Yesterday an epic rally (April 9) took place in the pond, z NASDAQ composite growing by 12.16% for the best day since 2001. Extremely, Tesla (Nasdaq: TSLA) Actions increased by 22.7%-the second best daily profit in records!

It will be a relief for those who invested in Tesla in mid -December, although the actions are still 43% below such a high, even after this sudden jump. Within five years, the price of shares increased by 612%.

What’s going on?

Yesterday President Trump published a 90-day pause in most “mutual” tariffs, which caused a huge rally of relief. However, there are 25% of car tariffs, which means that there are many uncertainty for Tesla shareholders.

In addition, Chinese tariffs have increased to 125%, which is another stern headache. China is the largest market for an electric vehicle (EV) in the world and constituted 21% of Tesla’s global sales last year.

It is no secret that government sentiment in China often shapes the business environment. Directly adapting to the president, who in the eyes of Beijing leads the economic war, Elon Musk risks attracting the anger of Chinese leaders.

Regardless of whether, through regulatory repression, media criticism, or poling consumer behavior, the authorities have many levers to attract companies to the heel. I am afraid that Tesla’s Chinese operations can be caught during the cross during the prolonged trade war between the two largest hosts in the world.

To set one example, authorities can definitely encourage consumers to favor Chinese EV brands on foreign car manufacturers, especially us. And there is a lot to choose from, including HunterIN NioAND Xpeng.

Tesla is already in the face of regulatory challenges in China thanks to AI/independent driving technology, but it can be the tip of the iceberg if the trade tensions of US-china are even more escalating. So I do not think that yesterday’s advertisement really changes, and the price of the action can easily go back in the coming days.

But robotaxia …

Musk tells investors that robotaxia has only been a few software updates for almost a decade.

However, slightly misleading Tesla cars have long had the full option of independent (supervised). However, this is not appropriate, because the owners still have to remain responsible for the wheel and cannot rest in the back of the film.

But in June, Tesla is finally planning to launch his long -awaited Robotaxi service in Austin, Texas. The technology will be based on artificial intelligence and will not depend on local mapping, like most competitors. This can make it very scalable and give Tesla a huge competitive advantage.

Vehicles, Teslas will be at enormous without anyone in June in Austin. So I’m saying that this is not a distant mythical situation.

CEO Elon Musk, Q4 2024 Call.

Should I invest?

On the basis of current estimates, in 2025, shares trade after multiples of the price forward to profit. The continuation of this high valuation is based on successful implementation of robotaxia in the next few years.

Simply put, it’s time for Tesla, because we will soon find out if the technology is really until zero. If so, herds can start like a rocket again.

On the other hand, an early clamorous incident could lose things from the track.

I? For now, I will stay out of the way, with lots of popcorn.