Amit2021
01-28

@TESLA- Exciting times ahead with new low cost cars to be launched, FSD rollout across US, Europe & China, New markets such as India, Middle East & Optimus robots launch in 2026 with production to scale up in early 2027...

Modified in.01-28
Tesla All-In on AI! Optimus Gen 3 Coming, the Right Bet?
Tesla (TSLA) reported a pivotal Q4: revenue fell 3% YoY—its first annual decline—yet EPS beat expectations, gross margin rebounded above 20%, and energy storage deployments hit a record 14.2 GWh (+29%). Operationally, Tesla is accelerating its AI roadmap: unsupervised Robotaxi trials began in Austin, Cybercab, Semi, and Megapack 3 are set for production this year, and Optimus aims to enter mass production by year-end. Management guided >$20B capex in 2026 Can Robotaxi and Optimus timelines materially change Tesla’s earnings narrative in 2026?
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