Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 49 entries · 38 publications

TSLA

Tesla

Entries
49
Bullish
5
Bearish
2
First
Apr 23, 2025
Latest
Oct 27, 2026

▲ 5 bullish ▼ 2 bearish · 42 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Timeline

Newest to oldest
  1. October 2026 22 entries

    Substack · Grow or Die · Chris Wood, Grow or Die

    On Tesla’s future businesses

    FSD, robotaxis, Optimus, and Megapacks all moved forward in Q3. Here’s what matters and what to watch.

    TSLA3,445 words

    Since publication +5.2% α +4.5 pp vs S&P 500 · USD

    Substack · Paul Mampilly

    Tesla: Next Test ⚡

    Plus, this market warning affects everyone. 👀

    TSLA806 words

    Since publication +4.6% α +4.4 pp vs S&P 500 · USD

    Substack · Bolsa Desde El Inicio · BolsaDesdeElInicio

    🚨 META CAE EN PICADO, SPACEX COMO UN COHETE Y TESLA DEFRAUDA ¿OPORTUNIDAD?

    Esta semana ha sido de las intensas: Meta, SpaceX y Tesla han presentado resultados, y me he pasado un buen rato preparando un análisis completo para que no tengas que leerte tres presentaciones.

    BullishMETATSLAshortES268 words

    Since publication TSLA +4.6% α +4.4 pp vs S&P 500 · USD

    Substack · Club de inversión: Entre Acciones🪐✨ · Club: Entre Acciones🪐✨

    🚗🚀 Tesla presentó un carro que vuela

    📈 Noticias de la semana Semana del lunes 12 al viernes 16 de octubre de 2026

    TSLAES770 words

    Since publication +6.4% α +6.6 pp vs S&P 500 · USD

    Substack · The Quant Investing Lab · marco garattoni

    Flying Cars and a $2 Trillion Question

    SpaceX — Business, Numbers and Valuation

    TSLA2,932 words

    Since publication +6.4% α +6.6 pp vs S&P 500 · USD

    Substack · Seaside Success Story

    How Musk’s Newest Project Crosses Tesla and SpaceX

    Musk says Tesla and SpaceX will run the Terafab chip complex, and that he has no idea how to make chips. We cover the plan, the bill, how long fabs take and what the share price assumes.

    TSLA1,524 words

    Since publication +8.1% α +8.9 pp vs S&P 500 · USD

    Substack · The Noble Update · George Noble

    “The Musk Premium” Is Running Out of Road

    We remain short Tesla from US$485 and short SpaceX from US$145, and we’re reiterating both calls today.

    BearishTSLA687 words

    Since publication −4.4% α −6.0 pp vs S&P 500 · USD

    Substack · Benzinga | Ring The Bell · Benzinga

    The Nasdaq’s Record Rally Hides A Major Signal

    Plus, Pelosi's newest bet, Burry's latest warning, Tesla shifts into high gear, top stories, earnings, and more.

    TSLA1,057 words

    Since publication +2.9% α +4.7 pp vs S&P 500 · USD

  2. September 2026 2 entries
  3. August 2026 4 entries

    Substack · Motorhead

    Tesla’s “Robotaxi” Premium is Fading

    Tesla’s share price has underperformed the market since Q3 2025, with each of its quarterly earnings misses, indicating a waning interest in Musk’s “robotaxi” ambitions.

    TSLA1,909 words

    Since publication +12.3% α +12.8 pp vs S&P 500 · USD

    Substack · Lorenzo2cents · Lorenzo Bastianelli

    Why I bought $SPCX

    Potential + Valuation + $TSLA edging

    BullishSPCXTSLAshort1,340 words

    Since publication TSLA +7.9% α +7.9 pp vs S&P 500 · USD

  4. July 2026 2 entries
  5. June 2026 2 entries
  6. April 2026 4 entries

    Substack · Joseph's Substack · Joseph Blumenfeld

    The Case Against Tesla.

    The Musk Premium Won't Last Forever.

    TSLA3,792 words

    Since publication +4.8% α −3.2 pp vs S&P 500 · USD

    Institutional · eToro

    Tesla, Software Stocks Dip on Earnings

    The Daily Breakdown takes a closer look at software stocks, as well as the earnings reaction from Tesla. BTC and Near Protocol jump. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…

    TSLAshort603 words

    Since publication +4.8% α −3.2 pp vs S&P 500 · USD

    Institutional · eToro

    Tesla Ahead of Earnings: Are Investors Still Buying the Hype?

    It has been a rocky start to the year for Tesla. The stock has shed approximately 9% since the beginning of the year, and first-quarter delivery numbers fell short of both analyst expectations and management’s own…

    TSLAshort512 words

    Since publication +1.4% α −7.3 pp vs S&P 500 · USD

    Institutional · eToro

    Nasdaq’s 13-Day Win Streak Could End

    The Daily Breakdown sizes up the week, as stocks start off under pressure, as Tesla gears up for earnings, and with oil on the rise. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each…

    TSLAshort660 words

    Since publication −0.2% α −8.2 pp vs S&P 500 · USD

  7. March 2026 1 entry

    Institutional · eToro

    Meta Looks for Support Near Q4 Lows

    The Daily Breakdown takes a closer look at market-movers like Tesla and Palantir, as well as gold’s nine-day losing streak. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning. To…

    METATSLAPLTRshort556 words

    Since publication TSLA +2.2% α −14.9 pp vs S&P 500 · USD

  8. January 2026 2 entries

    Substack · The American Saga · Zaid Jilani

    We Are Witnessing the End of Tesla’s EV Empire

    The brand that was once synonymous with electric vehicles is in precipitous decline.

    TSLA894 words

    Since publication −10.0% α −20.5 pp vs S&P 500 · USD

  9. December 2025 1 entry

    Institutional · eToro

    Tesla Hits New Record High

    The Daily Breakdown looks at Tesla’s move back to record highs, while zooming in on Cintas’ technical setup ahead of earnings. Before we dive in, let’s make sure you’re set to receive The Daily Breakdown each morning…

    TSLAshort730 words

    Since publication −16.2% α −30.4 pp vs S&P 500 · USD

  10. November 2025 2 entries
  11. October 2025 1 entry
  12. July 2025 5 entries

    X · X @qmbigbeat · BigBeat

    🧠💥 BigBeat’s Short Thesis — July 2025 $SPY $QQQ $IWM $VIX $TSLA $NVDA I’m short the market—not from emotion, but from em

    🧠💥 BigBeat’s Short Thesis — July 2025 $SPY $QQQ $IWM $VIX $TSLA $NVDA I’m short the market—not from emotion, but from empirical decay beneath the euphoria. ➡️ Student loan delinquencies now exceed 8%, with 5.8M+…

    BearishTSLANVDAshort114 words

    Since publication TSLA −20.3% α −0.1 pp vs S&P 500 · USD

    Blogs · ValueWalk

    Tesla Stock Falls 8% on Q2 Earnings Miss

    Tesla, the leading EV manufacturer, saw its stock drop more than 8% on Thursday after the car market posted disappointing results in its second quarter.

    TSLAshort556 words

    Since publication +28.3% α +7.6 pp vs S&P 500 · USD

  13. April 2025 1 entry

There are 5 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.