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Tesla Motors (TSLA) spent the last months of 2013 talking about fires, potential recalls and other subjects it most likely would have preferred to avoid. Now, it seems to have put the conversation back on its growth.

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Remember, earlier this week Tesla said it had delivered more cars than it had expected during the fourth quarter, while Elon Musk said the upstart automaker was looking to sell 800 cars a week by the end of 2014. The breathless commentary soon resumed, with Morgan Stanley wondering aloud if cars were just a springboard to something bigger for Tesla.