As $Tesla Motors(TSLA)$ shareholders, last year's post-election day excitement, but also pay more attention to the "Musk risk", that is, with Trump deeply tied to the fundamentals of the backlash.
A few months down the line, this change is already being reflected in results, most notably in the plummeting sales in Europe.
According to incomplete regional delivery data, often "white left" prevalent in the region of sales decline is more obvious, which is obviously also the European "white left" in their unique way, targeting Tesla, showing "populism" against Tesla.
The conclusion is that it is affecting Tesla's results.Since delivery data tends to lag, this part of the impact is likely to continue.
But the decline in European deliveries is already "Price-in", and the other problem is even bigger, and may not be Price-in enough at this point.
Tesla is also facing a big hole dug by Zelensky- the potential deactivation of Starlinks.
It all started with the "epic quarral" between Trump and Zelensky at the White House last weekend, with a Dumbass handily burying his country's future in front of a Pirate.
Regardless of politics, Tesla is in a dilemma with Elon Musk's Starlink - stop the Starlink to U.S., and Tesla is in a dilemma with Elon Musk's Starlink.
Stop Starlink, the White Left may even label Tesla as an "accessory to war";
NOT stop Starlink, it will be difficult to help Trump to exert extreme pressure, and the right may think that he is "prolonging the war".
Ozawa is really a good actor, setting up one "suspense" after another for Tesla shareholders.
Hope Elon Musk “stay out of Ukraine”
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