Posted on 07/06/2025 12:45:52 AM PDT by deks
Few Tesla investors or fund managers doubt Musk's skills, but his lack of attention over their investments is prompting questions privately and occasionally publicly.
Will Musk be forced to make a choice between Tesla and America Party?
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Elon has gone too far.
My investment firm (Invest Azoria) has decided to postpone next week's public listing of our Azoria Tesla Convexity ETF.
Our decision comes in direct response to Elon Musk’s announcement that he is launching a new national political party.
This creates a conflict with his full-time responsibilities as CEO of Tesla. It diverts his focus and energy away from Tesla’s employees and shareholders.
Azoria believes that Tesla is the most compelling long-term investment in AI. With breakthroughs in robotaxis, Optimus, and full self-driving, no other company is positioned to lead the future like Tesla.
In May, when Elon stepped back from his work at DOGE and returned his attention to Tesla, we were encouraged. With Elon fully engaged, he gave shareholders renewed confidence in Tesla’s future.
Elon's announcement today undermines that confidence. Unlike his work with SpaceX or xAI, which complement Tesla’s R&D efforts in AI, automation, and engineering, a political party not only fails to complement Tesla’s mission—it actively undermines it.
I just sent the attached letter to Robyn Denholm, Chair of Tesla's Board of Directors.
I encourage the Board to meet immediately and ask Elon to clarify his political ambitions and evaluate whether they are compatible with his full-time obligations to Tesla as CEO.
I remain hopeful that Elon will return his full attention to Tesla. If not, I trust the Board will take appropriate action."
-James Fishback CEO Invest Azoria
(Excerpt) Read more at jdrucker.substack.com ...
BTTT
Spectrum Boy is getting a bit too nutty and emotional. He needs to step away from politics and concentrate on making a Starship that doesn’t go all ‘splodey.
But politics isn’t broken because of a lack of logic—though if humans were more logical, it sure wouldn't hurt. It’s a mess because it’s a human system, driven by emotion, tribalism, and performative behavior.
And for someone on the spectrum like Elon, that social chaos is especially hard to grasp.
Not everybody is prepared for what goes on inside a sausage plant.
He's a bit like Spock. The BBB was illogical to him because it looked like sausage.
Big deal. So buy Direxion TSLS or TSLL.
What’s the point of a Tesla ETF when you can buy Tesla stock directly?
Big Business the ultimate force in politics they are the “Moderates” the “Centrists” that anger so many of us Conservatives time and time again.
I don’t know if the Crony Capitalists are right I just know they exist and they control politics inside the two Uniparties.
The Crony Capitalists also fuel campaigns to anger Right and Left up to the point where the Moderates can manipulate them into supporting RINO Republicans and DINO Democrats who ultimately do what Big Business elites want.
How is your reusable rocket coming along?
BTW falcon 9 just went over 500 flights, with three failures. That 1000 stages, with three failures. Is your rocket doing that good?
Awesome. But now that I'm in my fifties I sometimes have to wait twenty minutes before I can use it again.
This is a WAKE UP call regarding your financial furture, Elon, if you pursue this destructive 3rd party path for America.
Musk is a brilliant mind w moderate control. I support him in many ways, but I’m MAGA, no 3rd parties.
Politics is where Elon needs to stay in his own lane.
Split the Republican vote, just in time for the midterms...
He’s gonna have to recruit a lot of candidates. They’ll probably be provided clandestinely by Obama and the Clintons.
A man has a right to be both very active politically and a very active businessman.
Ask Pekosi about ethics -she never heard of them.
Elon Musk needs to push buttons to force OMB to expedite the submission of rescission packages to the US House this coming week.
The longer the rescission packages are held the more $$$ DOGE has found as fraud and waste is spent bec the BBB COULD NOT address removing fraud and waste.
The rescission packages will allow OMB to claw back this money. And rescission only requires majority votes in House and Senate. We have the #, it needs to happen.
Once submitted rescission packages must be acted upon within in 45 days.
Personally, I’m confident House MgrLdr Johnson is a RINO snake that can’t forsake spending US citizen’s tax dollars. But my mind is open to change.
Another immediate task for US Congress is to pass a Budget for the coming fiscal year. USG has NOT had a true budget since 2005 - Twenty Years of Continuing Resolutions increasing USG largeness 3% annually.
It’s MAGA time to hold US Congress feet to the fire to get a Budget completed and passed b4 the mid-term elections.
First Budget in 20 years is an accomplishment the CongressCritters can campaign on.
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