Morgan Stanley's analyst Adam Jonas estimates that Tesla's Optimus humanoid robot could cost between $50k-$60k to make. Jonas also suggests that the humanoid bots have a $30 trillion addressable market, with Tesla leading the way. Elon Musk predicts that Tesla could operate close to 100 million Robotaxis and over 1 billion Optimus robots in ten years, potentially making $TSLA a $24 trillion stock.
EXCLUSIVE: Elon’s Next BIG Move: $TSLA Gen 3 Optimus Bot? w/ @GoingBallistic5 • Tesla's Gen 3 Optimus bot is expected to have a bigger impact than its autonomous robotaxi, according to Morgan Stanley. • Elon Musk believes Tesla's robotics division could reach a $25 trillion… https://t.co/vXKBtxQ6FA
Good thing $TSLA is a robot company! https://t.co/C28QaYhIko
⚠️ JUST IN: *MORGAN STANLEY SAYS TESLA'S HUMANOID OPPORTUNITY IS 'BIGGER' THAN AUTONOMOUS CARS WHAT DO YOU THINK? $TSLA https://t.co/MyGlJLhB2I
Musk predicts that $TSLA will operate close to 100 million Robotaxis and over 1 billion Optimus robots in ten years. $TSLA will then be a $24 trillion stock. All the armchair analysts with their "my favorite stock (which also happens to be the most popular stock) will 100X"…
BREAKING: Elon Musk says TSLA robotaxis could be worth more than $5-7 trillion 👀 https://t.co/uSrZEtY3cA
BREAKING: MORGAN STANLEY’S ADAM JONAS SAYS $TSLA OPTIMUS COULD SELL FOR $20K 👀 He says it will be possible with scale, AI algos, and cheaper Chinese components! https://t.co/5XftZ4LnFg
MORGAN STANLEY: “.. #AI is driving transformational change in robotics. We believe the humanoids opportunity is far bigger and faster adopting than autonomous cars and will see a greater quantum of capital behind it. $TSLA is at the epicenter of the theme. Investors may need to… https://t.co/EsLXvCTOpB
BREAKING: MORGAN STANLEY’S ADAM JONAS SAYS HUMANOID BOTS HAVE A “$30 TRILLION” ADDRESSABLE MARKET 👀 $TSLA He says Tesla is in the lead with Optimus! https://t.co/ddrVzNZiV4
Morgan Stanley's Adam Jonas thinks Tesla's Optimus humanoid robot will cost between $50k-$60k to make. Here's his breakdown of cost: https://t.co/ZjVWp0c7YR https://t.co/MjbSosN0Pr
Adam Jonas in new 10 page $TSLA note: "We believe the humanoids opportunity is far bigger and faster adopting than autonomous cars & will see a greater quantum of capital behind it. @Tesla is at the epicenter of the theme. Investors may need to add new tabs to their excel models"… https://t.co/hSndNfazrr