Just some notes from $Tesla(TSLA.US) transcripts:
Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts.Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever.And I remain convinced of that conclusion". It's very rare to see such high conviction reiterated from Elon regarding humanoids both directionally and TAM-wise.In terms of upstream suppliers opportunities, Karn Budhiraj, VP of $Tesla(TSLA.US) supply chains stated: "We’re seeing the same level of investment going to memory and also new specific items like metal injection molded parts, flexible printed circuits, and all sorts of nonlinear technologies..." And that they had to build new supply chains from scratch. So would be interesting to look at for new supply chain supplier opportunities apart from the known ones. Just pulled older slides and it looks like capacity targets for Fremont are 1M and Giga Texas was 10M, so at scale, $Tesla(TSLA.US) seems to be the clear US leader. If you're looking at that S-Curve opportunity ramp. On a side note, Elon also gave a shoutout to $Micron Tech(MU.US) with likely reasonably priced LTAs, given his statement: "We really appreciate Micron making room for Tesla in the years to come and giving us actually a very significant allocation on reasonable terms given the pretty insane pricing of memory these days." (Just for structural memory demand). Elon also gave a shoutout to Panasonic which had invested many billions in increasing battery cell production (will need to do deeper DD into Panasonic after this), then Samsung and $Taiwan Semiconductor(TSM.US). Just takeaways from Tesla earnings TLDR: Elon tends to be directionally correct on where the future is heading, such as with EV or Space. He seems extremely bullish on humanoids.S![图片 1，共 4 张]()
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