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Morgan Stanley: Manufacturing is Tesla's moat.
Morgan Stanley believes that in the physical AI competition, "data defines Software, Software defines Hardware, Hardware defines manufacturing, and manufacturing is the moat." Agentic robots cannot be produced just anywhere, especially against the backdrop of the continuous decline in USA manufacturing over the past 80 years, making Tesla's manufacturing advantage particularly valuable.
Nvidia's Q4 Revenue Surges Over 78%, Nearly 8x Higher Than 5 Years Ago: Analysts Debate Stock's Next Move As Jensen Huang Says Blackwell Production Has Been Ramped Up
Morgan Stanley: NVIDIA's Earnings Reports are not perfect, but the "growing pains" during the transition are fading, and Blackwell is about to experience a full explosion.
Morgan Stanley stated that the demand for Blackwell remains strong and will continue until the end of the year, NVIDIA's transition issues are gradually fading, a full explosion of Blackwell is imminent, and the pressure on gross margin is only temporary. AI spending is not a bubble but cyclical, and market enthusiasm will reignite in the next 6-9 months.
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