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冰糖橙一哥(专注周期)
冰糖橙一哥(专注周期)|Jul 02, 2025 02:05
What is the probability of Matt's "double reed play"? Pure performance double reed: 40% Basis: On June 5th, Musk called for the impeachment of Trump, and on June 11th, the White House announced a "private conversation settlement" between the two sides. Repeatedly influencing the market through the 'conflict reconciliation' script. SpaceX still holds billions of dollars in contracts with NASA, and Tesla has not lost any federal purchase orders. Real conflict probability: 60% Policy conflicts of interest, substantial losses to Musk, and evidence of political infighting.
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Timeline

Jul 26, 01:29【BabyGrok takes off, Tesla's official milk brand】
Jul 24, 04:25【Musk's view on Tesla's control】
Jul 23, 22:49【Tesla Robotaxation will cover half of the US population】
Jul 23, 20:20【Trump does not support Musk's AI company getting contract】
Jul 22, 12:45【Tesla's high PE raises investor concerns】
Jul 20, 17:06【Four major AI giants integrate functions into one platform】
Jul 14, 17:44【Musk plans to have Tesla shareholders vote to invest in xAI】
Jul 14, 07:14【Musk does not support the merger of xAI and Tesla】
Jul 14, 01:41【Tesla shareholders will vote on whether to invest in xAI】
Jul 11, 03:26【Deepseek's R1 completely crushes Musk's Grok4】

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