[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Dillon Loomis [@DillonLoomis22](/creator/twitter/DillonLoomis22) on x 48.6K followers Created: 2025-07-22 18:40:36 UTC I know many of you will remember the days of late 2021 when Tesla's auto gross margins were over XX% and operating margin was over 19%. Every quarterly call felt like a bonanza If you're paying attention to what's happening with compute, FSD and Optimus, I'm confident we're going to start another bonanza-like cycle starting in the second half of 2026 Cortex and Cortex X. Dojo X. 4x params FSD model. AI5. Robotaxi expansion. Federal framework for AV's. Optimus version X. Cybercab. Tesla investment into xAI. The most epic product demo ever. It's going to be a convergence unlike anything we've seen before We likely still have some waiting to do for the financials to move, but the light is getting brighter at the end of the tunnel. And until then, we get to watch these technologies establish themselves and begin the gradual rollout Slowly at first, then all at once $TSLA  XXXXXX engagements  **Related Topics** [optimus](/topic/optimus) [fsd](/topic/fsd) [Post Link](https://x.com/DillonLoomis22/status/1947728500695163378)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Dillon Loomis @DillonLoomis22 on x 48.6K followers
Created: 2025-07-22 18:40:36 UTC
I know many of you will remember the days of late 2021 when Tesla's auto gross margins were over XX% and operating margin was over 19%. Every quarterly call felt like a bonanza
If you're paying attention to what's happening with compute, FSD and Optimus, I'm confident we're going to start another bonanza-like cycle starting in the second half of 2026
Cortex and Cortex X. Dojo X. 4x params FSD model. AI5. Robotaxi expansion. Federal framework for AV's. Optimus version X. Cybercab. Tesla investment into xAI. The most epic product demo ever. It's going to be a convergence unlike anything we've seen before
We likely still have some waiting to do for the financials to move, but the light is getting brighter at the end of the tunnel. And until then, we get to watch these technologies establish themselves and begin the gradual rollout
Slowly at first, then all at once $TSLA
XXXXXX engagements
