Tesla's Semi production is an unpriced upside for the stock, whereas Optimus expectations are already priced in.

We need to talk about the Tesla Semi truck because Top Gear has given a great analysis of it, and we'll review some of the information in it to see what that might mean for Tesla's stock.

which I didn't even mention yet, the Tesla Semi, but there are some videos that have dropped regarding the Tesla Semi, maybe I'll make a separate video on it, but they're very good. I don't know yet that the five-year payback period is going to be desirable enough to get sort of mass adoption orders for the Tesla Semi. But what it does is these these Tesla drops that we're getting on the Tesla Semi that you know now we're actually getting to production, they are going to lead people to start underwriting Tesla uh as having the semi as an upshot, which I don't think is priced into the stock at this moment. I do think there's a lot of hope regarding Optimus priced in, but not so much on semis.