Makes it hard to know what to invest in. I would say if it has a contract with the government the chances of it getting cut are good. Unless you are Starlink, Tesla, or SpaceX of course.
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Not signed
not once, not 20 times
It’s more based on the NAICS code of the contract and the agency, not the vendor. I’ve not heard of any targeting/exempting at an individual vendor-level. Is there somewhere where you saw Tesla/Starlink are exempted? I would be really interested in reading that—any links would be appreciated.
Consulting-type NAICS (541*) and particular agencies in the crosshairs (Education, USAID, others you hear about) are much more likely to drive you to finding risky contracts. You could find all this on USASpending.
Unfortunately Accenture fits those boxes and thus are particularly exposed.
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I didn’t think it was targeted. That is what makes it hard to understand what might be Doged next.
Well President Trump did an Ad for Tesla on the White house lawn yesterday. You didn’t read that?
https://thehill.com/business/5205883-white-house-supports-tesla-musk/
Also Musk is trying to get Starlink to take the Verizon contract over. Surprised you didn’t hear about that.
So yes except Tesla, Starlink, and SpaceX. If you need a link on SpaceX I will provide that also.
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So what about PLTR? I don’t think we can just limit it to a few agencies especially when they are just starting on the Pentagon.
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Oh, they are special. Special treatment required.
Steve
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Musk visits Pentagon for briefing on unspecified military matters
Wonderful What could go wrong with that? Ketamine for everyone.
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The two of them want to do something that does not need doing. Cutting the economy down. But hey they have begun.
Need to make sure that plans do not hurt profits.
Steve
One of the first things Musk did when he took over Twitter is not only cut employees, but also canceled lot of software contracts. He applied the same playbook at DOGE and canceled lot of software contracts. Currently that is not showing up in any software vendor revenue estimates. While it may not hit the revenue in the coming quarters, but the inability to sell, and losing revenue in out quarters is going to be hitting the stocks.
Expect analysts to take down the revenue and earnings estimate on the technology names. Economy can take the hit of tariff on stride but austrity is something it cannot handle, especially given US government is 26% of GDP.
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I heard something about that. Thanks for linking. It’s almost refreshing to see government lobbying being performed so transparently! It does help to curry favor with politicians; a tale as old as time. I’d certainly say Tesla is safe from cuts.
That is exactly what I thought but then I remembered my ethics. 
Of course what’s a little ethics, right?
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