Is Tesla In Trouble? Was Alignment With A Trump 2.0 Presidency A Profit Gamble? Analysts at JPMorgan have run the numbers, and they forecast that Musk’s machinations may not pay off. In fact, they say that Tesla may have the most to lose from a broader shift away from Biden’s industrial policies.

Is Tesla In Trouble? Was Alignment With A Trump 2.0 Presidency A Profit Gamble?



by mafco

17 comments

  2. Tesla is over due to letting production outgrowing it’s market. SpaceX is dumping it’s future into Starship, which, if it works, will provide much more launch capacity that is needed. Starlink has thousands of satellites in orbits, and no where near enough users to pay for them.

    Musk is making a desperate bet that the federal government will bail him out before his poor planning crashes his empire.

  3. Tesla doesn’t need policies that benefit EVs to win.

    Tesla can win by surviving policies that quash its competitors.

  5. The “No Elon” stickers I now see on Teslas should tell us something about this brand’s plunging popularity. It’s no bonus to have your customers displaying signs apologizing for buying your product.

  6. Who’d have thought, Musk thinking he knew best and unilaterally dragging his companies into supporting a lying fascist criminal like Trump might not pay off.

    After the Twitter debacle and comments he’s made, why anyone would invest in or purchase a product from a company he’s involved with I’ll never understand.

  7. Nope. They’re run so efficiently, are so innovative and the products are so popular. They’re very clear about their plans for the future. Sales on cars down 1%!? A bit silly to care about that with what’s coming.

  8. Don’t forget the removal of EV incentives. 

  9. Killing the IRA isn’t just removing EV incentives, it’s also removing solar and battery incentives both at the consumer & commercial levels. Energy was the highest profit margin category for Tesla outside of emission credits.

  10. Really hard to say.

    For EVs anyway, I think obviously EV buyers tend to be left wing. So he’s really alienating his customers. Of course I’ve driven teslas vs their comps at the same price, and Teslas are far and away better dollar for dollar. Contrary to what Reddit thinks, most people arnt obsessed with politics and just want the best car for their dollar.

    But Tesla (isn’t) just a EV company is it. 80% of its stock value is coming from things not its EV cars (self driving, robots, power storage, charging stations, AI, solar power, etc). Many of those things won’t be affected by any political leanings of his – if he truely makes a working self driving method, they’ll be worth 10 trillion regardless of he’s political extremes.

    Buddying up to Trump to get regulations slightly loosened will definitely help Tesla other operations. So I think it’s likely a net positive. Based on the current stock price, it looks like most investors agree with that.

    IMO, you just don’t bet against Musk. The guy wins at virtually everything he does. So I’m personally going to let my Tesla stocks ride and not cash out – hes already made me 100k in 5 yrs.

  12. I think dipshit has shifted his profit energy to SpaceX which will benefit greatly from trump and the gullibles

  13. Musk has alienated the public that would buy an EV and courted the public that hates EVs and everything environmental.

    Well done.

  14. Elon is a billionaire and had to pick between climate change and stopping the advancement of workers rights. He made the right choice fiscally. The only cost aligning himself with Trump will have on Elon has to do with Climate Change and Elon never gave a shit about that. Tesla was always about making money for Elon, Climate Change was just his sales pitch.

  15. it’s not about tesla it’s about personal wealth.
    yes i know most of his wealth is in tesla, but he can offset these losses with personal gains.
    also he’s in the government now, so that’s that

  16. He’ll do what thousands of millionares and billionaires have done before him. He’ll raid the piggy bank that is Tesla and extract his wealth out of it. Tesla will have become his “Hippie” phase.

    You know, between the Elite Ivy League business phase that was Paypal and his Government contracting phase which was SpaceX. He is currently in his “old money” phase.

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