@JoeTegtmeyer JoeTegtmeyer
Drone-flying Giga Texas watcher turning aerial recon into falsifiable Tesla production data
Conducts regular drone flyovers and permit research of Tesla
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.
Across their last 20 scored bets: 95% hit rate, +1.62% mean alpha, trader score +5.45. Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 9 mentions with price data).
JoeTegtmeyer’s only ticker-linked signal is bullish on TSLA, framed around strong Q2 production and deliveries. The rest of the window is event-focused, highlighting Starlink product experience and DOE reactor criticality milestones, with no explicit position disclosures or directional trade calls.
The author’s ticker-linked conviction is concentrated entirely in TSLA, where the delivery and production update is presented positively. There is no evidence of a position add, trim, exit, or explicit directional trade call, and the three-signal window is too sparse to support a clear intensifying, fading, or flipping read.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | TSLA | @JoeTegtmeyer | +0.60 | Reports Tesla Q2 production of 451K and deliveries of 480K as a strong quarter. | — | tweet ↗ |
| 2026-07-01 | · | @JoeTegtmeyer | · | Praises Starlink on a commercial flight as fast, easy and game changing. | · | tweet ↗ |
| 2026-06-29 | · | @JoeTegtmeyer | · | Aalo is one of three companies expected to meet DOE reactor criticality timeline this week. | · | tweet ↗ |
| 2026-06-20 | TSLA | @JoeTegtmeyer | +0.45 | Reports progress on Tesla/SpaceX/xAI chip fab construction at Giga Texas. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.35 | Shows Optimus Factory construction progress with foundation and steel structure. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.40 | Giga Texas update on Cybercab testing, Optimus factory, Cortex 2, chip fab, and test track. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.25 | Reports Giga Texas test track partially operating with Cybercab testing structures. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.45 | Reports North Campus 10M/year Optimus factory construction progress. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.35 | Reports Cortex 2 AI training infrastructure progress and Megapack counts. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.30 | Reports construction preparation for SpaceX/Tesla advanced chip fab site. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.35 | Reports Cybercab activity, testing, and Robotaxi service context at Giga Texas. | -1.8% | tweet ↗ |
| 2026-06-19 | TSLA | @JoeTegtmeyer | +0.40 | Reports about 80+ Cybercabs on site with logos and test runs. | -1.8% | 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.