<Why the Trump administration and Elon Musk combination are expected (Feat. Tesla)
- 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.
- 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.
- 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.
- Other expectations
- Trump & Cybertruck’s Bulletproof Combination
- Deregulation on FSD-based autonomous driving
Trump #ElonMusk #Tesla #SpaceX #SpaceX #X #xAI #DJT