Tesla's Nightmare Quarter: Deliveries, Arson, and Musk Backlash 

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Tesla's Nightmare Quarter: Is the Narrative Finally Cracking?

Tesla's projected Q1 delivery miss of 90,000 vehicles raises serious questions. Is this a temporary blip, or the beginning of a larger trend? Given the previous stock dips following missed expectations, how much further could TSLA fall if deliveries are below 350,000? Conversely, could exceeding 360,000 be the turning point for investor confidence?

Beyond deliveries, the recent dealership arson in Rome and other acts of vandalism raise concerns about growing anti-Tesla sentiment. Is Musk's outspoken political stance a contributing factor, and how much of a risk does this pose to the brand's image? With European sales plummeting, is this a localized issue or a sign of broader market weakness?

Analysts' delivery predictions have already been revised downwards. What factors beyond demand and political controversies could further impact these numbers? Can Tesla regain stability and shift the narrative, or are we witnessing the start of a more turbulent period for the company? Let's discuss.
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