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🚨 Tesla Bleeding 8% After Musk Hints at Presidency – Exit or Hold?
Tesla stock just took an 8% nosedive, slipping below the $290 mark after Elon Musk shocked the world yet again — this time by announcing the formation of a new political entity: the “American Party.”
This move has raised eyebrows across Wall Street and Silicon Valley alike. But as panic-selling kicks in, it’s worth asking:
Is this the beginning of the end — or just another Musk distraction?
Let’s zoom out and look at what really matters — fundamentals, innovation, and long-term vision.
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🔍 What Sparked the Sell-Off?
Musk’s latest move into politics adds a layer of uncertainty to a company that’s already highly linked to his personal brand. Investors fear that a 2028 presidential run could divert his attention from Tesla, especially at a time when competitors are starting to catch up in the EV space.
The bigger concern: Could Tesla become a target of future Trump or Republican policies, particularly around EV credits and China trade relationships?
But is that fear justified — or overblown?
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📊 Q2 Earnings Snapshot: Still a Cash Machine
Tesla’s recent Q2 earnings report showed:
• Revenue: $25.1B (down from $25.8B in Q1, due to pricing cuts)
• Net Income: $2.4B
• Free Cash Flow: $1.3B
• Margins: Still strong despite aggressive pricing strategies
• Energy Storage Growth: Record deployments, up 60% YoY
Tesla remains profitable even in a high-interest-rate environment and continues to generate billions in free cash flow, which is rare in the auto industry. This gives it breathing room to invest aggressively in AI, robotics, and new verticals.
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🚗 Q2 Vehicle Deliveries: Better Than Feared
Earlier, investors feared a dramatic decline in delivery numbers, but Tesla surprised with:
• 443,956 vehicles delivered in Q2
• Production: 410,831
• The small inventory build was strategic, preparing for Q3 demand
While year-over-year growth slowed, Tesla is still on track to exceed 1.8 million vehicles delivered in 2025, maintaining its edge in EV volume.
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🤖 Tesla’s Real Story: AI, Robotaxis & Medical Robotics
While the market reacts to headlines, I’m watching Tesla’s future bets — and they’re massive:
1. Full Self-Driving (FSD):
Tesla continues to expand its beta testing in the U.S., with increasing optimism that Level 4 autonomy could gain approval within the next two years. Musk hinted that a wide robo-taxi network could be live by 2026 — a game-changer for margins.
2. Tesla Bots in Healthcare:
Amid labor shortages in hospitals and elder care, Tesla’s entry into medical robotics could be another massive pivot — even if it’s still in the early phases. With fewer young people entering nursing and caregiver roles, automation is not just innovation — it’s necessity.
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🗳️ The “American Party”: Threat or Strategy?
Many see Musk’s new political ambitions as a red flag. But let’s be real — Elon is likely laying the groundwork for influence, not power. The American Party may serve as a successor to Trumpism rather than a direct challenge, with a long-term vision aimed at shaping U.S. innovation and energy policy.
If Musk ever does run, it’s years away, likely post-2032. Until then, Tesla’s board remains operationally strong, and Musk’s involvement with AI at xAI and TeslaBot shows he’s still deeply invested in Tesla’s core tech.
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🔮 My Strategy: Hold, Watch $250, Add on Panic
Technically, Tesla’s $250 support level is critical. If it holds, this correction could be a buying opportunity rather than a breakdown. If it breaches, I’ll reassess, but for now:
✅ I hold my shares
📉 I’m watching closely for signs of bottoming
💸 If the market overreacts, I might even add more around $250–$260
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💬 What About You?
• Are you exiting Tesla or holding through the noise?
• Do you believe in Tesla’s robotaxi future?
• Will Elon’s political push be a drag — or a new source of influence?
👇 Drop your thoughts. Let’s debate this out — I’m here for the long term, are you?
@Wrtd @Daily_Discussion @TigerStars @TigerEvents @TigerStars @Daily_Discussion
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