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Elon Musk’s Trump Trade Makes Tesla A Winner With $570 Billion Rally

Dec 21, 2024 - ndtvprofit.com
The article discusses the challenges and opportunities facing Tesla amid potential changes in federal subsidies for electric vehicles (EVs) under the Trump administration. While the reduction in subsidies could make Tesla's vehicles more expensive, it might impact smaller competitors more severely, potentially consolidating Tesla's market position. However, Tesla's readiness in the self-driving sector is questioned, with concerns that easing regulations could benefit competitors like Waymo. Despite these uncertainties, Tesla's stock has seen a significant rise, driven by investor confidence in Elon Musk's influence in Washington and the company's strong retail following.

The article also highlights the parallels between Tesla's stock performance and the post-election market rally, noting that Tesla's stock has become a favorite among derivatives traders. The stock's rapid rise is attributed to investor optimism and a pattern of successful call options trading. With Musk's involvement in the Trump administration, the future of Tesla remains uncertain, but its stock continues to attract global investor attention, often disregarding traditional valuation metrics.

Key takeaways:

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  • The Trump administration's plan to cut federal subsidies for EVs could impact Tesla's near-term performance, but may hurt smaller competitors more, potentially benefiting Tesla.
  • Investors are betting on Elon Musk's growing influence in Washington and the potential benefits of Trump's election win for Tesla.
  • Tesla's stock has experienced significant volatility, with dramatic rises and falls linked to market trends and investor sentiment.
  • Tesla remains a popular choice among derivatives traders, with a strong focus on call options, reflecting continued investor optimism despite market challenges.
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