The EU is pissed at Trump Musk. Russia represents invasion and war to all former USSR. Putin said after Ukraine is settled he will invade Poland. Which will affect all of the EU. Which is why EU sales will drop by more than 20%, perhaps 50%. The US west coast might forgive Musk Doge if Tesla price drops 20%. Likely will see overproduction sell off.

Or Musk puts his stock in trust, steps away from any Tesla vehicle control. Spins off the energy business. Let Tesla be free to be a vehicle company, not AI Robot and energy.