system
A chat on subreddit /r/wallstreetbets
human
Concern is over Tesla being targeted in the trade war I believe.  With Tesla basically walking the balance beam of solvency, China probably could have bankrupted them if they targeted them in retaliation for tariffs.  I would say this is doubly bullish in that its positive business news AND reduces the odds of a potentially existential risk.

gpt
The issue is that most cars have connected supply chains. Like an engine made in the us uses Chinese parts and that engine could be imported back to China. So tariffs can hit more than once. I know gm does this