Gene Munster
2026.01.22 16:51

Elon just spoke for 30min at the World Economic $Tesla(TSLA.US) moved up 1% on his comments and is up 1.5%. Nasdaq up 1%.

Optimus:

"Probably sometime next year we'll be selling humanoid robots to the public."

My take: slight positive because it confirms things moving forward. Last year he said 1m units in 2027, which means they would be selling them next year. Unlikely they do million next year and doesn’t matter. As long as they sell 1k or more is a win.

FSD

“We hope to get Supervised self-driving approval in Europe next month, and hopefully similar timing for China."

My take: I’m not sure what “approval” entails. If it means they can market it as FSD that would be a big win. I was thinking Europe and China would be in 2027.

Source: Gene Munster

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