$TSLA had 64.3% US share in Mar but grew only 22.7% Y/Y. Non-TSLA BEV grew 66.2% (Jonas).

Est TSLA units 58,859 vs 32,627 other.

So TSLA 47,970 to 58,859 vs non-TSLA 19,631 to 32,627 Y/Y.

Despite slashing prices and competition just ramping.@fly4dat @TroyTeslike @garyblack00 pic.twitter.com/IJOlVF4VAh

— QF Research (@ResearchQf) April 4, 2023