Google TSLA's financial reports both ignite the market Tesla's financial report tonight is really a mix of long and short, with plenty of highlights. Although the delivery volume has achieved a good result of 480000 vehicles, everyone knows in their hearts that the key is how much the gross profit margin of the industry has been eroded after the price war. Fortunately, the performance of the energy storage business (Megapack) has been relatively stable in recent seasons, which can help to some extent. The option pricing implies a significant volatility tonight. Are everyone's TSLA positions still safe? Google next door is also a god fight. The growth of Google Cloud's cloud business is indeed fierce, and the order backlog is also frighteningly high, but the market's biggest dilemma is still the old saying: investing up to $180 billion to $190 billion in AI capital expenditures in a year directly burns free cash flow, which is a bit heart wrenching. Search advertising is stable, but whether the monetization speed of AI search and Gemini can keep up with the speed of money investment is the core of the long short tug of war after the financial report is released. Tonight, these two giants will draw at the same time, and the atmosphere of technology stocks has reached its peak. It seems that tonight is destined to be a sleepless night.