Asymmetric Investing by Travis Hoium on $TSLA (Nov 5, 2026)
Tesla, now a big AI-infrastructure builder, may face political pressure from CEO Elon Musk's extensive political involvement. Greater scrutiny of government contracts at Tesla and especially SpaceX is possible, and a Tesla-SpaceX merger, possibly one reason investors bought Tesla in recent months, may be harder in the future.
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Now, we may be seeing something a little different with these shares , especially Tesla. They have become a huge part of building AI infrastructure. They may also face political pressure due to the extensive political involvement of its CEO Elon Musk.
Could not only Tesla, but especially SpaceX's government contracts face greater scrutiny in the future? That is certainly possible. And if there is a merger between Tesla and SpaceX, which may have been one of the reasons investors bought Tesla over the past few months , it may be more difficult to do so in the future.
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Asymmetric Investing by Travis Hoium has 3 calls on this stock; only the adjacent ones are shown.