Tesla: A Stock That's Close to 100%

There is a case for maybe everybody else sees something that you and I don't see. Because the industrials trade well, obviously we mentioned the airline, some of these travel stocks,. What hasn't traded particularly well are names that are start playing catch up names that have just been so bludgeoned. You look at a name like Carvana. What do you think that they've just turned the corner on the entire business? No, you haven't. The trends are still in place. So we get Tesla earnings I believe July 19th. It's pretty predictable in the sense. We don't know what the margins are, but we'll see how they talk about them.

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