Musk's tweets have nothing to do with Trump. Musk has been lying for years about his company. It's just that the SEC finally has gotten tired of watching it.
I'm talking about the regulatory response to the tweets, not the motivation for them - although one could argue that with Trump getting away with horrible Twitter behavior, others now think that it's low-risk.
Trump is a sideshow barker. That is all.
From what I saw on Twitter, Musk posted nothing material in nature. He later posted a correction to something that wasn't material in nature. All after hours and the stock price barely twitched. The SEC on the other hand has irresponsibly hurt investors with overreach IMO.
I don't think the SEC even read the transcript from the Q4 ER. The 500k number is already there. As in "Yes, Maybe in the order of 350,000 to 500,000 Model 3s this year".
If it's public knowledge, how is it material to repeat it?
There is 1st Amendment and whether the SEC is violating it by forcing "prior restraint" on Musk's tweets.
Honestly, the SEC case here, as before is a nothingburger. I just hope he doesn't take TSLA private. They look like they're heading towards $2B free cash flow per quarter quickly. This kind of growth is Silicon Valley Software startup dream numbers. Certainly beyond Nissan's feeble imagination.