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Tesla stock is going down in 2026 and people on Reddit are reacting like something just broke. Elon Musk did not just make a small change to the lineup. He basically said two famous Tesla cars are done. Now the fight is simple. Is this a bold new chapter or the moment Tesla moved too far away from what actually makes money.
Live: Tesla Q4 Earnings Call 2025 (TSLA)
When you watch this call the way the tone shifts is the real headline. Musk flat out says ending Model S and Model X is an honorable discharge. Then he lays out the plan to turn the Fremont factory space into a place that builds Optimus robots. The clip also shows why the Reddit debate got so heated. Tesla talks like a robotics company but its numbers are still being judged like an automaker.
People on Reddit are expressing a range of feelings. Some are shocked. Some are excited. Some just do not believe it yet.
One group of people really loves the big idea. They say Tesla is finally starting to look like a real AI and robotics company. Not just a car maker.
The other side keeps repeating the same thing over and over. Cars are still the only thing bringing in real money. And when you look at the drop in net income and fewer car deliveries the big pivot feels different. It feels like they are making this move under pressure. Not because they are in a strong spot.
Here is a local news report on Fremont ending Model S and X production to start making Optimus robots.
Tesla Fremont factory ending Model S/X manufacturing to begin Optimus robot production
This is where things get real. This is not just some headline you scroll past and forget. It is about actual space on the factory floor. Tesla is taking space away from cars and giving it to humanoid robots named Optimus.
If Optimus takes too long to get going Tesla could look like it gave up on products that actually make money for a dream that investors cannot see or check. But if it works it sends a big message. It says Teslas future value will come from robots not from cars. And that is exactly why the argument on Reddit is still going strong. No one is cooling off.
