Wouldn't that behavior already be reflected in these numbers?

Thing is, Tesla is not making much on each car they sell now, given how many discounts they need to offer. They were making a lot of money on regulatory credits, but these are likely to be gone already (in theory the companies should continue to buy them, but the Bill signed by Trump removes any penalties for not doing so effective immediately).

So yeah, sales may jump in the US (and will continue to crater in EU and China), but that won't do much for their profits. It can only help 'move the metal' as they say.