Part 4/11:
Elon Musk offered clear guidance: the third version of the Optimus humanoid robot—and its commercial deployment—won't be revealed on November 6 but is expected in Q1 of the following year. Similarly, the removal of safety drivers in RoboTaxi trials in Austin was confirmed to occur by the end of the year, possibly in December. Milestones such as scaling CyberTruck production were reiterated, with key developments projected for the second half of 2026.
These revelations reinforce the idea that the real catalysts for significant stock movement are aligned with these technological milestones, rather than short-term events expected in Q4. As a result, much of the anticipated upward movement from catalysts in the next two months may be limited or already priced in.