According to @SawyerMerritt citing Baird analyst Ben Kallo, Tesla is expected to be propelled by significant AI-driven catalysts entering 2026, including the broader rollout of its robotaxi service, new product launches, and details on Optimus humanoid robot commercialization. Kallo highlights that 2026 may see Tesla expand robotaxi operations into new cities and regions, start recognizing revenue from autonomous mobility services, and possibly obtain regulatory approvals for China and the EU. Updates on Optimus production and commercialization timelines are anticipated, representing major business opportunities in the AI robotics sector. Additionally, Tesla’s AI-backed Semi truck is expected to launch in higher volumes, with continued energy business growth, positioning Tesla as a core AI-driven holding for investors. (Source: @SawyerMerritt, Dec 30, 2025)