We're being irresponsible to ourselves, if we don't assign some probability to what Trump could do. At this point, the environment is arguably the biggest loser of the election. The Republicans could modify the ITC, and ~8 Democrats might horse trade for something else. I wouldn't give that >50% odds, but when you add it to pressure from the Alliance of Automotive Manufactures, on CAFE and the ZEV MOU, i don't know how we could come up without the possibility of significant changes for TSLA/SCTY.