News
Tesla ($TSLA) short sellers lost $1.55 billion over the past 30 days
Tesla’s ($TSLA) short sellers are down by $1.55 billion according to a report by S3 Partners. Yesterday, Tesla reported very strong Q2 results and the news isn’t good for those hoping for Tesla’s failure as a company.
In 2021, S3 Partners pointed out that Tesla held the largest short interest in the market. Jim Chanos and David Einhorn have been betting against the company’s stock for quite some time. In January 2021, their losses had already accumulated to $1 billion.
Down $1.55 Billion In The Last 30 Days
The analysis noted that Tesla’s short interest is $18.54 billion and that 24.98 million shares have been shorted. Tesla’s short sellers covered 2.09 million shares over the last 30 days.
These shares were worth $1.55 billion.
The analysis noted:
“TSLA short sellers were actively trimming their exposure ahead of the earnings release, covering 2.09 million shares, worth $1.55 billion, over the last thirty days. This is a -7.7% decrease in TSLA shares shorted as its stock price rose +14.2%. Over the last week, we saw 1.20 million shares bought to cover, worth $891 million, a -4.6% decrease in total shares shorted as TSLA’s stock price rose +4.4%.”
July 2022 was the most unprofitable for Tesla’s short sellers
For those of us enduring the intense summer 2022 heat wave this year, we are not alone. Tesla’s short sellers are feeling the burn in their portfolios as well.
S3 Partners noted that Tesla is the worst performing short in July in terms of dollars. Tesla isn’t alone here.
Several other popular stocks such as Facebook, Apple, Amazon, Netflix, and Google as well as crypto and meme stocks are on the list.
According to the analysis:
“With TSLA’s stock price rallying and short sellers incurring $1 billion of mark-to-market losses today, we should expect its short covering trend to continue as short sellers get squeezed out of their positions due to these large and sudden losses. These buy-to-covers and the potential for hedge funds to bulk up their positions in a high beta name with a positive price trend may help reverse TSLA’s year price weakness.”
Disclaimer: Johnna is a partial Tesla shareholder with under 1 share currently. She plans on buying more and supports Tesla and its mission.
If you have a tip, feel free to send them to johnna@teslarati.com
News
Tesla Sweden finally makes IF Metall union give up 600-day strike
Tesla and the union have opened the door to resolutions that do not involve a collective agreement.

After nearly two years of industrial action and sympathy strikes, Swedish labor union IF Metall has stated that it is softening its stance in its dispute with Tesla. With this, Tesla and the union have opened the door to resolutions that do not involve a collective agreement.
Union chair Marie Nilsson told Sveriges Radio’s Ekot that while the preferred outcome remains a signed agreement, “other alternative solutions” are now on the table.
Union reconsiders rigid demands
The strike, which began over 600 days ago, has been marked by a series of strategic moves from both sides. IF Metall blocked Tesla’s access to license plates by targeting mail delivery, while Tesla bypassed the restrictions by importing vehicles in bulk through German ferries to Trelleborg, among other strategies.
Despite the high-profile tactics, the number of active strikers has been relatively small, just about 60 in total, as noted in a CarUp report. Tesla Sweden has also maintained that it does not intend to bow down to the union’s demands. Over the 600-day strike, Tesla Sweden has adapted its operations to get around the union and its allies’ strikes.
Possible paths to ultimate resolution
Nilsson, for her part, noted that IF Metall is now willing to explore alternatives, such as embedding industry-standard terms directly into Tesla’s employment contracts or shifting Tesla’s Swedish operations to a company that already has a collective agreement.
“You can do it in different ways. The easiest thing would be to sign a collective agreement. But when that is not possible, we have to find other alternative solutions as well, so we are open to discussion,” Nilsson stated.
IF Metall, if any, has acknowledged that Tesla has already improved working conditions in Sweden since the dispute began. Tesla Sweden has argued that its working conditions are already better than union standards, which is reportedly one of the reasons why very few company employees actually participated in IF Metall’s strike.
“There have been conversations throughout the journey where we compared our conditions. Tesla has adjusted details without going into details, they want to be a good employer, it’s about wages and conditions,” Nilsson stated.
Cybertruck
Tesla Cybertruck is getting a big security upgrade
“Cybertruck was not 100% carryover in execution like S3XY, so it required work.”

Tesla confirmed today that a massive Cybertruck security feature is on the way soon, and it is one that owners have been asking about for a long time.
Like all Teslas, Cybertruck has the excellent security feature known as “Sentry Mode.” The feature essentially turns your Tesla into a moving security camera, recording any event that happens nearby.
It has been used to solve crimes such as vandalism and burglary, and even used by police departments to solve other, high-profile crimes.
Tesla quietly added this extra Sentry Mode feature to deter vandals
However, Cybertruck has been missing one key feature of Sentry Mode: the use of the B-Pillar camera has not been enabled, leaving one of the most vandalized and targeted vehicles in the United States with a weakness.
One person who has been vocal about it is Tesla Cybertruck enthusiast Greggertruck, who has been pushing for answers for months. He finally got his answer from Cybertruck Vehicle Program Manager Siddhant Awasthi:
“It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature).”
It will come soon! Cybertruck was not 100% carryover in execution like SX3Y so it required work. Team has finished work on this and just need to make sure it’s validated and runs reliably (which it should for its feature)
— Siddhant Awasthi (@siddawa) August 14, 2025
It sounds as if Tesla’s issue was something they similarly experienced when deploying Full Self-Driving to Cybertruck. The other four Tesla vehicles were able to use FSD because they’re all relatively similar in ride height and overall functionality. They share tons of similarities.
Cybertruck did not get FSD right away because Tesla still had to work on the differences between it and the other cars in the lineup. As Awasthi said, “Cybertruck was not 100% carryover in execution like S3XY, so it required work.”
Tesla Cybertruck FSD release expected for Sept, Park Assist to come first
It sounds as if Tesla is close to resolving some of the more intricate details of adding the functionality, and it was just a matter of time before it figured out the issue.
The release of the B-Pillar camera being active during Sentry Mode events on Cybertruck will likely come in a software update in the coming weeks.
Investor's Corner
Tesla investors may be in for a big surprise
All signs point toward a strong quarter for Tesla in terms of deliveries. Investors could be in for a surprise.

Tesla investors have plenty of things to be ecstatic about, considering the company’s confidence in autonomy, AI, robotics, cars, and energy. However, many of them may be in for a big surprise as the end of the $7,500 EV tax credit nears. On September 30, it will be gone for good.
This has put some skepticism in the minds of some investors: the lack of a $7,500 discount for buying a clean energy vehicle may deter many people from affording Tesla’s industry-leading EVs.
Tesla warns consumers of huge, time-sensitive change coming soon
The focus on quarterly deliveries, while potentially waning in terms of importance to the future, is still a big indicator of demand, at least as of now. Of course, there are other factors, most of them economic.
The big push to make the most of the final quarter of the EV tax credit is evident, as Tesla is reminding consumers on social media platforms and through email communications that the $7,500 discount will not be here forever. It will be gone sooner rather than later.
It appears the push to maximize sales this quarter before having to assess how much they will be impacted by the tax credit’s removal is working.
Delivery Wait Time Increases
Wait times for Tesla vehicles are increasing due to what appears to be increased demand for the company’s vehicles. Recently, Model Y delivery wait times were increased from 1-3 weeks to 4-6 weeks.
This puts extra pressure on consumers to pull the trigger on an order, as delivery must be completed by the cutoff date of September 30.
Delivery wait times may have gone up due to an increase in demand as consumers push to make a purchase before losing that $7,500 discount.
More People are Ordering
A post on X by notable Tesla influencer Sawyer Merritt anecdotally shows he has been receiving more DMs than normal from people stating that they’re ordering vehicles before the end of the tax credit:
Anecdotally, I’ve been getting more DMs from people ordering Teslas in the past few days than I have in the last couple of years. As expected, the end of the U.S. EV credit next month is driving a big surge in orders.
Lease prices are rising for the 3/Y, delivery wait times are… pic.twitter.com/Y6JN3w2Gmr
— Sawyer Merritt (@SawyerMerritt) August 13, 2025
It’s not necessarily a confirmation of more orders, but it could be an indication that things are certainly looking that way.
Why Investors Could Be Surprised
Tesla investors could see some positive movement in stock price following the release of the Q3 delivery report, especially if all signs point to increased demand this quarter.
We reported previously that this could end up being a very strong rebounding quarter for Tesla, with so many people taking advantage of the tax credit.
Whether the delivery figures will be higher than normal remains to be seen. But all indications seem to point to Q3 being a very strong quarter for Tesla.
-
Elon Musk1 week ago
Elon Musk teases crazy new Tesla FSD model: here’s when it’s coming
-
Elon Musk6 days ago
Elon Musk confirms Tesla AI6 chip is Project Dojo’s successor
-
News6 days ago
Tesla Model Y L reportedly entered mass production in Giga Shanghai
-
Elon Musk7 days ago
Tesla CEO Elon Musk details massive FSD update set for September release
-
Cybertruck6 days ago
Tesla’s new upgrade makes the Cybertruck extra-terrestrial
-
News4 days ago
Elon Musk reaffirms Tesla Semi mass production in 2026
-
Elon Musk1 week ago
Tesla ‘activist shareholders’ sue company and Elon Musk for Robotaxi rollout
-
News1 week ago
Elon Musk explains why Tesla stepped back from Project Dojo