TSLA acts as a call option on SpaceX's future; holding both is recommended.

Nvidia down 9%, Micron Memory down 11%, it goes up fast, falls down fast, too. Broadcoms down 7%, Amazon down 3%, Tesla up only a fraction, Google up 2%, Microsoft 1%, Apple 4%.

And remember, there's three things that matter in a humanoid robot. The brain, the hands, and the manufacturing at scale. And we know who'll probably win in those regards. In fact, I did share back in June that I heard rumors that uh Optimus is going into scale production in September 2026, just like the Tesla semi-truck is.

Both have apparently become very true rumors as well, so my source is good.

But this is a recent article from a Chinese robot publisher, which I can't read, but shout out to Ming for sharing, claiming that Tesla's Optimus V3 trial production line is assembling several dozen units per day.

That could be 24, that could be 36, that could be 50, we don't know. But they are definitely ramping this puppy.

In fact, another view of how they are ramping it too is this the list of all the new job roles for the Optimus hands. Again, this is so important to Tesla. If you look at some of these places, you got hand repair in Palo Alto.

Another hand repair afternoon shift robotic mechanical design for the hand. Palo Alto 2 development engineer hand. Optimus hands line lead Palo Alto hands launch it says hands process development material handling uh system validate I mean it's on and on and on all these jobs were just listed and that tells you that obviously the hand is very important you don't see anything around about the feet at all

So again consider your Tesla stock a call option on the future of SpaceX. But it's good to stack both as well at these times.

Now speaking of Tesla and SpaceX 2, the Terrafab construction has blown Joe Tegmire away. it. This is the advanced manufacturing buildout is moving incredibly fast and the amount of scale of this factory is going to be incredible because physical AI needs are incredible.

Packaging, energy, etc. This is Tesla doing the pick and shovel layer for building all of the chips they need for all of the cars and all of the robots that are coming and the data centers in space.

This is happening very fast. So, nobody builds factories except for maybe the Chinese as quickly as Tesla.