Tesla generated 72% of its revenue in the first quarter (ended March 31) from the sale of automobiles. The business is known for offering some of the most in-demand, tech-advanced, and well-designed EVs on the market. This is precisely what has supported its success.

What Happened? Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 6.1% in the afternoon session after CEO Elon Musk and President Donald Trump appeared to de-escalate their recent tensions.

Doug and Lee argue that Tesla’s valuation is increasingly fragile due to political headwinds, reputational damage, and slowing international sales, making it one of the riskiest mega-cap stocks today.