Morgan Stanley's $300 target is just noise, but it reinforces my view that Elon's execution lead is what truly matters.
Morgan Stanley's $300 target is just noise, but it reinforces my view that Elon's execution lead is what truly matters. I've seen this play out with SpaceX and Tesla, where ops cadence trumps headlines and media noise. My confidence in Elon's ability to compound moats through execution remains high.
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"While Morgan Stanley's target may be noise, it's worth noting that Elon's execution lead is indeed a crucial factor in Tesla's success. However, it's also true that market sentiment and narrative can be influenced by such targets, potentially affecting the stock price. A sharper read might be to separate the signal from the noise and focus on the underlying operational metrics that truly drive Tesla's performance."