Tesla slid ~7.5% this half-day session, extending a sell-the-news reaction to its blowout Q2 deliveries: 480,126 vehicles, +25% YoY, well above the ~407K Wall Street consensus. The problem? US sales fell 19.7% YoY in June — the 9th straight month of domestic declines — and the NHTSA and NTSB opened new probes into a fatal Texas Autopilot crash. With TSLA trading around 390x earnings, the valuation leaves little room for cracks. Is the US EV demand problem finally bigger than the global delivery story? Not financial advice.
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