I expressed yesterday that I don't put as much weight on the earnings report itself; I'm more focused on the direction indicated in the earnings call.

There are many professional analyses; everyone can check out M's posts.

I won't elaborate further, just mention a few of my own points of focus.

1: The growth rate of the energy storage business.

2: Delays in the deployment of robots.

3: The lackluster performance of short-term FSD and robotaxi in terms of substantive data.

Short-term stock price will face pressure. If there's a small rebound today, it might be appropriate to reduce some positions. Short-term outlook is for choppy, grinding consolidation.

However, I still anticipate a rebound in the medium term, which will require a series of positive catalysts.

Those bullish on 358/338 can consider adding to positions; those less confident should wait a bit longer.

Personal opinion, not investment advice.$Tesla(TSLA.US)

Longbridge - 保持平和
保持平和

Written before Tesla's earnings report

First, let's review the recent views and operations. The price has been retracing all the way from the peak of 498 to 360-337, which is basically consistent with the original judgment. When there were a lot of bottom-fishing voices in the comment section at 400+, I still suggested waiting and seeing. However, starting from April 7th, I posted to suggest buying the underlying stock in batches, and not touching options for now. On April 8th, I pointed out that many people were complaining in the comments, which was a good buying point. On April 9th, I gave everyone some psychological comfort. On April 10th, I posted to suggest adding positions, as a bottom was forming and a rebound was imminent. I kept adding until April 15th, when the price rebounded to 383, and I first suggested deleveraging. On April 17th, at 408, I suggested deleveraging again. All of the above have post records...

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