Tesla bulls watch Cybercab and Optimus buildout as capex and cash flow loom
JOBhakdi · x · 2026-07-22
The poster argues Tesla’s next move depends on two things: broader market sentiment improving and Cybercab reaching unsupervised commercial operation this year.
They say they are staying in a core position only for now, using short-dated put selling cautiously, and that Tesla’s buildout around AI, humanoid robots, AI chips, and training compute is already visible in the company’s infrastructure push shown in Joe Tegtmeyer’s cited thread.
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