Core Viewpoint - The article emphasizes the potential for a significant upward trend in T-chain stocks, driven by recent endorsements from Elon Musk regarding the Optimus V3 project, which is expected to be a transformative technology product [2][5][9]. T-chain Market Dynamics - Despite positive news regarding T-chain projects, the market has not fully capitalized on the momentum from December 2022, primarily due to a lack of substantial catalysts [2][5]. - The commercial space, brain-machine interfaces, and autonomous driving sectors have seen significant growth, with commercial space being the most popular sector [2][5]. Optimus V3 Developments - Elon Musk's recent tweets have generated optimism about the Optimus V3, with a notable endorsement from angel investor Jason Calacanis, who described it as potentially the most transformative technology in human history [5][8]. - The performance of Optimus Gen3 is expected to exceed expectations, with indications that it is nearing finalization [9][12]. Key T-chain Stocks - WX is highlighted as a core T-chain stock, with expectations for its SOP (Start of Production) to be finalized in Q1 2026, showing strong market interest and price appreciation [9][12]. - Other notable T-chain stocks include RT, KS, FS, and SL, which have also shown significant price increases due to positive developments in North American communications and project confirmations [11][12]. North American Communication and Contracts - T-chain stocks that have successfully communicated with North American partners are expected to attract more investment, with WX, FS, and KS being key players in this regard [12][13]. - The article notes that companies like S and X are gaining attention due to their innovative technologies that align with the advancements in the Optimus project [12][13]. Future Outlook - The article suggests that as the Optimus project progresses and T-chain companies continue to secure contracts, the market will likely see increased focus and investment in these stocks [15][16]. - The ongoing developments in the T-chain sector, including new technologies and partnerships, are expected to create further investment opportunities [15][16].
马斯克再发文,Optimus Gen3初亮相!