---
title: "Trump and Musk are at odds again. Love is hard, Tesla is suffering?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/31347371.md"
description: "Here's my take: It's just market sentiment, and today is the perfect opportunity to buy the dip. The latest episode of the 'love-hate' drama between Elon Musk and Trump has unfolded again. This time, Musk didn't hold back, directly blasting the 'Big and Beautiful' bill on social platform, calling it 'crazy money-burning' and 'destroying the future.' Trump, in turn, didn't mince words, countering that Musk would have gone back to South Africa to be a boss long ago without government subsidies, even sarcastically suggesting that authorities investigate Tesla's subsidy sources. Musk immediately responded: 'Cut all subsidies...'"
datetime: "2025-07-01T09:40:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/31347371.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/31347371.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/31347371.md)
author: "[林正盈](https://longbridge.com/en/profiles/17797497.md)"
---

# Trump and Musk are at odds again. Love is hard, Tesla is suffering?

**Here's my take: It's just market sentiment, a great opportunity to buy the dip.**

Today, the latest episode of the "love-hate" drama between Elon Musk and Trump unfolded again.

This time, Musk didn't hold back, directly blasting the "Big and Beautiful" bill on social media, calling it "crazy spending" and "destroying the future." Trump didn't hold back either, countering that Musk would have returned to South Africa as a boss long ago without government subsidies, even sarcastically suggesting that authorities investigate Tesla's subsidy sources. Musk immediately responded: "Cut them all, right now!"

"Once mutual admirers, now at each other's throats." I wonder if this feud sounds familiar, as for the market, such "high-profile fallout" often triggers emotional volatility faster than data. The result was obvious: $Tesla(TSLA.US) shares fell over 7% at their lowest in after-hours trading. For us, this isn't a risk but an opportunity.

**Technical perspective? Key level—$300!**

A quick look at the chart:

-   On June 5, Tesla dropped to around $280 due to their feud;
-   This time, despite the after-hours drop, I doubt it'll revisit $280 as market panic has marginally eased;
-   More importantly, **$300 aligns with the combined support of the 60-day and 250-day moving averages, making it a strong technical support zone**.

Simply put, consider scaling in below $300, buying more as it dips, while managing position size.

**Trading logic: Opportunities emerge from drops—don't panic!**

-   **Scale in gradually, don't go all-in**: Emotional shocks are temporary; I prefer adding between $290-$300;
-   **Blend swing trading with long-term holds**: Use some positions to bet on short-term rebounds, others for long-term gains;
-   **Avoid reckless adds, set stop-loss plans**: Political risks are unpredictable—prepare for extremes.

**Fundamentals unchanged, long-term thesis intact**

Honestly, no matter how often it happens, the market still "hears wind and thinks rain." Many get swayed by sentiment, but if you truly believe in Tesla, remind yourself: its value lies in products and tech, not Musk's feuds. Even Trump's sharp tongue can't alter Tesla's key strengths:

-   FSD progress—a true moat—could reshape profits at scale;
-   Robotaxi commercialization is accelerating, the biggest variable for future valuation;
-   Overseas expansion (China/Europe) offsets U.S. uncertainty with policy support.

So, I’m unfazed by Musk-Trump spats—Tesla’s long-term price hinges on fundamentals, not their words. **Sentiment creates trades; fundamentals anchor value.**

Summary:

-   This is sentiment noise, not fundamental change;
-   $300 is multi-support, offering value;
-   Short-term trades + mid-term holds work in tandem;
-   FSD, Robotaxi, global ops underpin long-term growth.

**As Buffett said, "Be fearful when others are greedy." To me, this dip is another sentiment-driven buying chance.**

_Disclaimer: This reflects personal views, not investment advice. Trade cautiously, assess risks independently._

$Circle(CRCL.US) $Coinbase(COIN.US) $Alphabet - C(GOOG.US) $Palantir Tech(PLTR.US) $NVIDIA(NVDA.US) $AMD(AMD.US) $Apple(AAPL.US) $Amazon(AMZN.US)

### Related Stocks

- [DJT.US](https://longbridge.com/en/quote/DJT.US.md)
- [TSLA.US](https://longbridge.com/en/quote/TSLA.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md)
- [COIN.US](https://longbridge.com/en/quote/COIN.US.md)
- [PLTR.US](https://longbridge.com/en/quote/PLTR.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [DJTWW.US](https://longbridge.com/en/quote/DJTWW.US.md)

## Comments (14)

- **每次下手都要慢动作 · 2025-07-01T10:13:33.000Z · 👍 1**: If it's less than 280, I still don't want to buy the dip.
- **testtt · 2025-07-01T10:09:37.000Z**: I think it's better not to try to catch the bottom and wait for the market sentiment to settle before making a move. What if the market continues to drop due to ongoing disputes?
  - **ttchong202** (2025-07-01T11:17:27.000Z): As long as the relationship between the two parties is not completely broken, it is not advisable to buy the dip.
- **francisming · 2025-07-01T09:59:27.000Z · 👍 1**: Waiting for the bottom fishing
- **股魔大霍 · 2025-07-01T09:45:53.000Z**: What do you think about Xiaomi's electric vehicles outperforming Tesla by a large margin? I think Tesla will be torn apart by other electric vehicles, and the long-term value of its stock also needs to be considered.
  - **箜篌** (2025-07-01T09:56:57.000Z): FSD is the core of Tesla. If FSD is proven to be terrible, Tesla will be torn apart. If domestic FSD becomes free at some point in the future, other electric vehicles will gradually come to an end.
  - **林正盈** (2025-07-01T10:02:53.000Z): Xiaomi's development is indeed rapid. As for whether Tesla will be dismantled, it still depends on how the subsequent market views its autonomous driving.
  - **股魔大霍** (2025-07-01T10:06:55.000Z): To put it bluntly, everyone is waiting for autonomous driving. I even specifically researched automotive autonomous driving chips. Cars can be much larger than smartphones (referring to military-grade