The truck that was supposed to revolutionize everything is flopping fast.
The hype is dead. The Tesla Cybertruck, once billed as the future of electric vehicles, is now looking like a commercial bust.
In the second quarter of 2025, Tesla sold just 4,306 Cybertrucks, down a staggering 50.8% from the 8,755 units it delivered during the same period last year, according to new data from Kelley Blue Book. This plunge is a signal that America’s most hyped truck may already be out of gas.
The media used to invent positive stories about Tesla, but now they are only looking for negative stories. For a stock whose entire value is based on a stock price supported by smoke and PR, that’s a death sentence. Now that the bubble has popped, it will never re-inflate. Now Tesla has to fly based on the actual performance of its products, it’s company, and it’s leadership, which is abysmal on all counts. It will never return to its former glory, and will continue to slide as each quarterly earnings report gets worse and worse.
I give Tesla 2 years before it declares bankruptcy.
I’m thinking less than that before the Federal government enters a no bid contract for 50k units for ICE patrols. Their “breakup” is a ruse. Otherwise Trump would pull money from Elon’s projects like any other congressionally approved spending.
They’ll get bought before that. Still has value in its IP, infrastructure and patents.