1. Tesla's Gigafactory network mitigates tariff impacts but faces supply chain risks. 2. Potential Taiwan conflict could reduce Tesla's revenue by about 25%. 3. Tesla's focus on AI and robotics supports a $280 price target in 12 months.
The threat of a Taiwan conflict could disrupt supply chains significantly. Historically, geopolitical tensions have led to volatility in related stocks.
The article highlights significant risks to TSLA's operations, affecting investor sentiment. Its insights on AI and robotics add future growth perspectives against current risks.
Supply chain vulnerabilities will persist as geopolitical tensions evolve, impacting TSLA long-term. Similar scenarios in other sectors have shown extended effects.