Optec International, Inc. engages in selling and marketing optimized fuel maximizer units in North America and internationally. It markets optimized fuel maximi...
Does New US Contracts And Laser Deal Talks Change The Bull Case For Electro Optic Systems (ASX:EOS)?
Optilogic and ORTEC join forces to offer AI-powered supply chain solutions worldwide for optimized network design.
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$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 ($602).
US Sep. Payroll to Due Tonight, Property “Rumors” Spark Rally | Daily News Recap
Shopify (Minutes): Optimistic about the enterprise market + AI development in e-commerce
The markets have been really impressive and may have legs to go further but provided supports hold. At the moment, this market does not even need support! Stay safe!
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$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).
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...
