They will start loosing money this quarter. That way it fixes the high P/E aspect of things.
Now they will be a 'pure play' in Robotics & AI !
I love this scene from Silicon Valley:
https://www.youtube.com/watch?v=BzAdXyPYKQo
This show was really ahead of its time. "If you show revenue people will ask how much and it will never be enough" /s Imaginary trillions of revenues from Optimus are definitely much more appealing.