Скачать или смотреть 【 TeslaDeepDive 】-The 425 Question - Deconstructing the Morgan Stanley Downgrade and What It Si…

The $425 Question: Did Morgan Stanley just call the top for every high-growth stock? 📉 The firm that was TSLA's biggest cheerleader just downgraded it, implying zero near-term upside. This isn't a car problem; it's a valuation problem.

At 210x earnings, is the premium justified by the AI/Robotics dream (Optimus/FSD), or is the core auto business facing a brutal reality? We deconstruct the bull case, the bear case, and the two crucial metrics that will decide if this stock hits $860 or crashes to $145. This downgrade is a psychological turning point for the entire market.

*Chapters:*
0:00 The Downgrade Signal
1:10 The 210x Valuation Problem
2:30 The AI Bull Case (Optimus/FSD)
4:05 The Optimistic $860 Scenario
5:30 The Margin Pressure Bear Case
7:15 The Execution & Timeline Risk
8:40 The Pessimistic $145 Scenario
9:55 Key Metrics to Monitor

🚨 The real long-term bet is on Optimus. Watch our full deep dive on how Tesla is trying to dominate Embodied AI here: [LINK TO RELATED VIDEO] 👈