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Elon Musk Joins Trump's China Summit as Tesla Rides Robotaxi Sentiment

Tesla stood out in retail-investor discussion on May 13 as Elon Musk joined President Trump's high-stakes China trade delegation alongside other Big Tech leaders, and the Robotaxi narrative continued to fuel bullish sentiment despite valuation and execution risks.

  1. Tesla CEO Elon Musk joined President Trump and CEOs of Nvidia, Apple, and other major firms on a trip to China to negotiate market access and trade deals.

  2. Reddit discussion surged around the potential for Tesla to benefit from improved U.S.-China trade relations, with the stock generating strong bullish sentiment.

  3. The Robotaxi narrative remains a powerful driver for Tesla bulls, though some analysts caution that material revenue from the service is unlikely before 2027.

Tesla was the center of attention on Reddit on May 13 after President Trump landed in China for high-stakes talks with President Xi Jinping, bringing along the CEO of Tesla as part of a delegation worth $16 trillion in market cap. The discussion, mostly concentrated in r/stocks and r/OptionsMillionaire, highlighted the potential for Tesla to benefit from eased trade tensions and expanded access to the Chinese market.

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$TSLA

A CEO on the Plane

The lead thread on r/stocks detailed the delegation roster — which included

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$NVDA CEO Jensen Huang,
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$AAPL CEO Tim Cook, and the CEOs of Boeing, General Electric, Qualcomm, and others — alongside Elon Musk. The post racked up nearly 2,000 upvotes and 545 comments. The reaction among Reddit users was broadly bullish on
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$TSLA, with many seeing Musk's presence as a signal that Tesla could gain preferential treatment in China at a time when trade barriers have weighed on the stock.

One user summarized the prevailing sentiment: "If Trump can get China to open up, Tesla wins big. Musk is the star of this show." Others noted that Musk's personal relationship with both Trump and Xi could make Tesla a linchpin in any deal — a view that pushed discussion toward r/OptionsMillionaire, where traders debated the near-term options action around the stock.

Robotaxi Hype vs. Reality

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Beyond trade geopolitics, Tesla's Robotaxi narrative continues to drive a significant portion of the bullish conversation. A

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$TSLA article from The Motley Fool noted that the stock has surged 26% over the past month largely on Robotaxi enthusiasm, while cautioning that the autonomous ride-sharing service is unlikely to generate material revenue until at least 2027. Tesla faces a $25 billion capital expenditure plan in 2026 and operates at single-digit margins, the article added.

Reddit users, however, seemed unfazed by the timing gap. The prevailing take on r/OptionsMillionaire was that the robotaxi opportunity is a multi-trillion-dollar story worth pricing in early. One options-focused user wrote, "The market is forward-looking. Robotaxi is the endgame. TSLA calls are the play."

Other Headlines in the Mix

A small Cybertruck recall affecting fewer than 200 vehicles due to potential wheel stud cracking risks did not gain traction in the community. Analysts said the impact would be negligible, and Reddit mostly ignored it. The broader market context — including a hotter-than-expected PPI print — was also overshadowed by the Trump-Xi summit and the presence of Big Tech CEOs in Beijing.

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