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By 未知就是风险

Trump ticket is negative on Big tech

Given his stand on trade, on Semi, on trade with China more sepcificially, as well as his negative feeling on some big tech name. 

Market is nervous abut Trump's upcoming speak tonigh.  I would not expect a big rebound of big tech before his speak. There could a big down after his speak.

But his ticket may potentially good for Tesla? why 1) even if he drop the $7000 subside, it will hit tesla domestic competetiors much more, and benetif Tsla; 2) his deregualtion bias may be a plus for tsla to roll out robatax.

not a recommendation on investment in any way.