Tesla Could Drop Over 13% Due to Trump's Potential EV Tax Credit Cuts, FSD And Delivery Concerns, Says Gary Black - Tesla (NASDAQ:TSLA)

1. Wall Street projects Tesla's 2025 deliveries at 2.07 million units, +16% growth. 2. Independent analysts predict a 1% decline in 2025 deliveries, contrasting Wall Street's view. 3. Success of upcoming vehicle launches crucial for Tesla's performance and growth expectations. 4. Elimination of $7,500 EV tax credit could notably impact Tesla's U.S. sales. 5. Earnings estimates for fiscal 2025 have declined significantly over the past year.