$Tesla Motors(TSLA)$ I added to my Tesla (TSLA) position, drawn by its expanding ambitions beyond EVs. Morgan Stanley’s recent “Equal Weight” rating highlights Tesla’s strategic push into solar, with a $415 price target. The planned 100 GW solar manufacturing capacity demonstrates a long-term vision, tapping into evolving geopolitics and rising data center demand. This move could lift Tesla Energy valuation by 35% while creating synergies across its energy supply chain. With vertical integration aligning with Elon Musk’s goal for solar-powered data centers in space, Tesla’s growth potential remains compelling.
| Side | Price | Filled | Realized P&L |
|---|
| Buy Open | 414.15 0 | +0.80% Holding |
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