Tesla Stock (TSLA) Backed by Morgan Stanley on Physical AI Opportunity

Group 1 - Tesla, Inc. (NASDAQ:TSLA) is recognized as a significant player in the AI sector, particularly in autonomous driving and robotics [1] - Morgan Stanley has reiterated its "Overweight" rating on Tesla, highlighting its smaller market cap compared to the "Mag 6" but emphasizing its large addressable markets in physical AI [1] - The average market cap of the "Mag 6" companies is $3.2 trillion, indicating Tesla's unique position within this group [1] Group 2 - There is a belief that while Tesla has investment potential, other AI stocks may offer greater upside potential with less downside risk [2] - The report suggests looking for undervalued AI stocks that could benefit from Trump-era tariffs and the trend of onshoring [2]