Elon Musk’s announcement to step down from his role at the Department of Government Efficiency (DOGE) by late May has sparked mixed reactions. Musk claims his team has made significant progress in reducing the U.S. federal deficit by $1 trillion, cutting waste and fraud at an impressive rate of $4 billion daily. However, his involvement in the Trump administration has led to protests and backlash against Tesla, with critics targeting showrooms and expressing discontent over his political affiliations.

Tesla’s Q1 2025 delivery report is highly anticipated but may bring disappointing news. Analysts have revised their delivery estimates downward to between 351,000 and 375,000 units, citing challenges such as production changes for the Model Y and declining sales in key markets like Europe. If deliveries fall below expectations, it could mark Tesla’s worst quarterly performance since 2017. Despite this, some analysts remain optimistic about Tesla’s long-term growth potential.

The uncertainty surrounding Musk’s leadership and Tesla’s Q1 results raises concerns for investors. While Tesla stock saw a brief surge ahead of the delivery report, ongoing challenges—including overseas delivery issues and reduced demand—could weigh heavily on the company’s outlook. Musk’s departure from DOGE may allow him to refocus on Tesla, but whether this will stabilize the automaker remains to be seen