(DCNF)—Analysts at the investor advisory site Seeking Alpha published a piece on Tuesday in which they claim that Tesla could be facing what they call a “Blackberry moment” caused by a combination of political and market factors.
This article and the ongoing negative impacts on Tesla’s business fortunes are signs of just how much Elon Musk is sacrificing as he heads up the DOGE operation for the Trump administration.
The “Blackberry moment” analogy refers to the Blackberry communications device which dominated the personal handheld market for a decade until 2007, when Apple introduced the first iPhone. Blackberry, having failed to properly assess the market and to innovate to take advantage of evolving technologies, suffered an immediate, rapid decline from that moment forward.
I’ve been a critic of Tesla myself and am not a fan of electric vehicles in general due to their chronic limitations the industry has never successfully addressed despite having been in existence since the 1890s. Relevant to this analogy, I wrote a piece in 2023 in which I observed that Tesla body designs that seemed so innovative and even breathtaking a decade ago had become stale and were in need of updating. I still believe that to be the case.
I’ve also been a real critic of the Cybertruck’s exterior design, which is so radical that it without question limits its appeal to all but a small, wealthy subset of Americans who are far more interested in the virtue signal involved in owning one than in the real functionality of owning a pickup truck. Sales of the Cybertruck have been ok so far, but just ok, and seem destined to decline as the audience for them fades.
On the other hand, Tesla remains far and away the most successful U.S. electric vehicle maker, and, as Seeking Alpha points out, even after its recent decline in stock price still sports a market cap that exceeds that of the next 9 automakers combined.
That’s astonishing.
But Tesla’s current $766 billion market cap is a 50% decline from the company’s value just three months ago, and Seeking Alpha correctly points out that it is a pace of decline that is wholly unsustainable. Unfortunately for Tesla and Musk, the stagnating overall market for EVs in general means that a recovery is going to be hard to affect.
The Seeking Alpha authors conclude the piece with this assessment: “TSLA is a sell as protests and a collapse of brand image usher in an era of declining sales to be matched by a decline in investor sentiment.”
Oof.
The utter depravity of Democrat politicians, like Minnesota Gov. Tim Walz and Texas Rep. Jasmine Crockett, who this week gleefully encouraged the increasingly violent and obviously organized campaign against what is undeniably a great, uniquely American success story cannot be overstated. These and others who egg this campaign of domestic terrorism on should be ashamed and shunned by polite society.
Unfortunately, they are far from alone, and no Democrat elected official has overtly condemned the assault on Tesla to date.
Tesla was already struggling with market factors dictated by slipping demand for EVs in general before domestic terrorists began to mount this campaign against the company. Now, with the virtue signal aspect of its appeal in steep decline among America’s liberal class which has served as its main customer base, those problems have been multiplied.
So, is Tesla facing a real Blackberry moment? Here, it’s important to point out that that would require some innovative alternative EV company which incorporates new technologies that Musk and Tesla have failed to adopt.
If any such alternative exists today, it hasn’t been made apparent. In fact, most of Tesla’s U.S. competitors are either in bankruptcy or teetering on the brink. Plus, given the reality that the vast majority of real innovations in the EV space for more than a decade have been developed by Tesla itself, the rise of any such competitor anytime soon seems like a real pipe dream.
Tesla is definitely under siege and far from healthy right now, but rumors of its impending demise seem wildly overstated.\
David Blackmon is an energy writer and consultant based in Texas. He spent 40 years in the oil and gas business, where he specialized in public policy and communications.
The views and opinions expressed in this commentary are those of the author and do not reflect the official position of the Daily Caller News Foundation.
All content created by the Daily Caller News Foundation, an independent and nonpartisan newswire service, is available without charge to any legitimate news publisher that can provide a large audience. All republished articles must include our logo, our reporter’s byline and their DCNF affiliation. For any questions about our guidelines or partnering with us, please contact [email protected].
For Emergency Preparedness, Don’t Forget the Meds
Being prepared is more than just a good idea—it’s essential. We stock up on non-perishable food, bottled water, flashlights, and first-aid supplies, but one critical aspect often gets overlooked: access to vital medications. What happens if pharmacies close, prescriptions can’t be filled, or you’re cut off from medical care during an emergency?
That’s where Jase Medical steps in, offering a reliable solution to ensure you and your family have the medications you need when it matters most.
Jase Medical specializes in emergency preparedness kits designed to provide peace of mind through physician-reviewed, prescription medications delivered right to your door. Their flagship product, the Jase Case, is a comprehensive emergency antibiotic and medication kit priced at $289.95.
This kit includes 10 essential medications—five life-saving antibiotics and five symptom relief meds—that can treat over 50 common infections and illnesses, from urinary tract infections and pneumonia to skin infections and traveler’s diarrhea. With 28 add-on options available, you can customize the kit to fit your specific needs, including a KidCase for children ages 2-11.
The process is straightforward and hassle-free. Simply visit Patriot.tv/meds, complete an online evaluation, and have your order reviewed by a board-certified physician. Once approved, the medications are shipped discreetly from a licensed pharmacy to your U.S. address (with plans for Canada shipping coming soon). Each kit comes with detailed Med Cards outlining symptoms, dosing, and usage, making it easy to administer even in high-stress situations. These medications are shelf-stable and designed for long-term storage, empowering you to handle medical emergencies without relying on external help.
For those on the move, Jase Medical also offers the Jase Go kit for $129.95, a compact travel med kit covering over 30 common conditions encountered during adventures or trips. And for ongoing needs, Jase Daily provides an extended supply of your prescribed chronic medications to safeguard against disruptions in supply chains or extreme weather events.
Don’t just take our word for it—thousands of satisfied customers have given Jase Medical a 4.9-star rating, praising its role in true preparedness. As radio host Glenn Beck warns, “The supply lines for antibiotics already are stressed to the max. Please have some antibiotics on hand… You can do it through Jase.”
Whether you’re prepping for a hurricane, a power outage, or simply the uncertainties of daily life, Jase Medical ensures you’re not caught off guard. Head to patriot.tv/meds today to customize and order your emergency kit—because when it comes to your health and safety, it’s better to be prepared than sorry.