By bizn_fun 
“Let it sink in where Musk’s head is at,” wrote analyst Gene Munster, the managing partner at Deepwater Asset Management, on X.
“His vision of the ‘new book’ starts with Optimus. No mention of cars, FDS and robotaxi yet.”
Later, Musk did refer to FSD, shorthand for full-self driving, saying the company was “almost comfortable” allowing drivers to “text and drive essentially.”
US regulators are investigating Tesla’s self-driving feature after multiple incidents, in which the cars drove through red lights or on the wrong side of the road, some resulting in crashes and injuries.
Tesla shares were slightly higher in after hours trading but have risen more than 62% over the last six months.
Sales have slid in the year since Musk aligned himself with US President Donald Trump – a relationship that disintegrated this past spring.
Wedbush Securities’ Dan Ives, a tech analyst who has been a long-time advocate of Musk’s leadership of Tesla, called him “Tesla’s biggest asset” in a note published after the vote.
“We continue to believe that the AI valuation is getting unlocked, and we believe the march to an AI driven valuation for TSLA over the next 6-9 months has now begun,” Mr Ives added.