cocolowlander

For its part, Tesla has been trying to boost its image with the help of President Trump. On Monday, the president took to the South Lawn of the White House to promote Tesla's cars, apparently buying one despite having campaigned on an explicitly anti-electric vehicle platform.

Somehow, I don't think MAGA cult will buy electric vehicles in quantities needed to offset even a fraction of people who used to buy Tesla.

Probably shouldn't focus on the short term stock movements.

If the Fed turns on the money printer, the stock prices will go up.

I would point to prices of housing and groceries, because that will not go down if the Fed turns on the money printer.

Russians will be back if they think they can win.

Still too many Tesla is sold in the EU.

I expect a bump in cars sold in the next few months as the new Model Y Juniper starts getting produced. You'll know exactly who bought a Tesla in 2025.

Chinese ambition of Taiwan has very little to do with semiconductor industry and mostly to do with their nationalism/legitimacy of CCP.

Model Y Juniper just started shipping this month. Its a glaring sign that says they bought it after everything Musk did.

Good job compiling this. I'm looking for a new sneaker so I'll be using this list.

EU really needs to at least get off of American tech in government service. Our tax shouldn't be going into their pockets.

Thank you for the source. Just need to use DeepL for translation. Seems like the CDU tax cut is 89 billion euros but I'm not sure if that is every year or over 10 years (which is the standard accounting rule for government budget).

Do you have a source on that? CDU is talking about 500B debt over 10 year. That's a lot of tax cuts.

https://www.euronews.com/my-europe/2025/03/04/cdus-friedrich-merz-secures-billion-euro-deal-for-germanys-military-and-infrastructure

Maybe get an agreement that debt can only be used for hard infrastructure like rail, electrical grid, etc. and defense spending on weapons and military staffing.

Germany needs the investment, so hopefully they can get an agreement.