Optec International, Inc.

OPTI

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Optec International, Inc.

OPTI

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S
Serenity1 day ago, 11:42 PM
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.
+1
H
Heroic LifesaverTotal AssetsRate Of ReturnApr 16 at 10:53 PM
The markets have been really impressive and may have legs to go further but provided supports hold. At the moment, this market does not even need support! Stay safe!
C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
M
Marina BayTraded ValueApr 1 at 09:56 PM
It looks like $TSLA 2X Long ETF(TSLL.US) Tesla Optimus supply chains for mass production will be manufactured in China.
- Zhejiang Huazheng (thermal control)
- Ningbo TuoFu (actuators)
- Everwin (sensors).
Were named as likely suppliers from a new report this week.
Made in America robotics supply chains are likely threatened as China subsidies and low cost manufacturing reportedly brings Optimus costs from over $100K+ down to <$45k.
@Bridge Buzz SG
NewDiscussionZones
A
amitJan 29 at 04:31 PM
$Tesla(TSLA.US)
BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI
bro…
“Musk has also discussed using SpaceX’s Starship rockets to carry Tesla’s Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceX’s data centers in orbit, if the company can make the engineering work.”
if this happens…Elon will be meeting the requirements for his $1T compensation 😂
Source: amit
D
Dolphin ResearchJan 14 at 07:42 PM
$Tesla(TSLA.US) increasingly trades on AI, which makes up 60%+ of its valuation, with car sales now a sideshow—this is the core driver of its ~$1.5tn market cap. Even if 2025 full-year deliveries are only 1.64mn units (-8.6% YoY), marking a second straight annual decline, the stock still rocketed, peaking near $500.
The logic is straightforward. The market no longer values it as a traditional automaker, but as an AI story.
Based on Dolphin Research's prior estimates, under a base case Tesla's $1.3tn target mkt cap would see FSD, Robotaxi and Optimus contribute $776.4bn (60%). Hardware such as auto sales and energy storage would account for the remaining 40%. Under a bull case, Robotaxi alone could be worth $0.9–1.0tn, far exceeding the current valuation of the auto biz.
FSD, via subscriptions, becomes a SaaS cash cow, with paid users reaching approx. 58mn by 2035 under the base case. Robotaxi could reshape mobility, and Optimus targets labor substitution; these AI avenues offer far more upside than car manufacturing. In 2026, Cybercab mass production should accelerate scaled Robotaxi ops. With Optimus approaching mass production, the AI valuation anchor would be reinforced further.
Today, Tesla is selling the outlook for autonomy and Optimus. If Optimus or Robotaxi progress beats (e.g., regulatory approvals, order momentum and ramp), the market's anchor should shift faster from 'traditional autos' to 'AI growth', pushing the stock toward the bull-case level ($602).
D
Dolphin ResearchNov 20, 2025 at 02:30 AM
US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap
1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, "China is considering introducing new real estate stimulus policies," leading to intraday fluctuations in real estate stocks today...
Optec International, Inc.
USOPTI
Today’s Key News Recap
T
Tom Nash UpdatesNov 13, 2025 at 06:04 PM
xAI is the neural core linking everything Elon touches, $Tesla(TSLA.US) Tesla, X, Optimus, Dojo. A single intelligence layer powering both the digital and physical world.
D
Dolphin ResearchNov 5, 2025 at 03:30 AM
Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce
The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to "Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?" 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...
Optec International, Inc.
USOPTI
shopifyConference Minutes
D
Dolphin ResearchOct 23, 2025 at 12:03 AM
Tesla (3Q25 Minutes): The release and mass production of Optimus 3 have been delayed to 2026.
The following are the minutes of the FY25Q3 earnings call for $Tesla(TSLA.US) organized by Dolphin Research. For earnings interpretation, please refer to "Tesla: Relying on the Stars and the Sea, It's Time to Pay for Faith Again." Summary of Tesla Minutes: 1. Automotive Business: Existing capacity will reach an annualized production rate of 3 million units within 24 months (possibly sooner), with the core increment coming from the Cybercab model, which will be launched in the second quarter of 2026. This model is optimized for full autonomous driving, with no steering wheel or pedals, focusing on minimizing operational costs. On the demand side, no additional stimulus is needed...
Optec International, Inc.
USOPTI
TeslaConference Minutes
T
Tom Nash UpdatesOct 22, 2025 at 07:01 PM
Tesla’s AI infrastructure is scaling fast Elon Musk confirmed that training compute for FSD and Optimus has doubled year over year.
The Robotaxi program is “progressing ahead of expectations,”
And the shocker, Optimus 3, Tesla’s humanoid robot, is now capable of performing precision-assisted surgical tasks in lab settings. $Tesla(TSLA.US)

Share your thoughts

Write something you'd like to share with our community...

S
Serenity1 day ago, 11:42 PM
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.
+1
H
Heroic LifesaverTotal AssetsRate Of ReturnApr 16 at 10:53 PM
The markets have been really impressive and may have legs to go further but provided supports hold. At the moment, this market does not even need support! Stay safe!
C
Captain's Watch
☕️ [Task Coins Giveaway] Daily Market Talk
🇺🇸🇭🇰🇸🇬 Big moves across US, HK, SG markets. Join the chat & earn Task Coins!
M
Marina BayTraded ValueApr 1 at 09:56 PM
It looks like $TSLA 2X Long ETF(TSLL.US) Tesla Optimus supply chains for mass production will be manufactured in China.
- Zhejiang Huazheng (thermal control)
- Ningbo TuoFu (actuators)
- Everwin (sensors).
Were named as likely suppliers from a new report this week.
Made in America robotics supply chains are likely threatened as China subsidies and low cost manufacturing reportedly brings Optimus costs from over $100K+ down to <$45k.
@Bridge Buzz SG
NewDiscussionZones
A
amitJan 29 at 04:31 PM
$Tesla(TSLA.US)
BLOOMBERG: SPACEX CONSIDERING TO MERGE WITH TESLA & XAI
bro…
“Musk has also discussed using SpaceX’s Starship rockets to carry Tesla’s Optimus robots to the moon as well as to Mars. xAI could benefit enormously from computing capacity provided by SpaceX’s data centers in orbit, if the company can make the engineering work.”
if this happens…Elon will be meeting the requirements for his $1T compensation 😂
Source: amit
D
Dolphin ResearchJan 14 at 07:42 PM
$Tesla(TSLA.US) increasingly trades on AI, which makes up 60%+ of its valuation, with car sales now a sideshow—this is the core driver of its ~$1.5tn market cap. Even if 2025 full-year deliveries are only 1.64mn units (-8.6% YoY), marking a second straight annual decline, the stock still rocketed, peaking near $500.
The logic is straightforward. The market no longer values it as a traditional automaker, but as an AI story.
Based on Dolphin Research's prior estimates, under a base case Tesla's $1.3tn target mkt cap would see FSD, Robotaxi and Optimus contribute $776.4bn (60%). Hardware such as auto sales and energy storage would account for the remaining 40%. Under a bull case, Robotaxi alone could be worth $0.9–1.0tn, far exceeding the current valuation of the auto biz.
FSD, via subscriptions, becomes a SaaS cash cow, with paid users reaching approx. 58mn by 2035 under the base case. Robotaxi could reshape mobility, and Optimus targets labor substitution; these AI avenues offer far more upside than car manufacturing. In 2026, Cybercab mass production should accelerate scaled Robotaxi ops. With Optimus approaching mass production, the AI valuation anchor would be reinforced further.
Today, Tesla is selling the outlook for autonomy and Optimus. If Optimus or Robotaxi progress beats (e.g., regulatory approvals, order momentum and ramp), the market's anchor should shift faster from 'traditional autos' to 'AI growth', pushing the stock toward the bull-case level ($602).
D
Dolphin ResearchNov 20, 2025 at 02:30 AM
US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap
1120 | Dolphin Research Focus: 🐬 Macro/Industry 1. The U.S. September non-farm payrolls are set to be released tonight. This is the first monthly employment report issued by the U.S. Bureau of Labor Statistics since the release of August data in September, filling the gap in official employment data caused by the previous government shutdown. The market generally expects an increase of 54,000 in non-farm payrolls for September, with the unemployment rate remaining at 4.3%. However, this data is significantly lagging, and the U.S. Bureau of Labor Statistics has clearly stated that it will not release the October non-farm report. 2. According to foreign media reports, "China is considering introducing new real estate stimulus policies," leading to intraday fluctuations in real estate stocks today...
Optec International, Inc.
USOPTI
Today’s Key News Recap
T
Tom Nash UpdatesNov 13, 2025 at 06:04 PM
xAI is the neural core linking everything Elon touches, $Tesla(TSLA.US) Tesla, X, Optimus, Dojo. A single intelligence layer powering both the digital and physical world.
D
Dolphin ResearchNov 5, 2025 at 03:30 AM
Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce
The following is the FY25Q3 earnings call minutes of $Shopify (SHOP.US) organized by Dolphin Research. For earnings interpretation, please refer to "Shopify: Is Imperfection Unacceptable, the Original Sin of High Valuation?" 1. Review of Core Financial Information 1. Third-quarter stock-based compensation expense was $116 million, and capital expenditure was $6 million. Free cash flow for the third quarter reached $507 million, accounting for 18% of total revenue. The free cash flow profit margin for the first nine months of this year remained the same as the same period last year, at 16%; this quarter's transaction and loan losses accounted for approximately 5% of revenue...
Optec International, Inc.
USOPTI
shopifyConference Minutes
D
Dolphin ResearchOct 23, 2025 at 12:03 AM
Tesla (3Q25 Minutes): The release and mass production of Optimus 3 have been delayed to 2026.
The following are the minutes of the FY25Q3 earnings call for $Tesla(TSLA.US) organized by Dolphin Research. For earnings interpretation, please refer to "Tesla: Relying on the Stars and the Sea, It's Time to Pay for Faith Again." Summary of Tesla Minutes: 1. Automotive Business: Existing capacity will reach an annualized production rate of 3 million units within 24 months (possibly sooner), with the core increment coming from the Cybercab model, which will be launched in the second quarter of 2026. This model is optimized for full autonomous driving, with no steering wheel or pedals, focusing on minimizing operational costs. On the demand side, no additional stimulus is needed...
Optec International, Inc.
USOPTI
TeslaConference Minutes
T
Tom Nash UpdatesOct 22, 2025 at 07:01 PM
Tesla’s AI infrastructure is scaling fast Elon Musk confirmed that training compute for FSD and Optimus has doubled year over year.
The Robotaxi program is “progressing ahead of expectations,”
And the shocker, Optimus 3, Tesla’s humanoid robot, is now capable of performing precision-assisted surgical tasks in lab settings. $Tesla(TSLA.US)

Optec International, Inc.

Optec International, Inc.

US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap

Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

Tesla (3Q25 Minutes): The release and mass production of Optimus 3 have been delayed to 2026.

US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap

Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce

Tesla (3Q25 Minutes): The release and mass production of Optimus 3 have been delayed to 2026.