To The Moon

$Tesla Motors(TSLA)$ Robotaxi Day was kind of a flop, Cybercab lacked details, Optimus the robot was revealed to be dependent on human control, the highly anticipated cheaper model was once again absent, and information on the FSD performance enhancements wasIt's not clear, investors are more disappointed, and it doesn't seem to be Musk's usual style.

But it's also clear that a lot of the details are not up to him alone, judging by the current jump.

Personally, I think the impact depends on two factors:

1. Landing the technology under cost control.It's really only a matter of time before the progress of the above technical details is realized, and it's entirely possible to rush it out as long as you're willing to throw money at it.However, Musk has always been strict on cost control since it cut costs and efficiency, and it is also interested in helping Trump to cut costs and efficiency in government departments.In other words, what FSD, Robotaxi, and Optimus want is not "as soon as possible," but how to do it at the lowest possible cost.

2. Policy and government support.Another reason is the government's endorsement, because the landing of the FSD must be regulatory clearance, which is one of the reasons Musk is not in a hurry to launch Robotaxi as soon as possible, because the agreement with the regulatory also need about so long, as long as the technology is mature during this period can be, so this "before 2027So this "by 2027" isn't an empty expectation.Musk's previous eagerness to defect to Trump due to the need for government support, and his canvassing and donations, was kind of a bet on the future of Tesla.

   I think it's understandable that Musk defects to Trump, and if Harris is elected, with the D's philosophy, at best he'll scold Musk for a few more words, because there's still Tesla's trolley to be counted on to compete globally.

   But if Trump is elected and Musk sides with Harris, then Trump is really not a man who is afraid to look for trouble, and may leave all the opportunities to the old manufacturing industry like $General Motors(GM)$ $Ford(F)$ (even if it's not a good thing).) nor to Tesla.

What opportunity is Tesla waiting right now?

The chance of Trump can get into power, again.

Here are some personal maneuvers, just for reference, suggestions are welcome as well

1. PUT with Sell at 200 and below

2. Short Straddle/Strangle at 220/260

3. Risk reversal with 210put/230call as strike price