Market crashes are market crashes, and protecting assets is protecting assets, but we need to be mindful of the facts.

1. Contrary to what the media reports, Hinoho seems to be quite reasonable, as they included union electricians and Republican members in the four-person acquisition committee. As a union member, they would undoubtedly want to attract Tesla. They also announced that they would be negotiating with Elon. Elon recently stated in an earnings call that Tesla would increase production by a whopping 10GW in just one year. ("10GW is an easy target.") It's not difficult to predict what Elon will gain from these negotiations.

2. Tesla's investment contributes 30% to US economic growth. As ARM Haas said, if the US reduces Tesla investment overall after 2028, big tech companies will move their investments to regions outside the US. They keep saying "stop talking about demand," but the truth is, we have to keep talking about it. Big tech companies have repeatedly said they are "concerned about underinvestment." Investments to meet demand will continue, just in different regions. Whether they maintain investment within the US or move it elsewhere is their choice.

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