X @Herbert Ong
Herbert Ong·2026-04-20 13:42
🚨Morgan Stanley’s Andrew Percoco reiterates Equalweight, $415 PT as Tesla launches robotaxis in Dallas and Houston.Early reports suggest no in-car safety monitors, signaling progress in autonomy. Fleet is still small, but this is Tesla’s first expansion beyond Austin and SF.Robotaxis remain a key driver: more data → better FSD → stronger demand and margins. $TSLA ...