TLDR
- Tesla stock ended a streak of three consecutive weekly gains, slipping last week
- Tesla is the top-selling car brand in Norway, with sales up 22% in August despite European struggles
- Elon Musk unveiled “Master Plan Part IV” focusing on AI, robotics, and the Optimus humanoid robot
- Tesla’s European sales dropped 40% year-over-year in July, with major declines in France and Sweden
- Musk claims Optimus robot could account for nearly 80% of Tesla’s future value
Tesla’s stock performance last week broke a positive trend that had been building momentum. The electric vehicle maker ended three consecutive weeks of gains as shares slipped during the most recent trading period.
The timing coincided with CEO Elon Musk’s release of the company’s fourth master plan. This latest strategic document represents the newest installment in a series that began in 2006.
Retail investor sentiment on Stocktwits turned bearish despite normal message volume. Some investors expressed fatigue with Tesla’s repeated strategic announcements and unfulfilled promises from previous plans.
The new master plan centers heavily on artificial intelligence and robotics technologies. Musk positioned the Optimus humanoid robot as a cornerstone of Tesla’s future value proposition.
According to Musk’s projections, the Optimus robot could represent nearly 80% of Tesla’s total company value. The robot remains in development with limited public demonstrations and no commercial availability yet.
European Market Struggles Continue
Tesla’s challenges in European markets persist despite the company’s success in select regions. Overall European sales dropped 40% year-over-year in July according to European Automobile Manufacturers’ Association data.
France saw Tesla registrations fall 47% in August. Sweden experienced an even steeper decline of 84% during the same period.
Chinese competitors like BYD have gained substantial market share across Europe. BYD outsold Tesla in July for the second time in six months this year.
The Chinese automaker’s success stems from offering affordable electric models. BYD’s European sales have surged throughout 2025 as the company expands its presence.
Norway Provides Bright Spot
Tesla found success in Norway where electric vehicles dominate the market. Battery-powered vehicles comprised 97% of Norway’s new car sales in August.
Tesla became the top-selling car brand of any kind in Norway this year. The company’s August sales in Norway jumped nearly 22% compared to the previous year.
One in five cars sold in Norway during August was a Tesla vehicle. This performance stands out against Tesla’s broader European struggles.
Spain and Portugal also showed sales increases for Tesla last month. These markets provided additional positive data points in an otherwise challenging European landscape.
BYD also performed well in Norway with sales rising nearly 150% year-over-year in August. The Chinese company benefited from Norway’s electric vehicle adoption rate.
Master Plan Details and Investor Reactions
Master Plan Part IV promises “sustainable abundance” through integrated hardware and software systems. The plan encompasses electric vehicles, solar power, battery storage, and humanoid robots.
Previous master plans remain incomplete, with Part II from 2016 still unfinished. Musk recently suggested Part II might be completed “next year” according to reports.
Part III focused on scaling efforts but coincided with Tesla’s peak EV sales in 2023. Sales have declined since that peak performance year.
Some Stocktwits users questioned the credibility of new strategic announcements. One investor referenced being “fooled” multiple times by previous Tesla promises.
Another user warned that Tesla’s stock had been riding broader market momentum. They suggested Tesla could face severe declines if market sentiment turns negative without company-specific catalysts.
Tesla described the plan as built on principles including growth without requiring decline in other areas. The company emphasized making advanced products affordable and available at scale.
The plan positions Optimus and full self-driving software as the biggest factors in achieving the new roadmap. Both technologies remain in development phases with uncertain commercial timelines.
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