Redwire
Rate Of ReturnI lean more tactical reset than full fundamental reset. Musk joining Trump’s China delegation is definitely a bullish sentiment signal for Tesla, especially if investors start pricing in smoother China access or future policy support.
But I wouldn’t call it a true US-China tech cooperation reset yet. Export controls, chip restrictions and political risk can come back very quickly. I’d be selectively bullish on Tesla and China-exposed tech, but I wouldn’t chase the whole basket blindly.
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