> European sales are going through the roof

A side effect of Trump's war with Iran is that every country which doesn't have sufficient domestic oil production, which is most countries especially in Europe, has accelerated their EV transition. Buyers are grabbing every EV they can get their hands on, and yes Tesla are the leader there.

https://www.reuters.com/world/uk/uk-electric-car-registratio...

"Tesla (TSLA.O), led the UK BEV market year-to-date, with registrations up 25.4% from a year earlier and a 9.53% market share South Korea's Kia (000270.KS), and China's BYD (002594.SZ), continued to compete for second place, with market shares of 6.9% and 6.8%, respectively"

The Kia model breakdown: https://www.kiapressoffice.com/releases/1975 (mostly Niro, now withdrawn, then EV6)