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Tesla Stocks Fall 1.4% as AI Capex Gap Demands Optimus Proof
GuruFocus ·
GuruFocus reports: Tesla Inc. , the electric-vehicle and physical-AI developer, drew fresh scrutiny over Optimus's commercial progress, with shares down approximately 1.4% to $372.721 at 10.30 EST on Oct. 8. Barron's highlighted the limited operating evidence available as rival robotics programs advance. The valuation picture adds pressure: shares sit 11.14% above the $335.37 GF Value estimate, leaving a premium that future execution must justify. The spending bill is already substantial.…