I recently added to my Tesla (TSLA) position, drawn by its strategic expansion beyond electric vehicles into solar energy. Morgan Stanley’s “Equal Weight” rating and $415 price target underscore a constructive long-term outlook, highlighting Tesla’s plan to vertically integrate solar manufacturing. The proposed 100 GW capacity could boost Tesla Energy’s valuation by 35%, while enabling synergies across the energy supply chain. Coupled with Elon Musk’s vision for solar-powered data centers and geopolitical tailwinds, this investment aligns with a growth strategy that leverages Tesla’s unique technological and operational advantages in both energy and mobility.