Part 5/10:

Amidst these changes, Tesla’s positioning appears advantageous. With its commitment to domestic sourcing and vertical integration, the company seems more insulated from potential fallout compared to traditional automakers. This encapsulates the essence of "d-risking" investment during volatile times.

The Geopolitical Landscape

The backdrop of U.S.-China relations adds a layer of complexity to Tesla's market prospects. The ongoing tariff negotiations represent more than just trade disputes; they symbolize a larger geopolitical contest. As the U.S. and China recalibrate their trade policies, Tesla may find itself in a pivotal role.