Possible scenario
Supply Constraints Emerge
20% Chance
The jump from 72GB to 96GB increases packaging complexity and memory procurement needs. If supply tightens, Tesla may prioritize limited AI5 output for the most demanding Optimus and autonomy development programs.
Tickers
- TSLA-2.3%
Portfolio impact
S&P 500-0.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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