Ticker brief · 2026-10-18
TSLA TESLA INC
Roadster enthusiasm meets failed rallies, regulatory scrutiny and earnings skepticism
Consumer, Cyclical · Auto Manufacturers
Lean: mixedlast close
$372.22
1 day
-0.6%
14 days
-2.7%
mkt cap
$1.5T
signals 14d
3,911
authors 14d
811
crowd 14d
+1.1σ
TSLA has a mixed narrative with positive aggregate sentiment, but stronger recent trading records favor valuation and technical skeptics over the loudest bulls. The decisive late-week shift was the Roadster rally reversing alongside fresh put buying and a trader flipping short, despite Barclays merger speculation and a more constructive Morgan Stanley note. Long-dated calls express continuing upside conviction; short-expiry event calls, support breaks and October 21 earnings make the immediate setup fragile.
BULL CAMP
Cybercab deployment, cheaper autonomous rides and software monetization underpin the operating thesis. Roadster engineering, energy orders and semiconductor integration add optionality, while a potential SpaceX combination supplies a separate speculative repricing mechanism.
Key voices@SawyerMerrittMEDIUM-HIGHB-2.82@herbertongMEDIUM-HIGHC-0.93@StockSavvyShayHIGHB-1.05@sspencer_smbHIGHA-1.17@JoeTegtmeyerMEDIUM-HIGHB-1.34
“Tesla registered 150 Cybercabs, nearly doubling registrations to 319.”— @SawyerMerritt · tweet ↗
BEAR / SKEPTIC
Declining earnings estimates, weak automotive economics and autonomy competition challenge the valuation premium. Safety scrutiny threatens commercialization, while Roadster production uncertainty and the failed event rally expose the gap between engineering attention and near-term shareholder returns.
Key voices@BradMunchenMEDIUM-HIGHA+2.74@garyblack00HIGHA+1.80@kpak82MEDIUM-HIGHC-1.13@pdicarlotraderMEDIUM-HIGHC+1.30@Ross__HendricksMEDIUM-HIGHA-0.23
“Roadster contributes little to earnings while valuation, negative revisions and autonomy commoditization constrain the investment case.”— @garyblack00 · tweet ↗
Hypotheses50direction · basis · magnitude · supporters — NEW = first seen this week
▲Rapid Cybercab fleet expansion demonstrates Tesla can scale autonomous ride operations faster than investors appreciate, supporting a reassessment of deployment potential.
@SawyerMerrittMEDIUM-HIGHB-2.827s@GrindeOptionsMEDIUMC-3.836s@LayeredInvestLOW-MEDIUMB-4.288s · insight@herbertongMEDIUM-HIGHC-0.935s@StockSavvyShayHIGHB-1.051s · insight@StockMKTNewzHIGHC-0.831s+12 more
▲Tesla's announcement of Dallas as its next public Cybercab market creates a discrete geographic expansion milestone beyond existing Austin operations.
@SawyerMerrittMEDIUM-HIGHB-2.822s@LayeredInvestLOW-MEDIUMB-4.281s · insight@GrindeOptionsMEDIUMC-3.831s@EV_carbaMEDIUMC-0.041s@herbertongMEDIUM-HIGHC-0.931s
▲Tesla's autonomous rides and FSD subscriptions can deliver superior unit economics, recurring revenue and operating leverage as software capability and utilization improve.
@GrindeOptionsMEDIUMC-3.835s@LayeredInvestLOW-MEDIUMB-4.283s · insight@MentoviaXMEDIUMC-2.891s@TSLAFanMtlMEDIUMA-2.386s · insight@herbertongMEDIUM-HIGHC-0.931s@Scobleizer-1.943s+2 more
▼Critical driving failures, incomplete safety disclosure and continuing operational limitations undermine claims that Tesla autonomy is ready for unrestricted commercial deployment.
@BradMunchenMEDIUM-HIGHA+2.7410s · insight@colin_gladmanMEDIUMC+1.203s@TheReal_BCMLOW-MEDIUMC-5.212s@tenet_researchMEDIUM-HIGHC-1.231s@AustinsStocksLOW-MEDIUMB-1.631s · insight@optionscjpMEDIUMC-0.371s+1 more
▼NHTSA's school-zone speeding petition review and Cybercab certification scrutiny create specific regulatory events that could constrain Tesla's autonomous service expansion.
@BradMunchenMEDIUM-HIGHA+2.743s · insight@SimoncuocuoLOW-MEDIUMC-0.977s@USAnt_IDEALOW-MEDIUMC-0.641s@CHItraderB-0.221s@AIStockSavvyMEDIUMC-1.051s@aflat0nMEDIUMC-2.143s+6 more
▲Tesla's next-generation Roadster unveiling and SpaceX-assisted demonstrations provide a discrete product milestone showcasing unusual propulsion, acceleration and vehicle control capabilities.
@SawyerMerrittMEDIUM-HIGHB-2.826s@LayeredInvestLOW-MEDIUMB-4.283s · insight@GrindeOptionsMEDIUMC-3.831s@herbertongMEDIUM-HIGHC-0.933s@BenzingaHIGHC+0.173s@YahooFinanceHIGHC-1.283s+11 more
▲Roadster engineering and publicity can strengthen Tesla's brand, attract premium buyers and transfer useful technology into other vehicles and physical-AI products.
@TSLAFanMtlMEDIUMA-2.382s · insight@MF_CamillusMEDIUM-HIGHA-0.272s · insight@gabz_investingMEDIUMC-0.601s@DeepValueBaggerMEDIUMB+2.682s · insight@dissectmarketsLOW-MEDIUMC-0.911s@R_and_InvestMEDIUM-HIGHA-1.492s · insight+6 more
▼Roadster's uncertain production, limited practical market and distant commercialization leave little earnings support for a lasting Tesla valuation uplift.
@garyblack00HIGHA+1.802s · insight@BenzingaHIGHC+0.173s@vontuchmanMEDIUM-HIGHA-1.024s · insight@OptionsHawkHIGHB-1.111s · insight@BestTrader01LOW-MEDIUMC-2.631s@BradMunchenMEDIUM-HIGHA+2.741s · insight+12 more
▲A possible SpaceX acquisition or merger could reprice Tesla through takeover consideration and closer ownership of complementary engineering and AI assets.
@unusual_whalesHIGHC2s@DeItaoneHIGHB+0.841s@EdLudlowHIGHA+0.211s · insight@StockMKTNewzHIGHC-0.831s@StockSavvyShayHIGHB-1.051s · insight@WealthCode99978MEDIUMB-1.342s · insight+12 more
▼Hypothetical merger premiums may disappear through stock arbitrage, unfavorable exchange terms or dilution, leaving Tesla holders without the gains promoters assume.
@garyblack00HIGHA+1.801s · insight@CHItraderB-0.221s@LongGameEquityLOW-MEDIUMB-0.441s · insight@CoinPostMediaLOW-MEDIUMC-0.312s@fourseasonfanLOW-MEDIUMB-0.201s · insight@BradMunchenMEDIUM-HIGHA+2.741s · insight+2 more
▲Export strength, geographic mix, low inventory and selected regional market-share gains can improve Tesla's vehicle economics despite uneven domestic demand.
@sspencer_smbHIGHA-1.174s · insight@TSLAFanMtlMEDIUMA-2.383s · insight@SawyerMerrittMEDIUM-HIGHB-2.821s@TslachanLOW-MEDIUMC-3.615s@LayeredInvestLOW-MEDIUMB-4.283s · insight@KalshiLOW-MEDIUMC1s+3 more
▼Weak regional demand, discounting, unfavorable profit mix and capital requirements undermine earnings and cash flow, making Tesla's valuation premium vulnerable.
@garyblack00HIGHA+1.806s · insight@BradMunchenMEDIUM-HIGHA+2.7410s · insight@GordonJohnson19MEDIUM-HIGHA-1.433s · insight@financespotnewsLOW-MEDIUMC+0.401s@TSLAFanMtlMEDIUMA-2.384s · insight@BenzingaSpainMEDIUM-HIGHC-0.131s+6 more
▼Autonomy commoditization and fragmented ride-hailing competition can erode Tesla's differentiation, pricing power and long-term returns despite continued technical progress.
@garyblack00HIGHA+1.805s · insight@BradMunchenMEDIUM-HIGHA+2.741s · insight@AustinsStocksLOW-MEDIUMB-1.633s · insight
▲Fresh call purchases and put selling indicate continuing investor demand for Tesla upside, including exposure extending well beyond the immediate earnings event.
@MentoviaXMEDIUMC-2.8910s@CheddarFlowMEDIUM-HIGHC3s@unusual_whalesHIGHC1s@FL0WGURULOW-MEDIUMC3s@FlowbyBobbyLOW-MEDIUMC1s@DanzTraderLOW-MEDIUMC-3.331s+3 more
▼Failed resistance tests, moving-average breaks and increasing put demand signal continued Tesla downside after the Roadster rally failed to hold.
@kpak82MEDIUM-HIGHC-1.135s@MentoviaXMEDIUMC-2.895s@pdicarlotraderMEDIUM-HIGHC+1.303s@tradertvshawnMEDIUM-HIGHC-0.521s@donaldjdeanMEDIUMC-1.212s@cantonmeowHIGHB+1.352s · insight+7 more
▲Support holds and resistance reclaims could produce a tactical Tesla rebound toward nearby upside objectives, with bullish continuation dependent on technical confirmation.
@The_RockTradingHIGHC-0.685s@MentoviaXMEDIUMC-2.895s@3PeaksTradingMEDIUM-HIGHB-1.723s · insight@Source_optionsLOW-MEDIUMC+0.671s@EliteOptions2MEDIUM-HIGHC-1.641s@Merval_SurfMEDIUM-HIGHC-3.682s+6 more
◆Event volatility and damaged market structure favor smaller exposure, planned exits or longer-duration expressions rather than concentrated immediate earnings and product-event risk.
@The_RockTradingHIGHC-0.682s@MentoviaXMEDIUMC-2.891s@TaekwonV82LOW-MEDIUMC-1.131s@tastyliveshowHIGHB-0.561s · insight@DanzTraderLOW-MEDIUMC-3.331s@NirAoo7MEDIUMC-1.641s+2 more
▲Storage deployment growth and manufacturing capacity expansion can make Tesla energy a more substantial revenue and profit contributor alongside its vehicle business.
@TSLAFanMtlMEDIUMA-2.382s · insight@MentoviaXMEDIUMC-2.891s@GrindeOptionsMEDIUMC-3.831s@LayeredInvestLOW-MEDIUMB-4.281s · insight@SawyerMerrittMEDIUM-HIGHB-2.821s
▲Apollo Power's reported Megapack contract adds a named storage customer and a specific delivery commitment to Tesla's future energy backlog.
@LayeredInvestLOW-MEDIUMB-4.281s · insight
▲The reported Taiwan Megapack order supplies a discrete customer commitment and measurable storage backlog, although overlap with other reported contracts is unspecified.
@SawyerMerrittMEDIUM-HIGHB-2.821s@GrindeOptionsMEDIUMC-3.831s
▲Tesla and Pilot's Georgia Megacharger opening creates a discrete public charging milestone that supports commercial Semi deployment and planned network expansion.
@GrindeOptionsMEDIUMC-3.832s@MentoviaXMEDIUMC-2.891s@LayeredInvestLOW-MEDIUMB-4.281s · insight@EV_carbaMEDIUMC-0.041s@AmineTXLOW-MEDIUMC+0.001s
▲Semi production sightings and improved fleet feedback suggest Tesla's commercial truck business is progressing toward broader adoption and more credible operating execution.
@SawyerMerrittMEDIUM-HIGHB-2.821s@GrindeOptionsMEDIUMC-3.831s@KalshiLOW-MEDIUMC1s@FreightAlleyHIGHA+0.663s · insight
▲Optimus manufacturing progress and Tesla's physical-world data capabilities could create a substantial humanoid business if dexterity, durability and supply-chain constraints are resolved.
@LayeredInvestLOW-MEDIUMB-4.283s · insight@Scobleizer-1.943s@JoeTegtmeyerMEDIUM-HIGHB-1.342s@ThematicTraderMEDIUM-HIGHA-2.971s · insight@BearlovesbullMEDIUMC-0.261s@TedHZhangHIGHB-2.901s · insight+1 more
▲Tesla's published tactile-sensor patent creates a discrete Optimus development milestone focused on inexpensive and manufacturable sensing for dexterous robot hands.
@LayeredInvestLOW-MEDIUMB-4.281s · insight@MentoviaXMEDIUMC-2.891s
▲Terafab and proprietary AI silicon could lower Tesla's compute costs and supply constraints, strengthening vertical integration across autonomy and robotics.
@herbertongMEDIUM-HIGHC-0.933s@carlosfagarLOW-MEDIUMC+0.002s@MentoviaXMEDIUMC-2.893s@JoeTegtmeyerMEDIUM-HIGHB-1.343s@MF_CamillusMEDIUM-HIGHA-0.271s · insight@BenzingaHIGHC+0.171s+2 more
▲Reported TSMC discussions about a Texas fab or Terafab operating arrangement create a discrete potential partnership milestone for Tesla's semiconductor ambitions.
@Sam_BadawiMEDIUM-HIGHC-3.181s@RealNickMugalliLOW-MEDIUMB+0.061s · insight@DrNHJMEDIUM-HIGHB-0.831s · insight@StockSavvyShayHIGHB-1.051s · insight@herbertongMEDIUM-HIGHC-0.931s@financespotnewsLOW-MEDIUMC+0.401s
▼Tesla's Canadian halt on Shanghai-built Model 3 orders creates a specific import-related disruption that could constrain near-term deliveries and revenue.
@LayeredInvestLOW-MEDIUMB-4.281s · insight@SawyerMerrittMEDIUM-HIGHB-2.821s@BradMunchenMEDIUM-HIGHA+2.743s · insight@EV_carbaMEDIUMC-0.042s@GordonJohnson19MEDIUM-HIGHA-1.431s · insight@TSLAFanMtlMEDIUMA-2.381s · insight
▲Slovakia's approval of Tesla FSD Supervised adds a specific European jurisdiction to the rollout without establishing approval for unsupervised driving.
@SawyerMerrittMEDIUM-HIGHB-2.821s@LayeredInvestLOW-MEDIUMB-4.282s · insight@TslachanLOW-MEDIUMC-3.611s@herbertongMEDIUM-HIGHC-0.931s@EV_carbaMEDIUMC-0.041s@JasonZXLOW-MEDIUMC+0.271s+1 more
▲Tesla's European driver-assistance rebranding agreement removes a specific naming obstacle, creating incremental regulatory progress toward broader supervised-driving commercialization across the region.
@DV_MemeticsMEDIUM-HIGHA-0.571s · insight@LayeredInvestLOW-MEDIUMB-4.281s · insight@TslachanLOW-MEDIUMC-3.611s@BenzingaHIGHC+0.171s
▲New FSD software deployments extend capabilities across older and newer Tesla hardware, creating discrete releases that broaden access to supervised-driving functionality.
@LayeredInvestLOW-MEDIUMB-4.282s · insight@TslachanLOW-MEDIUMC-3.612s@TeslaOracle_comLOW-MEDIUMC-1.551s@GrindeOptionsMEDIUMC-3.831s
▲Grok Bot deployment within Tesla vehicles and robotaxis creates a discrete product integration milestone that expands personalized assistant and transaction capabilities.
@SawyerMerrittMEDIUM-HIGHB-2.821s@LayeredInvestLOW-MEDIUMB-4.282s · insight@GrindeOptionsMEDIUMC-3.831s@TeslaratiMEDIUMC-1.431s@TslachanLOW-MEDIUMC-3.611s
▲Lemonade's extension of FSD-based insurance discounts to older Tesla hardware creates a discrete third-party adoption incentive for supervised-driving customers.
@LayeredInvestLOW-MEDIUMB-4.281s · insight
▲Zurich Australia's incorporation of supervised FSD into Tesla insurance pricing creates a distinct insurance partnership milestone and potential incentive for local adoption.
@LayeredInvestLOW-MEDIUMB-4.281s · insight
▲Tesla's reported new Berlin production building represents a specific manufacturing expansion project that could increase future capacity beyond the existing facility.
@LayeredInvestLOW-MEDIUMB-4.281s · insight@EV_carbaMEDIUMC-0.041s@MatiasManuel71LOW-MEDIUMB-0.141s@GrindeOptionsMEDIUMC-3.831s
▲Tesla's reported Berlin battery investment establishes a separate capacity milestone intended to bring substantial annual battery manufacturing output online beginning next year.
@MatiasManuel71LOW-MEDIUMB-0.141s
▲Tesla's announced Oman entry and local hiring create a discrete new-country commercialization milestone with potential incremental vehicle demand beginning next year.
@SawyerMerrittMEDIUM-HIGHB-2.821s
▲A reported Tesla procurement order in Ningbo could constitute a specific humanoid-related supply-chain catalyst, although the ordered component's identity remains unestablished.
@cnfinancewatchMEDIUM-HIGHB-1.231s · insight
▼The reported departure of Tesla's energy and charging leader creates a discrete management continuity risk during expansion of storage and charging operations.
@Sam_BadawiMEDIUM-HIGHC-3.181s@BestTrader01LOW-MEDIUMC-2.631s@AIStockSavvyMEDIUMC-1.051s@robertojirustaMEDIUMC-0.381s
▼Delaying Europe's bloc-wide FSD approval vote postpones a specific commercialization milestone despite rebranding concessions and supportive statements from individual government officials.
@Maggie191919MEDIUMB-0.991s@DV_MemeticsMEDIUM-HIGHA-0.571s · insight
◆A speculative Tesla phone announcement could trigger an immediate major repricing, but the forecast has no established product event or independent confirmation.
@ronjonbSaaSMEDIUM-HIGHC-0.441s
▲Tesla's robotaxi network and automation capabilities could support an eventual commerce and delivery business that challenges Amazon's logistics advantages.
◆Tesla's eventual cash generation could enable an unusually large share repurchase, creating additional shareholder upside through a speculative capital-return mechanism.
@GrindeOptionsMEDIUMC-3.831s
▲Tesla's vision-only gaming-agent demonstrations suggest progress toward general embodied intelligence, although independent validation and direct commercial relevance remain unresolved.
▲Tesla's partnership with PG&E on Flex Connect provides a discrete infrastructure mechanism for opening charging sites before full grid expansion is completed.
@LayeredInvestLOW-MEDIUMB-4.281s · insight
◆Cboe's planned extension of options trading hours creates a discrete market-access change affecting how investors can trade Tesla around overnight events.
@tastyliveshowHIGHB-0.561s · insight@MentoviaXMEDIUMC-2.891s
▲Tesla's reported Argentine market-entry plans create a distinct potential geographic expansion catalyst, with local vehicle pricing discussed but no execution certainty established.
@porquettfinMEDIUMC-1.141s
▲Florida's governor expressing willingness to legalize the Roadster creates a discrete political support signal, while actual road certification remains unestablished.
@LayeredInvestLOW-MEDIUMB-4.281s · insight@GrindeOptionsMEDIUMC-3.831s
▲Tesla's expansion of PowerShare to newly ordered mainstream vehicles introduces a discrete utility feature that could improve customer appeal and vehicle differentiation.
@MarioNawfalLOWC-3.002s
▼Musk-related governance controversies, political exposure and transfers of Tesla resources to affiliated businesses could weaken shareholder economics and damage the brand.
@carlosfagarLOW-MEDIUMC+0.003s@USAnt_IDEALOW-MEDIUMC-0.643s@BradMunchenMEDIUM-HIGHA+2.743s · insight@sspencer_smbHIGHA-1.171s · insight@MentoviaXMEDIUMC-2.891s
▼Semi's improved product quality may still be insufficient for broad adoption because fleet economics and charging infrastructure confine its competitive usefulness.
@FreightAlleyHIGHA+0.661s · insight@bbx_officialLOW-MEDIUMB-1.771s
Direct calls5authors taking explicit directional positions
@tradertvshawnMEDIUM-HIGHC-0.52
Flipped from a TSLA long setup above 366 to short from 361.80 after support broke.
@tastyliveshowHIGHB-0.56
Use a put-financed call spread targeting $420; a later signal prefers an April call over a one-night earnings gamble.
@Ross__HendricksMEDIUM-HIGHA-0.23
Identifies TSLA among the easiest current shorts.
@EliteOptions2MEDIUM-HIGHC-1.64
Buy Oct 16 TSLA 390 calls above 383 with a 375 stop.
@GrindeOptionsMEDIUMC-3.83
Buy TSLA in the $300s before it exceeds $500 by year-end 2026; heavily discount this forecast given trader_score_20 of -19.32.
Sellside activity9
Tigress Financial reiterate PT 550Maintained Buy and a $550 Tesla target.
Jefferies pt_raise PT 400 (from 350)Raised the target from $350 to $400; other supplied reports retain Hold.
Barclays noteDan Levy raised a speculative Tesla-SpaceX merger announcement by December 6; relays describe a possible all-stock transaction, not an announced offer.
JPMorgan reiterate PT 415Reiterated Neutral with a 415 target. Another relay labels the rating Hold; Roadster commentary highlights 2028 timing and missing specifications.
Morgan Stanley reiterate PT 400Became more constructive while retaining Equal Weight and a $400 Tesla target.
Wedbush target PT 500Dan Ives assigned a $500 Tesla target; an earlier relay reiterates Outperform based on physical-AI opportunities.
Morgan Stanley noteA strategist argued bond markets were tightening financial conditions and pressuring growth-stock valuations.
Morgan Stanley reiterate PT 300Off-ticker research retained a $300 SPCX target tied to Starship flights; this is not a TSLA target.
BofA noteOff-ticker research described a bearish Apple scenario involving Starlink disruption of carrier subsidies and iPhone sales.
News / data points5discrete events + data quoted by authors
@CheddarFlowMEDIUM-HIGHC
Reports $5.58 million in TSLA puts across several strikes and expiries on October 16.
@FlowbyBobbyLOW-MEDIUMC
Reports $12M in TSLA $430 calls expiring April 16, 2027.
@gurgavinHIGHC-1.04
TSLA reversed from a gain above 5% into negative territory.
@SimoncuocuoLOW-MEDIUMC-0.97
Reports NHTSA DP26010 review covering about 1,000 Robotaxis after four alleged speeding incidents.
@SawyerMerrittMEDIUM-HIGHB-2.82
Reports official Slovakia approval for Tesla's supervised driving system.
Position disclosures3skin in the game
@PhatChinLOW-MEDIUMC-3.75
Reports TSLA exceeds 15% of the portfolio.
@BreadddmanLOW-MEDIUMC-3.15
Disclosed a $100,000 TSLA 365 call swing around the Roadster event.
@colin_gladmanMEDIUMC+1.20
Reduced most puts while retaining bearish TSLA put runners and considering reloads on bounces.
Desk readconvergence assessment
Product enthusiasm is broad, but investment conclusions remain divided: bulls extrapolate registrations and engineering into monetization, while bears demand paid utilization, margins and earnings delivery. The strongest recent-record skeptics include BradMunchen at +5.55 and garyblack00 at +2.69, versus negative scores for prominent bulls including GrindeOptions at -19.32 and herbertong at -3.77; CoinvoTrading also carries pump_risk, so promotional certainty adds little weight. October 21 financial results, comparable safety exposure and sustained price recovery would change the balance; prior quant hypotheses are all unscored and establish no realized edge, while condensed-tail claims inform breadth but lack signal IDs for traceable attribution, including the reported BNP Paribas cut from $268 to $266.
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 40% cheap · 1 pctile own 1y | IV/HV 1.08× |
| Skew — 25Δ RR 30d | -0.023 22 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +2.12 normal | 5-session Δ +1.16 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2024-10-25 (z=2.2) |
Sentiment — last 14 days
daily mean sentiment, 2026-10-02 → 2026-10-16 · now +0.15 (−1 bearish … +1 bullish)
Who spoke811
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @GrindeOptions | C | -3.83 | 135 | +0.54 |
| @MentoviaX | C | -2.89 | 125 | +0.39 |
| @BradMunchen | A | +2.74 | 111 | -0.54 |
| @LayeredInvest | B | -4.28 | 103 | +0.37 |
| @SawyerMerritt | B | -2.82 | 92 | +0.34 |
| @Tslachan | C | -3.61 | 65 | +0.29 |
| @BestTrader01 | C | -2.63 | 61 | +0.19 |
| @carlosfagar | C | +0.00 | 61 | +0.57 |
| @USAnt_IDEA | C | -0.64 | 49 | +0.16 |
| @herbertong | C | -0.93 | 44 | +0.47 |
| @Scobleizer | · | -1.94 | 42 | +0.56 |
| @MarioNawfal | C | -3.00 | 41 | +0.44 |
| @TSLAFanMtl | A | -2.38 | 35 | +0.25 |
| @Kalshi | C | · | 35 | +0.22 |
| @The_RockTrading | C | -0.68 | 34 | +0.39 |
| @AutismCapital | C | -1.37 | 34 | +0.31 |
| @garyblack00 | A | +1.80 | 31 | -0.26 |
| @Benzinga | C | +0.17 | 31 | +0.17 |
| @BurakTheScalper | C | +0.81 | 30 | -0.15 |
| @SpartanTrading | C | +1.30 | 29 | +0.31 |
| @EV_carba | C | -0.04 | 28 | +0.21 |
| @MisterInversor | C | -5.25 | 26 | +0.65 |
| @Teslarati | C | -1.43 | 24 | +0.25 |
| @stocksnipa | C | +2.26 | 23 | -0.06 |
| @WealthCode99978 | B | -1.34 | 23 | +0.27 |
Recent signals30of 3,911 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @zerohedge | -0.09 | Ukraine's Starlink and Starshield services were reportedly restored. | +4.9% | tweet ↗ |
| 2026-10-16 | @GrindeOptions | -0.70 | Predicts further downside if TSLA breaks below 350 | +4.9% | tweet ↗ |
| 2026-10-16 | @Dehix_Trades | -0.85 | Calls the $380 rejection bearish and expects TSLA to move next toward $340. | +4.9% | tweet ↗ |
| 2026-10-16 | @timothysykes | +0.75 | Praises SpaceX and Tesla innovation while criticizing Apple, despite warning of a possible market crash. | +4.9% | tweet ↗ |
| 2026-10-16 | @Tslachan | +0.20 | Notes increased perceived probability of a Tesla-SpaceX merger without claiming a deal. | +4.9% | tweet ↗ |
| 2026-10-16 | @LunarCrush | +0.00 | Roadster thruster news increased discussion volume 4.6x while sentiment stayed unchanged. | +4.9% | tweet ↗ |
| 2026-10-16 | @Bogachan_1971 | -0.65 | Argues insiders crowded into Tesla's Roadster event and rushed to exit as AI peripherals weakened. | +4.9% | tweet ↗ |
| 2026-10-16 | @AmineTX | +0.75 | Praises the Roadster launch and argues redirected talent plus new models, robotaxis and Optimus can boost Tesla. | +4.9% | tweet ↗ |
| 2026-10-16 | @Tickeron | +0.35 | Says a broader technology and semiconductor move is only beginning. | +4.9% | tweet ↗ |
| 2026-10-16 | @garyblack00 | +0.20 | The author clarifies that the event was excellent while discussing its separate stock impact. | +4.9% | tweet ↗ |
| 2026-10-16 | @Teslarati | +0.20 | Describes new Roadster design details and a claimed 330 mph Rocket configuration. | +4.9% | tweet ↗ |
| 2026-10-16 | @FinancialEduX | -0.55 | Reports TSLA reversing from +5% to -3% intraday. | +4.9% | tweet ↗ |
| 2026-10-16 | @hamids | +0.25 | Expects Tesla-SpaceX collaborations to precede a merger while doubting Roadster delivery timing. | +4.9% | tweet ↗ |
| 2026-10-16 | @BestTrader01 | +0.15 | Reports nearly 12,000 California residents bought EVs through a first-time-buyer rebate program. | +4.9% | tweet ↗ |
| 2026-10-16 | @BestTrader01 | -0.65 | Likes the Roadster but argues Tesla needs revenue-generating SUVs and minivans instead. | +4.9% | tweet ↗ |
| 2026-10-16 | @MikeZaccardi | +0.00 | QQQ is down 7.1%, while major earnings are scheduled next week with a reportedly lower bar. | +4.9% | tweet ↗ |
| 2026-10-16 | @TMTLongShort | +0.35 | Lists long-horizon predictions including long compute and a TSLA-SpaceX merger. | +4.9% | tweet ↗ |
| 2026-10-16 | @ineedsow | +0.20 | States TSLA is still finding support at $352.26. | +4.9% | tweet ↗ |
| 2026-10-16 | @MentoviaX | -0.35 | Invokes the 1987 crash anniversary as a warning for three stocks. | +4.9% | tweet ↗ |
| 2026-10-16 | @TarekMM100 | +0.65 | Praises Tesla for taking the auto sector to another level. | +4.9% | tweet ↗ |
| 2026-10-16 | @vnkumarvnk | +0.35 | Praises the Roadster's potential practical value. | +4.9% | tweet ↗ |
| 2026-10-16 | @CoinvoTrading | +0.40 | Buy SPCX within the next few weeks before the expected repricing. — Explicitly urges buying SPCX before a predicted parabolic move. | +4.9% | tweet ↗ |
| 2026-10-16 | @Gubloinvestor | +0.60 | Discloses a TSLA purchase at a $350 cost basis. | +4.9% | tweet ↗ |
| 2026-10-16 | @BestTrader01 | +0.70 | Added more TSLA at $350. — Explicitly reports buying more Tesla shares at $350 despite derogatory phrasing. | +4.9% | tweet ↗ |
| 2026-10-16 | @NickGibbsIAG | +0.75 | Argues Tesla Cybercab scale will create an unbeatable cost-per-mile advantage. | +4.9% | tweet ↗ |
| 2026-10-16 | @PeloSwing | +0.30 | Reports $3.1M in TSLA $355 calls expiring November 20. | +4.9% | tweet ↗ |
| 2026-10-16 | @enrichtrades | -0.35 | Blood-drop emojis imply bearishness, but the mixed symbols and unseen media limit certainty. | +4.9% | tweet ↗ |
| 2026-10-16 | @Benzinga | +0.20 | Tesla describes the redesigned Roadster's aerospace-inspired design language. | +4.9% | tweet ↗ |
| 2026-10-16 | @SayNoToTrading | -0.50 | Calls a potential incident involving current Tesla FSD hardware very disturbing. | +4.9% | tweet ↗ |
| 2026-10-16 | @gurgavin | +0.70 | Calculates the large hypothetical return from investing Roadster deposits in TSLA instead. | +4.9% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.