According to the information from the "Securities Times" app, global electric car leader Tesla (TSLA.US) led by Musk is only about three weeks away from the "Tesla Robotaxi Unveiling Ceremony" in Los Angeles. Investors and Wall Street analysis teams have high expectations for this Tesla event, with some bears turning bullish on the potential of Robotaxi. They are all looking forward to the heavyweight unveiling ceremony of Tesla, hoping it will drive a substantial rebound in Tesla's stock price, and are very eager to ultimately achieve a new "major uptrend" curve.

Morgan Stanley, the Wall Street giant known as the "Tesla Super Bull," is clearly full of expectations for the new things and ideas that Tesla is planning to bring to this event. Tesla's "steering figure" - CEO Musk has repeatedly stated that this Tesla Robotaxi unveiling event will not only showcase a brand new physical self-driving taxi, but also "some other new things."

As for what the other things might be, the audience has no clue, but some believe that Tesla's recent patent for wireless charging may be related to this.

Morgan Stanley's research team said in a report to investors this week that they believe this event may not only officially unveil the rumored "Cybercab" self-driving taxi but also how to ride in the car.

"To be frank, it's hard for us to see how the Robotaxi self-driving taxi unveiling event on October 10th by Tesla will meet the high expectations of investors. Besides showcasing FSD v12.5 and offering test drives of the first-generation "Cybertcab," what other heavyweight content?

"This makes investors aware that Tesla will need to bring other important information to this event, which will undoubtedly answer questions posed by shareholders and others." Therefore, the analysis team from Morgan Stanley stated that Tesla may need to address the following three important questions:

Safety - "Will investors see data comparing the safety of Tesla's exclusive self-driving car technology with human driving?"

Major improvement - "Can investors better understand the performance changes of the recent FSD iterations?"

Methodology - "What key enabling technologies will investors learn about to further improve the autonomy and comprehensive capabilities of FSD/Cybercab?"

This Morgan Stanley research report also explores the synergistic development between Tesla and other technology companies under CEO Musk, particularly the globally important startup company in the AI field called xAI.

xAI could prove to be an important driving force for the advancement of Tesla's autonomous driving story, especially considering xAI's exclusive AI mega-model and infrastructure system supporting the ambitious AI supercomputing goals of this electric vehicle manufacturer, which will further support Tesla's autonomy.

Ultimately, from an investor's perspective, this heavyweight unveiling event on October 10th carries incredibly high expectations. Musk has acknowledged that this will be Tesla's "most important moment" since the launch of the Model 3 a few years ago.

Of course, the development roadmap of Tesla's autonomous driving may have more profound implications than the event itself, as Tesla still needs to fully resolve issues related to autonomous driving, which may be a process lasting several years. Tesla's management, including Musk, has long been ambitious in predicting when the full self-driving suite can be solved, but there are still investors worried that it may ultimately fall short. Therefore, Tesla must make significant progress in FSD to truly convince all investors.

As Musk expressed on social media X (formerly Twitter) at the time, he believes that Robotaxi and "Optimus Prime humanoid robots" based on fully autonomous driving will be Tesla's future. He posted on X platform in July and claimed that once Tesla fully solves the problem of autonomous driving and achieves mass production of Optimus Prime, anyone who still holds a Tesla short position will be "destroyed," even Bill Gates will not be spared. Musk previously even shouted out a seemingly crazy market value expectation at Tesla's shareholder meeting. Musk predicts that under the joint support of autonomous driving technology and Optimus Prime humanoid robots, Tesla's market value will exceed 30 trillion US dollars.

Wall Street's bullish sentiment on Tesla is heating up, primarily driven by the revenue potential of Robotaxi.

If Tesla can prove that they are pushing forward Tesla's fully automated driving system as planned or even accelerating it, which is based on massive artificial intelligence training/inference computing resources of Tesla FSD system, as well as when Robotaxi will be fully launched in the market to generate revenue for Tesla, then this Robotaxi unveiling event could indeed be a breakthrough.

The long-awaited Tesla self-driving robot taxi (Robotaxi) in the market will be based on the upgraded latest FSD full autonomous driving technology. Tesla envisions these autonomous vehicles being able to handle various complex transportation tasks without human intervention, including large-scale passenger transport. These vehicles will be integrated into Tesla's broader artificial intelligence and electric vehicle strategies. However, global deployment still requires comprehensive approval from regulatory authorities.

NVIDIA CEO Jensen Huang recently lavishly praised Tesla's FSD built on AI supercomputing during a media interview. Tesla's FSD is based on the Dojo supercomputer chip and NVIDIA's high-performance AI GPUs (primarily H100 and H200, Musk said they will purchase the Blackwell architecture AI GPUs in the future), relying on these powerful hardware systems to support the massive training/inference computing power needs of Tesla's FSD. Huang and other tech heavyweights have publicly stated that Tesla's FSD is the most advanced driver-assistance system currently available, which can fully achieve fully automated driving in most cases, completely freeing human hands.

"Tesla is a global leader in autonomous driving." Huang said in a recent media interview. "The really revolutionary point of Tesla's 12th edition fully autonomous driving car is that it is an end-to-end generative model." "It learns how to drive end-to-end by watching videos - surround videos - and uses generative artificial intelligence technology to predict paths and understand and drive cars. So, this technology is truly revolutionary, and the work that Tesla has done is incredible."

On Wall Street, analysts' bullish enthusiasm for Tesla's stock price has significantly increased before the Robotaxi unveiling event on October 10th. Worth noting is that Deutsche Bank, which has long been bearish on Tesla's stock price, recently released a research report on Tesla's stock price, resuming its "buy" rating and listing it as the preferred stock in the auto industry, as opposed to its long-standing "neutral" and "sell" ratings for Tesla. Deutsche Bank also announced the resumption of target price tracking for Tesla, with a target price of up to $295 for the next 12 months, compared to Tesla's close at $227.20 on Wednesday.

Deutsche Bank regards Tesla as a technology platform that is trying to reshape multiple industries. Deutsche Bank analyst Edison Yu said that due to the potential of autonomous driving and humanoid robotics businesses, the stock deserves a unique premium. "In the short term, vehicle deliveries/profit margins have indeed declined, but we believe this is temporary as new models/upgraded products are about to be launched. From a long-term perspective, Tesla is an emerging leader in autonomous driving (Robotaxi) and humanoid robotics (Optimus)... They represent some of the clearest and most lucrative applications of end-to-end artificial intelligence."

Morgan Stanley, a major Wall Street firm known as the "super bull" for Tesla, is optimistic about Tesla for the same reasons: the revenue potential of Tesla's Robotaxi and the massive subscription income that FSD may bring. Morgan Stanley recently reiterated its "overweight" rating for Tesla, as well as a target price of up to $310 for the next 12 months, ranking among the highest target price on Wall Street.

Cathie Wood, known as the "biggest Tesla bull" and a staunch supporter of Elon Musk, believes that Tesla's market value could exceed $8 trillion. Ark Investment Management, led by Cathie Wood, recently updated its target price for Tesla, with Ark predicting that Tesla's stock price could reach $2,600 by 2029. Ark's strong bullish thesis for Tesla's stock price is based on the expectation that nearly 90% of Tesla's market value and profitability by 2029 will come from the Robotaxi network built on an incredibly powerful AI supercomputing system.