$TSLA $SPCX
Retail Revolution: Don’t buy the dip in Musk’s Tesla or spcx right now!
Musk is a loyal person. Most wealthy Americans hedge their bets and avoid taking political sides, but Musk made a huge bet on Trump and lost, and now faces the risk of an investigation.
For now, TSLA and spcx are simply falling along with the broader market, while the real political risks may not have fully materialized yet.
In this midterm election, he made history by contributing $450 million to support the Republican Party, including $200 million spent on the Texas gubernatorial race, which ended in total failure. When an entrepreneur ties themselves closely to a particular political camp, a shift in the political winds can magnify business risks too!
1. Congressional investigations: The real pressure may only just be starting!
If Democrats take control of congressional committees, Musk’s role during his time at the Department of Government Efficiency (DOGE)—including layoffs, agency restructuring, access to government data, and potential conflicts of interest—could all come under renewed scrutiny.
In addition, the controversy surrounding Starlink services and military operations in Ukraine could also become a subject of questioning by lawmakers.
It’s important to stress that controversy does not equal illegality, and a congressional investigation does not mean a criminal conviction.
2. He isn’t the president and doesn’t have the same legal protections!
As president, Trump enjoys certain immunity for some official acts. Musk, on the other hand, must respond to congressional investigations, document requests, and subpoenas under the law, just like other business executives.
If an investigation escalates, what may truly affect him isn’t public criticism, but the demands on management’s time, legal costs, market credibility, and company valuations.
3. Government contracts are the most sensitive issue!
SpaceX has long been involved in U.S. space launches, satellite communications, and defense projects; Tesla is also affected by regulatory policies and the government procurement environment.
Politics can bring in contracts, but it can also create a valuation discount! This is especially true when tech stocks are already highly volatile. What’s most concerning isn’t a single hearing, but months of ongoing policy uncertainty.
4. My view:
Musk has tied his personal political stance too closely to his business empire! It’s not that these two companies of his aren’t going up anymore; rather, in the overall assessment at this moment, they offer far less value for money than other leading AI companies, and the political risks may not have fully materialized yet 🫡
#美股走弱，加密货币市场普遍承压 #马斯克概念 #加密市场回调 $BTC
Retail Revolution: Don’t buy the dip in Musk’s Tesla or spcx right now!
Musk is a loyal person. Most wealthy Americans hedge their bets and avoid taking political sides, but Musk made a huge bet on Trump and lost, and now faces the risk of an investigation.
For now, TSLA and spcx are simply falling along with the broader market, while the real political risks may not have fully materialized yet.
In this midterm election, he made history by contributing $450 million to support the Republican Party, including $200 million spent on the Texas gubernatorial race, which ended in total failure. When an entrepreneur ties themselves closely to a particular political camp, a shift in the political winds can magnify business risks too!
1. Congressional investigations: The real pressure may only just be starting!
If Democrats take control of congressional committees, Musk’s role during his time at the Department of Government Efficiency (DOGE)—including layoffs, agency restructuring, access to government data, and potential conflicts of interest—could all come under renewed scrutiny.
In addition, the controversy surrounding Starlink services and military operations in Ukraine could also become a subject of questioning by lawmakers.
It’s important to stress that controversy does not equal illegality, and a congressional investigation does not mean a criminal conviction.
2. He isn’t the president and doesn’t have the same legal protections!
As president, Trump enjoys certain immunity for some official acts. Musk, on the other hand, must respond to congressional investigations, document requests, and subpoenas under the law, just like other business executives.
If an investigation escalates, what may truly affect him isn’t public criticism, but the demands on management’s time, legal costs, market credibility, and company valuations.
3. Government contracts are the most sensitive issue!
SpaceX has long been involved in U.S. space launches, satellite communications, and defense projects; Tesla is also affected by regulatory policies and the government procurement environment.
Politics can bring in contracts, but it can also create a valuation discount! This is especially true when tech stocks are already highly volatile. What’s most concerning isn’t a single hearing, but months of ongoing policy uncertainty.
4. My view:
Musk has tied his personal political stance too closely to his business empire! It’s not that these two companies of his aren’t going up anymore; rather, in the overall assessment at this moment, they offer far less value for money than other leading AI companies, and the political risks may not have fully materialized yet 🫡
#美股走弱，加密货币市场普遍承压 #马斯克概念 #加密市场回调 $BTC
