{"id":21880,"date":"2026-02-26T09:51:00","date_gmt":"2026-02-26T09:51:00","guid":{"rendered":"https:\/\/www.jubi24.com\/?p=21880"},"modified":"2026-02-26T09:51:02","modified_gmt":"2026-02-26T09:51:02","slug":"has-teslas-iphone-moment-arrived","status":"publish","type":"post","link":"https:\/\/www.jubi24.com\/?p=21880","title":{"rendered":"Has Tesla&#8217;s &#8216;iPhone Moment&#8217; Arrived?"},"content":{"rendered":"<p><br \/>\n<\/p>\n<div>\n<h2>Key Points<\/h2>\n<ul>\n<li>Tesla is repurposing a U.S. factory to go all-in on building Optimus robots. <\/p>\n<\/li>\n<li>Optimus has the potential to transform Tesla much like the iPhone did for Apple. <\/p>\n<\/li>\n<li>While the prospects of Optimus are exciting, some of the potential upside from AI is already priced into Tesla stock.<\/p>\n<\/li>\n<li><a class=\"text-cyan-800 hover:text-cyan-600\" href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=8efb719e-4beb-4579-b6d4-85bc6b4a28c4&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-nonbbn-kp%3Faid%3D10969%26source%3Disaedikp0000070%26ftm_cam%3Dsa-bbn-evergreen%26ftm_veh%3Dkeypoints_pitch_feed_partner%26ftm_pit%3D17996\" rel=\"nofollow\">These 10 stocks could mint the next wave of millionaires \u203a<\/a><\/li>\n<\/ul>\n<p>When <strong>Apple<\/strong> <span class=\"ticker\" data-id=\"202686\"><a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/aapl\">(NASDAQ: AAPL)<\/a><\/span> introduced the iPhone in 2007, the company struck a chord. The idea of combining productivity features from its computers with music, photography, and other applications gave birth to a device no one knew they needed: a phone that is also an on-the-go, handheld computer.<\/p>\n<p>The iPhone has undoubtedly become a revolutionary product for Apple as the device transformed the company from personal computing to a comprehensive consumer electronics and services business.<\/p>\n<p><em><strong>Will AI create the world&#8217;s first trillionaire?<\/strong> Our team just released a report on the one little-known company, called an &#8220;Indispensable Monopoly&#8221; providing the critical technology Nvidia and Intel both need. <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=2ea2791e-c250-4812-9f94-11bbf6932335&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fa-sa-ai-boom-nvidias%3Faid%3D10891%26source%3Disaediica0000068%26ftm_cam%3Dsa-ai-boom%26ftm_veh%3Dtop_incontent_pitch_feed_partner%26ftm_pit%3D18906&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=fc6715da-84c2-4212-957f-fb1b9c4d0b89\" rel=\"nofollow\" target=\"_blank\"><span style=\"text-decoration: underline\"><strong>Continue \u00bb<\/strong><\/span><\/a><\/em><\/p>\n<p>Whether investors realize it or not, <strong>Tesla<\/strong> <span class=\"ticker\" data-id=\"224257\"><a href=\"https:\/\/www.nasdaq.com\/market-activity\/stocks\/tsla\">(NASDAQ: TSLA)<\/a><\/span> may be on the cusp of making a similar pivot. Let&#8217;s explore how Tesla is moving beyond electric vehicles as it seeks to build a robotics platform powered by <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=fc6715da-84c2-4212-957f-fb1b9c4d0b89\" target=\"_blank\">artificial intelligence<\/a> (AI).<\/p>\n<p class=\"caption\">Image source: Tesla.<\/p>\n<h2>Elon Musk just went all-in on Optimus<\/h2>\n<p>For years, Elon Musk has expressed a vision to build a fleet of autonomous humanoid robots. The use case here is to implement the <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/information-technology\/ai-stocks\/ai-in-manufacturing\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=fc6715da-84c2-4212-957f-fb1b9c4d0b89\" target=\"_blank\">robots in factories<\/a>, retail, and even in households &#8212; adding unprecedented efficiency gains to the labor force.<\/p>\n<p>During Tesla&#8217;s fourth-quarter<a href=\"https:\/\/www.nasdaq.com\/market-activity\/earnings\">earnings call<\/a> Musk told investors that the company will be winding down production of the Model S and X vehicles at its Fremont, California, facility and subsequently repurposing the factory for Optimus buildouts.<\/p>\n<p>Musk went on to say that initial production for Optimus would &#8220;probably&#8221; begin by the end of the year.<\/p>\n<h2>Why Optimus could be Tesla&#8217;s version of the iPhone<\/h2>\n<p>Prior to the iPhone, Apple&#8217;s main source of business stemmed from computer sales. While the company witnessed enormous success with laptops and desktops, the dynamics of hardware upgrade cycles essentially forced Apple to innovate and release new products every few years.<\/p>\n<p>Tesla has long followed a similar journey. After all, it&#8217;s not as if people buy a new car often. Until now, most of Tesla&#8217;s innovation efforts revolved around spotting preferences within the automobile market and working around those trends to design new vehicle models.<\/p>\n<p>With the iPhone, Apple was able to create a lucrative services business to complement the <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/types-of-stocks\/cyclical-stocks\/?utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=fc6715da-84c2-4212-957f-fb1b9c4d0b89\" target=\"_blank\">cyclical nature<\/a> of computer sales. I think Tesla will employ a similar playbook with Optimus.<\/p>\n<p>First, Tesla will sell the robot itself &#8212; no different from other non-recurring hardware sales. But like iPhone services, Optimus users may also pay a subscription fee to access Tesla&#8217;s proprietary autonomous system software so the robot can actually perform and upgrade to new, more complex tasks.<\/p>\n<h2>Is Tesla stock a buy in 2026?<\/h2>\n<p>Since cratering last April following the Trump administration&#8217;s tariff announcement, shares of Tesla gained 62%. The chart below illustrates that investors enjoyed pronounced run-ups throughout the summer and fall in particular.<\/p>\n<p><a href=\"https:\/\/ycharts.com\/companies\/TSLA\/chart\/\"><img decoding=\"async\" alt=\"TSLA Chart\" src=\"https:\/\/www.jubi24.com\/wp-content\/uploads\/2026\/02\/1772099460_622_\" \/><\/a><\/p>\n<p class=\"caption\"><a href=\"https:\/\/ycharts.com\/companies\/TSLA\">TSLA<\/a> data by <a href=\"https:\/\/ycharts.com\">YCharts<\/a><\/p>\n<p>Over the last several quarters, Tesla&#8217;s electric vehicles segment has been decelerating. In turn, the company&#8217;s revenue and cash flow profiles are in the gutter.<\/p>\n<p>The truth is that hype from Tesla&#8217;s AI opportunity currently outweighs the nature of the company&#8217;s sluggish operation &#8212; hence, investors are buying a narrative over a business right now.<\/p>\n<p>I think smart investors should wait and see if Musk&#8217;s production timeline for Optimus actually comes to fruition. If there are delays heading into the end of the year, Tesla stock could plummet as anticipation and excitement meet anxiety and panic.<\/p>\n<p>For these reasons, I don&#8217;t think following momentum is a prudent decision for investors. While Optimus could be a game changer, Tesla still has a lot to prove before its iPhone moment becomes reality.<\/p>\n<h2>Don\u2019t miss this second chance at a potentially lucrative opportunity<\/h2>\n<p>Ever feel like you missed the boat in buying the most successful stocks? Then you\u2019ll want to hear this.<\/p>\n<p>On rare occasions, our expert team of analysts issues a <a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=fec1bc83-7736-4f64-910d-4ced10744b76&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-dd-4%3Faid%3D11123%26source%3Disaeditxt0001036%26ftm_cam%3Dsa-dd%26ftm_veh%3Darticle_pitch_feed_partners%26ftm_pit%3D17184&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=fc6715da-84c2-4212-957f-fb1b9c4d0b89\" rel=\"nofollow\" target=\"_blank\"><strong>\u201cDouble Down\u201d stock<\/strong><\/a> recommendation for companies that they think are about to pop. If you\u2019re worried you\u2019ve already missed your chance to invest, now is the best time to buy before it\u2019s too late. And the numbers speak for themselves:<\/p>\n<ul>\n<li><strong>Nvidia:<\/strong><span> <\/span>if you invested $1,000 when we doubled down in 2009,<span> <\/span><strong>you\u2019d have $496,828<\/strong>!*<\/li>\n<li><strong>Apple:<\/strong> if you invested $1,000 when we doubled down in 2008, <strong>you\u2019d have $50,685<\/strong>!*<\/li>\n<li><strong>Netflix:<\/strong> if you invested $1,000 when we doubled down in 2004, <strong>you\u2019d have $409,970<\/strong>!*<\/li>\n<\/ul>\n<p>Right now, we\u2019re issuing \u201cDouble Down\u201d alerts for three incredible companies, <strong><span style=\"font-weight: 400\">available when you join<span> <\/span><em>Stock Advisor<\/em><\/span><\/strong><span>, <\/span>and there may not be another chance like this anytime soon.<\/p>\n<p><strong><a href=\"https:\/\/api.fool.com\/infotron\/infotrack\/click?apikey=35527423-a535-4519-a07f-20014582e03e&amp;impression=fec1bc83-7736-4f64-910d-4ced10744b76&amp;url=https%3A%2F%2Fwww.fool.com%2Fmms%2Fmark%2Fe-sa-dd-4%3Faid%3D11123%26source%3Disaeditxt0001036%26ftm_cam%3Dsa-dd%26ftm_pit%3D17184%26ftm_veh%3Darticle_pitch_feed_partners&amp;utm_source=nasdaq&amp;utm_medium=feed&amp;utm_campaign=article&amp;referring_guid=fc6715da-84c2-4212-957f-fb1b9c4d0b89\" rel=\"nofollow\" target=\"_blank\">See the 3 stocks \u00bb<\/a><\/strong><\/p>\n<p class=\"disclaimer\" style=\"font-size: 0.65rem;color: #767676;margin-top: 5px;text-align: left\"><em>*Stock Advisor returns as of February 25, 2026. <\/em><\/p>\n<p><em><a href=\"https:\/\/www.fool.com\/author\/20479\/\">Adam Spatacco<\/a> has positions in Apple and Tesla. The Motley Fool has positions in and recommends Apple and Tesla. The Motley Fool has a <a href=\"https:\/\/www.fool.com\/legal\/fool-disclosure-policy\/\">disclosure policy<\/a>.<\/em><\/p>\n<p class=\"body__disclaimer\">The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.\n                  <\/div>\n<p><br \/>\n<br \/><a href=\"https:\/\/www.nasdaq.com\/articles\/has-teslas-iphone-moment-arrived\">Source link <\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Points Tesla is repurposing a U.S. factory to go all-in on building Optimus robots. Optimus has the potential to transform Tesla much like the iPhone did for Apple. While the prospects of Optimus are exciting, some of the potential upside from AI is already priced into Tesla stock. These 10 stocks could mint the &#8230; <a title=\"Has Tesla&#8217;s &#8216;iPhone Moment&#8217; Arrived?\" class=\"read-more\" href=\"https:\/\/www.jubi24.com\/?p=21880\" aria-label=\"Read more about Has Tesla&#8217;s &#8216;iPhone Moment&#8217; Arrived?\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":5233,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"","fifu_image_alt":"","_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2}},"categories":[1],"tags":[],"class_list":["post-21880","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/www.jubi24.com\/wp-content\/uploads\/2025\/10\/Intel-Shareholders-Got-Amazing-News-From-a-Massive-Competitor.jpg","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/21880","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=21880"}],"version-history":[{"count":1,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/21880\/revisions"}],"predecessor-version":[{"id":21881,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/posts\/21880\/revisions\/21881"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=\/wp\/v2\/media\/5233"}],"wp:attachment":[{"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=21880"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=21880"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.jubi24.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=21880"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}