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.
Luke’s full research on robotics and the supply chain stocks set to benefit.
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Bridget Bennett, Host
Digital Media Producer, MarketBeat
Always the talker, Bridget Bennett turned her passion for people and sharing stories into a career in communications. She started working as a journalist in high school at her local county paper in Ellendale, North Dakota. After moving to Dallas for college at Southern Methodist University, she quickly fell in love with visual storytelling and started her career as a news anchor and reporter.
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When she's not working, Bridget is a busy mom of three and can be found at just about every activity or outing in town. She is also an adoption and foster care advocate and helps support foster children and families through her nonprofit volunteer work. She and her husband, Jason, grew up together and have spent their lives exploring the world through travel, hiking and ministry.
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