TSLA Stock In Focus: Could Optimus Be The Missing Link Between Tesla And SpaceX?

• Coinbase CEO Brian Armstrong raised the idea of a Von Neumann probe, a theoretical self-replicating spacecraft that uses space resources. 
• Elon Musk replied that Optimus robots could form such a system. 
• Musk’s comments have fueled speculation about a possible Tesla-SpaceX merger. 

Tesla (TSLA) stock is back in focus after a brief social media exchange between CEO Elon Musk and Coinbase CEO Brian Armstrong reignited discussion about the long-term relationship between the EV maker and SpaceX.

TSLA Optimus To Build A Self-Replicating Future

The conversation began when Armstrong took to the X platform and raised the possibility of building a Von Neumann probe, a theoretical spacecraft capable of reproducing itself by using materials gathered beyond Earth.

Musk responded that “A legion of Optimi combined with solar panels will constitute the first Von Neumann probe.”

Musk’s comments expand on previous statements in which he described Tesla’s Optimus humanoid robot as an early example of a machine that could help establish human infrastructure on other worlds. 

The reply also highlighted a potential role for Tesla’s Optimus humanoid robots in future space missions. Self-replicating exploration systems would require autonomous machines capable of construction, resource extraction, and manufacturing in remote environments. In that framework, Optimus could provide robotic labor while SpaceX supplies transportation through its Starship platform.

Tesla stock edged 0.2% lower in Wednesday’s premarket. 

TSLA, SPCX Merger Theory Gains Momentum

Musk’s remarks have triggered the SpaceX-Tesla merger debate, as his reply suggests that Tesla’s artificial intelligence and robotics efforts may eventually become essential to SpaceX’s broader ambitions. 

Combining advanced robotics, launch systems, and energy infrastructure under one corporate umbrella could simplify technology sharing and speed up development.

Elon Musk has reportedly discussed a potential Tesla-SpaceX merger with close associates, with growing belief inside both companies that such a deal could eventually occur, though no timetable exists. Separately, early SpaceX investor Peter Diamandis told Bloomberg that a merger after SpaceX's IPO is a question of when, not if. 

Tesla had planned to unveil the mass-production version of Optimus, known as Gen 3, in the first quarter, but the event has not yet occurred. Elon Musk said in April that the robot is nearly ready and will likely be revealed closer to production around July or August. 

TSLA Retail Traders View 

On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory.

A user said, “$SPCX No path to profitable but Elon said $1T in revenue by 2030. That's obviously mathematically impossible. He said the same about $TSLA but It's over.”

Another user said, “musk wealth over 5x'd from the already obscene levels in early November of 2021. Tesla share price currently trades at the exact same level today as in early November of 2021. Yes, 4 years, 8 and one half months ago.”

TSLA stock has declined 10% year-to-date. 

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