoke, FSD Supervised ride-along experiences, holiday light shows with our S3XY lineup & more,” the company wrote in its post on X.
Per the program’s official website, fun activities will include Caraoke sessions and light shows with the S3XY vehicle lineup. It appears that Optimus will also be making an appearance at the events. Tesla even noted that the humanoid robot will be in “full party spirit,” so things might indeed be quite fun.
“This season, we’re introducing you to the fun of the future. Register for our holiday events to meet our robots, see if you can spot the Bot to win prizes, and check out our selection of exclusive merchandise and limited-edition gifts. Discover Tesla activities near you and discover what makes the future so festive,” Tesla wrote on its official website.
This announcement aligns with Tesla’s accelerating FSD efforts in Europe, where supervised ride-alongs could help demonstrate the tech to regulators and customers. The Netherlands, with its urban traffic and progressive EV policies, could serve as an ideal and valuable testing ground for FSD.
Tesla is currently hard at work pushing for the rollout of FSD to several European countries. Tesla has received approval to operate 19 FSD test vehicles on Spain’s roads, though this number could increase as the program develops. As per the Dirección General de Tráfico (DGT), Tesla would be able to operate its FSD fleet on any national route across Spain. Recent job openings also hint at Tesla starting FSD tests in Austria. Apart from this, the company is also holding FSD demonstrations in Germany, France, and Italy.
News
Tesla sees sharp November rebound in China as Model Y demand surges
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month.
Tesla’s sales momentum in China strengthened in November, with wholesale volumes rising to 86,700 units, reversing a slowdown seen in October.
New data from the China Passenger Car Association (CPCA) shows a 9.95% year-on-year increase and a 40.98% jump month-over-month. This was partly driven by tightened delivery windows, targeted marketing, and buyers moving to secure vehicles before changes to national purchase tax incentives take effect.
Tesla’s November rebound coincided with a noticeable spike in Model Y interest across China. Delivery wait times extended multiple times over the month, jumping from an initial 2–5 weeks to estimated handovers in January and February 2026 for most five-seat variants. Only the six-seat Model Y L kept its 4–8 week estimated delivery timeframe.
The company amplified these delivery updates across its Chinese social media channels, urging buyers to lock in orders early to secure 2025 delivery slots and preserve eligibility for current purchase tax incentives, as noted in a CNEV Post report. Tesla also highlighted that new inventory-built Model Y units were available for customers seeking guaranteed handovers before December 31.
This combination of urgency marketing and genuine supply-demand pressure seemed to have helped boost November’s volumes, stabilizing what had been a year marked by several months of year-over-year declines.
For the January–November period, Tesla China recorded 754,561 wholesale units, an 8.30% decline compared to the same period last year. The company’s Shanghai Gigafactory continues to operate as both a domestic production base and a major global export hub, building the Model 3 and Model Y for markets across Asia, Europe, and the Middle East, among other territories.
Investor's Corner
Tesla bear gets blunt with beliefs over company valuation
Tesla bear Michael Burry got blunt with his beliefs over the company’s valuation, which he called “ridiculously overvalued” in a newsletter to subscribers this past weekend.
“Tesla’s market capitalization is ridiculously overvalued today and has been for a good long time,” Burry, who was the inspiration for the movie The Big Short, and was portrayed by Christian Bale.
Burry went on to say, “As an aside, the Elon cult was all-in on electric cars until competition showed up, then all-in on autonomous driving until competition showed up, and now is all-in on robots — until competition shows up.”
Tesla bear Michael Burry ditches bet against $TSLA, says ‘media inflated’ the situation
For a long time, Burry has been skeptical of Tesla, its stock, and its CEO, Elon Musk, even placing a $530 million bet against shares several years ago. Eventually, Burry’s short position extended to other supporters of the company, including ARK Invest.
Tesla has long drawn skepticism from investors and more traditional analysts, who believe its valuation is overblown. However, the company is not traded as a traditional stock, something that other Wall Street firms have recognized.
While many believe the company has some serious pull as an automaker, an identity that helped it reach the valuation it has, Tesla has more than transformed into a robotics, AI, and self-driving play, pulling itself into the realm of some of the most recognizable stocks in tech.
Burry’s Scion Asset Management has put its money where its mouth is against Tesla stock on several occasions, but the firm has not yielded positive results, as shares have increased in value since 2020 by over 115 percent. The firm closed in May.
In 2020, it launched its short position, but by October 2021, it had ditched that position.
Tesla has had a tumultuous year on Wall Street, dipping significantly to around the $220 mark at one point. However, it rebounded significantly in September, climbing back up to the $400 region, as it currently trades at around $430.
It closed at $430.14 on Monday.
