Tesla has a strong design and supply chain synergy. It would be a robust asset, except that its huge supply chain source (China) is now in dire straits.
On the market side, if I were selling Teslas, I would have more faith in Volvo liberals than F150 MAGAts as customer prospects.
Tesla will probably soon recover from the supply issues. I don't see how Musk can ever regain trust and traction on the sales side.
Is he hoping that China will fill the gap?