For Elon Musk fans, this is a half-trillion-dollar bet. Tesla\u2019's stock market value has skyrocketed this much since the presidential election; Despite a disappointing financial report, a dizzying rise in recent days that could sink shares of nearly all other companies has continued unabated.<\/p>\n
Investors are betting that President Donald Trump will help rather than damage Musk\u2019's company with plans to undermine Washington regulations and impose tariffs to get what he wants with key trading partners.<\/p>\n
Less editing? Oh, it's fantastic. A trade war? It doesn't matter.<\/p>\n
Dan Ives, financial analyst at Wedbush Securities, said it will be a golden age for \u201cTesla and Musk. \u201cThis is a rise I've heard so far about Musk.\u201d<\/p>\n
Investing in Tesla\u2019 has long been a gamble. Musk was against the possibility of \u2019 establishing a successful electric car company; Apart from making him the most valuable car manufacturer in the world and making him the richest man in the world in the process, let alone growing him. But this last bet seems particularly risky.<\/p>\n
Musk says the company's true value likely lies in the future of thousands of Tesla robots and unsupervised, driverless vehicles by the end of the year. In an investor conference call, Tesla\u2019 promised to begin offering such robotics in June in Austin, Texas, \u2019, and nationwide by the end of next year.<\/p>\n
It will be Trump who hastens all this, giving Musk\u2019a an office in the White House, and putting him in charge of the new Department of Government Productivity, \u2019, tasked with reducing the size of the government, or so the story goes.<\/p>\n
Trump\u2019's new transport minister, who could have a big impact on Tesla, mostly sticks to the script. In addition to cutting overregulation on automakers, Sean Duffy has pledged to replace the state-by-state patchwork Musk\u2019 blew up because it hampered development with a single set of federal rules on autonomous driving technology.<\/p>\n
Perhaps more importantly, Trump has softened his stance on China\u2019, a major market for Tesla, and has threatened the country during its election campaign since Saturday. %Not with an additional customs duty of 60\u2019, %He struck with additional taxes of 10\u2019. Nevertheless, Trump\u2019's decision to impose tariffs on China\u2019, as well as Canada and Mexico\u2019, should affect Tesla\u2019. Chief Financial Officer Vaibhav Taneja said last week that the company should feel that its business will be affected as it supplies parts from around the world.<\/p>\n
Trump also promised to do other things that would hurt Musk\u2019's business.<\/p>\n
Tesla supplies most of its parts from abroad, and therefore Trump\u2019's Canada and Mexico\u2019ya %The decision to impose a 25-\u2019 tariff will have a severe impact on the company if it continues to do so.<\/p>\n
Trump also promised to eliminate the federal tax cut designed to get people to buy electric vehicles. It will also reduce emissions standards; This will be a potential blow to Tesla\u2019's business of selling \u201c-regulatory loans to car manufacturers that are polluting the environment further and cannot meet the requirements. Tesla sold $692 million of these loans in the last three months of 2024\u2019; This is according to the previous year. \u2019 means an increase; Almost all of the revenue flows directly into Tesla\u2019's bottom line.<\/p>\n
It's also unclear whether the Trump administration will delay investigations into Tesla\u2019ya, specifically the technology the company calls Fully Automated Driving. This is a misnomer due to the fact that vehicles need human intervention at any moment. In October, the transport department's car safety regulator, the National Traffic Road Safety Administration, launched the latest in a variety of research into the technology after receiving reports of accidents in low visibility conditions, including a pedestrian death.<\/p>\n
Transportation Minister Duffy promised senators at a hearing earlier this month that he would allow Tesla investigations to follow the facts; In particular, the president's \u201c promised to oppose any political pressure to be lenient with the person identified as his first friend, \u201d.<\/p>\n
Musk\u2019 will need all the regulatory help and other goodies it can get from Trump\u2019.<\/p>\n
In early January, Tesla, BMW, Volkswagen and China said sales fell in 2024\u2019te as competitors such as \u2019in BYD\u2019si emerged with competitive EV\u2019s and stole market share, a first in more than a dozen years.<\/p>\n
Then on Wednesday, Tesla reported that revenue, profit and other key financial health metrics for the last quarter of 2024\u2019 all fell short of what analysts expected. The stock went up anyway.<\/p>\n
Morningstar analyst Seth Goldstein, of \u201c, says things that would harm other automakers don't seem to affect Tesla\u2019.<\/p>\n
In addition to business, Tesla shareholders should always keep an eye on CEO \u2019. Recently, this has meant evaluating Musk\u2019's entry into politics.<\/p>\n
A major market for his cars, Europe\u2019da Musk supported the far-right Alternative for Germany \u2019, and British Prime Minister Keir Starmer described \u2019 as \u201c, an evil tyrant who ruled \u201d, a brutal police state.<\/p>\n
On the day of his inauguration in \u2019, Musk made a straight arm gesture during a speech that many interpreted as a Nazi salute. He ridiculed the criticism, but the reaction was still violent. In \u2019, Germany, the image of Musk\u2019 saluting was projected onto the huge Tesla factory outside Berlin in protest. ItalyA communist youth group in \u2019 hung a statue of Musk\u2019 upside down on the same square in Milano\u2019, where fascist dictator Benito Mussolini\u2019 was also hanged upside down.<\/p>\n
How many of these Tesla buyers agree with Musk\u201c?\u2019 Auto researcher Jato Dynamics\u201d senior analyst Felipe Munoz said: \u201cI don't see the point in alienating potential customers.\u201d<\/p>\n
Musk is also at risk of shutting down regulatory agencies, which he hopes will soon approve the use of the European \u2019's Fully Automated Driving system.<\/p>\n
If investors start to lose faith in Musk\u2019a, it's a long way off.<\/p>\n
The increase in Tesla shares alone since the elections is more than the annual economic output of 160 countries. Tesla\u2019's total market capitalization reached nearly $1.3 trillion; This is more than the total value of General Motors, BMW, Ford, Ferrari, Porsche and a dozen other leading car manufacturers.<\/p>\n
Musk thinks the stock should be higher.<\/p>\n
On Wednesday, before I further highlight this statement, I see a way to make \u201cTesla\u2019 the most valuable company in the world by far, not even close to \u2013 said. There is a way in which \u201cTesla\u2019 is worth more than the next five companies combined.\u201d<\/p>\n
This means leaving companies like Microsoft, Apple and Nvidia behind. Tesla is currently the seventh most valuable company in the S&P 500\u2019.<\/p>\n
\u201cGolden Age\u201d analyst Wedbush\u2019tan Ives agrees that stocks can only rise from here.<\/p>\n
\u201cMusk\u2019's centuries-old bet was on Trump\u2019, \u201d said. \u201cMusk\u2019 will have a huge impact on deregulation on the ring road, and it's worth a trillion dollars.\u201d<\/p>","protected":false},"excerpt":{"rendered":"
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