Tesla: Optimus Is A Distraction

2026-03-25 09:17:53 ET

Investment Thesis

Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate change. This mission was loved by people who were pro clean energy technology, as it promised a future that would both preserve nature and innovation. ESG became a major investment category during the 2010s-2018s as governments were setting up policies that would foster more innovation in the clean energy space. Part of the policies that were set up was the tax credit, which made the purchase of EVs more affordable....

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