Mar. 7 at 1:54 PM
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$TSLA $GM $F | The EV narrative just flipped. Welcome to the HYBRID era. ⚡
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For years, it was "BEV or bust." 2026 just killed that narrative.
The Macro Reality:
Global EV adoption is hitting a speed bump. US Feb EV share dropped to 6.6% (down 1.8% YoY). Europe demand collapsed post-subsidy cuts. China growth slowed from 60%+ to sub-20% .
The Winners & Pivots:
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$TSLA: Still the BEV king. But even Elon knows the game is changing. Maintaining leadership while the category matures.
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$GM: Pulling back on aggressive EV timelines. Focusing on profitability over volume. Smart move when $ losses per EV are still brutal.
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$F: Absolute monster in trucks. Hybrid F-150 demand is through the roof. Capitalizing on what customers actually want, not what regulators mandate.
The Industry Pain:
$STLA facing first annual loss ever, €22B in EV writedowns
Lamborghini killed their pure EV supercar project
