Elon Musk has shut down the Model production line to focus heavily on robotics. $TSLA We are now in a phase of market repricing. If Tesla's EV/sales and cash flow can stabilize, and Optimus's future annual sales reach 5-30k units, TSLA's valuation could double. Of course, that still seems far off for now.



Musk believes the world may ultimately need billions of humanoid robots. If a robot sells for $20,000–$30k in the future, the market size will far exceed the automotive industry.

Tesla possesses:
FSD autonomous driving vision algorithms
Dojo/AI computing power
Batteries, motors, reducers
Mass manufacturing capabilities

All these technologies can be directly reused for Optimus, so robots are seen as Tesla's next growth engine.

Here is a set of data: In Q1 2026, Tesla's gross margin was about 21.1%, Q1 2026 EPS was about $0.16 (GAAP), and Non-GAAP was about $0.33. In 2023 it was $4.3, in 2024 it was $2.0, and in 2025 it was $1.08. That means Tesla is starting to recover EPS growth this year.

Four years from now, a $5 trillion market cap for TSLA is not a dream.

And 60% of Tesla's supply chain is made in China, so embracing A-shares is embracing TSLA.
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