Author

@LayeredInvest LayeredInvest

grade Bx.com/LayeredInvest ↗

Obsessive Tesla autonomy analyst quantifying the robotaxi/FSD thesis with primary data

Tracks and models the Tesla autonomy investment thesis in gr

trader score
+0.31
hit rate
50%
mean α
+0.16%
signals 14d
8

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: 50% hit rate, +0.16% mean alpha, trader score +0.31. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 7 mentions with price data).

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02TSLA@LayeredInvest+0.60Tesla 2Q26 deliveries of 480K vs 400K consensus and 384,122 year-ago.—
2026-07-01TSLA@LayeredInvest+0.20Elon Musk posted photos of Fremont Optimus production line.-7.5%
2026-06-29TSLA@LayeredInvest+0.25Musk says a Cybercab without steering wheel or pedals is driving around Austin.-4.5%
2026-06-29TSLA@LayeredInvest+0.35Tesla official update says first production-model Cybercab engineering tests have begun.-4.5%
2026-06-28TSLA@LayeredInvest+0.35Reports Tesla launched FSD V14 Lite for HW3 and calls it a key milestone for subscribers.+3.6%
2026-06-23TSLA@LayeredInvest+0.45Tesla signs first-stage 5GWh ESS contract with NatPower, total 25GWh/$5B cited.+3.1%
2026-06-22TSLA@LayeredInvest+0.45Tesla Q2 2026 delivery estimate bet at 440k vs 400k consensus and 384,122 YoY.-2.9%
2026-06-22TSLA@LayeredInvest+0.35Tesla Giga Texas 10M Optimus factory progress described as smooth.-2.9%

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.