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Is Musk Starting a Movement… or a Market Rally?

A tech-first approach could create a ‘rising tide lifts all boats’ situation for AI stocks

Musk vs. Trump: the feud that just won’t quit… 

This past weekend, the world’s richest man did something that would make even the most seasoned political operatives do a double take: he cemented his split with the president of the United States by announcing his own political party. 

That’s right. Elon Musk, in true Muskian fashion, threw digital gasoline on the fire and introduced ‘The America Party’ via X.

Trump called it “ridiculous.” Most media outlets responded with confusion, trying to decipher whether this was political strategy or more billionaire performance art. And if we’re being honest, this whole situation does feel more like a beef between two reality TV stars.

But we also don’t think this is a troll or a distraction. 

Instead, this could be a monumental moment for American politics. 

Why Musk’s New Party Could Actually Work (and Why It Matters)

For now, let’s assume Musk is serious about creating another political party. 

If history and current sentiment are any indication, it just might work

Not because it has the slickest branding or an organized ground game. But because it’s tapping into something deeply real: political exhaustion.

Let’s face it. Since the 2008 financial crisis, both major parties have been bending toward extremism. Leaders of the Democratic party are leaning into the idea of democratic socialism, while Republicans are riding a hardline conservative tidal wave. 

Most Americans, meanwhile, are stuck in the middle, shouting into the void: “Can we just have some semblance of normality, please?”

Gallup data shows that back in 1990, 60% of Americans were satisfied with the way democracy worked. But that number has cratered to 30% today. 

Though, we’re sure you didn’t need Gallup to tell you that. 

Just think of any recent Thanksgiving dinner with the family. You’ve got a conspiracy-obsessed uncle on one side and a defund-everything cousin on the other. And the rest of us? We’re sipping wine, exchanging glances that scream, “Dear God, let this be over.”

We believe The America Party is a manifestation of that eye-roll. 

What ‘The America Party’ Might Stand For

Of course, there aren’t yet many details about the proposed party’s foundational platform.

But from what we can gather, it’s only radical in its centrism. It’s assumed to be the party of: “Lower my taxes, give me clean air, and stop screaming at me.”

Musk is seemingly giving Americans a new outlet. You want fiscal responsibility? Check. Smart immigration reform? Check. Technology-forward governance, deregulation and innovation? Double check.

Now, historically, third parties have taken short walks to the graveyard. There have only been a few notable – and short-lived – success stories. 

Teddy Roosevelt gave it a shot with the Bull Moose Party in 1912. He even won 27% of the vote. But he still lost the race by a landslide. In 1992, Ross Perot snagged nearly 20% of the popular vote – yet nothing from the Electoral College. 

The history of third parties in this country is littered with failure after failure. Over the past two centuries, the American political system has been designed for two parties. 

But that era may be coming to an end…

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