Company
Tesla
- Episodes
- 34
- Share
- 3.2%
- Shows
- 30
- Net sentiment
- +0.40
Up from 3.0% of episodes in the weeks before; net sentiment was −0.06.
Bullish 14Mixed 7Neutral 9Bearish 4
2 weeks
Share of each week's episodes naming it, and net sentiment.
0%2%4%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes that named it
Why each one was bullish, bearish or in between on Tesla. Longest episodes first.
Bullish 14
- Stock rose on delivery beat; hosts praise self-driving as a purchase driver.BYOCompute, Pope Destroys False Idol, Ben Affleck's White Pill | Joe Gebbia, Molly Fowler, Tom Dotan, Pim de Witte, Greg Castle · TBPN · Oct 2
- Furey says he holds Tesla and admires its technology and Elon Musk's execution.333 · Tim Furey - Why Defense, Not Offense, Makes You a Profitable Trader · Chat With Traders · Sep 30
- Guest has held it since 2014, seeing mass-market, energy and autonomy upside.They Beat All US Stock Funds Since 2003 | Michael Baron on the AI Winners Investors Miss · Excess Returns · Oct 1
- Its self-driving product is described as excellent and likely to diffuse widely.David George & Jack Altman on AI, Autonomy, and the Next $25 Trillion · The a16z Show · Oct 4
- Expected to merge with SpaceX; leader in robotaxis and humanoid robots with strong FSD performance.Cathie Wood on Tesla-SpaceX Merger, $1M Bitcoin, More AIs Than Humans | EP #296 | Moonshots Live · Moonshots with Peter Diamandis · Sep 29
- Self-driving product viewed as far ahead of most consumers' awareness.Uncapped #58 | David George from a16z · Uncapped with Jack Altman · Oct 1
Show 8 moreShow fewer
- Q3 deliveries beat expectations and self-driving is pulling in buyers.10AM Hour: G7 To Release 100M Barrels of Oil, Nike Goes off Track, Goldman’s First Reaction to Jobs Report 10/2/26 · Squawk on the Street · Oct 2
- Wood sees Tesla as a robotics, energy storage and AI leader driving robotaxi cost declines.Disruptive Innovation and the ARK Venture Fund, Featuring Cathie Wood (ARK Invest) · The Exchange by EW&L Private Wealth · Sep 28
- Shares rose after third-quarter deliveries of 486,000 beat expectations despite a slight year-over-year decline.Closing Bell Overtime: Nvidia hits all-time high 10/2/26 · Closing Bell · Oct 2
- Q3 deliveries beat analyst estimates and order backlog was the largest since 2023.9AM HOUR: Stocks Rally and Yields Fall on Jobs Report, Tesla Delivers, Nike Tumbles 10/2/26 · Squawk on the Street · Oct 2
- Deliveries beat expectations and stock rose, though hosts note build and demand issues.Sign-In With GPT, Anthropic Vs. the Pope, Paramount Rebrands as Skydance | Diet TBPN · TBPN · Oct 3
- Pai praises Musk's vertically integrated energy and AI ambitions, though he is not named directly.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Live Well ft. Lance Alexander · Oct 1
- Largest holding in ARKK and viewed as the largest AI project.How to Lead in a Fast Changing World | Cathie Wood's Advice in 17 Minutes · Evan Carmichael - Believe: Unlocking Your True Potential · Oct 4
- Rallied nearly $16.50 on heavy options activity.The Hot Options Report: 10-02-2026 · The Options Insider Radio Network · Oct 2
Bearish 4
- Robotaxi promises keep slipping and the valuation is seen as excessive.Is Gen Z Completely Cooked? With Ed Elson · The Compound and Friends · Oct 2
- Sales declined year over year despite beating lowered Wall Street expectations.Morally binding agreements, CEO pay manufacture, and Vanguard’s ESG policy · Business Pants · Oct 2
- Robotaxi firefighter hotline guidance is presented as a safety embarrassment.Jensen Huang wants you to hate him like other tech bros · Business Pants · Sep 28
- Shares fell 7-8% over two days; Q3 deliveries expected down 7% year on year.Stress levels are rising if still not flashing red. · Saxo Market Call · Sep 29
Mixed 7
- Robotaxi plans could transform transport economics, though speakers question real-world usage.Bitcoin DOUBLED The Last Time Rates Got This High | Mark Yusko · The Wolf Of All Streets · Sep 29
- Q3 deliveries beat estimates, but the stock is down 22% this year and valuation debate persists.September saw gain of only 29K jobs, Nike turnaround put into question as sales slip · The 8:30 · Oct 2
- Optimus output ramping to several hundred weekly but scale and AI hurdles remain.Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags · The Information's TITV · Sep 28
- Q3 deliveries beat expectations, but the stock is down 17% this year.Nasdaq Hits Record After Soft Jobs Report… And The Fed’s Next Move After Jobs Report 10/2/26 · CNBC's "Fast Money" · Oct 2
- Roadster demo delayed; flying-car expectations remain speculative.Which AI Agent Do You Trust? OpenAI Dots, Grokbot, Instinct | Claude Code vs Codex | EP33 · God Mode Podcast: AI News, Vibe Coding, Indie Hacking & Startups · Oct 4
- Mentioned as a robotaxi company valued at about $1.5 trillion, with its autonomy claims questioned.Rick Heitzmann at Manhatta | Standing Table Podcast Episode #2 · RiskReversal Pod · Sep 28
Neutral 9
- Roadster unveiling is set for October 1 and Q3 sales are due, both catalysts to watch.Wreck Of The Tech | Frank Cappelleri, CappThesis | Sep 28, 2026 · PreMarket Prep · Sep 28
- Mentioned as an example of Musk-led teams executing large projects effectively.Why Elon Outcompetes Everyone | Casey Handmer, Terraform Industries · Relentless · Sep 30
- Mentioned as a reference point for EV range and driving experience.TJP_FULL_Episode_1727_Thursday_100126_Technology_Thursday_with_the_Fearsome_Five.mp3 · The James Perspective · Oct 1
- Mentioned only as one of Musk's Texas-based businesses.A Texas Voter Registration Mess at the Worst Time Possible · Texas Take · Oct 1
- Cited as a company shifting toward robotaxis and robots and as a Bay Area employer.Jensen Huang's Moat Is Dead. But He Has A Plan · Marketing School - Digital Marketing and Online Marketing Tips · Sep 29
- Discussed mainly through Elon Musk's SpaceX and Grok rather than as a stock call.Money and Me: Is the AI Sell-Off a Buying Opportunity Now? Plus Costco and Nike · Money and Me · Oct 1
Show 3 moreShow fewer
- Musk's companies remain entangled with government as contractor, regulator, and rival.All-In: How AI Power Chooses Sides in US Politics · Dan's AI Intel · Sep 30
- Cited as an example of the refine-then-software improvement loop.The $3B Company Trying to Beat Amazon Prime · Sourcery · Sep 29
- Heavy options volume with the stock down about 4%, discussed factually.The Hot Options Report: 09-28-2026 · The Options Insider Radio Network · Sep 29
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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