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A key part of Morgan Stanley's bullish thesis is Tesla’s evolution from a pure automotive manufacturer into a diversified player focusing heavily on AI and robotics. They highlight that Wall Street has been slow to fully appreciate Tesla’s growing AI initiatives, which, according to Morgan Stanley, could be more impactful than their autonomous vehicle technology alone. Notably, Morgan Stanley's analysis suggests that each 1% of the US labor force captured by Tesla's humanoid robot Optimus could be worth around $100 per share, underscoring the potential of Tesla’s artificial intelligence ventures.