X @Herbert Ong

Key Drivers for Tesla (TSLA) - Morgan Stanley highlights Elon Musk's compensation package and other major factors [1] AI and Technology - Tesla's investment in xAI is considered crucial for its long-term success [1] - FSD v14.3 is seen as a pivotal moment, transitioning driving from human control to algorithmic control [1] - Tesla plans to build a large-scale chip fabrication plant to ensure AI supply [1] - Musk envisions a global AI network powered by idle Teslas [1]