After a Messy Breakup, How Can Musk Salvage Tesla’s Stock?
Back in January, Elon Musk was still one of Donald Trump's strongest allies. He visited Washington, stayed in the Lincoln Bedroom, and served as a senior advisor to the White House.
In February, Musk tweeted:
"I love @realDonaldTrump as much as a straight man can love another man."
But the honeymoon didn’t last. His hard-charging style, lack of political finesse, and ideological clashes with the MAGA base gradually weakened his relationships within the administration—including with Trump himself.
Although their public fallout erupted only last week, the cracks had been forming for months. Musk’s “move fast and break things” approach often clashed with the more calculated goals of White House policy.
Musk and Bessant came to blows: Trump sided with Bessant
According to reports, in mid-April, Musk and Bessant got into a heated argument in the Oval Office over the appointment of an IRS Acting Commissioner—things allegedly escalated into physical confrontation. Trump ultimately sided with Besant’s candidate. Musk was also said to have privately asked Trump to drop tariffs, but Trump ignored the request until several days of bond market turmoil finally swayed him.
In fact, many in the media had never believed this alliance between two larger-than-life figures would last. But few expected the breakup to be so public—and so brutal. After parting ways, Trump called Musk “insane,” and Musk fired back by calling Trump “ungrateful.”
Come to think of it, is Bessant now Trump’s “new favorite”?
Should Musk now publicly frame himself as the one hurt in this political breakup?
Looking back, what did Trump really do for Musk?
When $Tesla Motors(TSLA)$ faced backlash over DOGE and Musk’s political involvement, Trump did showcase Tesla models at the White House, but never offered actual orders. Some Trump supporters may argue that kind of exposure was worth millions in ad spend. But still, Musk donated to Trump’s campaign and even personally campaigned in swing states. And yet, just last week, Trump claimed he could win those swing states without Musk.
Now Trump is on the rise, but Tesla? It’s hanging by a thread...
Should Musk now publicly frame himself as the one hurt in this political breakup, and emphasize his opposition to tariffs? Could that help restore Tesla’s public image?
Of course, if Robotaxi really launches this week, that would mean far more than any PR campaign.
Musk said the company was still on track to launch the program by the end of the month. The start of the program, Musk told CNBC, will likely be about 10 Model Y vehicles operating autonomously, with the company later expanding to more vehicles and cities.
But if not, perhaps it’s time for Musk to start painting a few bold new visions again.
What do you think of this relationship?
Who benefited more—Musk or Trump?
Will Musk step in to protect Tesla’s stock and start spinning a new narrative for shareholders?
If you were Tesla’s PR head, how would you rescue the company’s image?
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$Tesla Motors(TSLA)$ kinda volatile for my liking [What] [What] [What] and with 2 unpredictable people... it's a no no for me... need to sleep well... [Serious] [Serious] [Serious]
According to reports, in mid-April, Musk and Bessant got into a heated argument in the Oval Office over the appointment of an IRS Acting Commissioner—things allegedly escalated into physical confrontation. Trump ultimately sided with Besant’s candidate. Musk was also said to have privately asked Trump to drop tariffs, but Trump ignored the request until several days of bond market turmoil finally swayed him.
What do you think of this relationship?
Who benefited more—Musk or Trump?
Will Musk step in to protect Tesla’s stock and start spinning a new narrative for shareholders?
If you were Tesla’s PR head, how would you rescue the company’s image?
REWARDS
All valid comments will receive 5 Tiger Coins
1. 與特朗普公開決裂引發的政治 retaliation
特朗普威脅撤銷超 $380 億聯邦合同，特朗普稱若馬斯克支持民主黨，將有嚴重後果 。
2. 特斯拉股價和市場信心大幅下滑
近期跌幅達14%以上，市值蒸發超1500億，其間多家分析師下調評級 。
3. “Tesla Takedown”等抵制運動持續發酵
全球範圍抗議不斷，意圖通過股東和消費者撤資動搖其政治與經濟影響力 。
4. 監管壓力趨嚴
自駕車系統和環保等領域的聯邦調查接踵而至，加劇不確定性 。
以孫子兵法謀略破局
一、知己知彼，百戰不殆
• 知己：需要評估當前資源與核心優勢——技術研發實力（如Robotaxi）、品牌影響力、政府合同與資本實力。
• 知彼：特朗普掌控政治資源與公信力、抵制者和消費者羣體影響廣泛，也是輿論焦點。
二、避實擊虛：戰略性弱化正面衝突
• 淡化政治立場：正如孫子《兵勢》中倡導，“避其實而擊其虛”，應逐步淡出政治鬥爭，迴歸商業主戰場。馬斯克已開始聚焦技術和運營 。
• 分層拆解矛盾：與特朗普、抵制者、政治對手形成多線分隔戰，避免被鎖定在單一戰場。
三、聲東擊西：轉移注意力、重塑關注焦點
• 加速Robotaxi和AI創新落地：以技術突破和量產效益替代政治熱議，展示“技術救市”的能力 。
• 擴大xAI等業務版圖：將公衆討論從特斯拉轉向xAI、SpaceX或Starlink等其他前沿項目，以稀釋政治爭議的影響。
四、借力打力：建立新的政治與社會支撐
• 與州政府或中間力量合作：避開極端政治衝突，尋求州級或跨黨派支持作爲緩衝。
• 展開企業社會責任（CSR）行動：追加環保、AI教育或基礎設施建設項目，以改善公共形象並贏得更廣泛支持。
五、內修外王：增強隊伍凝聚與輿論掌控
• 強化內部溝通與執行：避免“馬斯克缺位”造成的內部混亂 。
• 重構媒介與溝通策略：藉助《兵勢》“上下同欲者勝”之道，確保講好“技術優先、商業迴歸”的主旋律。
六、持久戰心態：緩衝節奏，穩步推進
孫子強調“兵貴神速”，但當敵強我弱時，“恩威並施，緩進爲上”。馬斯克應避免速戰速決的政治秀，而應以穩健推進技術與運營爲主軸，逐步重建市場和輿論信任。
儘管他們的公開餘波上週才爆發，但裂痕已經形成了幾個月。馬斯克“快速行動並打破事物”的方法經常與白宮政策中更精心計算的目標發生衝突。
谁受益更多？我觉得短期来看是特朗普。他在选战期间需要科技界的“代表性人物”来扩大声量，而马斯克的影响力刚好补上这块拼图。至于马斯克，他更多是为了争取政策松绑，例如对自动驾驶、AI监管的宽容态度。但这种交易，终究是带刺的玫瑰。
马斯克会不会开始为股东“编故事”？我觉得会。他太清楚市场需要情绪和远景维系信心。一旦Robotaxi或FSD进展不及预期，马斯克势必会另起炉灶，比如再次谈“火星殖民”或“脑机接口”，继续讲未来的梦。
如果我是特斯拉的公关主管，我会建议公司回归产品力本身：强调安全性、实测数据、用户故事，而非单靠马斯克的“个人剧场”。市场的耐心不是无限的，品牌公信力需要慢慢修补。
Musk will have to step in to protect Tesla. It is his baby and money maker. He definitely has to give shareholders what they want to see which is his commitment to Tesla and new plans to move it ahead as well as tackle the roadblocks in production, innovation and sales. It seems to be losing market share in the EU and China.
Tesla would need to brand itself as a commitment Musk, the EV of choice and the promise of better innovation to lead the market.
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