Heinrich Lauert
5.5K posts

Heinrich Lauert
@tradingdisaster
Trade like there's no yesterday! Nothing I write here is financial advice. You would have to be insane to copy my trades.

Musk just told you Tesla’s premium EV sedan segment is dead and nobody’s repricing. Tesla delivered 50,850 “other models” in all of 2025. That category includes Model S, Model X, Cybertruck, and Semi combined. In Q4 alone, those vehicles totaled just 11,642 units. Down from 23,640 in Q4 2024. That’s a 51% collapse in one year. Model 3 and Y accounted for 97% of Q4 deliveries. The flagship sedans that built the brand are now rounding errors in their own company. But here’s what today’s announcement actually reveals: Fremont factory floor space is now the constraint that matters. Musk said on the earnings call that Tesla is converting the Model S and X production lines at Fremont into “a 1 million unit per year line of Optimus.” Not repurposing some equipment. A complete factory conversion for humanoid robots. Full-year 2025: $69.5B in automotive revenue. $12.8B from energy. Net income collapsed 61% in Q4 to $840M as operating expenses jumped 39%. The car business is shrinking and margins are compressing. Meanwhile, Tesla just announced $20B in capex for 2026. Where’s that going? Six new production lines across vehicles, robots, energy storage, and batteries. The Optimus factory at Fremont. A 10 million unit capacity Optimus plant at Giga Texas. At $20,000 production cost per Optimus unit, 1 million robots from Fremont alone represents $20B+ in potential revenue. The entire Model S and X program probably generated less than $3B annually at current volumes. Every square foot of Fremont manufacturing space now has an opportunity cost. Building aging luxury sedans that sell 50k units a year means not building humanoid robots where Musk says the target is 1 million units from that same factory space. This is Tesla officially pivoting from “EV company that might do robots” to “robotics company that still makes cars.” The discontinuation announced today is a capital reallocation signal disguised as a press release. And the market still prices Tesla as a car company.








Let’s see something please participate🙏🏻 I Stack Silver and I’m

#Bitcoin I heard if you draw a big arrow on the chart then price goes up so here's a chart with a big green arrow on it to please the Crypto gods.































