Cathie Wood Names Tesla Top Long-Term Stock Pick Amid Musk-Trump Feud

Despite public tensions between President Donald Trump and Tesla CEO Elon Musk, leading investors like Cathie Wood remain bullish on Tesla’s long-term prospects, emphasizing its innovative edge in robotics, energy storage, and AI. Wood highlighted Tesla’s Optimus humanoid robots as a major growth driver beyond the robotaxi market, with plans to scale production rapidly and a $2,600 price target for Tesla stock within five years. Wedbush analyst Dan Ives also sees a $1 trillion opportunity in AI and autonomous vehicles for Tesla, predicting regulatory support under the Trump administration and a potential $2 trillion market cap by 2026. While the Trump-Musk feud has caused some stock volatility, Wood believes Musk’s leadership and strategic distancing from political ties, especially regarding China, will benefit Tesla’s operations. Musk’s technological vision and commitment to transforming humanity have earned him praise from Wood, who called him the 'Thomas Edison of our age' and reaffirmed Tesla as her top stock pick. Both investors view the political drama as unlikely to derail Tesla’s disruptive potential and growth trajectory.