Tesla's AI Momentum Drives Morgan Stanley's Bullish Growth Forecast
• Morgan Stanley predicts explosive growth for Tesla due to AI advances like the Optimus humanoid robot • They believe Tesla's AI is reaching a "Cambrian Explosion" moment that will lead to major disruption • Tesla's Dojo supercomputer and vehicle data collection provide the foundation for Optimus development • Morgan Stanley sets a $380 price target based on Tesla's potential in AI, mobility, software, energy • Investors should buy Tesla on dips, but be wary of overreaching predictions about still-distant businesses