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.

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