Trader who successfully shorted Tesla into earnings now sets sights on this high flyer
The bearish Tesla set-up we flagged ahead of Wednesday's report has delivered most of what it can. Two ways forward: bank the entire gain, or press the same playbook against another priced-for-perfection name reporting in two weeks.Heading into Tesla's second-quarter report, I argued the risks were skewed to the downside. Greeting a delivery beat with selling was a classic tell of expectations "priced for perfection." While revenue of $28.2 billion beat handily, up 26% year over year, adjusted earnings of 34 cents per share missed the consensus (50 cents) by a wide margin.
- ▪The bearish Tesla set-up we flagged ahead of Wednesday's report has delivered most of what it can.
- ▪Two ways forward: bank the entire gain, or press the same playbook against another priced-for-perfection name reporting in two weeks.Heading into Tesla's second-quarter report, I argued the risks were skewed to the downside.
- ▪Greeting a delivery beat with selling was a classic tell of expectations "priced for perfection." While revenue of $28.2 billion beat handily, up 26% year over year, adjusted earnings of 34 cents per share missed the consensus (50 cents) by
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| Publication time | Fri, 24 Jul 2026 17:28:15 GMT |
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The bearish Tesla set-up we flagged ahead of Wednesday's report has delivered most of what it can. Two ways forward: bank the entire gain, or press the same playbook against another priced-for-perfection name reporting in two weeks.Heading into Tesla's second-quarter report, I argued the risks were skewed to the downside. Greeting a delivery beat with selling was a classic tell of expectations "priced for perfection." While revenue of $28.2 billion beat handily, up 26% year over year, adjusted earnings of 34 cents per share missed the consensus (50 cents) by a wide margin. Operating margin compressed to 1.4%, and a 142% surge in capital spending swung free cash flow negative.
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