The feud between Musk and Trump is just a performance for capital to see! On the surface, it's a chaotic fight, but in reality, both are getting what they need.
First, the so-called "conflict over the bill" is purely a smokescreen.
The cuts to electric vehicle subsidies in the "Big and Beautiful Bill" did hurt Tesla, but Musk's real lifeline is SpaceX's government contracts. Tesla's stock price plummeted by 150 billion? His main wealth is in rocket launches and Starlink; this fluctuation is hardly worth mentioning. If they really wanted to turn against each other, they could have negotiated privately—why broadcast it live across the internet? It's clearly a setup!
Second, the establishment of a new party is Musk's nuclear deterrent.
Right after their argument, Musk immediately conducted a poll asking, "Should we establish a new party?" Over 5 million people voted, with more than 80% in support. This isn't just a sulk; it's a clear warning to traditional capital: "If you push me further, I'll team up with the Democrats and flip the table!" Trump plays along, pretending to threaten the cancellation of the SpaceX contract, while actually sending a message to his backers: "Take the deal while it's good, or things might really get serious."
Third, the win-win outcome was scripted from the start.
Tesla's stock price fell, but SpaceX's NASA contracts remained unaffected; traditional capital thought they were suppressing new energy, but Musk used political leverage to secure more critical benefits—like the complete omission of military procurement for Starlink in the bill. Trump also gained face and took the opportunity to purge opposing factions within his party.
The real victims are still the retail investors.
Tesla's retail investors were scared into selling during the crash, unaware that the big players had already hedged in the options market. This entire drama is essentially a scheme orchestrated by top players: Musk uses Twitter as a stage, Trump uses the White House as a film set, and capital counts money behind the scenes, while only ordinary people take it seriously.
As the market continues to change, we need to closely monitor market signals and seize new entry opportunities. Like and leave a message, and we'll navigate the bull market together to seize this major opportunity!