This photo is a nightmare for Tesla shareholders!

Elon Musk and Donald Trump publicly reconciled, a symbolic gesture that shakes Tesla shareholders.

Completely outside the Tesla sphere, the scene took place during the tribute ceremony for Charlie Kirk, a recently deceased conservative activist. Elon Musk and Donald Trump met publicly for the first time since their falling-out, shaking hands and exchanging a few words. This reconciliation, in line with Kirk’s wish, was praised as a symbolic moment by the deceased’s close circle. But for Tesla shareholders, it is far from a peaceful moment between two men who tore each other apart after once loving each other.

Recall that for several years, Elon Musk has been at the center of an extraordinary financial strategy devised by and for Tesla. At its peak, Tesla’s board of directors, chaired by Robyn Denholm, recently revealed a staggering plan. Musk could receive shares worth an estimated $1 trillion if the company hits spectacular performance and valuation targets. Denholm described Musk as a “generational leader,” while minimizing the impact of his political positions, assuring they are now in the past.

Politics and Business Forever Incompatible

Although this rapprochement with Donald Trump occurs in a dramatic context, seeing him re-enter the American political sphere is not necessarily reassuring for Tesla. Musk, still highly exposed in the media, reinforces the perception of a leader whose personal choices can quickly influence the company’s reputation and value. And we know that meddling in political affairs often sparks a desire for more, often with disastrous side effects… Tapie and Berlusconi are perfect examples. To make matters worse, the White House itself posted a photo of the two men on X!

While the scene is symbolic and human, it serves as a reminder to investors that Tesla’s public image is inextricably linked to the political actions and affiliations of its CEO.

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In this context, although Tesla’s financial goals remain ambitious, the company’s ability to stay focused on its core business could be challenged. The Musk-Trump reconciliation, celebrated by some as a gesture of peace, could also be seen by others as an additional source of volatility, reinforcing the impression that Tesla’s future remains closely tied to its leader’s sometimes unpredictable decisions.

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