One of the biggest Tesla (TSLA) bulls on Wall Street says it’s time for Elon Musk to change the narrative about his EV maker.

Wedbush Securities analyst Dan Ives is sounding another loud alarm bell for Tesla Inc., warning that CEO Elon Musk faces his own fork in the road as the electric vehicle maker prepares to report first quarter earnings.

Musk owes much of his wealth to government subsidies and contracts, and many of DOGE’s moves have squashed government oversight into his businesses. As long as Trump keeps giving him unprecedented power, the tech oligarch and fascism enthusiast will continue to keep serving his own interests.