Shay Boloor(@StockSavvyShay):Citizens Bank thinks $TSLA Optimus could eventually go after a ~$1.7T U.S. labor market with ~$300B of work already realistic in factories, warehouses and back-of-house jobs. Whats even more wild is that a humanoid is modeled at ~$5/hour versus ~$35/hour for a human worker with payback in under ~18 months. That gives Tesla a massive advantage as the first customer because it can lower its own labor costs while proving Optimus works before selling it into the broader market.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

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Shay Boloor@StockSavvyShay

2026.08.23 14:51

Citizens Bank thinks $TSLA Optimus could eventually go after a ~$1.7T U.S. labor market with ~$300B of work already realistic in factories, warehouses and back-of-house jobs. Whats even more wild is that a humanoid is modeled at ~$5/hour versus ~$35/hour for a human worker with payback in under ~18 months. That gives Tesla a massive advantage as the first customer because it can lower its own labor costs while proving Optimus works before selling it into the broader market.