The Tesla Forums

Could Tesla become the ultimate Trump trade? With Musk advising the new administration and potentially influencing policy, the landscape for Tesla seems ripe with both opportunity and uncertainty. What impact will a potential easing of crash-reporting requirements have on the development and adoption of FSD? Is this a sign of deregulation that will propel autonomous driving forward, or a dangerous precedent that prioritizes speed over safety? How will Tesla navigate the potential rollback of EV incentives while simultaneously aiming to dominate the robotaxi market with the Cybercab? The disparity in analyst price targets, ranging from 120 to 800, underscores the difficulty in valuing Tesla. Is it an automaker, a tech company, or something entirely new? With a market cap dwarfing all other automakers combined, is Tesla overvalued, or are we underestimating its long-term potential with projects like Optimus? Lets discuss the potential implications of a Trump presidency for Tesla and the future of the EV market.