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Schwab Network’s 2026-10-22 discussion covered selling in Chinese internet shares, Tesla’s earnings and competition, and a possible Tesla–SpaceX merger. Henry Green viewed China’s regulatory concerns as overblown and argued that Tesla needs substantial technology investment to compete. Tom White described Tesla’s report positively and proposed a bullish November 20th broken-wing call butterfly targeting a gradual recovery. The transcript provides no earlier-trade updates. Its stated break-even notation is unclear, and claims about profits above the highest strike conflict with the supplied option structure.