My largest holding are Tesla and SpaceX.
After buying a tesla i don't think i will ever buy a gas powered car again. Sure Tesla will get some competition, they actually need competition, but the problem is none of the Traditionals can compete with Tesla on cost. Elon has the market cornered for the next few years. That, and i use the Full Self Driving all the time and there is not a singular doubt in my mind that the RoboTaxi will work. Last, in a world of DEI where company values are not aligned with the shareholder, Elon doesn't play that game. And i think those priniciples will outperform in the long term. There are short term headwinds such as EV adoption, Interest Rates, Governement interference etc but im in this for the long haul - 10-20 years plus. There is no doubt in my mind that the future is electric.
The DJT Stock .... i barely know what it is. But i did read that the stock has to stay above a certain price, $12 a share i think, for the first 6 months and if it does then Trump receives another 1/3 of the company which would be equivalent to another $2billion on top of the implied $4Billion value. Wall Street is just not going to let that happen easily, nor should they. It's an unproven company. As i stated above DJT is the most expensive stock to short right now, costing ~$.75 cents a day to be short so it's not a surprise that it's going lower. This is going to open up some opportunities for short squeezes and there will be people defending the stock on Trumps behalf so i expect volatility.