Tesla Bull Gary Black Warns Against Inflated Optimus Robot Assumptions: Get Pounded Each Time 'I Try To Right-Size Expectations' - Tesla (NASDAQ:TSLA)
1. Gary Black warns against unrealistic expectations for Tesla's Optimus program. 2. Projected production could add $0.70 EPS if 500,000 robots are made. 3. Tesla's shares gained 12% over three years versus Nasdaq 100's 36%. 4. Earnings estimates for FY'25 and FY'26 have dropped significantly. 5. Optimus may comprise a small portion of Tesla's estimated total value.