What do we not know: we don't know what Elon is going to say on the call, but if the past is any indication, i read that the stock has dropped on average ~10% past 4 earnings.
What would make this earnings different? Announcement into India? Model 2 clarification? I am looking for potential catalysts to help me manage expectations on these puts.
Maybe COGS improvements, energy revenue boost, some strategic partnership, FSD take rate...