Author

@garyblack00 garyblack00

Named growth PM running rigorous valuation teardowns on TSLA and the AI complex

Publishes daily premarket macro summaries plus deep fundamen

trader score
+0.12
hit rate
40%
mean α
+0.15%
signals 14d
140

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: 40% hit rate, +0.15% mean alpha, trader score +0.12. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 104 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03TSLA@garyblack00-0.25Explains negative reaction to TSLA delivery beat as anticipated and sold-the-news after run-up.
2026-07-02TSLA@garyblack00+0.00Author says his firm is neutral on Tesla stock and was not telling anyone to buy.
2026-07-02·@garyblack00·Author says traders bought a massive beat rumor and sold the news.·
2026-07-02TSLA@garyblack00+0.10Author doubts Elon is selling TSLA due to blackout-window constraints.
2026-07-02TSLA@garyblack00-0.25Reports TSLA down 7% on the day.
2026-07-02TSLA@garyblack00-0.40Says avoiding or underweighting TSLA helped performance because stock performed poorly.
2026-07-02TSLA@garyblack00-0.20Author discloses no TSLA position while addressing bearish comments.
2026-07-02TSLA@garyblack00+0.35Says TSLA blew away 2Q delivery estimates but the beat was anticipated.
2026-07-02TSLA@garyblack00-0.35Argues most drivers do not know FSD and it is not broadly advertised.
2026-07-02TSLA@garyblack00-0.45States FSD is not driving sales and consumers lack awareness of TSLA autonomy.
2026-07-02TSLA@garyblack00-0.30TSLA outperformed NDX, and author says investors are selling the 2Q delivery news.
2026-07-02RIVN@garyblack00+0.25Attributes TSLA delivery beat to gas prices rather than FSD, citing RIVN delivery gains.
2026-07-02TSLA@garyblack00-0.25Attributes TSLA delivery beat to gas prices rather than FSD, citing RIVN delivery gains.
2026-07-02TSLA@garyblack00+0.60Reports TSLA delivered 480K vehicles in 2Q, far above 406K estimate.
2026-07-02RIVN@garyblack00+0.65RIVN beat 2Q delivery estimates and raised 2026 delivery guidance.

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.