X @Herbert Ong

🚨 Morgan Stanley Reiterates $415 PT as Tesla Eyes Massive Solar ExpansionMorgan Stanley reiterated its Equalweight rating and $415 price target on $TSLA, after Tesla floated plans to add 100 GW of solar manufacturing capacity.MS says vertical solar integration fits Elon Musk’s vision for solar-powered data centers (even in space) and strengthens Tesla’s Energy + storage stack.At full scale, Tesla Solar could add $20–$50B in equity value ($6–$14/share) to the Energy business (valued at ~$140B).Not a huge dri ...