Part 4/11:
Within the United States, Tesla has increased the price of its Wall Connector by 50%. While this might seem concerning initially, analysts like Morgan Stanley interpret this as a reflection of the high net present value of Tesla’s supercharger network, which they estimate at $78 per share. Though modest compared to Tesla’s overall valuation, this contribution from charging infrastructure is being recognized as a substantial asset with tangible impact on Tesla's long-term value.