The rift between Musk and Trump is likely a political game of "fighting without breaking". From the current situation, it seems that Trump will likely make concessions to give Musk a way out. For example, he might make slight adjustments to policies in exchange for Musk to refrain from making public attacks, allowing market sentiment to gradually return to calm.

The cost of Trump's "money printing" may be reflected in these areas: reevaluating support policies for electric vehicles or space projects; restoring some of the cut budgets for aerospace and military industries; continuing to provide resource advantages to Musk on certain projects. These are precisely the chips that Musk wants.

The current market is declining, mainly due to investors' instinctive reaction to the uncertainty of the situation. Once the storm subsides, public opinion cools down, and Musk returns to the negotiating table, the market will naturally begin to warm up.