(https://www.cnbc.com/2026/07/02/tesla-tsla-q2-2026-vehicle-delivery-production.html) at 480K units—bullish signal on its own. But [Ford's Q2 sales dropped 10.3%](https://www.cnbc.com/2026/07/02/ford-q2-sales.html) with EV demand falling 40.7% and F-Series truck volume down 11%. That's not demand rotation—that's structural collapse in two categories at once.

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