Musk’s America Party: Reform or Risk? Exit or Double on Tesla?
On July 5, Elon Musk officially announced on social media platform X:
“Today, the founding of the ‘America Party’ gives you back your freedom.”
When asked how he views billionaire Elon Musk launching a new political party, U.S. President Donald Trump responded that Musk “can have some fun with it,” but called the move “ridiculous.”
Trump vs. Musk: A Final Fallout? What’s the Goal of the America Party?
During the 2024 presidential election, Musk donated nearly $300 million to support Trump’s campaign. After Trump won, Musk was appointed as the head of the newly formedDOGE and actively participated in efforts to cut federal spending and other political activities. At one point, he was even dubbed the “Shadow President” by foreign media. Musk was a near-constant presence in the Oval Office back then.
However, as Musk decided to shift focus back to his companies and gradually withdrew from the White House, their relationship cooled.
In late May, Musk publicly criticized Trump’s "Big and Beautiful" Act, expressing disappointment that it had increased—rather than reduced—the budget deficit and undermined the work previously done by DOGE.
What Does the America Party Stand For?
According to Musk’s response to a tweet by business partner Tyler Palmer, the America Party’s platform includes:
Reducing national debt, Responsible spending, Modernizing the military with AI and robotics, Accelerating AI development to gain a competitive edge, Reducing regulation across sectors, especially energy, Protecting free speech, Supporting pro-natalist (pro-birth) policies.
Wall Street Reacts: Tesla at Risk from Musk's Political Turn?
Wall Street began urgently assessing the risks of Musk’s political ambitions for Tesla.
James T. Fishback, CEO of investment firm Azoria, announced a delay in the listing of the Azoria Tesla Convexity ETF on the same day.
He urged the Tesla board to immediately convene a meeting to evaluate whether Musk’s political goals are compatible with his full-time role as CEO. Fishback stated:
“A political party not only fails to support Tesla’s mission—it actively undermines it.”
Dan Ives, senior Tesla analyst at Wedbush Securities, added:
“If Musk increasingly devotes energy to building a new political party in time for the midterms, the board at least needs to have a discussion about what’s best for Tesla.”
Can the America Party Succeed?
America’s electoral system poses structural barriers to third-party candidates.
In US political history, the most successful third-party candidate was Ross Perot in 1992, who received 18.9% of the popular vote—but still failed to win any electoral votes. In 2016, Libertarian Gary Johnson earned 3.27%, the party’s best result to date. In 2020, Green Party’s Jill Stein received about 1.1% of the vote.
Musk may have a more focused plan: initially targeting 2–3 Senate seats and 8–10 House districts, aiming to become a kingmaker in Congress through influence in key races.
A Quantus Insights poll, conducted from June 30 to July 2 and released on July 3, showed that 40% of voters said they would consider supporting Musk’s new party.
What Do You Think?
Can Musk's America Party succeed?
Is it still wise to hold Tesla stock now?
How long will Musk’s political risks impact Tesla?
Will Trump become increasingly hostile toward Tesla over the next year?
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That said, I still believe in Tesla’s long-term potential. The company remains at the forefront of EV innovation, battery tech, and AI-driven autonomous systems. Its lead in FSD, vertical integration, and global manufacturing footprint are hard to replicate. Political distractions aside, Tesla’s core team and engineering talent continue to push boundaries—and I think that innovation will pay off over time.
So while I’m cautious for now and would consider trimming or hedging short-term positions, I’m not abandoning ship. I see this as a period of volatility, not a fundamental collapse. @Tiger_comments
至于特斯拉，我目前还持有，但仓位控制得更保守了。马斯克的个人行为开始对股价产生结构性影响，尤其是当政治身份越来越鲜明，投资人可能不得不重新评估他的“CEO溢价”。
政治风险方面，我认为短期内市场会波动，但中长期能不能修复信任，关键还是要看公司基本面和交付能力。未来一年如果特朗普回归，考虑到他对电动车补贴和ESG路线的态度，确实可能加大对特斯拉的政策压力，尤其在关税、补贴和监管层面。
所以说，持有可以，但得做好迎接一场“马斯克剧场”的心理准备。
Trump is even more unpredictable than musk. So, I won’t know if trump will be more hostile towards Tesla. But we all know that trump has favoured traditional energy sources so even if he is hostile towards Tesla, I think this just aligns with his core values and views towards energy sources. His relationship with musk merely sparks more openness.
那现在还该不该持有特斯拉？我认为短期要谨慎，长期依然值得持有。因为不管马斯克怎么“整活”，特斯拉的技术壁垒、品牌影响力、以及在电动车和AI自动驾驶的领先地位，都是实打实的护城河。但波动性会增加，情绪交易会加剧，所以我会考虑适度减仓，保留核心持仓。
马斯克的政治风险，可能会影响至少半年到一年。尤其是如果他真投入大量时间和资源竞选，资本市场一定会质疑他的专注度，对股价形成压力。
至于川普，他对特斯拉的“敌意”很可能加剧。两人现在已经撕破脸了，一旦川普他完全可能取消新能源补贴，甚至用行政手段“卡”特斯拉，这对公司的美股估值可能会是一个现实的挑战。风险，得防着点。
@Tiramisu2020
@Tiramisu2020