Pinkspider
05-14

$TSLA

TESSIE MOVING +3% OVERNIGHT

Elon says anything positive about Optimus that the street hasn’t factored in over the coming months and this could get fun…

Were the earnings bad?

Yes. But the street doesn’t care.

Imagine Elon says “Walmart has asked us to deliver 100K Optimus Bots by 2027.”

What valuation model has something like that actually baked in? Now imagine if there are 50 different “Walmarts” that want to put in a purchase order for 50-100K bots?

Just the idea of that alone could get the street to completely change how they view the name.

Yes it’s expensive and robotaxi launch has to go well in Austin but people are betting on *potential* in $TSLA and the pure potential alone is what could be attracting investors in this current rally.

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