Core Viewpoint - Elon Musk's recent actions, including the establishment of a new political party, may impact Tesla's stock price, raising concerns among investors about the company's stability and future valuation [11][14]. Group 1: Political Developments - Musk criticized Trump's "big and beautiful" tax and spending bill, suggesting the formation of a new political party called the "American Party" if the bill passes [3][5]. - A poll conducted by Musk showed that 65.4% of respondents supported the idea of creating the "American Party" [3]. - Musk indicated that the new party might participate in the upcoming elections, potentially in 2026 or 2028 [5]. Group 2: Tesla's Valuation and Market Position - Concerns have arisen regarding Tesla's stock price, with some investors fearing a significant drop [11]. - In a hypothetical scenario where Musk were to pass away, Tesla's market value could drop to approximately $500 billion, which is half of its current valuation of around $1 trillion [14][15]. - A valuation of $500 billion would be comparable to Tencent's market value, but Tesla is seen as having greater potential for innovation in areas like autonomous driving and robotics [15]. Group 3: Acquisition Potential - The potential acquisition of Tesla at a $500 billion valuation would be manageable for tech giants like Apple and Google, which have substantial cash reserves [17]. - Acquiring Tesla would not only provide assets but also access to critical future technologies in autonomous driving and AI [17][18]. Group 4: Risk Management - Investors are advised to determine their "safe position" in Tesla, as the risk of a significant stock price drop can be mitigated by adjusting their investment size [19]. - A smaller investment percentage reduces the impact of potential losses, allowing for better risk management [19]. Group 5: Investment Philosophy - Investors in Tesla must balance the excitement of Musk's innovative ideas with the risks associated with his unpredictable behavior [20]. - A comprehensive evaluation of valuation, market cycles, and global conditions is essential for making informed investment decisions [22].

Group 1: Gold Market Analysis - Gold prices surged to a historical high of $3500 per ounce, reflecting a 2.2% increase, driven by market concerns over Federal Reserve Chairman Jerome Powell's comments, which shifted investor sentiment towards safe-haven assets like gold [2] - Following the peak, gold prices slightly retreated to a low of $3372.69 per ounce, indicating strong buying interest during short-term pullbacks, despite the market being technically overbought [2] - Technical analysis suggests that gold is currently in a bearish trend, with significant resistance levels identified at $3350-$3380 and support levels at $3300-$3280, indicating a cautious trading approach is necessary [5][3] Group 2: Oil Market Analysis - International oil prices experienced a slight increase, with Brent crude reaching $67.36 per barrel and WTI crude at $64.05 per barrel, primarily due to short covering by investors [6] - Despite the uptick, the overall market sentiment remains cautious, influenced by ongoing trade concerns and policy uncertainties, which are likely to keep oil prices within a volatile range unless there is a significant improvement in global demand or a substantial decrease in inventories [6] - Technical indicators suggest a downward trend in the medium term, with potential further declines towards the $50 mark, while short-term trading strategies should focus on buying on dips and selling on rebounds, with key resistance at $65.3-$65.8 and support at $63.0-$62.5 [7]