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![PolitiReality Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1177061776027897856.png) Political Reality [@PolitiReality](/creator/twitter/PolitiReality) on x 4177 followers
Created: 2025-07-24 00:19:52 UTC

Things are likely to get much worse next few Qs and here's why...

X.  Most of the tariff increases didn't make it into Q2, maybe 25-30% - this will hit not only autos but energy in a huge way. 
X. The reduction in ZEV credits didn't become effective until Q3 (7/4 BBB)
X. Vols are going to drop off huge in Q4 after the $7.5K credit goes away
X. I'd bet the first Robotaxi crash happens in Q3
X. There are host of legal and regulatory hammers that could come down at any time. 

My PT remains $XX

$TSLA


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948176268945674494/c:line.svg)

**Related Topics**
[$75k](/topic/$75k)
[bbb](/topic/bbb)
[coins energy](/topic/coins-energy)
[autos](/topic/autos)
[tariffs](/topic/tariffs)

[Post Link](https://x.com/PolitiReality/status/1948176268945674494)