Sell CVNA by Jul 15, 2026.

I put together a forensic macro analysis on January 13, 2026 arguing the soft landing narrative was built on two illusions: resilient headline GDP and an AI CapEx boom that would lift all boats. Three months later the trades are working. Posting the original thesis unchanged. **The four fracture points I identified:** **The Freight Void.** The Cass Shipments Index was down 7.6% year-over-year in November 2025, a recessionary print. California revoked 17,000 commercial driver's licenses, a massive supply shock that …