So the cost of an EV shoots up by 7,500. I would expect sales to drop substantially then.
Also I think Tesla is in deep deep trouble. Best case scenario their CEO is going to take $29 billion dollars out of the company in the form of stock options that he clearly intends to sell. If he can get away with it he'll take 55 to 59 billion, which is more than the company has ever made.
Meanwhile Tesla has never been profitable without government subsidies except for a very brief window during the covid lockdown when they were the only ones with cars to sell because they don't know how to do inventory management and they had overstocked on parts. One of those cases where they failed up, much like their CEO.
I suspect it'll take a while for the stock to collapse because so many people bought into it when it was already overpriced and everybody is desperately trying to figure out how to get out of it without losing their shirts.
In the past you would just dump it on pension programs but there's been so much of that in the last 50 years they simply don't have the money.
I suspect they will find a way to dump it into everybody's 401ks. Eventually wiping a lot of them out.