"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."
"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."
Tesla shows strong momentum across autonomy, AI, robotics, cars, and energy, but the $7,500 EV tax credit ends September 30. The removal of the credit raises affordability concerns and investor skepticism about future demand. Tesla is actively reminding consumers via social media and email to buy before the cutoff, prompting increased orders and longer delivery lead times. Model Y wait times extended from 1–3 weeks to 4–6 weeks, creating urgency to complete deliveries by the deadline. Anecdotal reporting indicates higher inquiry volumes and direct messages from buyers placing orders ahead of the tax credit expiry.
Read at TESLARATI
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