“Tesla has the scale and scope that is unmatched,” said Wedbush analyst Dan Ives, in a note to investors. “This dynamic could give Musk and Tesla a clear competitive advantage in a non-EV subsidy ...

Analysts also project a key wild card for Big Tech will come from Trump cheerleader and X social media owner Elon Musk.

While investor sentiment is currently dominated by Trump-victory-driven ecstasy, Tesla's China deliveries may signal trouble ...