Tesla's Optimus humanoid robots hit by China's rare earth restrictions, says Musk

1. Tesla's Optimus humanoid robot production impacted by China's export restrictions. 2. Elon Musk emphasizes importance of humanoid robots for Tesla's future growth. 3. Chinese competitors could gain an advantage due to export controls on resources. 4. Musk reassured investors about continued robot production despite challenges. 5. Investors remain concerned about Tesla's declining EV business amid 37% stock drop.