Tesla (TSLA) has bounced back Friday after its vehicle delivery disappointment, but David Nicholson says other headwinds persist for the company. He worries Elon Musk's association with the Trump administration will work against the company long-term, especially as China's revs up its EV market. He says viewing Tesla as an A.I. company over a car company is a rational play for traders depending on how it advances full self-driving.