Wall Street reels as tech giants stumble – here’s where smart money is moving​​

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🔥 Key Takeaways (60-Second Read)

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📉 Section 1: The Tech Wreck Unpacked

​​A. Nasdaq’s Reality Check​​

• ​​Technical breakdown​​: Failed breakout at 20,600 resistance level
• ​​Sector pain​​:
  • Semiconductors (SOXX ETF): -1.9%
  • EV makers (LIT ETF): -5.1% (Tesla drag)
• ​​10-Yr Treasury yield spike​​: 4.2769% → highest since May, crushing P/E ratios

​​B. Tesla’s Perfect Storm​​

1. ​​Political grenade​​: Trump terminated SpaceX’s $2.8B Starlink contract
2. ​​Policy reversal​​: EV mandate cancellation via Truth Social post
3. ​​Operational crisis​​:
   • European deliveries ↓42% YoY
   • Robotaxi launch delayed to 2027 (per SEC filing)
4. ​​Musk turmoil​​:
   • Public clash with Trump (“New party” poll backfires)
   • SEC probe into “funding secured” 2018 tweet revived

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💰 Section 2: Capital Flight Patterns

​​Smart Money’s Pivot​​

​​Retail Investor Alert​​:

• Robinhood data shows Tesla top 5 most sold stock (-37% holdings)
• Most bought assets:
  1. SPDR Energy ETF (XLE)
  2. iShares Gold Trust (IAU)
  3. Japanese EWJ ETF

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🏛️ Section 3: DC Policy Dominoes

​​A. Regulatory Earthquake​​

• ​​EV mandate reversal​​: Detroit automakers scramble – Ford down 4% pre-market
• ​​SpaceX fallout​​: Defense stocks (LMT, NOC) up 3% on contract redistribution hopes

​​B. Trade War Flashpoint​​

• China retaliatory tariffs on soybeans → Farm belt recession fears
• Supply chain shift: Vietnam FDI hits record $29B (Apple supplier exodus)

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