Ford CEO Jim Farley made some comments on his company’s fourth-quarter earnings conference call that might interest Tesla investors.

Tesla is the leader in EVs, but its fourth-quarter results were unimpressive. Rivian is a speculative EV stock, but the company has built a strong EV brand. There's a case for owning both stocks if you firmly believe in an electric vehicle future.

The same Biden-era EV policies that Trump wants to roll back are currently benefiting Tesla CEO and special government employee Elon Musk.

Though Tesla’s shares have doubled over the past 12 months, they’ve had a tough run since the inauguration. Investors are waiting to see if Musk can keep the company’s charmed run going.

In many ways, these have been tough days for Tesla. Falling sales. Squeezed profit margins. Proposed changes in US government policy that could cost the company billions.