Part 2/10:
The speaker clarifies from the outset that their insights are not aimed at long-term investors but are instead focused on tactical trading strategies. They emphasize maintaining a core Tesla position while being open to adjusting smaller holdings based on short-term market movements and catalyst development. They suggest that, for highly exposed investors, trimming some positions could be wise if they anticipate a sideways market for a few months, as this minimizes risks without compromising long-term gains.