Wedbush says: star-news.press/wp

When Elon Musk, CEO of Tesla, announced during the weekend that he was planning to launch it A third political party To reshape Midterms 2026, Tesla Investors did not celebrate – sold. Shares Nearly 7 % fell on MondayWiped more than $ 80 billion from the market value and reformulate a long improved question in Wall Street: How long can the Tesla Musk panel allow the company to be operating as part -time executive president with full -time deviations?

“Tesla Council must behave and create basic rules for musk,” wrote the administrative director of Wedbush Securities and Tesla Bull Dan IVES for a long time to customers on Tuesday morning. “Soap opera should end.”

It is far from the first time that Tesla is withdrawn to the orbit of personal musk. About the richest man in the world, the electric car maker, to a stage for his political views, his empire, and now, his ambitions to build what is called the “America Party”. Hundreds of millions in President Donald Trump’s campaign for 2024.

By June, it seemed to continue. Then the announcement of this week came: a party targeting the Senate races and the House of Representatives race next year. The advertisement, according to multiple investors, threatens to remove Tesla in a moment that he cannot bear at least, at least the dispersed CEO.

“Tesla is heading to one of the most important stages in its development cycle with the future of autonomy and robots now on the doorstep,” IVES books, “and (the company) can not spend more and more time to create a political party that requires countless time, energy and political capital.”

Evis added: “Following a handful of seats in the Senate and the House of Representatives heading to 2026 would make musk an enemy from Trump and the Republican Party … It is exactly the opposite of what the shareholders want to see it with an independent organizational framework that is now very important on the horizon during the Trump administration.”

James Fishak, CEO of the Azuriya Investment Company, and a major contributor to Tesla, made ETF launch plans focusing on Tesla, Tel the Tesla plate in a message This last political turn of musk “creates a struggle with his full -time responsibilities as CEO of Tasla.” He wrote: “I encourage the board of directors to meet immediately and ask Mr. Musk to clarify his political aspirations and evaluate whether it is compatible with his full -time obligations towards Tesla as CEO.”

Fishback Books on x“ELON is free to burn his own money on the funny trick that is the American Party. It is not free to withdraw its shareholders. Elon is the CEO to become. He needs to focus on Tesla, not on President Trump.”

The risks are clear. Tesla Al -Manhala, Delivery of the retreat vehicleThe slowing margins of profit raised a growing feeling among analysts that Tesla’s basic feature – its founder – has become the biggest responsibility. Delivery operations decreased in the second quarter of Tesla about 14 %, and the company is now facing increasing competition from the Chinese EV command. In April, Tesla published an amazing decrease in the first quarter by 71 % in net income.

Musk, which was once the crown jewel of the company’s brand, is increasingly a source of risk.

This is not new. For years, the Tesla plate worked somewhat like the fans club instead of examining the musk power. He agreed to the $ 56 billion compensation package – the largest in the history of companies – only to see it that a judge in Delaware was shot in January, which was called “an amount that is not projected” gave it a council that was neither independent nor reliable. Nevertheless, the shareholders voted to restore a deal to pay in June.

On Sunday, Alexandra Mirz, who led the campaign to restore the payment package, warned on X: “If I can give one advice to the Tesla Panel: Do not pay a new compensation package now. Let the dust settles.”

In his memo, IVES put a three -point plan to move forward: compensation for MUSK compensation by adhering to a tangible time in Tesla, create a special board committee to oversee its political activity, and if necessary, formulate a deal that includes more Tesla shares that depend on actual participation.

“The council cannot control Moses donations … but they can have supervision if its political ambitions/endeavors interfere with its CEO of Tesla,” he wrote. “The council must now take the bull from the centuries.”

Evis added, “Tesla needs Musk as CEO for at least another five years, given the importance of the role of musk in the independent Tesla future and robots,” Evis added. That “at least” may be optimistic. Musk’s popularity declined, not only with the audience – opinion polls appear sharply after his work in Washington – but with many Tesla buyers and investors. His last political runner, this time that Trump himself, can get stunning inverse results.

The council, for its part, remained calm. “They must stop this nonsense,” a former supporter of musk and investor Ross Jerber I told the Washington Post. “But they will not do.”

Earlier this year, the Wall Street Journal reported that Tesla’s board of directors had started to work with the executive research companies to explore the potential caliphs of Musk. The report indicated that at least some managers were concerned about the increasingly irregular MUSK concentration and the time -consuming political participation. The Chairman of the Board of Directors, Robin Dunholm, criticized the report as “completely false”, and Musk described it as a “deliberate false article” and “a bad breach of morals”, but multiple outlets confirmed that the council had started talks at least in the early stage. Ivees called at the time a “warning snapshot” step.

According to this process, this process was faded, but the last role of Musk has revived a controversy over his role on his head. Tesla’s fate may be associated with musk, but if the Board of Directors fails to impose even the main handrails, this may be close to its political whims as well.

Tesla at a crossroads. The Robotaxi fleet, which first appeared in Austin at late last month, can be born trillions. The company’s strategy of artificial intelligence, which is increasingly intertwined with MUSK private company Xai, can put Tesla near the center of the physical artificial intelligence revolution. But none of that will not happen on the automated pilot.

The real Musk function is still at the Tesla headquarters in Texas, not in Capitol Hill. Until the painting decides whether or not, the risks in Wall Street cannot be higher. Musk America may win the headlines, but if Tesla and its CEO lose its focus, investors may lose everything.