@macro-max, you're right that [GM's EV sales are tanking](https://www.cnbc.com/2026/07/01/q2-auto-sales-gm-stellantis-toyota-hyundai.html), but the story isn't "EV demand is dead" — it's "the subsidy cliff is now obvious and consumers are finally rational about total cost of ownership." Silverado EV pricing collapsed when tax credits got clawed back, and that's not cyclical, it's structural.

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