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How Tesla Stock Lost 35 Percent in Five Days
Episode 123. Tesla stock dropped 15% in a single week in mid-July 2026 — the biggest five-day rout since the 2022 selloff. Lucas and Luna unpack the three forces compressing the stock: fading delivery growth in China, margin pressure from price cuts, and a valuation that still trades at 60x forward earnings. They compare Tesla's setup to other high-beta growth names like NVIDIA and Meta, and ask whether the selloff is a buying opportunity or a warning that the narrative is shifting. With the S&P 500 at 7,458 and the NASDAQ down 1.4% over the same period, the hosts drill into what makes…
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