Group 1 - Elon Musk has formed a new political party called the "American Party" to challenge the existing Republican and Democratic parties, which he claims will restore freedom to the people [1][2] - U.S. President Donald Trump criticized Musk's decision, labeling it as "ridiculous" and suggesting that it would lead to confusion in the political landscape [3] - The relationship between Musk and Trump has soured due to disagreements over a spending bill, which has affected their previous collaboration [2] Group 2 - Musk's announcement of the American Party follows a significant fallout over spending policies, which included Musk's previous financial support for Trump's re-election campaign [2] - Trump expressed concerns about Musk's advocacy for an "Electric Vehicle Mandate," arguing that it would impose undue pressure on consumers to purchase electric vehicles [3] - The tax and spending cut bill signed by Trump on July 4 eliminated tax credits for electric vehicle buyers, indicating a shift in policy that may impact the electric vehicle market [3]

It was one in the morning when Trump was still watching the vote on the "Big, Beautiful" bill in the White House . This was to stop the "Big, Beautiful" bill. The Democratic leader Hakim spoke for 8 hours and 44 minutes in the House of Representatives until his voice was hoarse. "(I hope my Republican colleagues) can come to a conclusion" "That is, we serve the American people." After a fierce game, the bill was finally passed . Trump got what he wanted with "218 to 214 votes." "Motion passed", what exactly ...

Core Viewpoint - Tesla is facing increased scrutiny and potential investment risks following the postponement of a Tesla-focused ETF by Azoria Partners due to concerns over CEO Elon Musk's political ambitions and the implications for investor confidence [1][2]. Group 1: ETF and Investment Sentiment - Azoria Partners has delayed the launch of its Tesla Innovation ETF, which had generated significant anticipation, citing a cautious approach due to Musk's new political movement, the "America Party" [1]. - The ETF delay reflects broader concerns about Tesla's stock performance and investor sentiment, with shares closing at $315.35, slightly below their weekly high of nearly $320 [3]. - The political developments surrounding Musk have shaken investor confidence, particularly after he withdrew from leading the Department of Government Efficiency [2]. Group 2: Price Analysis and Market Concerns - There is growing bearish sentiment regarding Tesla's stock, with analysts warning that if political risks escalate, the stock could potentially drop below $250 or even test the $200 mark [7]. - Technical analysis indicates that $250 is a critical price level, known as the Point of Control (PoC), where the highest volume of shares has changed hands over the last five years, making it a key battleground for market participants [8]. - Data from TrendSpider highlights $250 as a major pivot point, with strong interest in buying and selling, and investors are closely monitoring whether Tesla can maintain its position above this crucial support level [9].

Group 1 - The S&P 500 and Nasdaq reached record highs on the back of a strong jobs report [2] - Companies such as Nextracker, ServiceNow, and Uber are approaching buy points [2]

Group 1 - Invictus Origin is a high-alpha investment management firm founded by Oliver Rodzianko in May 2025, aiming to become a globally recognized actively managed fund [1] - The firm's flagship product, the Nasdaq High-Alpha Black Swan Portfolio, is designed to sustainably outperform the Nasdaq-100 and maintains approximately 20% in strategic cash reserves for downside protection [1] - Oliver Rodzianko has extensive experience as a macro-focused investment analyst with expertise in technology, semiconductors, artificial intelligence, and energy sectors [1] Group 2 - The investment process of Invictus Origin integrates U.S. market specialization with a comprehensive understanding of international markets, aiming for durable outperformance [1] - The firm is characterized by resilience, performance, and disciplined capital stewardship, supported by the development of a family office structure for lower-volatility capital preservation [1] - Oliver Rodzianko has built a strong reputation for providing actionable insights to sophisticated investors through platforms like Seeking Alpha, TipRanks, and GuruFocus [1]

Core Viewpoint - Tesla's true value may lie in its future product platforms, such as autonomous robotaxis and humanoid robots, rather than its current electric vehicle (EV) sales [1][10] Sales Performance - Tesla delivered 1.79 million EVs in 2024, marking a 1% decline from the previous year, which is the first annual drop since 2011 [5] - In Q1 2025, Tesla delivered 336,681 EVs, reflecting a 13% year-over-year decline [6] - For Q2 2025, Tesla delivered 384,122 EVs, also down 13% year-over-year, indicating a potential sharper annual decline in sales for 2025 compared to 2024 [6] Competitive Landscape - Tesla's sales in Europe fell by 40% in May, while the overall EV market in Europe grew by 26% [7] - Chinese EV brands have doubled their market share in Europe, presenting significant competition for Tesla [7] - Tesla's pricing strategy is challenged by competitors like BYD, which offers lower-priced models, making it difficult for Tesla to compete in key markets [8] Future Product Development - Tesla is focusing on its Cybercab robotaxi, which will operate on full self-driving software, avoiding a price war with competitors [9][10] - The goal is to have millions of Cybercabs generating revenue through passenger transport and small deliveries [10] Financial Implications - Tesla's total revenue shrank by 9% in Q1 2025, with earnings plummeting by 71% to $0.12 per share [13] - The stock is down approximately 34% from its peak, but the decline in earnings is more severe, leading to a high price-to-earnings (P/E) ratio of 173.4 [14] - Comparatively, major tech companies have an average P/E ratio of 35.4, indicating Tesla's stock may be overvalued [15] Market Outlook - If Tesla's FSD and Cybercab initiatives succeed, the current stock price may appear cheap in the long term, but regulatory hurdles remain [16] - Significant declines in stock value could occur if EV sales continue to drop or if the robotaxi business fails to gain traction [18]

Group 1: Market Overview - Tesla's new car sales in Britain rose year-on-year in June, contributing to a broader recovery in the electric vehicle market, with overall new car registrations in Britain growing 6.7% to 191,316 units [1][2] - Battery electric car demand increased by 39% to 47,354 units, with one in four buyers opting for electric vehicles [2] - Despite the growth, sales remain below pre-COVID levels, marking the best June since 2019 [2] Group 2: Tesla's Performance - Tesla sold 7,719 units in June, reflecting a 14% increase from the previous year, although sales are down nearly 2% year-to-date [3][4][8] - Different data sources and calculation methods between SMMT and New AutoMotive account for discrepancies in reported figures [4] Group 3: Competitive Landscape - Chinese rival BYD's sales have surged nearly four-fold to 2,498 units, highlighting increased competition in the electric vehicle market [4] - Ford's EV sales in Britain grew more than four-fold in the first half of 2025, indicating strong competition among automakers [6] Group 4: Industry Support and Future Growth - The growth in electric vehicle sales is supported by substantial industry efforts, including unsustainable discounting, but remains below mandated levels [3] - Future growth in the sector will depend on improved charging facilities to enhance mainstream electric vehicle adoption [6] Group 5: Trade Implications - A new US-UK trade deal has come into effect, reducing tariffs on imports from Britain, which may benefit British car manufacturers exporting to the U.S. [7]

Sales Performance - General Motors Company (GM) experienced a 7.3% year-on-year sales growth in Q2, with total deliveries reaching 746,588 vehicles, following a 16.7% increase in Q1, resulting in a 12% rise in the first half of 2025, marking GM's best first-half performance since 2019 [1][7] - In contrast, Tesla, Inc. (TSLA) reported a decline in deliveries, with 384,122 vehicles delivered in Q2, representing a 14% decrease from the previous year, marking the second consecutive quarter of double-digit declines [1] Electric Vehicle (EV) Market - GM has launched 11 EV models over the past two years, with Chevrolet achieving a remarkable 134% growth in H1 sales, driven by the Equinox EV, which is now among the top three best-selling EVs [2] - Cadillac emerged as the leader in the luxury EV market share in Q2, contributing to GM's overall EV market share of 16%, closely aligning with its total market share of 17% in the same quarter [2] Strategic Investments - The increase in sales is attributed to GM's investments in crossovers, SUVs, and pickups, both gas and electric, which allowed the company to surpass the estimated 4% total auto industry growth [3] - To further enhance production capabilities and mitigate the effects of tariffs and government policies, GM plans to invest approximately $4 billion in U.S. production [3][7]

Core Insights - Tesla Inc. reported a decline in global deliveries for the second quarter of 2025, marking a 13.5% decrease year-over-year, with total deliveries at 384,122 vehicles, the worst decline in the company's history [1][3][4] - Despite the weak delivery report, Tesla shares rose by 5%, indicating strong growth prospects [1] - The company faces increasing competition from next-generation EVs from Chinese automakers, which are gaining market share due to lower price points and frequent model updates [4] Delivery and Production Data - In Q2 2025, Tesla delivered 384,122 vehicles, including 373,728 Model 3/Y and 10,394 other models, down from the previous year [3] - Tesla produced 410,244 vehicles during the same quarter, comprising 396,835 Model 3/Y and 13,409 other models [3] Market Challenges - Tesla is experiencing challenges from rising competition, particularly from Chinese EV manufacturers, which are impacting its market share [4] - Political backlash against CEO Elon Musk is also affecting the company's reputation and sales [4] Future Growth Potential - Analysts see significant growth potential in Tesla's robotaxi service, which launched in Austin, TX, with plans for rapid expansion [5][6] - The robotaxi market is viewed as a multi-trillion-dollar opportunity, with potential to double Tesla's market capitalization by the end of 2026 [5] ETFs with Tesla Exposure - Several ETFs have substantial allocations to Tesla, including: - Simplify Volt TSLA Revolution ETF (TESL) with an AUM of $30.9 million and an expense ratio of 1.20% [2][7] - Consumer Discretionary Select Sector SPDR Fund (XLY) with an AUM of $22.7 billion, holding 16% in Tesla [2][8][9] - Vanguard Consumer Discretionary ETF (VCR) with an AUM of $6.1 billion and a 16.1% allocation to Tesla [2][10] - The Nightview Fund (NITE) with Tesla as the top holding at 14.5% of its assets and an AUM of $26.4 million [2][11] - Fidelity MSCI Consumer Discretionary Index ETF (FDIS) with an AUM of $1.8 billion and a 14.7% allocation to Tesla [2][12]

Group 1 - Elon Musk's popularity has significantly declined in 2025, with 55% of Americans holding an unfavorable view of him, marking a 10 percentage point increase in unfavorability since the beginning of the year [2][3] - Among Democrats, only 16% have a favorable opinion of Musk, while 82% view him unfavorably, largely due to his association with Trump and substantial donations to his campaign [3][4] - Republican support for Musk has also decreased, with favorable opinions dropping from 83% to 67% in recent months, while independents' views shifted from a balanced 42% to a negative 27% favorable rating [4] Group 2 - Tesla's brand reputation has suffered, as evidenced by its drop from 63rd to 95th in the Axios Harris Poll 100 ranking, with only 32% of Americans viewing the company favorably [5] - Tesla's vehicle deliveries decreased by 13% year-over-year in the first half of 2025, and profits are estimated to have shrunk by 29% compared to the previous year [5][6] - The market value of Tesla fell by approximately $280 billion in the first half of 2025, with Tesla stock declining by 21%, making it one of the worst performers in the S&P 500 index [6] Group 3 - Despite the decline in popularity and Tesla's financial struggles, Musk remains the wealthiest person globally, with a net worth of $407 billion as of June 30, although this represents a $14 billion decrease from the end of 2024 [7][8] - Analysts have noted the unprecedented speed at which Tesla's brand value has diminished, with J.P. Morgan's Ryan Brinkman highlighting the lack of historical parallels in the automotive industry [9]