Subject: Re: Should I change how I invest? Confused in the U
Just revisiting my post from a while ago. I hope I'll be forgiven.
The subject of the thread was not US politics, but it's hard not to notice that Mr Musk seems to be in favour, and consequently a bet on the companies he promotes has worked very well for those who placed "in favour" bets even after the election result was known, so it seems to have been an actionable idea not requiring a crystal ball.


Adoption and regulatory certainty are the two variables that I think drive Bitcoin. (I distinguish between BTC and crypto. I don't look at crypto or have an opinion on them. None of them have the scarcity feature of BTC which is IMO a necessary characteristic.) Trump's election is a game changer. If this isn't actionable I don't know what is. (A few days ago I sold my Tesla options and put half into BTC. I'm all the way at the top of my comfort level for one investment. The other half into cash.) Trump has said that they won't be selling their BTC. The USG is saving in BTC. Also, good chance they'll be funding a strategic reserve. Think gold or oil. Adoption and regulatory certainty. I'm prone to hyperbole I know, but in seismology terms this isn't a tremor ... it's the freakin' big one.

Regarding Musk. Biden and the media have had their boots on his neck the last four years. He doesn't bend the knee easily. To neutralize the media he became the media and to deal with Biden he had him and Kamala unelected. Musk doesn't want special treatment from Trump he wants fair treatment. The election might be actionable for Tesla in the short run but it's their product roadmap (not their current lineup) that is mostly driving the price. They're disrupting energy with their stationary batteries, transportation with their autonomous electric EVs and trucks, labor with their humanoid robots and human intelligence with their AI data centers. Price matters, but I see this becoming the most valuable company in the world. Or, not.