Morgan Stanley analyst suggests Tesla could save $2.5 billion by replacing 10% of its workforce with Optimus robots, each valued at $200,000 NPV.
The potential savings on Tesla's workforce of 125,665 employees through the utilization of robots could significantly reduce labor costs.
Elon Musk's involvement in U.S. politics and his idea of launching a new political party may divert attention and resources from Tesla's core operations, impacting TSLA stock.
Morgan Stanley also highlighted caution on Tesla Energy's flat battery storage deployments, differing from expectations of 14 GWh in the second quarter.