Tesla(US:TSLA) Yahoo Financeยท2025-07-01 20:18Market Reaction & Stock Performance - Tesla's stock is down 5% today and 25% this year, reflecting investor concerns about Elon Musk's engagement in political issues [4][5][12] - The market's judgment has not fully embraced Elon Musk's return to focusing on Tesla [5] - Tesla's future valuation depends on humanoid robots and self-driving cars, not just EVs [16][17] Elon Musk & Political Involvement - Elon Musk's critique of government spending and involvement in political elections continues [6][10][11][12] - There's speculation about Elon Musk potentially starting his own political party, with a 40% odds market on Koshi [8] - Elon Musk believes he can influence votes due to his wealth of $400 billion [7] Elon Musk vs Trump - Elon Musk and President Trump are in disagreement, particularly regarding government subsidies received by Musk's companies [1][2] - The disagreement includes the EV tax credit [2] - Analysts previously noted concerns about Elon Musk's alignment with Trump affecting Tesla's branding [13] Tesla's Business - Delivery numbers from Tesla are not expected to be good [5][16]