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DeepNewz, mobile.
People-sourced. AI-powered. Unbiased News.
Elon Musk states that Tesla should be seen as a 'real-world AI company' with FSD and Optimus as main revenue drivers. Analysts and investors believe AI will play a significant role in Tesla's future, potentially outweighing the importance of their core EV business.
MS analysis: Tesla's future driven by AI more than EVs https://t.co/pe4hB5mSTM https://t.co/jr5ImvBdD5
Morgan Stanley's Adam Jonas has released a new $TSLA note: Investor Survey Suggests High Volatility, AI>EV 68% of their survey respondents believe AI will be a bigger driver for Tesla’s share price over the next 12 months than their core EV business fundamentals. https://t.co/b7Z03jcTix
While many will argue that Tesla $TSLA is one of the most advanced AI companies in the world, my response is “sure,” but Tesla is also heavily exposed to consumer spending, and it's been our contention that Tesla is a Fed-related stock at the moment.
