US Stock Market and Trump Administration Policy Analysis

Trump Administration and Tariff Policy

A Cautious Approach to Imposing Tariffs:
- In his second term, Trump is considering a gradual implementation of tariffs, rather than immediately imposing universal tariffs on all imports.
- The previously announced 25% tariff on Mexico and Canada is under review as of February 1st.
Market Reaction:
- The market has reacted with relief to Trump's signal of gradual tariff measures, showing an upward trend.
- All three major stock indices have risen, and major company stock prices are also recovering.

Changes in the Relationship between Big Tech Companies and Trump

Strengthened Cooperation between Trump and Big Tech:
- Big tech companies, which had been in conflict with Trump during his first term, are shifting to a cooperative stance in his second term.
- In line with Trump’s new pro-business policies, stock prices for companies like Tesla, Meta, Amazon, and Google are on the rise.
Cooperation between Tesla and Elon Musk:
- Elon Musk has publicly supported Trump, positively improving the relationship with the administration.
- Tesla's stock has been on a long upward trajectory, fueled by the potential of electric vehicles, but has seen some recent corrections.
Meta (Facebook)'s Transformation:
Aligning with Trump’s political direction, Meta is changing its platform policies to address social media grievances.
Meta's stock price continues to rise steadily.

Nvidia's Rapid Rise:
- Due to increased demand for AI and data center GPUs, Nvidia's stock price has been soaring, with additional growth expected.

Theme Stocks Driven by Trump's Policies

Quantum Computing Industry:
- Trump's designation of quantum computing as a strategic industry has caused the stock prices of related companies like IonQ and Rigetti Computing to skyrocket.
- While commercialization may be challenging in the medium to long term, policy support is a positive factor for stock price increases.
Electric Vehicles and Electric Vehicle Companies:
- Tesla remains competitive in the market and is taking the lead despite changes in environmental policies.
- There is substantial pressure for restructuring among other competitors in the electric vehicle sector.

Global Market and Cryptocurrency Reactions

Bitcoin's Movement:
- Separately from Trump's inauguration, Bitcoin has shown a strong upward trend, driven by the halving and ETF approval.
- Environmentally friendly policies have a positive impact on the cryptocurrency market.
Industry/Technology-Led Stocks:
- Various industry stocks, such as Charles Schwab, Moderna, and Xpeng, have shown strength following Trump's policy announcements.

< Summary >

The second term of the Trump administration is inducing market stability through gradual tariff policies and strengthened cooperation with big tech.

Related companies are positively affected by changes in Trump’s policies.

Additionally, new theme stocks in quantum computing, electric vehicles, big tech, AI, and cryptocurrencies are gaining attention.

In the short term, cautious tariff policies play a positive role in investor sentiment, while in the long term, the key is the restructuring of the industrial structure centered on technology and electric vehicles.

Crafted by Billy Yang

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Analysis of the Latest News on Tesla, AI, and Data Centers

Tesla Stock Fluctuation Factors

Tesla's Recent Stock Performance
- Daily Change: 0.57% decrease.
- Weekly Increase: 5.15% increase.
- Monthly Decrease: 11.63% decrease.
- 6-Month Increase: 77.2% increase.
Relevance with the Trump Administration
- Former President Trump's executive order announcing the abolition of electric vehicle mandates.
- The potential termination of electric vehicle benefits (tax credits) could impact Tesla's demand.
- Some experts see Tesla not merely as an electric vehicle company but as an AI-centric company, presenting a positive outlook despite a slight stock price decline.

Wall Street's Major Investment Outlooks

Piper Sandler Report
- Increased Tesla's target stock price to $500.
- Reason: AI momentum, autonomous driving technology (FSD), and high artificial intelligence potential.
Why Tesla is Gaining Attention in the AI Revolution
- Leading not just as an electric vehicle manufacturer but also in full autonomous driving, robot taxis, and AI algorithm research and development.
- Additional growth potential through new AI investments and the use of data centers and software.
Long-Term Growth Factors

Increased electric vehicle deliveries: aiming for approximately 2 million units by 2025.
Plans to launch new products (including the Cybertruck).

Trump Administration's AI and Data Center Infrastructure Policy

Announcement of AI Infrastructure Project 'Stargate'
- Budget: Expanded from an initial $100 billion to $500 billion.
- Major Participating Companies: OpenAI, Oracle, SoftBank, NVIDIA, etc.
- Points of Interest:
  - Construction of the largest AI data center in history.
  - Expected to create over 100,000 jobs in the U.S.
Ripple Effects
- Potential for growth not only in the traditional automotive industry due to AI innovation but also in the software and data center industries.
- Direct benefits expected for Microsoft, Salesforce, and Palantir.
Future Software Utilization

Increased use of AI software in conjunction with data centers.
Anticipated indirect positive effects for autonomous driving software such as Tesla’s FSD technology.

Interaction with the Market

Potential Cooperation between Tesla and Other Big Tech Companies
- Tesla has the potential to become a market center through its own batteries and AI autonomous driving technology.
- Cooperation with the U.S. government could benefit Tesla's long-term strategy.
Connection to the TikTok Issue
- If Elon Musk is considered a target for TikTok's sale discussions within the Trump administration, it could impact Tesla and its stock prices.

< Summary >

Tesla faces short-term stock pressure due to the abolition of electric vehicle mandates by the recent Trump executive order, but its growth potential as an AI company remains high.
Piper Sandler rates Tesla as the most promising stock in the AI revolution, increasing its price target to $500.
The Trump administration's AI infrastructure project is expected to have a positive impact on data centers and related software growth.