Tesla’s Optimus Could Spark a Doubling Run for TSLA on AI Push

Tesla’s stock has climbed about 134% over three years and could double if Optimus reaches human-level proficiency by 2026, supported by a planned 2026 production start, heavy emphasis on real-world AI training data, and a shift to recurring AI services. While optimism for long-term profitability is high, near-term results depend on capital spending and successful scaling of production, so a rapid double this year is unlikely unless earnings growth accelerates.