Musk Plots A Party, Trump Fires Back, Tesla ETFs Watch The Fallout
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 02 2025
0mins
Should l Buy TSLA?
Source: Benzinga
Elon Musk's Political Engagement: Elon Musk is involved in a political dispute with Donald Trump, which has implications for Tesla and its investors, particularly those holding ETFs that include Tesla. His comments have sparked international attention, especially from Chinese social media users supporting him.
Impact on ETFs: The ongoing political drama may lead to increased volatility for Tesla's stock, affecting various ETFs that hold Tesla shares. Observers speculate this could result in the creation of specialized ETFs focused on companies led by controversial figures like Musk or those avoiding high CEO discretion risk.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 388.900
Low
25.28
Averages
401.93
High
600.00
Current: 388.900
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Technical Focus: The roles will involve building processes across three distinct chip families, including edge-inference processors, space-hardened chips for orbital satellites, and high-bandwidth memory, showcasing Tesla's ambition in the high-end semiconductor sector.
- Manufacturing Processes: The job descriptions reference 2nm-class chip dimensions and multiple core front-end fabrication steps such as lithography, etching, thin films, and chemical mechanical planarization, indicating Tesla's forward-looking approach to chip manufacturing technology.
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See More
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- Chip Engineer Hiring: Tesla is looking to hire chip engineers in Taiwan, indicating a proactive approach in chip development, especially given the presence of TSMC, the world's largest chipmaker, which may accelerate its chip production capabilities.
- AI5 Chip Progress: CEO Elon Musk announced that the design of the AI5 chip has reached its final stage, intended for future EVs, training clusters, and Optimus robots, signaling significant advancements in the company's technological innovation.
- Earnings Expectations: Analysts expect Tesla's Q1 revenue to be $22.7 billion, down 8.5% year-over-year, with earnings per share at $0.39; despite a 6.3% increase in deliveries, the overall performance remains weak due to the transition to the new Model Y.
See More
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- New Model Launch: Tesla plans to unveil the Model Y L in India, marking its first new product since entering the market, aimed at enhancing family appeal with a roomier third row, thereby increasing its attractiveness in the Indian market.
- Production and Shipping: The new Model Y L will be shipped from the Gigafactory Shanghai, the only site currently producing this SUV, indicating Tesla's efficiency in global supply chain management and its commitment to the Indian market.
- Market Strategy Adjustment: This product line expansion is part of Tesla's strategy to refresh its portfolio in India to boost sales, despite the challenges posed by high tariffs that have resulted in relatively low sales figures in the region.
- Stock Price Reaction: Tesla's shares rose 0.5% in premarket trading to $391.22, reflecting positive market sentiment regarding the upcoming product launch, even as the stock has fluctuated between $222.79 and $498.33 over the past year.
See More
