Luke’s full research on robotics and the supply chain stocks set to benefit:
After a year of controversy and extreme volatility, Tesla (TSLA) is starting to see a turnaround. Analyst Luke Lango from InvestorPlace joins us to break down why Tesla’s Optimus humanoid robot project could be the company’s most explosive growth driver yet.
In this video, we cover:
-Why breakthrough products like Optimus can cut through controversy and politics
-How Tesla’s robotics rollout could drive over $1 trillion in hardware revenue alone
-The potential long-term impact of Tesla’s self-driving expansion and ride-sharing network
-The supply chain behind humanoid robots — and the “picks and shovels” companies that could benefit for decades
-Why rare earth magnets, AI chips, actuators, and sensors could be the next big winners in robotics
Luke also shares why volatility remains part of the Tesla story, how the company’s growth pattern moves in “stepwise vertical surges,” and why the next 2–3 years could be a defining era for Tesla investors.
What do you think? Will Tesla Optimus be the catalyst for Tesla’s next vertical run — or will other robotics players take the lead? Drop your thoughts in the comments below.
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