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Tesla stores continue to face anti-Musk protests
Scenes from a protest outside of Tesla’s store in Loveland, Colorado.
Tesla stores have been the target of widespread protests and vandalism in recent weeks, after Elon Musk made a controversial gesture in January, and as he and the Trump administration’s newly created government efficiency division continues to gut federal agencies.
On Saturday, I went to the Tesla store in Loveland, Colorado, where demonstrators were already protesting upon my arrival at roughly 12:45 p.m. MT. Walking up to the protest, I could see scattered groups of demonstrators lined up along about two blocks, spanning from the Tesla store to a nearby intersection and Sprouts location. One protestor said he had counted about 230 people at around 1:00 p.m. MT.
The protest felt generally peaceful, with cars driving by and honking, and demonstrators leaving a large space between the front of the Tesla store and the sidewalk, easily allowing workers and customers to go in and out.
You can see a few videos and photos from the site below, along with some of the responses I got from protestors and a prospective customer.
Walking up to the protest, I could see scattered groups of demonstrators lined up along about two blocks, spanning from the Tesla store to a nearby intersection and Sprouts location.
One protestor said he had counted about 230 people at around 1:00 p.m. MT. pic.twitter.com/gbZIuWWej7
— TESLARATI (@Teslarati) March 15, 2025
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Protests in front of the Tesla store in Loveland, Colorado pic.twitter.com/qLRM9TY0ng
— TESLARATI (@Teslarati) March 15, 2025
READ MORE ON TESLA PROTESTS AND VANDALISM:
- U.S. AG Pam Bondi: Tesla Molotov attack suspect facing up to 20 years in prison
- Tesla mulls adding a new feature to fight off vandals as anti-Musk protests increase
- Tesla fire in Germany may be considered a threat to the state
- Tesla showroom in Oregon gets shot up for second time in a week
- Donald Trump pledges Tesla purchase amid anti-Musk protests
- Congress supports probe into ‘domestic terrorism’ of Tesla vandalism
- Anti-Musk protests at Tesla store in New York lead to arrests
- Elon Musk slams MSNBC for relating Trump’s terrorism warning to Tesla ‘protests’
- One dozen Teslas burn in arson attack in France, investigation underway
I spoke to about a dozen protestors about what they were protesting against. Most said they were there to condemn Musk’s recent federal worker and program cuts with the Trump administration, his performance of what some said resembled a Nazi salute at Trump’s inauguration ceremony in January, or the administration’s recent attacks against transgender and queer individuals.
One protestor, Elsa, identified as a former Republican and said she was “highly concerned that our Constitution is being ignored,” especially with regards to the three branches of government and the system of checks and balances.
“It surprises me that, even if you voted for Trump, or you believe in capitalism, which, I didn’t vote for Trump, but I do believe in capitalism — I’m a former Republican, I was a Republican for most of my life — but it’s dangerous to have power rest in a handful of ultra-wealthy people,” Elsa said.
“And our whole country needs to realize that,” she adds. “This to me is not even Republican or Democrat at this point.”
Instead, she says it now comes down to whether people want to give billionaires huge tax breaks, or to use that money to support a range of groups in the U.S., including those who have social security benefits, are veterans, or are 9/11 survivors seeking cancer treatments, as a few examples.
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Another protestor, Mary, said she was taking part in the demonstration “because she loves this country and democracy,” adding that she wanted to help preserve democracy for her grandchildren.
Still another protestor, Bryan, said that they were protesting because of the Trump administration and Musk’s attempts to erase transgender, non-binary, and queer people from history, drawing comparisons to the rise of fascism in Nazi Germany, where early human rights violations were lodged against gay and queer communities.
“I’m here because I have to be,” Bryan said. “I’m afraid of the future.”
Yet another person and his family were holding Ukraine flags, saying that they were protesting for a wide range of reasons, but especially for Trump’s recent meeting with Ukraine President Volodymyr Zelenskyy and Musk’s claims that the top Ukrainian executive was to blame for what he has called a “forever war.”
While most protestors appeared to be generally friendly, especially with each other, I did hear a few exchanges between demonstrators and those with other opinions. While I heard more cars honking throughout the experience, seemingly in support of the protests, I also noticed a few from which passengers yelled things like “Go Trump.”
“Direct action, we need to stop these fascists with direct action,” one protestor yelled in response.
Additionally, I also talked to a prospective customer, Kristy, who was there for a test drive and said she had a negative experience with the protestors.
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“I was test driving a Tesla, and as we pulled in and parked right here, this black one, these people right here in the middle yelled at me, ‘Hope you’re turning in your f*cking Nazi car,’ and I said ‘F*ck you,’” Kristy explained.
“And they’re like ‘F*ck you too, you’re a Nazi, f*cking Nazi lovers.’ And so, they’re just yelling racial slurs at me, and I’m far from a Nazi.”
Tesla store advisers declined to comment on the protests, and so did Loveland police.
Other Saturday protest footage from Tesla stores in California, Texas, and New York
The Loveland Tesla store has also been the site of repeated attacks in recent weeks, with authorities on Friday making a second arrest following multiple incidents. You can see the Department’s press release for the arrest below.
Another arrest has been made by the Loveland Police Department.🚔
The arrest was related to an incident earlier this month, which involved an incendiary device being ignited and thrown at a Tesla location. https://t.co/s1pZjAacD3
— TESLARATI (@Teslarati) March 14, 2025
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The protest was also part of widespread demonstrations on Saturday, and it’s just the latest in actions targeting Musk’s electric vehicle (EV) company, some of which have included acts of vandalism, graffiti, arson, and even the use of weapons on Tesla storefronts.
Multiple other protests were also captured in footage on Saturday, including one in Santa Rosa, California, as shared by the San Francisco Chronicle, and another attended by conspiracy theorist Alex Jones in Austin, Texas. Still another was captured in New York City, and you can see footage from each of these protests below.
“Hey, hey, ho, ho, Elon Musk has got to go.”
Protesters rally during a protest outside a Tesla showroom against U.S. President Donald Trump and the Tesla CEO in Santa Rosa. 🎥: @stephenlamphoto pic.twitter.com/qpXuuGNghf
— San Francisco Chronicle (@sfchronicle) March 15, 2025
Viciously crazed leftist Tesla protesters in Austin are dumbstruck when I invoke the truth about their movement, calling it a “Pedophile Satan Cult”. pic.twitter.com/WzWPfYup4R
— Alex Jones (@RealAlexJones) March 15, 2025
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Another anti-Elon Musk and Tesla protest outside of a showroom in New York City! pic.twitter.com/QLrRfWesG2
— Art Candee 🍿🥤 (@ArtCandee) March 15, 2025
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
