TSLA | SOURCE: DWARKESH PODCAST - ELON MUSK
Feb 09, 2026 IC-REF: 7cb8f138

TSLA: Insider Accumulation vs. Sentiment Analysis

Executive Thesis: Tesla's transition from EV manufacturer to AI/robotics platform accelerates through 2026-2030, with Optimus humanoid robots potentially creating infinite manufacturing scalability once the recursive production loop closes at modest initial volumes.


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