Tesla Is Our Highest Conviction Long In The Tariff Fallout (Rating Upgrade)
Tesla, Inc. ( TSLA ) valuations have depreciated by more than 50% since the Trump rally peaked in mid-December. The combination of slowing auto sales and head-on exposure to tariff implications have been a one-two punch to both theAnalyst’s Disclosure: I/we have a beneficial long position in the shares of TSLA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I ...