Company
Tesla
- Episodes
- 32
- Share
- 3.0%
- Shows
- 30
- Net sentiment
- −0.06
Bullish 7Mixed 3Neutral 14Bearish 8
The episodes that named it
Why each one was bullish, bearish or in between on Tesla. Longest episodes first.
Bullish 7
- Used as an example of an early retail-identified opportunity during the late 2010s EV shift.Retail Trader vs. Hedge Fund Manager: Where Is the Real Alpha? · Odds on Open · Sep 24
- Optimus production is reportedly scaling rapidly, suggesting strong robotics growth potential.A rogue OpenAI agent hacked Australia’s government. Does this matter? | E2342 · This Week in Startups · Sep 25
- Described as growing prudently with rigorous safety and design scrutiny compared with BYD.China Insider | Trump-Xi Summit, BYD's "Evergrande" Crisis, Xi Jinping's Health Concerns · China Insider · Sep 22
- Wood sees its fleet data and robotaxi progress as a major advantage.Cathie Wood: How to Invest in a World Moving This Fast · Equity Mates Investing Podcast · Sep 21
- Wood named Tesla among ARK's top two holdings.A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 · Squawk Pod · Sep 25
- Regaining EV share and potential SpaceX merger and energy storage growth support upside.Top 1% Portfolio Manager: 7 stocks to BUY for the AI bull run! · Full Signal · Sep 23
Bearish 8
- Kynikos held a short position there, trimming it as the stock rose.Jim Chanos | Founder of Kynikos Associates | Enron, Beyond Meat, and the "Golden Age of Fraud" · Trinity SMF Podcast · Sep 22
- Host says its robotaxi launch underwhelmed and its stock dipped after the event.Episode 34: Waymo Drives In Farmers Market, Illegal Dasher Shot & More on The Rideshare Zone Podcast · The Rideshare Zone · Sep 23
- Sales falling, cash flow turning negative, and robotaxi valuation seen as overcooked.Stock Picking in Difficult Times with George Noble | The Real Eisman Playbook Ep 76 · The Real Eisman Playbook · Sep 21
- Mentioned as a stock that had hyper promotion around its listing.Mark Skousen: Why He's Still 100% Invested at All-Time Highs · Wealthion · Sep 21
- Produces 54% of its EVs in China, making it vulnerable to Chinese policy pressure.The real reason why Trump invited China's President Xi to Washington · Geopolitical Economy Report · Sep 25
- Used as an example of a volatile stock where put-selling income can be offset by sharp losses.Small Gains, Big Losses: The Hidden Risk in Steady Income · Money for the Rest of Us · Sep 23
Show 2 moreShow fewer
Mixed 3
- Robotaxi and Optimus delays weigh, but long-term growth thesis could justify upside.4 Stocks to Buy Before They Bounce Back · The Morning Filter · Sep 21
- Mentioned as pursuing consumer autonomous vehicles and federated ride-hail networks.578: Everyone is chasing AI gold. What will the miners need? · Wealth Formula Podcast · Sep 27
- Modest gain with heavy trading in slightly out-of-the-money calls.The Hot Options Report: 09-22-2026 · The Options Insider Radio Network · Sep 22
Neutral 14
- Roadster reveal is speculative; FAA airspace restriction hints at a demonstration.Amazon Ban Hammer, Seedance Strategy, Amazon Blocks Muse | Vinod Khosla, Augustus Doricko, Ben Hylak, Aaron Levie, Lucas Shaw · TBPN · Sep 21
- Roadster reveal rumors and charging speed comparisons discussed.Jensen vs NYT, New Model Reactions, "You Can See Everything" Trailer, Saudi EVs | Cristiano Amon, Talia Goldberg, John & Louis Antonelli, Max Levchin, Sam Ross · TBPN · Sep 23
- Discussed only as an example of FSD usage and AI driving capability.Steve Hou - Data Over Narrative · The Business Brew · Sep 23
- Cited as having a market value above all other automakers combined, showing American innovation.As Warren Buffett Steps Down - What Made Him So Great · A Charlie Rose Global Conversation · Sep 22
- Mentioned as parallel manufacturing industrialization effort alongside SpaceX.BSV Podcast 0175: Source Energy · Eye of the Dragon · Sep 24
- Semi factory is important but niche and unlikely to move overall delivery numbers.11AM Hour: Microsoft Copilot EVP, Guardant Health CEO & Costco Jumps on Earnings 9/25/26 · Squawk on the Street · Sep 25
Show 8 moreShow fewer
- Mentioned as an example of a client whose labeling work workers cannot clearly trace.What’s really behind AI ‘super intelligence’ · Blood in the Machine · Sep 25
- Former employers of several Eclipse partners; trades like top SaaS companies per the host discussion.Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries · Sourcery · Sep 21
- Mentioned as the foreign EV maker allowed to open a Shanghai factory without a joint venture.Xi vs Trump: Inside the Chinese Economic Machine · The David McWilliams Podcast · Sep 24
- Mentioned only as one of Elon Musk's Texas investments that give him stakes in the Senate race.How much trouble is Greg Abbott in? · Texas Take · Sep 25
- Mentioned as a comparison for vertical integration and charging infrastructure pioneering.Michael Thompson, Board Member at Oklo & Joby on Betting on The Future · We The Builders · Sep 26
- Mentioned for its wireless phone charger and cars with a clever phone slot.Hotline: Folding phones in cars, EVs in Mexico · The Vergecast · Sep 23
- Cited as a company whose self-driving software relies on extensive telemetry and diagnostics.AI Safety Language Is Destroying the Debate | Steven Sinofsky · The a16z Show · Sep 21
- Targets 1,000 Optimus robots per week by end of 2026, an aggressive goal given the program's maturity.The Stack — September 27, 2026 · The Stack · Sep 27
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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