$Alphabet - C(GOOG.US)$Tesla(TSLA.US) Clearing my Google position at 370 a few days ago was one of the few good luck moments for me recently. It's actually quite funny; I bought Google purely because I like Gemini, but I've recently found it's not working as well. Coincidentally, it hit a resistance level, so I cleared everything out. It was just blind luck.

Adding to my Tesla position at 380 before the earnings report has made current additions awkward. This time, the earnings missed expectations, mainly due to increased capital expenditures and declining profits in the energy storage business, which put pressure on cash flow. Although revenue exceeded expectations, as I mentioned in my pre-earnings outlook, revenue isn't the key factor; gross margin is. Currently, the gross margin is below expectations, indicating that they are sacrificing profit margins to boost sales volume. Additionally, with robotics still far off, the stock price has taken another hit. As mentioned before, this year is a painful transition year for Tesla, so I still believe in Old Ma (Jack Ma) and La Zi (Elon Musk). Give them some time. Today, there's a high probability I'll make one last addition within the first half hour of market open, bringing my position close to 50%, essentially going all-in on a single stock. I should compile a summary of the specific earnings details tonight to help organize my thoughts.