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Morgan Stanley highlights Tesla's ambitious solar expansion as a significant long-term growth driver, potentially adding $20-$50 billion in value despite execution risks from heavy spending.
Morgan Stanley projects Tesla to run one million robotaxis by 2035, highlighting progress in autonomous tech and upcoming Cybercab production starting 2026.
Tesla is launching its Cybercab robotaxi to grow its ride-hailing network amid EV sales challenges; Deutsche Bank remains bullish while Morgan Stanley forecasts lower volumes in 2026 and beyond.