Sectors
Autos and EVs (excluding autonomy)
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 15
- Share
- 1.5%
- Shows
- 13
- Net sentiment
- +0.33
Up from 0.6% of episodes in the weeks before; net sentiment was +0.07.
Bullish 6Mixed 4Neutral 3Bearish 2
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 6
- Tesla's flying Roadster demo is presented as a striking, exciting step for the company.Tesla’s Flying Roadster: What It Means for Pilots · Aviation Mentors · Oct 16
- Wireless opportunity charging is becoming essential as fleets scale, improving uptime and reducing battery and maintenance costs.Why Opportunity Charging Is Winning as Robot Fleets Scale · The Robot Report Podcast · Oct 16
- GM is seen as undervalued with strong vehicle sales, buybacks and a growing software and services business.Mad Money w/ Jim Cramer 10/12/26 · Mad Money w/ Jim Cramer · Oct 12
- Hosts are excited about the Roadster and Mission S reveals and their design aggressiveness.Inflation Heats Up, Anthropic Investor Day, Tesla Roadster Mania| Diet TBPN · TBPN · Oct 16
- Atlas is seen as better suited to heavy automotive manufacturing work, with Hyundai scale plans.Boston Dynamics Atlas vs Apptronik Apollo: Which 2026 Humanoid Is Built for Real Factories? · Robot Comparisons — Deep Research on Robotics, Humanoids & Automation · Oct 14
- EV sales are near saturation in private purchases, with vehicle-to-grid readiness coming.What’s up with Denmark? · Volts · Oct 16
Bearish 2
- Chinese EV exports and local production threaten incumbent European automakers.(Preview) Brussels and Beijing Make a Deal; Weak Holiday Spending Data; Xi’s Reported Rest Breaks; Peak Dove? · Sharp China with Bill Bishop · Oct 13
- Chinese automakers undercut European costs and gain share, pressuring European and Detroit automakers.Power Lunch 10/12/26 · Power Lunch · Oct 12
Mixed 4
- Strong launches and export growth offset weak domestic sales and a safety scare for Chinese EV makers.ev.news China: BYD Seagull Opens Reservations For All-New Model, Geely Confirm Canada Entry & Li Auto Sets Launch For Bestseller | 12 Oct 2026 · ev.news · Oct 12
- Hosts debate the Roadster's practicality and delivery timing against the Porsche Mission S's driver-focused appeal."You Can See Everything" Review, Roadster Reactions, Eric Glyman Joins | Walter Isaacson, Christian Jensen, Tavarish · TBPN · Oct 16
- Roadster demo impressed, but host doubts delivery given prior unfulfilled pre-orders and unclear deposit terms.Oct 16:Bitcoin Magazine Faces Conflict-of-Interest Questions, · Daily Crypto News · Oct 16
- Citroen's affordable electric 2CV revival and EU-China EV quotas are discussed, with fair trade welcomed.Brad Smith - Microsoft President · Wake Up to Money · Oct 12
Neutral 3
- Covers VW recall, Rivian's Halloween feature, and BYD battery patent without a clear investment angle.If FSD Saves Lives, Why Isn't It Free? · Kilowatt: A Podcast about Electric Vehicles · Oct 12
- Hosts discuss the Roadster reveal and Mission S design with speculation but no investing conclusion.SELL EVERYTHING (Including Your Dollars), Tesla Roadster Hype, Valar Atomics VC Feud | Reed Albergotti, Bryan Cantrill, Daniel Kimminau · TBPN · Oct 15
- Brief talk on motorcycle sales trends and how young riders are being drawn to bikes.Keanu Reeves on Building ARCH Motorcycles, Racing, & Life Beyond The Matrix · Boardroom with Rich Kleiman · Oct 12
Around it
Companies named
- Tesla 6
- BYD 3
- Harley-Davidson1
- Geely1
- Li Auto1
- Volkswagen 1
Shows that covered it most
- TBPN3
- Boardroom with Rich Kleiman1
- ev.news1
- Kilowatt: A Podcast about Electric Vehicles1
- Mad Money w/ Jim Cramer1
- Power Lunch1
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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