飞凡
飞凡|Jun 05, 2025 22:50
Trump and Musk only took 72 hours to start firing fully. Below is a detailed analysis of this incident. June 3rd Musk posted 25 consecutive posts on X, publicly calling out "KILL THE BILL" for the first time and calling on over 200 million fans to call congressmen June 4th The post continues to go viral, with 'mama th spending bills are bankrupting America' becoming the hottest topic of the day June 5th Trump said at a White House press conference to 'terminate all government subsidies and contracts' and angrily rebuked Musk for being' went crazy 'on Truth Social - Musk quickly replied,' Is it time to impeach the president? ' Trigger: Trump's push for a package of tax cuts and spending expansions, commonly known as the Big Beautiful Bill, has been criticized by Musk for adding another 2.4-5 trillion yuan gap to the already $36.2 trillion national debt. Trump, on the other hand, accused Musk of being angry just because he canceled the electric vehicle tax credit. On that day, Tesla's stock price plummeted by 14.3%, and its market value evaporated by about $150 billion. The Dow Jones Industrial Average, S&P, and Nasdaq were all dragged down and closed lower, while cryptocurrencies fell across the board. And the background of this decline happens to be the low point of their approval ratings, with Trump's overall approval rating of 42% hitting the lowest level since his re-election, Musk's personal favorability rating of 38%: disliking 60%, and both of their net favorability ratings currently in the negative range, Currently, Trump's 90% approval rating in the Republican base is still stable; And Musk's advantage in the tech industry and influence among middle voters is his bargaining chip to threaten the unity of the Republican Party. The current situation has had a significant impact on the policies and businesses related to the two individuals. SpaceX/Starlink/Tesla are highly dependent on DoD, NASA orders, and new energy subsidies. Trump has publicly threatened to terminate the contract, while Musk has retaliated by gradually retiring the Dragon spacecraft. Another important point is that there is opposition from deficit hawks within the Republican Party, and Musk is trying to sway 4-6 key senators with social media traffic. If the bill gets stuck in the Senate and Trump's economic agenda is frustrated, Musk will be held accountable within the party There are only three possibilities for the future -The Senate made slight concessions on the EV sector, and Musk withdrew high-intensity traffic output; Tesla stock price technical rebound, small-scale market rebound -Minor amendments to the bill, partial subsidy/contract cuts implemented by Trump, pressure on the profitability of Tesla and SpaceX, and a weak mid-term market. This is the most likely scenario -The bill is blocked, Trump's reputation is damaged, and Musk launches a new centrist fundraising campaign in X, which is the least likely but most favored by overseas conspiracy theorists.
+4
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads