Core Viewpoint - Elon Musk's announcement of a $20 billion investment (approximately 5% of his net worth) to launch the "American Party" raises concerns about its impact on Tesla's stock price, necessitating a multi-dimensional analysis of market reactions, funding nature, and potential political risks [1]. Short-term Stock Price Pressure - Concerns over fund withdrawal: Although $20 billion represents only 5% of Musk's net worth, there are fears he may sell Tesla shares to raise funds, which could lead to a significant stock price drop. For instance, Tesla's stock fell 14.3% on July 3, resulting in a $150 billion market cap loss, reflecting market panic over potential cashing out due to political actions [1][3]. - Escalating policy retaliation risks: Trump has threatened to review contracts of Musk's companies (e.g., NASA contracts for SpaceX, subsidies for Tesla). If the "American Party" continues to challenge the Republican Party, it may lead to targeted policy crackdowns, such as the cancellation of electric vehicle tax credits (costing Tesla $1.2 billion annually) and termination of SpaceX's government contracts (valued at $22 billion) [1][3]. Investor Confidence Erosion - Musk's involvement in high-risk political ventures raises concerns about his divided focus, especially as Tesla is at a critical juncture in developing autonomous driving technology. A decrease in his attention could hinder technological progress [3]. Potential Upsides and Buffer Mechanisms - Flexible funding sources: Musk can leverage stock pledges or dividends from SpaceX to secure funds without directly selling Tesla shares. With approximately $390 billion in assets, he has considerable liquidity management options [4]. - Social media leverage: The X platform (with 540 million monthly active users) can mobilize voters at a low cost, potentially enhancing Tesla's brand recognition among tech-savvy demographics if the "American Party" gains public support quickly [5]. - Feasibility of a "key minority" strategy: The party aims to secure "2-3 Senate seats and 8-10 House seats," focusing on veto power over key legislation. Success could lead to favorable policies for Tesla, such as relaxed AI regulations and deregulation of energy, mitigating some risks [5]. Medium to Long-term Balance Point - Political risk pricing completion: If Musk clarifies his funding methods (e.g., not selling stock) and both parties do not impose substantial sanctions, Tesla's stock price may recover [6]. - Industry synergy opportunities: The "American Party's" advocacy for military AI and space exploration aligns with Tesla's robotics and Starlink technologies, potentially attracting strategic investors [6]. - Systemic barriers: The U.S. electoral system limits third-party influence. If the "American Party" fails to secure significant congressional seats, its political impact may diminish, allowing Tesla's fundamentals to regain dominance over stock price [6]. Conclusion - Increased volatility but not necessarily long-term bearish: Tesla's stock faces short-term pressure from cash-out concerns and policy uncertainties, but Musk's financial maneuverability and the advantages of the X platform may partially offset risks. The medium to long-term impact hinges on three key factors: 1. Funding chain: whether Tesla stock sales are triggered; 2. Political retaliation: whether both parties escalate sanctions; 3. Policy returns: whether the "American Party" can secure benefits for the tech industry in key legislation [7].

Group 1 - Elon Musk expressed regret over his recent social media posts regarding former President Trump, which led to a public dispute and strained their previously close relationship [1] - The conflict has raised concerns about the future prospects of Musk's companies, Tesla and SpaceX, particularly after Tesla experienced its largest single-day market value drop [1] - Musk's criticism of Trump's proposed tax and spending plan, which he claimed would "undermine" the work of the government efficiency department (DOGE), was a key trigger for the dispute [1] Group 2 - Trump's response to the conflict included a suggestion to terminate government contracts and subsidies awarded to Musk's companies, although he later indicated plans to retain SpaceX's Starlink technology [2] - Analysts believe that Musk's apology may not fully mend the rift, as Trump has shown a tendency to hold grudges, despite wishing Musk well [2] - The conflict highlights the fragile relationship between Silicon Valley and the White House, with Trump having pressured various tech CEOs since taking office [2] Group 3 - Experts note that tech giants must accept the current government's conditions, as Trump has continued several antitrust investigations initiated during the Biden administration [3] - Despite this, Trump's rollback of certain regulations has provided some relief for the tech industry [3]

Core Points - The Marubo tribe in Brazil has filed a lawsuit against The New York Times for $180 million, claiming that a June 2022 article labeled its members as "addicted to pornography" [1][3] - The article discussed the impact of Elon Musk's Starlink technology on the Marubo tribe, highlighting both benefits and negative consequences, including minors accessing inappropriate content online [1][3] Group 1 - The lawsuit alleges that the article portrayed the Marubo tribe as a group unable to handle basic internet exposure, which constitutes a direct attack on their character, morality, and social status [3] - The New York Times responded by stating that the article did not claim any tribe members were "addicted to pornography" and expressed intent to vigorously defend against the lawsuit [3] - Following the article's publication, the Marubo tribe's leader criticized The New York Times for irresponsible reporting, while Elon Musk also condemned the article on social media [3] Group 2 - In response to public pressure, The New York Times issued a clarification stating that there was no evidence of pornography addiction among the Marubo tribe, attributing the claims to a local elder's complaints [3]