Guidance crucial amid trade war pressure targeting Tesla directly

Tesla $Tesla Motors(TSLA)$ 1Q25 results due out today after the close.

Rev $21.3 estimated

Eps $0.414 estimated

Note they missed Bloomberg consensus estimates on deliveries in 1Q by 14%.

All eyes and ears on guidance in light of the worsening trade war that has Tesla right in the line of fire.

At the same time,It's gone largely unnoticed, but mainland Chinese ownership of China's two biggest EV companies has been rising of late:

Li Auto $Li Auto(LI)$ now at 16.6%

Xpeng Inc. $XPeng Inc.(XPEV)$ now at 21.2%

Imagine if $NIO Inc.(NIO)$ was also part of the StockConnect program.

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