
According to Teslarati, Morgan Stanley's analyst Adam Jonas recently shared a detailed message with investors. The information in the note came after Jonas participated in an in-depth tour of Tesla's Fremont factory in California.
California is no longer home to Tesla's headquarters, and CEO Elon Musk has threatened to pull out of the state completely. Nonetheless, Teslarati says details provided during the tour and shared by Jonas suggest that expansion may be imminent. Musk recently tweeted about the fact that Tesla has considered expanding the Fremont factory significantly, so it would make sense.