The Mag 7.........deep down, we all know it's true.
Sep 24, 2026 · 6:35 PM UTC
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Morgan Stanley (and many others) disagree:
TESLA/SPACEX
“Morgan Stanley believes that doubling in the medium to short term is just the starting point, with long-term potential for 10–100x revaluation.”
Take the time to read this attached summary of Morgan Stanley’s recent report. Or the report itself. A few points:
♦️Foundation AI models are distinct from Physical AI. This upside comes from physical world integration of AI.
♦️Physical AI is things like RoboTaxis and robots
♦️No other company can match a combined Tesla/SpaceX ability to scale Physical AI. The synergies are apparent.
Read more 👇 Well done Morgan Stanley.
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I wouldn’t call it that. It’s a great company that makes products customers, like myself, truly enjoy.
However, this is separate from TSLA which has no busy being mentioned in the same sentence as these other stocks, to which the “Mag” refers to.
Addition to this elite club was the result of a chain of exceptionally fortuitous circumstances which are highly unlikely to repeat themselves.
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Your stock picks always end up on my watchlist, and I’ve learned a lot about how to actually evaluate them. @nickdannunzio brings that same kind of value. You two are the analysts I trust most.
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