Part 9/13:
The week is further buoyed by positive geopolitical developments. President Trump’s recent agreement with China has postponed restrictions on rare earths — critical materials for electric motors and Magnets, essential for Tesla’s energy and automotive technologies. This diplomatic success is expected to sustain supply chains and bolster Tesla’s global growth, especially in China, where Model Y continues to dominate daily engagement metrics.
In addition, Tesla’s dominance in China is resounding: the Model Y is again the top daily engagement car, with the Model 3 also rising sharply in popularity. These indicators point to Tesla’s growing market share in China, which could significantly impact the company's valuation.