The last Model S rolled off $Tesla(TSLA.US)'s production line. Here are my thoughts:
I really admire Elon Musk's decision to discontinue the Model S and Model X.
If I were the CEO, it would be very difficult to make that call.
It's a correct and courageous decision.
Only keep the high-volume, profitable production lines.
Giving up the S and X production lines for Optimus, pushing forward towards physical AI.
Recently, the deployment of Robotaxis shows a visibly rising 📈 curve.
Although I didn't catch the opportunity to position long calls this year, the core long positions I hold are meant to see the day when physical AI shines brightly. 🤔
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