Possible scenario
Volume Ramp Preserved
42% Chance
Tesla's reduction of AI5 RAM to 72GB proves to be a pragmatic supply-chain and cost tradeoff rather than a major capability downgrade. Software optimization, model compression, and tighter task scoping allow Optimus pilot deployments to proceed while scarce AI memory remains constrained.
Tickers
- TSLA+2.7%
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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