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Show Notes
Tesla maintains a positive long-term outlook despite recent credit cuts under the Big Beautiful Bill. While the company — along with the broader tech sector — faces headwinds including tariffs, weaker tech spending, and a slowdown in U.S. AI investments, sentiment remains optimistic. Dan Ives, Managing Director at Wedbush Securities, continues to back top tech names and describes the coming six months as a potential “golden age” for software stocks.
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