

News
Tesla’s strong Q2 deliveries prove ‘worst is in the rear view mirror:’ Wedbush
Tesla reported strong delivery and production numbers for the second quarter of the year this morning.
Wedbush analyst Dan Ives believes it shows the “worst is in the rear view mirror” for Tesla and CEO Elon Musk as “the EV demand story is starting to return to the disruptive tech stalwart ahead of a historical Robotaxi Day on August 8th,” he wrote in a note to investors.
Tesla reported this morning it delivered 443,956 vehicles in the second quarter, composed of 422,405 Model 3 and Model Y and 21,551 “other vehicles,” meaning the Model S, Model X, and Cybertruck.
Tesla reports Q2 delivery and production figures, beating estimates
It also deployed 9.4 GWh of energy storage products for the quarter, more than double its previous record.
From an investor standpoint, Ives believes this is the quarter Tesla needed to dispel any doubt that there might have been, calling it “the appetizer” to Robotaxi Day:
“This good 2Q performance is just the appetizer to the main event in our view, which is RoboTaxi Day on August 8th to unleash the next part of the Tesla autonomous story with all the Street watching”
Tesla has not had what many would consider an easy or smooth sailing year. It has struggled with lower-than-expected delivery figures in terms of its year-over-year growth. In Q1, it admitted it would not be able to keep up with its yearly growth rate as it was “between two major growth waves” as it continues to work toward the release of its next-generation vehicle.
Investors should not be worried, though, because Tesla has “sufficient liquidity to fund its product roadmap, long-term capacity expansion plans, and other expenses.”
Ives is now looking to August 8th for Tesla’s next landmark moment:
“We believe the August 8th Robotaxi Day will be a key historical moment for the Tesla story that we see as a near-term catalyst. Ultimately the key to reaching a $1 trillion+ valuation is the autonomous and FSD vision taking hold for Tesla, which appears to be turning a corner with this latest FSD v12.4 and now China FSD testing underway.”
With the pay package dilemma in the past and Tesla beating expectations, it seems there is more to be bullish about in Q3 than in Q2.
There are many positive things investors can look to in the coming quarters, and as the second half of 2024 has arrived, Tesla bulls should look for the August 8th Robotaxi unveiling as their next true catalyst. Ives believes it is the first of many in the coming six months.
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News
Tesla launches ultra-fast V4 Superchargers in China for the first time
Tesla has V4 Superchargers rolling out in China for the first time.

Tesla already has nearly 12,000 Supercharger piles across mainland China. However, the company just initiated the rollout of the ultra-fast V4 Superchargers in China for the first time, bringing its quick-charging piles to the country for the first time since their launch last year.
The first batch of V4 Superchargers is now officially up and running in China, the company announced in a post on Chinese social media outlet Weibo today.
The company said in the post:
“The first batch of Tesla V4 Superchargers are online. Covering more service areas, high-speed charging is more convenient, and six-layer powerful protection such as rain and waterproof makes charging very safe. Simultaneously open to non-Tesla vehicles, and other brands of vehicles can also be charged. There are more than 70,000 Tesla Superchargers worldwide. The charging network layout covers 100% of the provincial capitals and municipalities in mainland China. More V4 Superchargers will be put into use across the country. Optimize the charging experience and improve energy replenishment efficiency. Tesla will accompany you to the mountains, rivers, lakes, and seas with pure electricity!”
The first V4 Superchargers Tesla installed in China are available in four cities across the country: Shanghai, Zhejiang, Gansu, and Chongqing.

Credit: Tesla China
Tesla has over 70,000 Superchargers worldwide. It is the most expansive and robust EV charging network in the world. It’s the main reason why so many companies have chosen to adopt Tesla’s charging connector in North America and Europe.
In China, some EVs can use Tesla Superchargers as well.
The V4 Supercharger is capable of charging vehicles at speeds of up to 325kW for vehicles in North America. This equates to over 1,000 miles per hour of charging.
Elon Musk
Elon Musk hints at when Tesla could reduce Safety Monitors from Robotaxi
Tesla could be reducing Safety Monitors from Robotaxi within ‘a month or two,’ CEO Elon Musk says.

Elon Musk hinted at when Tesla could begin reducing Safety Monitors from its Robotaxis. Safety Monitors are Tesla employees who sit in the front passenger seat during the driverless rides, and are there to ensure safety for occupants during the earliest rides.
Tesla launched its Robotaxi fleet in Austin last Sunday, and after eight days, videos and reviews from those who have ridden in the driverless vehicles have shown that the suite is safe, accurate, and well coordinated. However, there have been a few hiccups, but nothing that has put anyone’s safety in danger.
A vast majority — close to all of the rides — at least according to those who have ridden in the Robotaxi, have been performed without any real need for human intervention. We reported on what was the first intervention last week, as a Safety Monitor had to step in and stop the vehicle in a strange interaction with a UPS truck.
Watch the first true Tesla Robotaxi intervention by safety monitor
The Tesla and UPS delivery truck were going for the same street parking space, and the Tesla began to turn into it. The UPS driver parallel parked into the spot, which was much smaller than his truck. It seemed to be more of an instance of human error instead of the Robotaxi making the wrong move. This is something that the driverless cars will have to deal with because humans are aggressive and sometimes make moves they should not.
The Safety Monitors have not been too active in the vehicles. After all, we’ve only seen that single instance of an intervention. There was also an issue with the sun, when the Tesla braked abnormally due to the glare, but this was an instance where the car handled the scenario and proceeded normally.
With the Robotaxi fleet operating impressively, some are wondering when Tesla will begin scaling back both the Safety Monitors and Teleoperators that it is using to ensure safety with these early rides.
CEO Elon Musk answered the inquiry by stating, “As soon as we feel it is safe to do so. Probably within a month or two.”
As soon as we feel it is safe to do so.
Probably within a month or two. We continue to improve the Tesla AI with each mile driven.
— Elon Musk (@elonmusk) June 30, 2025
Musk’s response seems to confirm that there will be fewer Teleoperators and Safety Monitors in the coming months, but there will still be some within the fleet to ensure safety. Eventually, that number will get to zero.
Reaching a point where Tesla’s Robotaxi is driverless will be another significant milestone for the company and its path to fully autonomous ride-sharing.
Eventually, Tesla will roll out these capabilities to consumer-owned vehicles, offering them a path to generate revenue as their car operates autonomously and completes rides.
For now, Tesla is focusing on perfecting the area of Austin where it is currently offering driverless rides for just $4.20 to a small group of people.
News
Tesla sees explosive sales growth in UK, Spain, and Netherlands in June
In countries like the UK, Spain, and the Netherlands, Tesla’s June sales surged significantly compared to May.

After months of declining deliveries and market pressure, Tesla appears to be regaining its footing in Europe. Tesla saw a significant spike in electric vehicle registrations across several key markets in June, signaling renewed momentum for the EV maker.
In countries like the UK, Spain, and the Netherlands, Tesla’s June sales surged significantly compared to May.
Explosive growth in the UK, Spain, and the Netherlands
Tesla’s most notable performance came in the United Kingdom, where June registrations jumped 224% month-over-month, and Spain, where registrations more than tripled. This made Tesla the top-selling electric car brand for the month in both countries, as per a CarUp report.
The Netherlands saw Tesla become the best-selling car brand in June across all vehicle segments. Tesla’s continued success in Norway also appears to be holding steady, though full figures for the market have not yet been finalized.
These numbers suggest Tesla’s European sales slump may have been temporary, with strong demand returning amid the ramp of the new Model Y, which was largely unavailable in the first quarter.
Mixed results in Sweden but signs of progress
In Sweden, Tesla’s performance remained mixed in June. While year-over-year registrations dropped over 70% in June, the company’s market share jumped 72% compared to May. Tesla now holds an 8.6% market share in the Swedish EV market, which means that one in every twelve new electric vehicles registered in the country last month was a Tesla, as per data compiled by eu-evs.com.
So far in 2025, Tesla ranks as the fourth-largest EV brand in Sweden, with 3,461 vehicles registered, trailing Volkswagen, Volvo, and Kia. The Tesla Model Y has remained a strong seller, ranking as the third most registered electric vehicle this year, behind the Volkswagen ID.7 and Volvo XC40, despite being largely absent in Q1 2025.
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