Optimus Robots

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Tesla Robotaxi to Launch in San Francisco: Reports
Bloomberg Technology· 2025-07-25 18:17
I find this interesting. The specifics are that it's planned for maybe today, Friday. On the earnings call earlier in the week, which you participated in, Ashok Swami, who's the Robotaxi chief, said that they were doing this anyway, but there is some bits that we don't know what was in the Business Insider reports and what do you make of it.So the Business Insider report is based on a memo, an internal memo, you know, within Tesla promising a sort of robotaxi service, albeit one with a driver in the driver' ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-07-17 06:17
"SpaceX will send Starship rockets to Mars with Optimus robots and Grok."Elon Muskhttps://t.co/7dxunio1wU ...
Tesla Set For Rebound Thanks To Robotaxis And Strong Cash Flow: Analyst
Benzinga· 2025-06-26 15:36
Benchmark analyst Mickey Legg maintained a Buy rating on Tesla TSLA and raised the price target from $350 to $475 on Thursday.Tesla remained a Benchmark Top Pick for 2025, Legg said.While limited, Legg noted the controlled rollout demonstrates a controlled and safety-first approach.Also Read: Tesla Robotaxi Scaling Growth Will Be Slow In Near Term: Goldman SachsThe analyst prioritized winning over regulators and public opinion to enable a rapid scale-up.New regulations for autonomous vehicles will take effe ...
Cathie Wood says Tesla is the stock she'd pick if she could only invest in one company
Business Insider· 2025-06-09 05:17
Core Viewpoint - Ark Invest's Cathie Wood expressed strong confidence in Tesla as her top stock pick, highlighting its convergence of robotics, energy storage, and AI technologies [1][2]. Group 1: Investment Insights - Wood's firm, Ark Invest, has set a price target of $2,600 for Tesla, which she believes the stock will reach within five years [2]. - The anticipated productivity gains from Tesla's Optimus robots are expected to create new revenue streams for the company, with Musk projecting the production of one million Optimus robots annually by 2030 [3]. Group 2: Stock Performance and Market Reactions - Tesla's stock experienced significant volatility, peaking at $479 in December following political events, but subsequently fell over 40% by March due to investor concerns about Musk's political involvement [5][6]. - The stock dropped 14% amid tensions between Musk and former President Trump, contributing to a nearly 27% decline year-to-date [7]. Group 3: Brand and Political Dynamics - Wood suggested that Musk's recent actions may be an attempt to distance himself from the Trump administration, acknowledging some brand damage to Tesla as a result of this association [8].
Better EV Stock: BYD vs. Tesla
The Motley Fool· 2025-05-25 15:31
Group 1: Electric Vehicle Market Overview - Electric vehicle (EV) stocks are gaining investor interest due to their potential in the automobile sector and technological innovations like full self-driving (FSD) [1] - Tesla is a pioneer in the EV space with a market cap exceeding $1 trillion, but its core EV business has faced challenges, including a decline in U.S. market share and global sales [2][3] Group 2: Tesla's Performance and Future Initiatives - In Q1, Tesla reported deliveries of 337,000 cars, marking the lowest amount in over two years, with no signs of improvement in recent data [3] - Despite delivery challenges, Tesla maintains investor enthusiasm through future initiatives, including unsupervised FSD technology expected to be available by year-end and a Robotaxi demonstration planned for next month [4][5] - Tesla's FSD has undergone over $1 billion in testing, but questions remain regarding its readiness for commercialization and adherence to timelines [5] Group 3: BYD's Competitive Position - BYD has captured 34% of China's new energy vehicle market in 2024 and surpassed Tesla in revenue, reporting approximately $107 billion, although it also produces hybrid vehicles [8] - BYD's strategy focuses on producing cheaper EVs, with some models priced under $10,000, and superior charging technology, allowing for a 250-mile range recharge in just five minutes [9] - BYD plans significant expansion, aiming for half of its sales to occur outside of China by 2030 [9] Group 4: Comparison of Tesla and BYD - The choice between Tesla and BYD hinges on Tesla's ability to successfully implement FSD and develop its Optimus robot, with Musk's history of disruptive technology lending some credibility to Tesla's potential [11] - However, there are concerns about Tesla's high valuation based on speculation, while BYD appears to be executing better in its core business with a more reasonable earnings multiple of just under 27 times [12]
Billionaire Investor Stanley Druckenmiller Just Slashed His Fund's Stake in Tesla by 50% and Quadrupled Its Position in Another AI Stock Up 2,800% Since Its IPO
The Motley Fool· 2025-05-23 09:45
There aren't too many investors with better track records than Stanley Druckenmiller. Over a 30-year period, which included 12 years working as a portfolio manager for George Soros at the Quant Fund, Druckenmiller generated average annual returns of 30%, according to Hedge Fund Alpha.Today, Druckenmiller is still investing his own money through his family's fund, Duquesne Capital Management. In the first quarter of the year, Druckenmiller slashed his position in the electric-car maker Tesla (TSLA 2.08%) by ...
CEO Elon Musk Recently Gave Tesla Investors Some Great News. But the Stock Still Faces 3 Big Challenges.
The Motley Fool· 2025-05-01 13:05
Core Business Challenges - Tesla's stock has fallen approximately 30% this year, with first-quarter deliveries of around 337,000 being the lowest since 2022 [1] - Sales in Europe reportedly dropped nearly 50% year-over-year in January and February, despite overall EV sales in Europe growing by 28% during that period [3] - In China, Tesla's sales have also declined significantly, with BYD capturing over 30% market share and surpassing Tesla in annual revenue [4] New Initiatives - Tesla plans to begin production of a lower-cost model in June, although details on pricing remain unclear and the launch may be slower than initially expected [8] - The company is set to launch a new software system with unsupervised full self-driving capabilities and aims for a robotaxi launch in Austin as early as June [9] - Optimus robots are still in development, with significant production expected towards the end of the year, but they are not yet contributing to revenue [10] Valuation Concerns - Tesla is trading at 147 times forward earnings, indicating a valuation heavily reliant on future initiatives and the leadership of Elon Musk [12] - The increasing competition in the EV market raises concerns about whether Tesla's future initiatives will meet expectations, which could negatively impact its high valuation and stock price [13]