

Investor's Corner
Tesla investors get a “window of opportunity” amid Elon Musk’s Twitter takeover
On Monday, November 14, Tesla (NASDAQ: TSLA) stock closed at $190.95, 2.56% down compared to the previous close at $195.97. However, Morgan Stanley believes the decline in TSLA’s share price over the past few weeks may not be all bad for Tesla investors.
Tesla stock has been dropping lately. Some investors and financial experts are pinning Elon Musk’s Twitter takeover as the cause of TSLA’s recent decrease.
Last Wednesday, Tesla shares dropped significantly, closing at $177.59, the lowest since November 2020. At the time, Elon Musk disclosed the sale of about $4 billion worth of TSLA stock. In an all-hands meeting with Twitter the following day, Musk explained that he sold Tesla shares to “save” Twitter.
Throughout his quest to take over Twitter, Elon Musk has offloaded TSLA shares multiple times this year. In April, He sold about $8.5 billion worth of Tesla shares, and then another $6.9 billion shares in August.
Morgan Stanley’s Tesla Take
Morgan Stanley has a $150 bear case for Tesla. However, the investment bank believes Tesla’s recent price drop is a “window of opportunity opening for prospective Tesla investors.” Morgan Stanley thinks Tesla sentiment and decelerating EV demand might challenge its bear case before the end of 2022.
Tesla recently cut its prices in China. Morgan Stanley predicts that the company would also slash car prices in Germany as Giga Berlin reaches 5,000 vehicle production per week. It also expects Tesla to cut prices in the United States in the first half of 2023. The price cuts may be an opportunity for prospective Tesla customers.
Twitter and Tesla
In a recent note to investors, Morgan Stanley (MS) analyst Adam Jonas wrote that investors are concerned about the effects “consumer sentiment” might have on Tesla’s business in the near term. Jonas wrote that consumer sentiments could materialize in several areas, namely:
- Consumer sentiment/demand.
- Commercial partnerships.
- Government relationships and support.
- Investor sentiment and capital markets participation
“Controversy creates uncertainty…In our opinion, one of the main drivers of Tesla shares to ‘tera-cap’ status in recent years was the ability for investors to confidently model the economic outlook for the company’s core EV and energy storage businesses supported by a favorable economic backdrop. In recent weeks, this confidence has been tested, and we believe will continue to be tested through year-end,” wrote Jonas.
Twitter Controversy
Twitter has become a controversial topic in recent weeks. Some Tesla investors have reservations about how Musk plans to monetize the platform and use it as a space for free speech.
Consumer and Investor Sentiment
MS believes some customers and investors might want to distance themselves from any Twitter controversy. Elon Musk’s involvement in Twitter has led some to question their ties to Tesla, although the two companies are entirely separate.
Morgan Stanley believes that Tesla still needs support from investors to surpass its current market cap. As of writing, Tesla’s market cap stands at $602.97 billion.
Commercial Partnerships
Tesla prides itself as a self-reliant, vertically integrated company. But it still relies on commercial partnerships with companies that might want to distance themselves from controversy.
Although, usually, association with Tesla has proven beneficial to other companies. For instance, mining companies who have struck deals with Tesla often also strike deals with other automakers.
Government Support
Elon Musk’s recent activity on Twitter and changes to the platform have also created some tension between the Tesla CEO and some political leaders in the United States.
Last week, U.S. President Joe Biden commented that Musk’s relationships with other nations needed observation. Musk’s ties to other countries are heavily related to Tesla’s operations, considering the company has gigafactories in China and Germany.
Musk’s ties to other nations and his political opinions on Twitter have contributed to the controversy surrounding Musk, the platform, and, in extension, Tesla.
Disclosure: I am long TSLA.
The Teslarati team would appreciate hearing from you. If you have any tips, email us at tips@teslarati.com or reach out to me at maria@teslarati.com.
Elon Musk
Tesla analysts believe Musk and Trump feud will pass
Tesla CEO Elon Musk and U.S. President Donald Trump’s feud shall pass, several bulls say.

Tesla analysts are breaking down the current feud between CEO Elon Musk and U.S. President Donald Trump, as the two continue to disagree on the “Big Beautiful Bill” and its impact on the country’s national debt.
Musk, who headed the Department of Government Efficiency (DOGE) under the Trump Administration, left his post in May. Soon thereafter, he and President Trump entered a very public and verbal disagreement, where things turned sour. They reconciled to an extent, and things seemed to be in the past.
However, the second disagreement between the two started on Monday, as Musk continued to push back on the “Big Beautiful Bill” that the Trump administration is attempting to sign into law. It would, by Musk’s estimation, increase spending and reverse the work DOGE did to trim the deficit.
Every member of Congress who campaigned on reducing government spending and then immediately voted for the biggest debt increase in history should hang their head in shame!
And they will lose their primary next year if it is the last thing I do on this Earth.
— Elon Musk (@elonmusk) June 30, 2025
President Trump has hinted that DOGE could be “the monster” that “eats Elon,” threatening to end the subsidies that SpaceX and Tesla receive. Musk has not been opposed to ending government subsidies for companies, including his own, as long as they are all abolished.
How Tesla could benefit from the ‘Big Beautiful Bill’ that axes EV subsidies
Despite this contentious back-and-forth between the two, analysts are sharing their opinions now, and a few of the more bullish Tesla observers are convinced that this feud will pass, Trump and Musk will resolve their differences as they have before, and things will return to normal.
ARK Invest’s Cathie Wood said this morning that the feud between Musk and Trump is another example of “this too shall pass:”
BREAKING: CATHIE WOOD SAYS — ELON AND TRUMP FEUD “WILL PASS” 👀 $TSLA
She remains bullish ! pic.twitter.com/w5rW2gfCkx
— TheSonOfWalkley (@TheSonOfWalkley) July 1, 2025
Additionally, Wedbush’s Dan Ives, in a note to investors this morning, said that the situation “will settle:”
“We believe this situation will settle and at the end of the day Musk needs Trump and Trump needs Musk given the AI Arms Race going on between the US and China. The jabs between Musk and Trump will continue as the Budget rolls through Congress but Tesla investors want Musk to focus on driving Tesla and stop this political angle…which has turned into a life of its own in a roller coaster ride since the November elections.”
Tesla shares are down about 5 percent at 3:10 p.m. on the East Coast.
Elon Musk
Tesla investors will be shocked by Jim Cramer’s latest assessment
Jim Cramer is now speaking positively about Tesla, especially in terms of its Robotaxi performance and its perception as a company.

Tesla investors will be shocked by analyst Jim Cramer’s latest assessment of the company.
When it comes to Tesla analysts, many of them are consistent. The bulls usually stay the bulls, and the bears usually stay the bears. The notable analysts on each side are Dan Ives and Adam Jonas for the bulls, and Gordon Johnson for the bears.
Jim Cramer is one analyst who does not necessarily fit this mold. Cramer, who hosts CNBC’s Mad Money, has switched his opinion on Tesla stock (NASDAQ: TSLA) many times.
He has been bullish, like he was when he said the stock was a “sleeping giant” two years ago, and he has been bearish, like he was when he said there was “nothing magnificent” about the company just a few months ago.
Now, he is back to being a bull.
Cramer’s comments were related to two key points: how NVIDIA CEO Jensen Huang describes Tesla after working closely with the Company through their transactions, and how it is not a car company, as well as the recent launch of the Robotaxi fleet.
Jensen Huang’s Tesla Narrative
Cramer says that the narrative on quarterly and annual deliveries is overblown, and those who continue to worry about Tesla’s performance on that metric are misled.
“It’s not a car company,” he said.
He went on to say that people like Huang speak highly of Tesla, and that should be enough to deter any true skepticism:
“I believe what Musk says cause Musk is working with Jensen and Jensen’s telling me what’s happening on the other side is pretty amazing.”
Tesla self-driving development gets huge compliment from NVIDIA CEO
Robotaxi Launch
Many media outlets are being extremely negative regarding the early rollout of Tesla’s Robotaxi platform in Austin, Texas.
There have been a handful of small issues, but nothing significant. Cramer says that humans make mistakes in vehicles too, yet, when Tesla’s test phase of the Robotaxi does it, it’s front page news and needs to be magnified.
He said:
“Look, I mean, drivers make mistakes all the time. Why should we hold Tesla to a standard where there can be no mistakes?”
It’s refreshing to hear Cramer speak logically about the Robotaxi fleet, as Tesla has taken every measure to ensure there are no mishaps. There are safety monitors in the passenger seat, and the area of travel is limited, confined to a small number of people.
Tesla is still improving and hopes to remove teleoperators and safety monitors slowly, as CEO Elon Musk said more freedom could be granted within one or two months.
Investor's Corner
Tesla gets $475 price target from Benchmark amid initial Robotaxi rollout
Tesla’s limited rollout of its Robotaxi service in Austin is already catching the eye of Wall Street.

Venture capital firm Benchmark recently reiterated its “Buy” rating and raised its price target on Tesla stock (NASDAQ: TSLA) from $350 to $475 per share, citing the company’s initial Robotaxi service deployment as a sign of future growth potential.
Benchmark analyst Mickey Legg praised the Robotaxi service pilot’s “controlled and safety-first approach,” adding that it could help Tesla earn the trust of regulators and the general public.
Confidence in camera-based autonomy
Legg reiterated Benchmark’s belief in Tesla’s vision-only approach to autonomous driving. “We are a believer in Tesla’s camera-focused approach that is not only cost effective but also scalable,” he noted.
The analyst contrasted Tesla’s simple setup with the more expensive hardware stacks used by competitors like Waymo, which use various sophisticated sensors that hike up costs, as noted in an Investing.com report. Compared to Tesla’s Model Y Robotaxis, Waymo’s self-driving cars are significantly more expensive.
He also pointed to upcoming Texas regulations set to take effect in September, suggesting they could help create a regulatory framework favorable to autonomous services in other cities.
“New regulations for autonomous vehicles are set to go into place on Sept. 1 in TX that we believe will further help win trust and pave the way for expansion to additional cities,” the analyst wrote.
Tesla as a robotics powerhouse
Beyond robotaxis, Legg sees Tesla evolving beyond its roots as an electric vehicle maker. He noted that Tesla’s humanoid robot, Optimus, could be a long-term growth driver alongside new vehicle programs and other future initiatives.
“In our view, the company is undergoing an evolution from a trailblazing vehicle OEM to a high-tech automation and robotics company with unmatched domestic manufacturing scale,” he wrote.
Benchmark noted that Tesla stock had rebounded over 50% from its April lows, driven in part by easing tariff concerns and growing momentum around autonomy. With its initial Robotaxi rollout now underway, the firm has returned to its previous $475 per share target and reaffirmed TSLA as a Benchmark Top Pick for 2025.
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