According to @garyblack00, Tesla’s U.S. EV market share rose to 58.9% in Q4 2025 from 44.4% in Q4 2024 after the $7,500 EV credit expired, with full-year 2025 share at 46.2% versus 44.3% in 2024, and EVs fell to 7.8% of total U.S. auto sales from 8.1% (-2% YoY), source: @garyblack00; Cox Automotive Q4 2025 EV Sales Report. GM ranked No. 2 with a 13.3% U.S. EV share in 2025 versus 8.8% in 2024 (+48% YoY), while Ford was No. 3 at 6.6% versus 7.5% (-14% YoY), source: @garyblack00; Cox Automotive Q4 2025 EV Sales Report. For traders, the post-incentive Q4 share surge underscores Tesla’s near-term competitive lead amid softer overall EV adoption, which is relevant for positioning in TSLA versus legacy OEMs, source: @garyblack00; Cox Automotive Q4 2025 EV Sales Report. In crypto markets, risk-on moves in U.S. tech have historically coincided with higher BTC-equity correlations, so shifts in megacap auto-tech sentiment can influence BTC and ETH volatility, source: Kaiko Research 2024 Market Structure Update.

According to The Kobeissi Letter, Cox Automotive anticipates a 30% disruption in auto production due to tariffs in the first week, which traders should note could lead to tighter supply chains and elevated prices. The long-term effects might include reduced incentives and increased new and used car prices, potentially impacting consumer purchasing power and market dynamics.

According to The Kobeissi Letter, Cox Automotive forecasts a 30% production disruption in the first week due to new auto tariffs. This is expected to result in tighter supply, reduced incentives, and increased prices for both new and used vehicles. These costs are likely to be passed on to consumers, impacting the automotive trading market significantly. Source: The Kobeissi Letter.