{
  "report_rows": [
    {
      "kpi": "Auto Gross Margin ex-credits (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~18.5% vs. cons 18.07%",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Diluted EPS Operating (Q2 2026)",
      "prediction": "BEAT",
      "answer": "pred ~$0.57 vs. cons $0.552",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Energy Storage Deployed (Q2 2026)",
      "prediction": "MISS",
      "answer": "pred ~13,500 MWh vs. cons 14,231 MWh",
      "confidence": "HIGH"
    }
  ],
  "guide_rows": [
    {
      "kpi": "CapEx FY2026",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm >$25B vs. cons ~$25.5B (UNVERIFIED)",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "FCF FY2026",
      "prediction": "UNCHANGED",
      "answer": "guide reaffirm negative rest of year vs. cons -$2.58B Q2",
      "confidence": "HIGH"
    },
    {
      "kpi": "Optimus SOP (qualitative)",
      "prediction": "BETTER",
      "answer": "confirm SOP begun/imminent vs. no consensus",
      "confidence": "MEDIUM"
    },
    {
      "kpi": "Deliveries FY2026 (qualitative)",
      "prediction": "UNCHANGED",
      "answer": "bullish color, no formal number vs. cons 1.70M units",
      "confidence": "MEDIUM"
    }
  ],
  "day1_residual_pct": 3.0,
  "day1_confidence": "MEDIUM",
  "day5_residual_pct": 1.5,
  "day5_path": "STABILIZE",
  "day5_rationale": "STABILIZE \u2014 beat fades partially as CapEx/FCF overhang reasserts; archetype B 5-day avg -0.4%, adjusted up for oversold entry",
  "day5_confidence": "LOW"
}