If anyone has a hunch that Texas may be the state Tesla chooses for its Cybertruck factory, you'll probably take that as just another opinion. What if a Morgan Stanley analyst says so? Adam Jonas works there, and he stated on May 4 that there are six significant reasons for Tesla to choose Texas for its new factory, probably the first one to receive the name Terafactory – instead of Giga, as Elon Musk asked in a tweet.

The first one is that having all production on California brings a logistics burden to the company. The problem is that this possibility was never even on the table. Fremont is at full capacity, and Musk already said the Cybertruck factory would have to be elsewhere.