Tesla Bull Adam Jonas Sees Elon Musk's EV Giant At The Center Of Rapid AI Innovation
Portfolio Pulse from Anan Ashraf
Morgan Stanley analyst Adam Jonas, a Tesla bull, highlighted Tesla's leadership in AI innovation following the unveiling of the new generation Optimus bot. The Gen 2 Optimus features improvements in speed, weight, and body control, including delicate object handling. Jonas emphasized the potential for Tesla's Dojo supercomputer in various markets and the significant addressable market for humanoid robots in the global labor market. Elon Musk responded humorously to Jonas's note. Tesla plans to use the bots in its factories before considering external sales, which may take 3-5 years.
December 16, 2023 | 10:00 am
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POSITIVE IMPACT
Adam Jonas's positive outlook on Tesla's AI and robotics innovation, particularly with the new Optimus bot, could bolster investor confidence in Tesla's future growth and technological leadership.
The positive sentiment from a prominent analyst about Tesla's AI capabilities and the potential for new market opportunities typically generates investor optimism, which can lead to a short-term positive impact on the stock price. The mention of Tesla's Dojo supercomputer and the addressable market for humanoid robots underscores the company's innovation and growth prospects. However, the actual impact on the stock will depend on broader market conditions and investor perceptions of the feasibility and timeline of these innovations.
CONFIDENCE 75
IMPORTANCE 80
RELEVANCE 90