Tesla(US:TSLA) Sou Hu Cai Jing·2025-07-25 12:24Group 1 - Elon Musk's political ambitions have led to significant declines in the valuations of Tesla and SpaceX, with Tesla's stock down 23% and SpaceX's valuation down 15% since the announcement of the "American Party" in July 2024 [2] - The acquisition of Twitter for $44 billion has resulted in a 60% drop in Tesla's stock over 18 months, equating to a loss of market value equivalent to three times the purchase price of Twitter [3] - Musk's establishment of the "American Party" has triggered a bipartisan backlash, with both Democratic and Republican leaders expressing strong opposition [4] Group 2 - The political landscape poses significant challenges for Musk, as 37 out of 50 states require third-party candidates to gather thousands of signatures for ballot access, making his political goals mathematically improbable [4] - Institutional investors have reduced their holdings in Tesla from 68% in 2021 to 42%, with short positions reaching a record $12 billion, indicating a loss of confidence in Musk's leadership [4] - Historical parallels can be drawn between Musk's situation and that of Ross Perot and John D. Rockefeller, highlighting the risks of political engagement for business leaders [6] Group 3 - Despite the challenges, Musk retains a substantial user base on the X platform, with 250 million monthly active users, which could influence election outcomes by attracting moderate voters [7] - Musk's simultaneous engagement in political and business arenas is straining his resources, particularly time and credibility, as regulatory hurdles arise for Tesla's operations in Germany and SpaceX's projects [9] - The outcome of Musk's political gamble could redefine the relationship between capital and power, with historical precedents suggesting a potentially costly lesson for tech leaders attempting to navigate political landscapes [10]