Author
@BradMunchen BradMunchen
grade Ax.com/BradMunchen ↗
Forensic TSLA/Musk-complex short with regulatory and balance-sheet receipts
Builds a data-grounded bear case against the Musk complex, r
trader score
+0.87
hit rate
60%
mean α
+0.56%
signals 14d
87
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 60% hit rate, +0.56% mean alpha, trader score +0.87. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 63 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | GOOGL | @BradMunchen | +0.55 | Uses fleet and mileage figures to argue Waymo substantially leads Tesla robotaxis. | — | tweet ↗ |
| 2026-08-28 | TSLA | @BradMunchen | -0.70 | Uses fleet and mileage figures to argue Waymo substantially leads Tesla robotaxis. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @BradMunchen | +0.35 | Dismissive reply implies confidence Google would prevent the referenced outcome. | — | tweet ↗ |
| 2026-08-28 | SPCX | @BradMunchen | -0.65 | Jokingly discloses stock borrow, implying existing short exposure. | · | tweet ↗ |
| 2026-08-28 | TSLA | @BradMunchen | -0.65 | Jokingly discloses stock borrow, implying existing short exposure. | — | tweet ↗ |
| 2026-08-28 | TSLA | @BradMunchen | -0.75 | Argues Tesla's robotaxi valuation premium is eroding as rollout promises slip. | — | tweet ↗ |
| 2026-08-28 | TSLA | @BradMunchen | -0.45 | Compares Tesla FSD crash rates with Waymo's driverless rate. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @BradMunchen | +0.35 | Compares Tesla FSD crash rates with Waymo's driverless rate. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @BradMunchen | +0.35 | Criticizes Tesla's crash-data opacity relative to Waymo and questions FSD claims. | — | tweet ↗ |
| 2026-08-28 | TSLA | @BradMunchen | -0.55 | Criticizes Tesla's crash-data opacity relative to Waymo and questions FSD claims. | — | tweet ↗ |
| 2026-08-28 | TSLA | @BradMunchen | -0.75 | Claims Tesla robotaxis travel far fewer miles per collision than human drivers. | — | tweet ↗ |
| 2026-08-27 | TSLA | @BradMunchen | -0.75 | Attributes growth to temporary factors and highlights declining earnings and no new models. | -1.7% | tweet ↗ |
| 2026-08-27 | TSLA | @BradMunchen | -0.85 | Mocks bullish claims while citing weak margins and $1.1B cash burn. | -1.7% | tweet ↗ |
| 2026-08-27 | TSLA | @BradMunchen | -0.75 | Endorses Waymo criticism of FSD flaws currently under NHTSA scrutiny. | -1.7% | tweet ↗ |
| 2026-08-27 | TSLA | @BradMunchen | -0.50 | Compares Tesla unfavorably with Avride on injury crashes per autonomous mile. | -1.7% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.