Tesla's on a hot streak, posting several quarters of record sales and profit despite the supply chain crunch.
It means more competition for attention from Musk — whose hands-on approach has even meantIt also thrusts him — and by extension Tesla — further into the political spotlight thanks to lawmakers' scrutiny of Big Tech and social media."We believe the biggest concern will be losing of Musk's attention around Tesla. Balancing Twitter, Tesla, and SpaceX is a tight wire act for Musk," Wedbush Securities analyst Dan Ives tells me.
He's a pioneer in electric cars, yet has drawn fans on the right for opposing COVID restrictions and his goal ofAlison Taylor, a New York University business ethics expert, sees "Tesla and regulatory risk as Musk's vulnerable flank," citing risks from several political directions. If Trump isn't brought back, "there is a possibility that Tesla could be targeted by lawmakers for any number of issues," she tells me via email.showroom in China's Xinjiang region
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