Alex Sirois argues in a 247wallst.com article that with Democrats winning the 2026 midterms and gaining subpoena power over Elon Musk, Tesla is far more exposed than SpaceX, since Tesla's valuation rests on robotaxi and Optimus approvals a hostile Congress could delay while SpaceX's national security launch backlog insulates it. He cites Tesla's flat $28.046 billion third-quarter revenue and 15.55% share decline against SpaceX's $14.60 billion revenue beat, and says Democrats want answers on DOGE-era contracts and Starlink restrictions on Ukraine.