To The Moon

The drama is back. Former President Donald Trump and Elon Musk are reportedly at odds again, with new headlines surfacing about potential political “retribution” and threats aimed at Musk. Unsurprisingly, Tesla stock dipped on the noise.

But is this feud actually a risk to Tesla’s future, or just another short-term distraction that gives long-term investors a chance to buy on weakness?

🔍 What This Dispute Actually Means

First, Elon Musk is a naturalized U.S. citizen. Despite dramatic rhetoric, he cannot be deported. The suggestion is political theater at best, with no legal basis.

What does matter, however, is policy. A second Trump administration could be less EV-friendly—possibly rolling back federal subsidies, slowing down environmental approvals, or even encouraging regulatory probes. These moves can certainly impact Tesla’s near-term margins or timelines, but they are unlikely to derail its long-term innovation roadmap.

Also important: Tesla is now a global company. More than half of its sales and growth come from outside the United States. That includes China, Europe, and emerging markets, which are unlikely to be affected by U.S. domestic politics.

⚠️ Realistic Risks from the Feud

The most immediate risk is sentiment. Political noise can shake investor confidence and raise volatility. If tax credits are reduced or removed, Tesla’s U.S. demand growth might slow. Regulatory agencies could also be more aggressive under a Trump-led government, leading to headlines, legal costs, or even recall risks.

Slower permitting for future gigafactories is another factor. It could delay Tesla’s production scaling, especially for its next-gen models or battery lines.

However, none of these risks are existential. They may dent short-term earnings or growth rates, but the long-term vision of Tesla as an energy, AI, and robotics leader remains unchanged—unless the company itself fails to execute.

✅ Why Some See Opportunity

Despite the headlines, Tesla remains well-capitalized. Its strong balance sheet gives it the flexibility to absorb near-term policy shocks better than most competitors.

The Full Self-Driving (FSD) and Robotaxi developments continue, with international pilots moving ahead regardless of U.S. politics. Tesla Energy is also growing steadily, offering a revenue stream less dependent on subsidies.

In fact, many disciplined investors see these moments of political drama as entry points—when fear is high, and prices disconnect from fundamentals.

🧠 How to Approach Tesla Now

If you’re a short-term trader, expect continued volatility. This feud could trigger both dips and rebounds. Options premiums are likely elevated—giving traders room to play volatility strategies.

If you’re a swing investor, consider using any sell-off to build a starter position. Be patient. Political headlines may create a few more pullbacks before the trend stabilizes.

For long-term investors, the thesis hasn’t changed. Tesla is pushing forward in autonomous tech, battery innovation, and global expansion. Political noise is unlikely to stop that, though it may delay certain aspects in the U.S.

🏁 Final Take

Political headlines may dominate the news cycle, but they rarely determine a company’s long-term value. The Trump–Musk feud might shake sentiment in the short run, but it also gives bold investors a chance to enter or add to Tesla at a discount.

If you had conviction in Tesla before the feud reignited, this is likely more of a buy-the-dip moment than a true danger sign.