Core Viewpoint - Tesla's stock has risen 14% in two trading sessions despite receiving two analyst downgrades, indicating market resilience and investor confidence in the company's long-term potential [1][5][10] Analyst Downgrades - Baird downgraded Tesla from Buy to Hold, citing concerns over the recent public dispute between Elon Musk and President Trump, which they believe introduces uncertainty to Tesla's prospects [2][4] - Argus Research also downgraded Tesla, focusing on how the Musk-Trump dispute could weaken demand, particularly with potential expiration of EV tax credits [4] Market Reaction - The stock's ability to rise despite negative analyst coverage suggests that investors view the downgrades as temporary noise rather than significant threats [5][6] - The broader analyst community remains bullish, with firms like Piper Sandler maintaining an Overweight rating and Wedbush setting a price target of $500 [7][8] Contrarian Investment Opportunity - The current situation presents a contrarian investment opportunity, as the stock has absorbed a 25% decline from political noise yet still surged 14% [9][10] - The downgrades primarily focus on political uncertainty rather than fundamental business deterioration, reinforcing the view that these negative factors are temporary [8] Long-term Outlook - Tesla's upcoming affordable vehicle launch and robotaxi development are on track, indicating that the company's core market position continues to strengthen globally [10][11] - The market's quick dismissal of the downgrades suggests that the current buying opportunity may be short-lived, as political tensions are likely to resolve [12][13]