$Tesla Motors(TSLA)$ Robotaxi and Optimus are still not fully priced into Tesla's valuation, and that could be the biggest part of the long-term story. If both of those businesses scale successfully, autonomous mobility and robotics might become huge revenue streams. Tesla's market cap is already around $1.3T, but the vehicle, energy, software, and services segments are still expanding. The next phase really comes down to execution. We might still be early in seeing what Tesla can become.
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