雨宫若杉
2026.07.02 18:01

$Tesla(TSLA.US) The data is fine, the logic holds up.

Let's talk about the strategy. Since it's down, that's an opportunity to add to the position.

Once the PPI data is out, I'm sure the market will see another broad decline and then start pricing in rate cuts early. I think this will be the last frenzy before the economic collapse (recession spiraling out of control, the dollar system becoming increasingly unstable).

The 7.17/450 calls are definitely not playable anymore. I'll keep the remaining calls to see if they can recover next week. Today, I added a bit to the 2x ETF and some 10.16/500 calls. The current position size isn't large. During the session, 390 still has relatively strong support. If that breaks, I'll need to reduce the shares and 2x ETF positions and watch 380.

The above is just my personal opinion for reference. (Gotta change my profile picture, got recognized by the capital again, haha...)

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