For Tesla investors, he said, the more important story is Robotaxis and autonomous driving.

Autonomous,” Ives said.

“I think right now, this is sort of the appetizer to what's really going to be a key year for Tesla as you go in 2027,” Ives said.

Optimus, Cybercab Could Make 2027 A ‘Golden Year’ Beyond Robotaxis, Ives expects Optimus to become another major part of Tesla's story.

“I think 2027 could be a golden year for Tesla,” Ives said.