After a Messy Breakup, How Can Musk Salvage Tesla’s Stock?
Back in January, Elon Musk was still one of Donald Trump's strongest allies. He visited Washington, stayed in the Lincoln Bedroom, and served as a senior advisor to the White House.
In February, Musk tweeted:
"I love @realDonaldTrump as much as a straight man can love another man."
But the honeymoon didn’t last. His hard-charging style, lack of political finesse, and ideological clashes with the MAGA base gradually weakened his relationships within the administration—including with Trump himself.
Although their public fallout erupted only last week, the cracks had been forming for months. Musk’s “move fast and break things” approach often clashed with the more calculated goals of White House policy.
Musk and Bessant came to blows: Trump sided with Bessant
According to reports, in mid-April, Musk and Bessant got into a heated argument in the Oval Office over the appointment of an IRS Acting Commissioner—things allegedly escalated into physical confrontation. Trump ultimately sided with Besant’s candidate. Musk was also said to have privately asked Trump to drop tariffs, but Trump ignored the request until several days of bond market turmoil finally swayed him.
In fact, many in the media had never believed this alliance between two larger-than-life figures would last. But few expected the breakup to be so public—and so brutal. After parting ways, Trump called Musk “insane,” and Musk fired back by calling Trump “ungrateful.”
Come to think of it, is Bessant now Trump’s “new favorite”?
Should Musk now publicly frame himself as the one hurt in this political breakup?
Looking back, what did Trump really do for Musk?
When $Tesla Motors(TSLA)$ faced backlash over DOGE and Musk’s political involvement, Trump did showcase Tesla models at the White House, but never offered actual orders. Some Trump supporters may argue that kind of exposure was worth millions in ad spend. But still, Musk donated to Trump’s campaign and even personally campaigned in swing states. And yet, just last week, Trump claimed he could win those swing states without Musk.
Now Trump is on the rise, but Tesla? It’s hanging by a thread...
Should Musk now publicly frame himself as the one hurt in this political breakup, and emphasize his opposition to tariffs? Could that help restore Tesla’s public image?
Of course, if Robotaxi really launches this week, that would mean far more than any PR campaign.
Musk said the company was still on track to launch the program by the end of the month. The start of the program, Musk told CNBC, will likely be about 10 Model Y vehicles operating autonomously, with the company later expanding to more vehicles and cities.
But if not, perhaps it’s time for Musk to start painting a few bold new visions again.
What do you think of this relationship?
Who benefited more—Musk or Trump?
Will Musk step in to protect Tesla’s stock and start spinning a new narrative for shareholders?
If you were Tesla’s PR head, how would you rescue the company’s image?
REWARDS
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$Tesla Motors(TSLA)$ kinda volatile for my liking [What] [What] [What] and with 2 unpredictable people... it's a no no for me... need to sleep well... [Serious] [Serious] [Serious]
According to reports, in mid-April, Musk and Bessant got into a heated argument in the Oval Office over the appointment of an IRS Acting Commissioner—things allegedly escalated into physical confrontation. Trump ultimately sided with Besant’s candidate. Musk was also said to have privately asked Trump to drop tariffs, but Trump ignored the request until several days of bond market turmoil finally swayed him.
What do you think of this relationship?
Who benefited more—Musk or Trump?
Will Musk step in to protect Tesla’s stock and start spinning a new narrative for shareholders?
If you were Tesla’s PR head, how would you rescue the company’s image?
REWARDS
All valid comments will receive 5 Tiger Coins
1. 与特朗普公开决裂引发的政治 retaliation
特朗普威胁撤销超 $380 亿联邦合同，特朗普称若马斯克支持民主党，将有严重后果 。
2. 特斯拉股价和市场信心大幅下滑
近期跌幅达14%以上，市值蒸发超1500亿，其间多家分析师下调评级 。
3. “Tesla Takedown”等抵制运动持续发酵
全球范围抗议不断，意图通过股东和消费者撤资动摇其政治与经济影响力 。
4. 监管压力趋严
自驾车系统和环保等领域的联邦调查接踵而至，加剧不确定性 。
以孙子兵法谋略破局
一、知己知彼，百战不殆
• 知己：需要评估当前资源与核心优势——技术研发实力（如Robotaxi）、品牌影响力、政府合同与资本实力。
• 知彼：特朗普掌控政治资源与公信力、抵制者和消费者群体影响广泛，也是舆论焦点。
二、避实击虚：战略性弱化正面冲突
• 淡化政治立场：正如孙子《兵势》中倡导，“避其实而击其虚”，应逐步淡出政治斗争，回归商业主战场。马斯克已开始聚焦技术和运营 。
• 分层拆解矛盾：与特朗普、抵制者、政治对手形成多线分隔战，避免被锁定在单一战场。
三、声东击西：转移注意力、重塑关注焦点
• 加速Robotaxi和AI创新落地：以技术突破和量产效益替代政治热议，展示“技术救市”的能力 。
• 扩大xAI等业务版图：将公众讨论从特斯拉转向xAI、SpaceX或Starlink等其他前沿项目，以稀释政治争议的影响。
四、借力打力：建立新的政治与社会支撑
• 与州政府或中间力量合作：避开极端政治冲突，寻求州级或跨党派支持作为缓冲。
• 展开企业社会责任（CSR）行动：追加环保、AI教育或基础设施建设项目，以改善公共形象并赢得更广泛支持。
五、内修外王：增强队伍凝聚与舆论掌控
• 强化内部沟通与执行：避免“马斯克缺位”造成的内部混乱 。
• 重构媒介与沟通策略：借助《兵势》“上下同欲者胜”之道，确保讲好“技术优先、商业回归”的主旋律。
六、持久战心态：缓冲节奏，稳步推进
孙子强调“兵贵神速”，但当敌强我弱时，“恩威并施，缓进为上”。马斯克应避免速战速决的政治秀，而应以稳健推进技术与运营为主轴，逐步重建市场和舆论信任。
儘管他們的公開餘波上週才爆發，但裂痕已經形成了幾個月。馬斯克“快速行動並打破事物”的方法經常與白宮政策中更精心計算的目標發生衝突。
谁受益更多？我觉得短期来看是特朗普。他在选战期间需要科技界的“代表性人物”来扩大声量，而马斯克的影响力刚好补上这块拼图。至于马斯克，他更多是为了争取政策松绑，例如对自动驾驶、AI监管的宽容态度。但这种交易，终究是带刺的玫瑰。
马斯克会不会开始为股东“编故事”？我觉得会。他太清楚市场需要情绪和远景维系信心。一旦Robotaxi或FSD进展不及预期，马斯克势必会另起炉灶，比如再次谈“火星殖民”或“脑机接口”，继续讲未来的梦。
如果我是特斯拉的公关主管，我会建议公司回归产品力本身：强调安全性、实测数据、用户故事，而非单靠马斯克的“个人剧场”。市场的耐心不是无限的，品牌公信力需要慢慢修补。
Musk will have to step in to protect Tesla. It is his baby and money maker. He definitely has to give shareholders what they want to see which is his commitment to Tesla and new plans to move it ahead as well as tackle the roadblocks in production, innovation and sales. It seems to be losing market share in the EU and China.
Tesla would need to brand itself as a commitment Musk, the EV of choice and the promise of better innovation to lead the market.
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