Part 3/11:
Lee noted that significant uncertainty has caused businesses to become risk-averse—termed “animals in hibernation” from the vibrant investment spirit seen in late 2024. He indicated that should a degree of certainty return, it could spur growth and investment once again, particularly in big tech stocks, including Tesla. He believes that post-April, the conditions are ripe for a recovery, reinforcing the attractiveness of Tesla within the MAG 7 group.