Tesla $TSLA This is a fully organized fictional scenario of mine.
What will happen if Donald Trump is re-elected, if he immediately bans subsidies for electric vehicles,
1) Only Tesla, which has overwhelming manufacturing cost competitiveness due to constant process innovation and technological development, survives
2) Tesla Cuts Other Category As AI Smart AI-CAR, Not EVs
3) GM, FORD, Other U.S. Car Manufacturers and EV Startups Give Up And Bankrupt EVs
4) Huge M&A, Bankruptcy And Restructuring Of EV Startups In U.S
5) With Tesla on the side, only companies that receive FSD and parts/production processes and become (substantial) subcontractors survive
6) The National Automobile Workers Union of legacy companies will collapse due to corporate bankruptcy and restructuring, or it will be difficult to exert political influence due to a significant reduction
7) If the transition to electric vehicles fails at the end of Trump’s tenure, the survival of the auto industry itself will be difficult, and Elon Musk/Tesla will hold KEY for the survival of the industry itself
8) Tesla-Friendly Stance Presidential Candidate Is More Likely To Elect After Trump, That Eliminates Political Risk For Continued Tesla Business
9) Tesla Grows Overwhelmingly As It Grows Smoothly Into Business Afterwards
👉 The starting point of this scenario is Donald Trump’s re-election confirmation and Elon Musk’s stake in it.
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