TSLA
🇪🇺 Tariffs are less concerning for Tesla’s U.S. market as cars made in China primarily go to Europe and other regions, not the U.S.
📉 The stock’s performance is heavily influenced by factors beyond tariffs, including the need for Model 2 and Robotaxis, and negative sentiment surrounding Elon Musk.
🤔 The speaker holds a large position but acknowledges the stock’s volatility and the company’s dependence on future projects and overcoming negative publicity.
@bernardodegarcia:
“Tesla jumping 20%. Many of you ask, ‘But wait, Bernardo, isn’t Tesla going to have the tariffs too because of China and such?’ Yes, but on the other hand, it’s not very worrying, quote-unquote. Xi Jinping can always use Musk as a pawn, but as a piece to sacrifice. But, eh, cars manufactured in China don’t go to the United States; for that, Tesla already has Gigafactories in the United States. The data from China goes to the rest of the world, to Europe, etc., etc. So unless Europe imposes tariffs on China, well, then not. […] I don’t understand how Apple and Tesla rise so much when they have so much exposure to China. By the way, Trump also said he was going to exempt certain companies from these tariffs. […] My largest position is Tesla. Tesla is who makes or breaks my year. Right now, Tesla makes or breaks my year. And I don’t know, I mean, I know that by 2026 it will be fine, but for this year… well, I don’t know if it’s exactly what I like the most. […] The sales this year are going to be tough. So, eh, we need the Model 2 now, we need the Robotaxis now. Well, I mean, we need, eh, and above all, we also need this anti-Musk, anti-Tesla propaganda and so on to end because this is obviously affecting the shares, right? But then I think you have one thing that doesn’t affect the company, which is the negative publicity of Elon Musk and the sentiment towards the Tesla brand, okay? And I think this will eventually disappear. This, well, as it comes, it will go. And I think this can end up helping the shares a lot, the vehicle sales. Then you have Optimus, then you have the FSD, Robotaxis, and so on. Well, I think it’s very well-positioned.”
Watch the exact part of the video where @bernardodegarcia talks about Tesla here:
Watch the video on YouTube
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