@thejefflutz thejefflutz

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

The author is most concentrated on EOSE, repeatedly framing manufacturing expansion, Line 2 improvements, and capacity reservations as evidence of demand conversion. TSLA coverage is supportive but lighter, centered on FSD, Cybercab production, global sales drivers, and Musk voting-power context. No explicit late-week flip or fade appears; the window reads as consistently bullish on EOSE and mildly bullish on TSLA.

The author shows consistent bullish concentration in EOSE, where five signals all point to manufacturing ramp, geographic expansion, and order-pipeline conversion. TSLA is also supportive but less intense, focused on FSD, Cybercab scaling, demand drivers, and Musk governance context. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so no explicit adds, trims, exits, or position flips can be inferred.

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.