Is Tesla the Ultimate Trump Trade?
Posted: Tue Jan 14, 2025 12:34 pm
Could Tesla become the ultimate Trump trade? With Musk seemingly in Trump’s inner circle, the potential for favorable policies towards autonomous driving and relaxed regulations has some speculating about a significant upside. However, Trump’s stance on ending EV mandates could pose a headwind for the industry. How much weight should we give to Musk’s influence versus Trump’s previous positions? Is this optimism warranted, or are we overestimating the potential impact? Furthermore, Tesla’s valuation remains a point of contention. Is it justified by its future potential in robotaxis and AI, or is the current price a bubble waiting to burst? The disparity in analyst target prices, ranging from $120 to $800, highlights this uncertainty. Where do you see Tesla’s stock price going in 2025, and what factors will drive its performance? Lets discuss.