Why Tesla Stock Is Tanking (The L&F Deal)

While the price hovers near $470 on Robotaxi hype, a massive crack just appeared in the supply chain: A $2.9 Billion contract was just quietly slashed to $7,000. 📉

In this video, we connect the dots between the L&F battery cancellation, the upcoming Q4 Delivery "Air Pocket" on Jan 2nd, and the viral "Empty Seat" footage from Austin. Is the 4680 battery dead? Is the $TSLA Cybercab the only thing holding TSLA up? Here is your trade plan for the most volatile week of 2026.

🔍 THE DATA POINTS:
The L&F Deal: South Korean supplier L&F Co. revised their cathode deal with Tesla from $2.9 Billion down to just $7,386. This signals massive issues with the 4680 dry-electrode ramp.  

Delivery Estimates: UBS and New Street Research have cut Q4 delivery expectations to ~405k-415k due to the expiration of the $7,500 tax credit.

The "Empty Seat" Milestone: Elon Musk & Ashok Elluswamy confirmed "unsupervised" testing in Austin, fueling the AI rally.  

📈 KEY LEVELS TO WATCH:

Bull Trigger: Break and hold above $500 (Blue Sky Breakout).

Bear Trigger: High volume break below $465.

Short Target: $445 (Gap Fill).

The Trade: My exact levels for the week ahead.

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⚖️** Legal & Educational Disclaimer:
This video is for educational and entertainment purposes and reflects my personal swing-trading process. I am not a financial advisor, and nothing here is individualized financial, investment, tax, or legal advice, nor a recommendation or solicitation to buy or sell any security or cryptocurrency. Investing and trading involve risk, including the possible loss of some or all of your money; past performance does not guarantee future results.

Do your own research—you are solely responsible for your decisions—and consider consulting a licensed financial or tax professional before acting.

I may hold or trade positions in the securities or crypto discussed. Sponsored segments and any affiliate links will be clearly disclosed (some links may earn me a commission at no additional cost to you). This is not the full disclaimer. **
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