Ok some counter points.
First Tesla does not dominate the Chinese market. They do ok but the bang for the buck manufacturing advantage belongs to the Chinese folks like BYD.
In EV and grid batteries the clear winner in battery technology is everybody else. By that I mean CATL plus 100 other battery technology company’s are winning in price performance. Iron air for grid batteries lowest cost or latest Si anode high performance batteries or new Li surfer graphene batteries etc. Tesla does make competitive batteries for some market segments but also uses many different vendors.
Ok let’s talk about AI. Yes this niche for machine learning could be a major market but Tesla is by no means dominant.
The number one cause of business failure is doing too much with too little. Not saying Tesla is likely to fail but they do face that risk.
Of course share value is your forecast of future earnings. So yes I own a few Tesla shares and love my model 3. However Musk might diminish the appeal of his stock now that he has married Trump.
If Trump actually follows up on his tariffs plan of 60% tariffs to China, I would, as China stop all trade with the US, the will shut down the auto industry and building industries etc due to logistics issues likely causing Trump to back off 60% tariffs but not before a massive black eye for Trump and Musk.
Not sure Tesla is all upside.