Author

@TSLAFanMtl TSLAFanMtl

Anonymous deep-in-the-weeds Tesla fundamentals analyst, balanced and numbers-driven.

Decomposes Tesla earnings, segments, and product/operational

trader score
-2.38
hit rate
30%
mean α
-0.77%
signals 14d
41

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: 30% hit rate, -0.77% mean alpha, trader score -2.38. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 37 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TSLA@TSLAFanMtl+0.40Notes TSLA traded higher the day after a Tesla event and interprets that as product-event validation.+4.9%
2026-10-16TSLA@TSLAFanMtl+0.50Strongly defends Tesla and its Roadster reveal against skeptical reactions.+4.9%
2026-10-15TSLA@TSLAFanMtl+0.35Forecasts record 2026 revenue above $100B but says growth must accelerate materially.+2.7%
2026-10-15TSLA@TSLAFanMtl+0.70Argues Tesla uniquely has the leadership and risk appetite to commercialize the Roadster.+2.7%
2026-10-15TSLA@TSLAFanMtl+0.70Argues Roadster development has a positive business case through sustained brand-halo value.+2.7%
2026-10-15TSLA@TSLAFanMtl+0.80Explicitly expresses strong admiration for Tesla and Elon Musk.+2.7%
2026-10-15AMZN@TSLAFanMtl+0.70Argues Amazon's retail moat is insurmountable and resistant to disruption.-2.7%
2026-10-14·@TSLAFanMtl·Suggests memory prices may follow lithium's prior price trajectory, implying a sector-cycle analogy.·
2026-10-14TSLA@TSLAFanMtl+0.50Criticizes Canadian policy and argues Tesla should retain access to import cars consumers demand.+1.4%
2026-10-14TSLA@TSLAFanMtl-0.45Argues removal of the $7,500 EV tax credit materially hurt Tesla sales or profitability.+1.4%
2026-10-14TSLA@TSLAFanMtl-0.30Argues Canadian quota allocation unfairly restricts Tesla imports and consumer access.+1.4%
2026-10-13TSLA@TSLAFanMtl+0.05Says yuan strength pressures Tesla China margins but supports reported domestic-sales value in USD.-0.8%
2026-10-13·@TSLAFanMtl·Argues US EV market share is not meaningful given total annual vehicle sales.·
2026-10-13TSLA@TSLAFanMtl-0.45Argues Tesla sacrificed higher volume by abandoning a diversified lineup for autonomy.-0.8%
2026-10-13TSLA@TSLAFanMtl-0.10Notes that Tesla China exports are booked as foreign sales and taxed in China.-0.8%

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.