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Gary Black, Managing Partner at Future Fund, highlighted alarming sales trends in a post on X, noting that April European sales are projected to drop 47% year-over-year. Black emphasized that this decline can no longer be attributed to Model Y production changes. “We predict that FY’25 Tesla deliveries will be -6% year-over-year versus FY’24,” Black wrote, compared to Wall Street’s estimated 3% decline.

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