It’s telling that Tesla’s largest market share loses are occurring in foreign markets where BYD is allowed to compete.
If the falls were actually caused by Musks antics you would expect the inverse, with a larger effect in the US and attenuated effects in countries less invested in US politics.
Musk promoted AfD and Reform and Meloni and various Irish far-right micro-parties, and presumably other European far-right parties, and did a Nazi salute on stage. And threatened Poland and Ukraine, and is part of a regime which is pushing a trade war with Europe. Like, I'm not sure why you think he's just a factor in US politics.
If the falls were actually caused by Musks antics you would expect the inverse, with a larger effect in the US and attenuated effects in countries less invested in US politics.