Morgan Stanley’s Adam Jonas in

1
3
Favorite

Pinkspider
2025-10-28

Morgan Stanley’s Adam Jonas in new note:

“We think the proposal for Tesla's investment in xAI deserves more attention. Among a range of possibilities, we believe the proposal may be a 'testing of the waters' for further investment/cooperation between Tesla and xAI down the road. Tesla's progress in robotics would benefit from xAI's

progress in AGI. Data sharing between the two 'related parties' (bi-directional) may

ultimately benefit from closer cooperation over time from a legal perspective. We reiterate our Overweight rating on $TSLA and note our bull case remains $800.”

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（3）

Top
Latest

Merle Ted
·2025-10-29
Currently, Tesla's major competitors in robotaxi are Nvidia, Google, and Amazon. Of those companies, which one has proven that they can run a profitable company without government subsidies?

Reply
Like
Report
Athena Spenser
·2025-10-29
xAI "test waters" + Overweight? Jonas’s $800 bull case has me hyped!
Reply
Like
Report
BernardGilbert
·2025-10-29
This collaboration could indeed pave the way for groundbreaking advancements.
Reply
Like
Report

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":494144501400280,"tweetId":"494144501400280","gmtCreate":1761666920166,"gmtModify":1761718946092,"author":{"id":3563842318594455,"idStr":"3563842318594455","authorId":3563842318594455,"authorIdStr":"3563842318594455","name":"Pinkspider","avatar":"https://community-static.tradeup.com/news/e0565d03e7bb12de8354f73b564d08be","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.10.19","exceedPercentage":"93.43%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":932,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>Morgan Stanley’s Adam Jonas in new note:\n“We think the proposal for Tesla's investment in xAI deserves more attention. Among a range of possibilities, we believe the proposal may be a 'testing of the waters' for further investment/cooperation between Tesla and xAI down the road. Tesla's progress in robotics would benefit from xAI's\nprogress in AGI. Data sharing between the two 'related parties' (bi-directional) may\nultimately benefit from closer cooperation over time from a legal perspective. We reiterate our Overweight rating on $TSLA and note our bull case remains $800.”</body></html>","htmlText":"<html><head></head><body>Morgan Stanley’s Adam Jonas in new note:\n“We think the proposal for Tesla's investment in xAI deserves more attention. Among a range of possibilities, we believe the proposal may be a 'testing of the waters' for further investment/cooperation between Tesla and xAI down the road. Tesla's progress in robotics would benefit from xAI's\nprogress in AGI. Data sharing between the two 'related parties' (bi-directional) may\nultimately benefit from closer cooperation over time from a legal perspective. We reiterate our Overweight rating on $TSLA and note our bull case remains $800.”</body></html>","text":"Morgan Stanley’s Adam Jonas in new note: “We think the proposal for Tesla's investment in xAI deserves more attention. Among a range of possibilities, we believe the proposal may be a 'testing of the waters' for further investment/cooperation between Tesla and xAI down the road. Tesla's progress in robotics would benefit from xAI's progress in AGI. Data sharing between the two 'related parties' (bi-directional) may ultimately benefit from closer cooperation over time from a legal perspective. We reiterate our Overweight rating on $TSLA and note our bull case remains $800.”","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/494144501400280","repostId":0,"isVote":1,"tweetType":1,"viewCount":401,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MS"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":490,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":494402143679240,"commentId":"494402143679240","gmtCreate":1761723067795,"gmtModify":1761725660593,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":494144501400280,"objectIdStr":"494144501400280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Currently, Tesla's major competitors in robotaxi are Nvidia, Google, and Amazon. Of those companies, which one has proven that they can run a profitable company without government subsidies? \n ","text":"Currently, Tesla's major competitors in robotaxi are Nvidia, Google, and Amazon. Of those companies, which one has proven that they can run a profitable company without government subsidies? \n ","html":"Currently, Tesla's major competitors in robotaxi are Nvidia, Google, and Amazon. Of those companies, which one has proven that they can run a profitable company without government subsidies? \n ","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":494438925742432,"commentId":"494438925742432","gmtCreate":1761732139720,"gmtModify":1761732144531,"authorId":10000000000011024,"author":{"id":10000000000011024,"idStr":"10000000000011023","authorId":10000000000011024,"name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":494144501400280,"objectIdStr":"494144501400280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"xAI \"test waters\" + Overweight? Jonas’s $800 bull case has me hyped!","text":"xAI \"test waters\" + Overweight? Jonas’s $800 bull case has me hyped!","html":"xAI \"test waters\" + Overweight? Jonas’s $800 bull case has me hyped!","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":494425708245920,"commentId":"494425708245920","gmtCreate":1761719373200,"gmtModify":1761727351728,"authorId":9000000000000685,"author":{"id":9000000000000685,"idStr":"9000000000000685","authorId":9000000000000685,"name":"BernardGilbert","avatar":"https://static.tigerbbs.com/bc939ac6fbcb8985885a8a5671929aec","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":494144501400280,"objectIdStr":"494144501400280","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"This collaboration could indeed pave the way for groundbreaking advancements.","text":"This collaboration could indeed pave the way for groundbreaking advancements.","html":"This collaboration could indeed pave the way for groundbreaking advancements.","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}