I think they're a scientifically-based "story"/"brand" stock based on climate science and reticence to change from other car makers...but, tangentially, if we have a recent influx of wealthy liberal people who believe climate is a huge threat, doesn't it make sense that the objectively best BEV maker is going to get a ton of interest from these investors who haven't lost income and wealth due to COVID and are looking for future-proof assets?

Maybe $TSLA and the market at large wouldn't be doing so well if rich investors could still spend money on vacations, luxury events, concerts, travel, etc?