X @Herbert Ong

🚨 Morgan Stanley keeps $TSLA PT at $415Andrew Percoco now sees 1.6M deliveries in 2026 and expects growth to reaccelerate with new models and FSD improvements.He says the biggest catalyst is scaling the unsupervised Robotaxi fleet, as each mile driven improves FSD and drives demand.Energy miss seen as timing-related, long-term demand still strong, especially from data centers.Sawyer Merritt (@SawyerMerritt):Morgan Stanley's Andrew Percoco in new $TSLA note:"We now forecast 1.6M vehicle deliveries in 2026 vs ...