With Dan Ives von Wedbush and Cathie Wood from Ark Invest, both Tesla bulls are different about how Tesla should continue with CEO Elon Musk.
• Tesla suffers from sales flakes and musk controversy
• Cathie Wood speaks Tesla board trust
• Dan Ives is asking Tesla board to act
The e-car maker Tesla is currently in a crisis. The sales figures of the US giant have been in a descent and the political commitment of Tesla boss for months Elon Musk Has numerous Tesla buyers and investors. This can also be seen from the performance of the Tesla share. For the Tesla paper, 22.37 percent have been down to $ 3,3.51 since the start of the year (closing price of July 11).
The two well-known Tesla bulls Dan Ives from Wedbush Securities and ARK Invest boss Cathie Wood have different views of how the Tesla leadership should deal with the latest setbacks and controversy around Musk.
Wood in the face of Musk controversy unimpressed
Wood is completely unimpressed by the negative headlines of Teslas, as she understands in an interview with Bloomberg Television. “We have to do with controversy around Elon Musk in a way or another since we bought the share for the first time when the company was founded in 2014. And Tesla is one of the top positions in three of our ETFs […]. We observe all of this undoubtedly, but have gained a lot of experience over the past eleven years. We turn around today and see that Tesla is no longer just an EV manufacturer. Instead, Tesla is now moving in the area of robotaxis – successful as we believe – we believe that Tesla will scale much better than most of the fellow competitioners. ”
At the same time, there would also be great potential at Musk’s space company SpaceX. “90 percent of all satellites that are out there belong to SpaceX”. In addition, the neuromedical company Neuralink would improve the lives of numerous paralyzed persons and people affected. And Musk Ki-Betrieb Xai would have already reached various benchmarks in front of competitors. ARK is invested in all of these companies and firmly believes that the competitive advantages, or castle ditches, as they also become mentioned, are of great advantage.
However, success is not only due to Musk, but to the talents he would attract to “solve some of the world’s biggest problems.” Accordingly, Wood said: “We trust the board and the instincts of the board. And we are holding back from politics”.
When asked whether Musk could pursue political ambitions and at the same time pursue the best interests of the Tesla shareholders, the Ark boss of Musk was convinced. The latter recently announced that he wanted to control sales in the United States and in Europe. “And if he focuses on one thing, he usually does it.” In addition, according to Wood, is Musk, now that he is no longer working for the government, “much less distracted”.
Elon Musk is Much Less Distracted Since Leaving Doge and his role with the white house, Says Ark Invest Ceo Cathie Wood.
Wood So Discusses the Management Turnover at Apple https://t.co/0ovcfif6zp pic.twitter.com/udlnr0HX2X
– Bloomberg TV (@bloombergtv) July 8, 2025
Dan Ives calls for Tesla board to set limits
The situation is different, on the other hand, Wedbush expert Dan Ives how he said in a post on X. In his opinion, the Tesla board should take three steps. First, the Tesla CEO should get a new salary package, which would give him 25 percent voting rights. In this way, the way to a merger with Xai is free. Second, it should be clearly defined how much time Musk at Tesla has to spend in order to be able to access his salary package. Third, the political ambitions should be checked. The Tesla CEO promptly reacted to the post via X and called IVES “to hold the flap”.
Shut up, Dan
– Elon Musk (@elonmusk) July 8, 2025
In an interview with CNBC, Ives went into his suggestions even more clearly, especially against the background that Musk recently announced his own party, the America party, after his dispute with US President Trump. The Wedbush expert says: “The soap opera is running out of hand. Only the board can step in here and set limits.” So Ives from Tesla shareholders would get the feedback that they would slowly lose patience with the Tesla boss.
In the aspect of how much time at Tesla spend, however, Ives is not about demanding from the CEO, inserting and out. However, Musk is the largest asset for the electric car maker. “Musk is Tesla. Tesla is musk. And they have never needed him more than today,” said Ives in the face of the future of AI and autonomous driving.
However, the political aspect is a loose-free situation for investors. Of course, musk is freely politically active, but it must be checked whether this would not collide as CEO with Teslas’s interests and his duties. The way it is now, it cannot stay, says the Wedbush analyst, not at a time that is so critical. With the reasons for a third party, Musk would also go into competition with the US President Trump, which would mean even more uncertainty for Tesla shareholders, especially against the background that many regulations would have to be passed on the subject of autonomous driving, and the government is dependent on the government.
It remains to be seen how the controversy around Musk continues to develop.
Editor finance.net
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