Of course the $64K question is what is causing their first ever decline in sales and if it's #2:

1) Manufacturing / delivery issues?

2) Elon has become a nut case who is abusing his power and people don't want to support him?

3) They are losing share faster than others for reasons that have less to do with Telsa / Elon and more to do with other market factors?

I suspect #3 is not the reason.

Many want to believe it's #2, but would be great to see more definitive data.