Return of “Angry Musk”…Tesla investors, Can they smile again?

Elon Musk Returns As A Businessman (Source: Business Insider)

Recently, as Elon Musk seemed to step back from his main job due to being embroiled in political controversies, Tesla investors' expectations are growing with signals that he is returning to the 'angry founder' mode.

Tesla had been in a state of amplified investor anxiety due to poor performance and Musk's political remarks. Criticisms continued that Musk was focusing on politics rather than business with his close ties to President Trump. However, recently Musk has expressed his intention to return his focus to his main job, changing the atmosphere.

Musk mentioned, as frequent disruptions occurred on X, that “it seems I have to stay at the office again,” bringing to mind the days right after the acquisition of Twitter when he worked, eating and sleeping in the office. It's a message of converting back to 'on-site management' mode.

Notably, what stands out is that he is reigniting his promise to transform Tesla from a mere electric car company to a company centered on autonomous driving and robotics. In the past, Musk has been evaluated as leading innovation with unprecedented execution during moments of crisis and anger.

The industry predicts that if the 'angry Musk' can accelerate Tesla's future food strategy, the current stock price instability could be merely a temporary adjustment. The signal that Musk's unique concentration is back is becoming increasingly likely to act as a positive sign for the market.

Whether Musk can, once again, turn a 'moment of crisis' into an 'opportunity for innovation', attention is focusing on his execution ability.