Tesla Optimus deep dive — Fremont robot factory, TSLA stock at $420, humanoid investing | Jul 02, 2026
Tesla stock crossed $420 this week as the company confirmed its first Optimus humanoid robot production line is live at its Fremont factory — the same floor where it built the Model S and Model X for over a decade. Both of those cars are now done. The line is being rebuilt from the ground up to make robots. But is this the moment Tesla becomes a robotics company, or is the market getting ahead of reality?
On this episode of The Robot Investor, hosts Elena and Theo dig into what Tesla's Optimus bet actually is — and what it is not. Elon Musk confirmed on the Q1 2026 earnings call that initial…
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