If Elon pitchs the messages right on earning day, committing...
If Elon pitchs the messages right on earning day, committing Cybertruck delivery start date, and explain in details improvement for FSD BETA V12 and give more precise guidance for FSD, GM may become irrelevant.
if not, I am guessing Q2 GM nearer to that of Q1 because of cessation of price cuts in Q2, decrease in inventories, energy ramping QoQ and cost reduction overall.
Anyway, I feel Tesla is unstoppable short and long term for various reasons. Even the call options volume and strike spread for short term seem to favour Tesla stock price. Max pain looks like a good guide.
I am usually wrong, DYODD.
if not, I am guessing Q2 GM nearer to that of Q1 because of cessation of price cuts in Q2, decrease in inventories, energy ramping QoQ and cost reduction overall.
Anyway, I feel Tesla is unstoppable short and long term for various reasons. Even the call options volume and strike spread for short term seem to favour Tesla stock price. Max pain looks like a good guide.
I am usually wrong, DYODD.
@Silverbat：Further GM down to 15.6% from Q1’s 18.4% is anticipated, which could drag share price around $260
Ahead of Tesla's Q2 Results, Analyst Says to Brace for Short-Term Margin Disappointment But 'Also A Good Recovery Beyond'
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