Morgan Stanley Sees $80 Billion Tesla Semi Opportunity as Diesel Hits Record $6.06

Morgan Stanley projects that Tesla's Semi business could add approximately $80 billion to the company's value, driven by high diesel prices and potential self-driving software revenue. Analyst Andrew Percoco believes Tesla could generate significant software income from autonomous Semis, despite the company's current low production volumes and the need to operationalize autonomous features. This projection is based on an estimated 82,000 Semis on the road by 2040 and significant cost savings for fleet operators through autonomy.