Elon Musk's two crown jewels are both getting hammered right now. 🚗 Tesla (TSLA): Wells Fargo just reiterated its Sell rating, raising its price target to just $130 (from $125), still ~67% below where the stock trades. Q2 deliveries beat estimates, but the bank says it's growth at the expense of margins: price cuts and rising input costs are eating profitability. At 300x+ earnings, Wall St's most bearish analyst says the stock is pricing in flawless execution on Robotaxi, FSD, and Optimus. 🚀 SpaceX (SPCX): Since its blockbuster June IPO, the stock has round-tripped hard, down almost 50% from its post-IPO peak and now trading below its $135 IPO price. Short sellers piled in on the way down, and per Ortex Technologies, they're now sitting on ~$15.5B in paper profits. Discounted or expect more blood?(Lark Davis)