<Why the Trump administration and Elon Musk combination are expected (Feat. Tesla)

1. Possible SpaceX listing

• In the past, Trump wanted a strong U.S. and supported SpaceX, a leading company in space development.
• Help from the Trump administration in Starlink business and Starship test launches, etc.
• Can generate synergy between SpaceX listing and Tesla stock price.

1. Possible re-listing of X

• Trump Media & Technology Group has a 65% stake in Trump and is likely to be used for campaign finance purposes. Trump’s X activities may resume after the election.
• The influence of X, xAI, Grok, and payment systems within the Trump administration may be improved.
• Can generate synergies between X listing and Tesla shares.

1. Electric car companies living on subsidies accelerate their downfall

• Trump announced the abolition of the mandatory electric vehicle policy as his first job in office.
• Tesla already has very little debt and 26.8 B$ in cash as of the first quarter of 2024 (about W37 trillion).
• Most EV companies, except Tesla, find it hard to survive without subsidies.

1. Other expectations

• Trump & Cybertruck’s Bulletproof Combination
• Deregulation on FSD-based autonomous driving

Trump #ElonMusk #Tesla #SpaceX #SpaceX #X #xAI #DJT