Musk swings the knife to cut politicians! The capital tricks and signals behind Tesla's 6% surge in one day

1: The X platform frequently crashes, and the users collectively vote with their feet

The X platform has recently staged a "server dance" — last week, a data center failure caused global users to be offline for 48 hours, and over the weekend, an API interface failure locked institutional accounts. Musk admitted in an internal letter that "operational vulnerabilities need to be compensated with blood," but capital immediately understood the subtext: "The boss doesn't play politics and wants to focus on hard technology now." This operation directly led short sellers to switch careers to food delivery overnight, with Tesla's stock price surging 6% in a single day.

Capital Signal 2: Rocket launches force an All-in, 007 work mode activated

SpaceX's Starship's 9th test flight is scheduled for May 2024, with losses exceeding $6 billion from the first two explosions. Musk suddenly announced the launch of the "007 work mode," which the market directly interpreted as a gambler's mentality of "no success means martyrdom." After all, losing a rocket could cost the price of a house in Shanghai; without going All-in, where's the chance for a comeback? Capital is betting real money: this time it’s a matter of heartbeat, not tricks.

Capital Signal 3: The political burden is too heavy; cutting it off is the hard truth

In 2023, Musk lavishly donated $27 million to the Republican Party, but now he has "read the political posts and won't reply." Real data comes to slap the face — Tesla's global sales in April were 12,423 vehicles, down 33% year-on-year, with European market sales halved to 3,210 vehicles. Capital hates political tricks the most; the more you try to please both sides, the more users vote with their wallets. By cutting off political ties, Tesla immediately transforms into a "pure technology stock," and its stock price soars.

The harsh truth of the capital market: everyone talks about ideology, but in their hearts, it’s all business.

Musk hinted at the 2024 Qatar Forum that "campaign donations should be minimized when possible"; global vulture capital immediately understood: this rebound is not a technical breakthrough but trust earned by the boss not playing dirty. However, the reality remains harsh — Tesla's inventory cycle at the Shanghai factory has skyrocketed from 30 days to 90 days, and the Berlin factory in Germany has been shut down for two weeks due to environmental lawsuits.

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