January 28, 2026
Stocks up, jaws down
Tesla profit tanked 46% in 2025
Profit plunges, stock pops, and fans yell 'hodl' as Tesla pivots to AI
TLDR: Tesla’s profit plunged 46% in 2025, but shares rose after it beat expectations and touted an AI pivot. Commenters split between “hodl” hype and eye-roll skepticism, arguing whether Tesla’s future is cars or an AI energy empire—making this more than earnings, it’s a brand identity brawl.
Tesla’s profit fell a jaw-dropping 46% in 2025, with sales sagging after federal electric car subsidies were axed and Elon Musk stepped into a role in the Trump administration. But in classic market-plot-twist fashion, the stock jumped after-hours as Tesla beat Wall Street’s expectations and hyped a big pivot: less car company, more “physical AI” brand, complete with a fresh $2B check into Musk’s xAI. Energy and services rose, margins improved, and the company teased long-promised toys like the Semi and Cybercab.
The comments? A full-on soap opera. Bulls flexed: “stock up 3%” and “just hodl and chill” became the rallying cry, while finance nerds joked that the PE ratio is doing all the heavy lifting. A philosophical fan pitched Tesla as the last “fast-forward, break-things button” in tech, basically a moonshot you buy when reality feels rigged. Skeptics rolled their eyes at the spin—“We are the exhausting ones?? lol”—and even moderation drama popped up with “Why is this flagged?” fueling meta-chaos.
Underneath the memes and rocket emojis, the real fight is over identity: Is Tesla a struggling carmaker, or a flashy AI-and-energy play? The crowd is split, the takes are spicy, and the vibe is pure market theater.
Key Points
- •Tesla’s 2025 profit fell 46% to $3.8 billion, with automotive revenue down 11% year-over-year.
- •Global vehicle deliveries were 1.63 million in 2025, the second consecutive annual sales decline.
- •Tesla beat Wall Street estimates for earnings and revenue, and shares rose after-hours.
- •Tesla invested $2 billion in xAI during the startup’s Series E round, aligning with its “physical AI” strategy.
- •Energy and services segments grew (solar/energy storage up 25%; services up 18%), and gross margins improved.