đš MUSKâS TERRAIN SHIFT: TESLAâS EUROPEAN SLUMP & ROBOTAXI PUSH HIT MARKETS đš
Elon Musk is facing one of his toughest challenges yet: Teslaâs European sales fell 28.5% through September compared with the same period last year, while at the same time Musk is ramping up the robotaxi & Full-Self-Driving push.
On top of that, Tesla was sued for alleged robotics-patent infringement, heightening legal and operational risk.
Why this matters:
Teslaâs performance is a key bellwether for the EV space, tech disruption, and growth-asset flows. A major drop in European sales could ripple across supply chains and valuations.
Muskâs focus on FSD and robotaxi may be bold â but if execution falters, investor confidence may suffer. Legal risk adds another layer.
Markets hate when a high-profile growth-company and its leader face multiple structural headwinds at once.
What you should do:
â If you hold Tesla or similar growth/EV stocks, reassess whether current price reflects structural risk or just future hope.
â Track legal developments and robotaxi deployment timelines â they may act as catalysts (positive or negative).
â Consider alternative plays in the EV/tech supply chain that have less exposure to Muskâs headline risk.