Hey everyone, I’ve been watching the latest developments in the U.S. stock market, and wow—what a ride. Here’s a snapshot of what’s happening, why it matters, and a couple of stocks worth considering.
Trump vs. Musk: Market Shaker
Elon Musk and Donald Trump have publicly clashed over political and economic issues, and the impact was immediate. Tesla plunged roughly 14% in just one day—wiping out about $150 billion in market cap—before partially recovering.
This isn’t just a headline drama—it matters. Trump hinted at pulling subsidies or contracts for Musk’s ventures, while Musk’s aggressive political posts raised fears of government backlash.
U.S. Protests and Investor Nerves
Simultaneously, nationwide protests have flared up, adding pressure on the markets. But unlike authoritarian nations, U.S. markets tend not to crumble under civil unrest. In many cases, they bounce back within days—as long as institutions remain strong.
Still, this unrest fuels short-term volatility. Investors get jittery, trading volumes spike, and stocks can dip before finding their footing.
Insights: Where to Look Now
Given the current climate, here are two stocks worth thinking about:
1. Rocket Lab (RKLB)
With SpaceX slightly under pressure, Rocket Lab—dubbed a “mini-SpaceX”—could gain government contract wins, especially in defense initiatives like Trump’s Golden Dome program. Its shares have already rebounded ~11%. That makes RKLB a strong alternative play on the space race, benefiting directly from Musk-related uncertainty.
2. Tesla (TSLA)
Yes, Tesla dropped hard—but also bounced back about 60%. If Musk–Trump tensions ease (and Musk seems to be backing off a bit), Tesla may continue climbing—especially with EV momentum, robotaxi rollout in Austin, AI integration, and improving trade/inflation data. Just know that political risk remains, so proceed carefully.
Strategy Snapshot
| Investment Focus | Why It Works |
|---|---|
| Rocket Lab | Benefits from SpaceX controversy and government contracts |
| Tesla | Rebound potential, long-term innovation in EV & AI |
This market episode shows how geopolitical drama and social unrest can stress industries—but also open windows of opportunity. Rocket Lab stands out as a strategic pivot to space-tech, while Tesla still draws interest on its long-term story.
Stay aware of upcoming developments—Trump’s regulation, Musk’s political posture, protest trends—and adjust accordingly. If any of this triggers questions or ideas, drop a comment!