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shares of Tesla taken some losses this morning, down nearly 6% amid a broader sell-off here. CEO Elon Musk saying over the weekend at a Wisconsin town hall meeting that was greeted with protest, that he puts the blame for the current slump on his role at Doge. Musk saying quote, "It's costing me a lot to be in this job. My Tesla stock and the stock of everyone who holds Tesla has gone, well, roughly in half. I mean, it's a big deal." So, we have a lot of that commentary coming in from Elon Musk here, admitting to the fact that it is costing him a lot. He also reiterated this call that he put out previously that a Magic 8 Ball could do a better job than the Federal Reserve, something that he has said before. But I think what's also obviously moving the stock this morning is this call from Stifel, amid the broader sell-off as well, talking about reducing their near-term delivery forecasts to reflect the rollout of the new Model Y Juniper, as well as those headwinds from the anti-Elon Musk crowd. So, pointing to both the political and also some of the product challenges for you.

Yeah. I mean, there are some analysts out there who say it is because of that Model Y change, or that that's the real reason behind a lot of the slump in the deliveries in the last couple of months. But here it is, Musk himself acknowledging that, yes, people hate him right now, and are protesting at Tesla dealerships all over the country because they are upset about what's going on at Doge, and that that is likely having an effect on the sales. I mean, there is also, as you pointed out, this broader downward vibe here that's affecting the Magnificent Seven this morning, you know, certainly affecting Tesla as well. And then there's also what's going on with the tariffs. And even though Tesla is less exposed to the tariffs than many of the other US-based automakers because Teslas are assembled in the US, they do get parts from other places, and raw materials from other places. And this, uh, this weekend, we had President Trump saying in a phone interview with NBC, he couldn't care less if automakers do raise prices because of tariffs. That was contradicting an earlier report that the Journal had that said he had threatened automakers and told them not to raise prices in the face of tariffs. So, you know, we've got some of the automakers under pressure as well ahead of the actual imposition of the tariffs, right?

Yeah. Yeah. And where do you land when it comes to the president's thinking, when it keeps continuing to change, you're kind of chasing the ball there. I thought it was interesting, to your point on whether or not tariffs will be a huge headwind for Tesla. Elon Musk broke, I think, a three-year streak of not posting about tariffs specifically last week. He finally did post about them and said that they would be potentially negative for the stock. So something, something that we will continue to talk about, I'm sure.

Yes, we will, indeed.