Annie 所长|Nov 05, 2026 09:22
The Democratic Party's immediate push for a major investigation into Musk is the core reason for SpaceX's current weakness.
5 Killer Moves:
1. Order Diversion: Previously, SpaceX almost monopolized major launch contracts with NASA and the Pentagon. By using the pretext of mitigating the risks of relying on a single supplier, the Democrats can force subsequent orders worth billions of dollars to be allocated to Blue Origin or Boeing.
2. Approval Delays: They'll obstruct compliance processes to the point of exhaustion. Want to apply for new Starlink frequencies? Want to test-fly Starship? They'll drag out license approvals from one month to two years. The various environmental hearings and safety investigations alone can completely cripple SpaceX's progress.
3. Tesla's Road Rights: If the National Highway Traffic Safety Administration (NHTSA) receives pressure from Congress to launch an investigation into underpass safety issues, or even revokes the road rights exemption for Cybercabs without steering wheels, Tesla's tech stock halo will be shattered.
4. Subsidies and Benefits: Some tax breaks and state subsidies may be reshuffled. If they investigate whether you've illegally received subsidies, or even amend the next bill to raise the subsidy threshold, Musk's cash flow will be in crisis.
5. AI Data Centers Democrats are increasingly focused on data center power consumption, rising residential electricity prices, and environmental issues. Money has already been poured in, but production capacity is slow to come online—that's the biggest headache.
The reckoning begins!
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