I Am the One Who Tariffs?
Alright alright let's talk shop. This whole tariff situation it's… complicated. Like trying to explain the Heisenberg Uncertainty Principle to a meth head. Musk that guy he's playing a dangerous game. He's buddy buddy with Trump but these tariffs are like a ricin cigarette aimed right at Tesla's undercarriage. He says he doesn't like high or unpredictable tariffs... well who does? But the ultimate decision rests on the glorious leader of this nation. And as we know from experience when someone has the power to change the game they do.
Localized Supply Chains? More Like Localized Problems!
Musk is bragging about 'localized supply chains.' Says Tesla's the 'least affected' car company. Please! That's like saying Skyler only *mildly* hates my cooking. Sure they're making things in North America Europe and China. But even Heisenberg can't transmute lead into gold overnight. They still need materials from all over the place. Mexico Canada China... they all matter. And Trump's tariffs? They're like putting a kink in the hose. Things just don't flow as smoothly.
Trouble in Electric Paradise
Tesla's reporting 'troubling' earnings sales dropping like flies. A 20% drop in automotive revenue? Ouch! A 71% plunge in net income? That's Gus Fring level of cutting into profits. No guidance for 2025? Sounds like they're cooking up something special or just trying to avoid the wrath of the market. Either way it's a volatile situation and volatility is my middle name.
Moron or Mastermind? The Navarro Dilemma
Musk calling Peter Navarro a 'moron' and 'dumber than a sack of bricks'? Now that's entertainment! Reminds me of my own charming interactions with certain… authorities. But even a broken clock is right twice a day. Musk's right – if someone's being predatory you gotta do something. It's like when Jesse kept messing up the cook. Sometimes you gotta lay down the law.
Predictable Tariffs? As Predictable as My Next Move!
Musk wants 'predictable tariff structures' and 'free trade.' Sounds like he wants to play it safe. Like Hank wanting to stay in Albuquerque. But where's the fun in that? Predictability is boring! Now lower tariffs are a good idea sure I can see that. But a little chaos never hurt anyone right? Besides me of course. Free trade and lower tariffs? What about a trade? Some product for some product? Maybe I have what you want. I think you do.
LFP Batteries and the Price of Lithium
Energy business getting hit hard because of the lithium iron phosphate batteries from China? Now that's a problem. But Musk's on it – building a refinery in Texas trying to source from other places. It's like me building my own lab in the Superlab always gotta control the process right? He's even got a lithium refinery in Texas now but admits "We're not growing rubber trees and mining iron yet." Gotta admire the ambition even if he is playing in my territory… kinda… Well I’ll need to think about that. Hmmm let’s see…
Elon Musk Tesla tariffs Donald Trump trade war automotive industry electric vehicles supply chain China politics
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ibcrafty
Musk is playing a dangerous game. He's lucky he's not cooking meth.
redeyemist
This whole tariff thing is just a big distraction from the real problems.
chrisbradform
Tesla's stock is going to crash and burn!
goldenbird
Tariffs are just another way for the government to skim off the top.
jacekdupek
Walt would definitely outsmart Trump and Musk combined.
douglas
Navarro's a moron, but so is Trump. Birds of a feather.
vimbo_pradana
Tesla needs to stick to building cars, not playing politics.
ahmad02
Predictable tariffs? In this economy? Good luck with that!
rodh
Walt is the one who knocks... on the door of free trade!
f0xy
Heisenberg would know how to deal with these trade wars.