Musk argued that the U.S. is nearing financial collapse due to waste and corruption, and called for urgent political reform. However, this high-profile political move has raised concerns among investors who worry about its impact on Tesla's brand and financial outlook. The company has long relied on government subsidies and carbon credit revenue, and the recently passed "Big Beautiful" bill — which eliminates electric vehicle tax credits — is expected to cut Tesla's annual profits by around $3.2 billion, according to analysts. Investors are also concerned about brand damage. According to data from Stifel, consumer sentiment toward Tesla has fallen sharply — net positive perception dropped from 9% in January 2024 to just 3%. In Europe, sales declined 52.6% year-on-year, with some buyers explicitly stating they've avoided Tesla due to Musk's public stance. From a fundamental standpoint, Tesla reported Q2 2025 deliveries at 384,100 units, down 13.5% year-over-year.