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| "Trump and Musk: War ignites". Click above for the video |
Trump and Musk at it. Going after each other. Two alpha males, butting horns, each on a social platform they own.
The folks above are self-idenfitied Tesla Bulls, with host Herbert Ong. They break into two camps of two each, re the analyses of the fight:
The 4-D Chess version. Elon and Trump are going at it in a performative way. To try to bring pressure on Congressional Republicans to improve the Big, Beautiful Budget Bill. Which has so far only increased the deficit and made nought from all the effort Musk put into DOGE.
The "it is what it is" version. They are really at it, really cranky with each other. Both alpha males used to getting their way.
I'm more in the second camp. But it might still be that Musk, threatening a kinda Third Party "putsch", might bring some Reps to see that they have to do something to trim the Bill. Which Musk says can be Big and Bloated or Slim and Beautiful. But cannot be both "Big" and "Beautiful".
Musk is deeply taken with the idea that the US national debt is too big and too dangerous. That something has to be done. That's why he agreed to do DOGE.
But the dynamics of Congress are against it. Because they have to be re-elected, Reps and Dems both. So doing away with pork becomes a systemically impossible thing.
Have a listen to these four above. They've all been Long TSLA for a very long time. And know what they're talking about. We here in Hong Kong are Long TSLA and will remain so.
As an aside: on my trip into Kowloon this morning, I noticed yet again just how many Teslas there are here on the road. Probably the single most popular car.
Another thought. If Trump gets really cranky and tries to tell the world the EV cars are bad, or that there should be no Robtaxis on the roads, or some such, then all of a sudden those Dems who were fire bombing Tesla showrooms and burning Tesla cars, will flip on a dime and decide they like Elon and Tesla EVs all over again! They used to, after all.
We sit and watch, in horrified fascination, this battle of the Titans. The "Leader of the Free World" vs "The World's Richest Man". As spats go, they don't get any bigger.
Boom! Crash! Or is it all Opera??!
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https://www.youtube.com/live/PMg6QOnocGk?si=3me2si94--qXAOc9
