
$Tesla(TSLA.US) finally +6.62% Monday, the market took 5 days to give credit for the 74k delivery beat. holding 250 shares, added a small piece at 390 on the sell-the-news drop. 7/22 is the real test, margins and Robotaxi. if gross margin holds above 18% and they give any hard timeline on Austin robotaxi i stay long, otherwise i start trimming. the delivery number was always fine.
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