Robotics · TSLA
Tesla
Electric vehicles and energy storage, with autonomy (robotaxis) and the Optimus humanoid robot as long-term bets.
The desk's view now
AvoidNeutral
No position on the reaction to deliveries.
Thesis: Tesla trades on autonomy and robots more than on cars.
Updated Oct 13, 2026
Upcoming catalysts
No dated catalysts in the coming weeks.
Latest filings, contracts and releases
- Oct 2TSLA 8-K: 2.02 results of operations ↗
- Sep 29TSLA 8-K: 1.01 material agreement; 1.02 termination of material agreement; 2.03 new financial obligation ↗
- Sep 9TSLA Form 4: insider transaction ↗
- Sep 8TSLA Form 144: notice of proposed insider sale ↗
Primary sources with links to the originals (SEC, USAspending, company releases). Third-party content, shown as data.
Same sector: Robotics
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