According to @garyblack00, TSLA fell 3.4% yesterday mainly because MS downgraded the stock to Hold from Buy, which pressured the multiple; source: Gary Black on X, Dec 9, 2025, https://twitter.com/garyblack00/status/1998331395500814720. He adds that investors are questioning whether Optimus is being tele-operated rather than AI-driven, which would limit scalability; source: Gary Black on X, Dec 9, 2025, https://twitter.com/garyblack00/status/1998331395500814720. He further argues that if Robotaxis require one-to-one safety monitors, the model is not scalable and TSLA should not trade at a 2026 P/E near 200x versus long-term consensus EPS growth of 35%; source: Gary Black on X, Dec 9, 2025, https://twitter.com/garyblack00/status/1998331395500814720.

According to @StockMKTNewz, Elon Musk said on Tesla’s earnings call that Tesla’s TSLA mission is sustainable abundance, driven by Optimus and self-driving, adding these projects could create a world where there is no poverty, and that Optimus could be an incredible surgeon with universal access to top-tier care, emphasizing safety as development proceeds (source: Tesla earnings call; Tesla official X video via @Tesla; @StockMKTNewz). For traders, this reiterates management’s prioritization of AI robotics and autonomy as core growth drivers, making forthcoming timelines, pilot deployments, and regulatory updates for FSD and Optimus in Tesla investor communications critical catalysts to watch (source: Tesla earnings call; Tesla IR communications). No cryptocurrencies were referenced in the cited remarks, indicating no direct crypto-market catalyst from this excerpt; any impact would be indirect through broader AI-equity sentiment rather than explicit crypto integration (source: Tesla earnings call; Tesla official X video via @Tesla).

According to NFT5lut, the potential deployment of Tesla's Optimus robot for intensive workloads—such as replacing human labor at 80-100 hours per week—highlights a transformative shift in automation. This development is significant for crypto traders, as increased automation can drive interest in AI and robotics tokens like FET and AGIX, potentially affecting related blockchain sectors (Source: Twitter @NFT5lut, June 1, 2025). Traders should monitor Optimus robot advancements for possible volatility in AI-linked cryptocurrencies.