President-elect Trump's proposed tariff policy has raised investor concerns about its impact on industries like electric vehicles, with analyst Stephen Gengaro discussing potential challenges and benefits for Tesla. Gengaro believes Trump's proposed tariff policy could reduce competition in U.S. markets, potentially benefiting Tesla. However, he warns that Tesla might face difficulties with its international supply chain for exported parts. The analyst highlights Tesla's ventures like full self-driving technology as significant value drivers, suggesting these initiatives make the stock's current valuation seem discounted. Gengaro expects favorable regulations under the Trump administration to accelerate Tesla's initiatives, particularly in full self-driving technology, creating growth opportunities.
