Elektrec is Fred's blog and he went from the biggest tesla fanboi to Tesla critic the day that Elon told him to knock it off. It is in general poor opinion blogging masquerading as a news website.
Where is the opinion?
Here is CNBC citing the same numbers (incl basically the same investor expectations): https://www.cnbc.com/2025/04/02/tesla-tsla-q1-2025-vehicle-d...