Roadster hype versus the Thursday print

The Roadster reveal is classic Tesla, pull attention to 2028 while the market is nervous about the here and now. Refundable deposits are marketing, not revenue. What matters Thursday is gross margin excluding credits, the energy storage trajectory, and any concrete robotaxi timeline beyond slides. The stock is caught in the broader AI and chip selloff, so even a decent print may not get rewarded, while a miss gets punished twice. I am keeping my position small into the number and will add only if margins stabilise. Show me the model, not the rocket.