Morgan Stanley’s $500 Tesla Bull Case: Here’s Why!

Adam Jonas from Morgan Stanley has shared new insights on Tesla stock, including a valuation for Tesla Bot for the first time. He believes Tesla is more than just an automaker, especially with a potential Trump win accelerating the company’s growth beyond cars. Morgan Stanley's valuation model gives Optimus a present value of $485, but they’ve yet to factor that into their price target of $310. They also see Tesla as a major threat to heavy-duty truck OEMs globally. Finally, with Elon Musk’s political moves, they have a bull case for Tesla at $500.

00:00 Introduction to Morgan Stanley's New Note on Tesla
00:15 Impact of Trump Administration on Tesla's Future
00:24 Valuation Model for TeslaBot
00:37 Comparative Analysis of Tesla Semi
01:27 Discussion on Tesla's Ecosystem and Regulatory Environment
06:58 Detailed Breakdown of TeslaBot's Valuation
13:20 Retail Investors' Perspective on TeslaBot
20:19 Morgan Stanley's Bull Case for Tesla

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