What happens to $TSLA if Musk’s 2025 Compensation Package doesn’t get approved?

It’s a low probability event, but it will likely cause a double digit % sell off and start the post shareholder re-accumulation phase.

We will be buying calls and shares on a sharp sell off.

Sentiment:

The near term bullish narrative will fade as investors will question how long Musk plans to stay at Tesla, and there will be more uncertainty on the long term potential of Robotaxi and Optimus.

Structure:

A rejection of the plan will end Phase E Mark Up (2025 Wyckoff Accumulation structure). The larger 2022 Wyckoff Accumulation structure will remain and lead to an extended Phase D.

Long Term Bullish on TSLA:

Zooming out, even with a rejection of the 2025 compensation package, TSLA still has long term upside.

Musk still owns about 15% of TSLA (worth over $200B) which is a significant portion of his wealth, so he is incentivized to continue growing the company.

Stepping down or losing focus on TSLA will negatively impact his networth and ability to fund new businesses or existing companies.

The new compensation plan is fair and performance driven, so it will most likely pass, which will be a HUGE win for Musk and long term investors.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment3

  • Top
  • Latest
  • cheeryk
    ·2025-10-21
    It's insightful to consider the potential fallout from Musk's package.
    Reply
    Report
  • Enid Bertha
    ·2025-10-21
    to the moon ...600 by dec and 1200 by 2026 and 3000 by 2027

    Reply
    Report
  • Merle Ted
    ·2025-10-21
    Elon should get 2 T package for taking us to Moon

    Reply
    Report