AI Development & Strategy - Tesla's AI team has been focusing on vehicle autonomy, solving it pixel by pixel [2] - Embodied AI, specifically a humanoid robot named Optimus, is seen as the next interface of AI, enabling physical interaction [4] - Optimus is positioned to integrate reasoning from chatbots and physical competence, leveraging Tesla's autonomy stack and real-world data [6] Market & Technological Shift - The industry anticipates a shift towards embodied AI, similar to the shift from text-based computers to graphical interfaces [3] - Optimus is expected to be a significant shift in how people interact with AI, moving from screens to physical assistants [5] - The industry views Optimus as a potential "killer app" of AI [1][6]

Market Sentiment - Elon Musk 警告 Bill Gates 尽快平仓其对 Tesla 持续约 8 年的空头头寸 [1] Company Focus - Tesla (TSLA) 受 Elon Musk 言论影响，市场关注其股票走势 [1]

Supply Chain Strategy - Tesla is cutting all China-made parts from U S cars to avoid unpredictable tariffs and supply risks [1] - The move is a response to COVID supply disruptions and rising US-China tensions [1] - Tesla plans to remove all China-made parts within 1-2 years [1] Battery Production - LFP batteries from CATL were especially hard to replace [1] - Tesla is building LFP batteries in the U S, with production in Nevada starting in early 2026 [1] Stock Information - The report mentions Tesla's stock ticker: $TSLA [2]

Robotics Development - Figure 公司在人形机器人领域取得进展，展示了三代人形机器人 [1] - Figure 公司在三年内完成了人形机器人的自主设计、制造和行走 [1]

RT Ale𝕏andra Merz 🇺🇲 (@TeslaBoomerMama)How did your vote go?Please use the weekend for this very short (less than 5 min) survey, it is so helpful to all other fellow shareholders.Thank you. ...

Technology & Performance - Tesla's self-driving cars and Optimus robot are powered by the A5 chip [1] - The A5 chip's inference performance is 200%-300% better than Nvidia's [1] - The A5 chip costs only 10% of Nvidia's [1] - The A5 chip is low-power [1] Strategy - Tesla collapsed two programs into one using the A5 chip [1]

RT Mark Newton CMT (@MarkNewtonCMT)$TSLA pullback this week might have seemed like a breakdown to some. However, there remain important structural positives which i'll address in tonight's note@IBDinvestors @marketsurge weekly chart on $TSLA helps to put this weakness into perspective.https://t.co/XW54gpjWXm Happy Friday All ! ...

RT Ricardo Rodrigues (@ricmrodrigues)@WR4NYGov this is just TSLA Black Friday ...

Ron Baron is NOT holding back on Tesla.He says most CEOs have to be careful about future promises, except @elonmusk.@RonBaronAnalyst believes Elon will grow Tesla 5–7x in the next 10 years, and then 4–5x after that…Putting $TSLA stock at around $2,500 in a decade, and possibly 4x that! Massive conviction. 🚀 ...

🚨 Ron Baron: "I don't expect to sell my personal Tesla or SpaceX shares in my lifetime"$TSLA https://t.co/3Ff30uUYvs ...