Stocks
Tesla’s Optimus is in Shambles.
Date: 2026-09-11 03:00:01
Tesla’s Optimus program is attracting enormous hype, but we think investors need to separate what they’ve actually seen from what they hope the robot will eventually become. We break down the current state of Optimus, the questions surrounding its development and execution, and why we’re still rooting for Tesla to succeed while waiting for stronger evidence before putting serious money behind the trade.
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