For Samsung SDI, we need to watch GM as well as Tesla

I used to only watch Tesla when looking at Samsung SDI, but these days, I think we also need to keep an eye on battery demand from US automakers like GM and Ford.

With secondary batteries, a single-day rebound in stock price doesn't mean we're out of the woods; it seems more important to see if actual EV inventories and battery orders are turning around.

Looking at today's price range, it doesn't feel like a time to rush in and average up. I think we can take our time and watch if US auto stocks start gaining momentum again.