$Tesla(TSLA.US) maintains last week's view. In the short term, aside from a low probability of sudden positive news, the short-term trend is leaning towards pressure.

Holding a heavy position and stubbornly defending is less cost-effective than controlling your position and allocating a small amount of out-of-the-money call options.

Also, let's talk about robots. There are two paths: the brain, and the body/posture.

Actually, I wasn't optimistic about Dongda's robots in the past, mainly because breakthroughs were made in posture, balance, and coordination, but the essence is mechanical control, which was their forte to begin with.

However, as one of the carriers for physical AI, the brain is the most critical part.

The collaboration between Huang and Yushu, if it materializes, would be what truly fills the gap.

It's unclear if it's just hype or something specifically negotiated during this trip to Beijing, but it won't have a small impact on Optimus.

Just personal opinion, not investment advice. Bullish in the medium to long term.